The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALBERTSONS COS INC COMMON STOCK 013091103 20,959 630,358 SH   SOLE 630,358 0 0
ALPHABET INC CAP STK CL C 02079K107 29,220 10,462 SH   SOLE 10,462 0 0
AMAZON COM INC COM 023135106 64,505 19,787 SH   SOLE 19,787 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 154,521 2,492,681 SH   SOLE 2,492,681 0 0
ARAMARK COM 03852U106 59,210 1,574,723 SH   SOLE 1,574,723 0 0
BATH & BODY WORKS INC COM 070830104 24,013 502,370 SH   SOLE 502,370 0 0
INTUIT COM 461202103 33,827 70,350 SH   SOLE 70,350 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 14,633 52,706 SH   SOLE 52,706 0 0
JABIL INC COM 466313103 51,874 840,339 SH   SOLE 840,339 0 0
KROGER CO COM 501044101 17,467 304,464 SH   SOLE 304,464 0 0
LIVEPERSON INC COM 538146101 2,442 100,000 SH   SOLE 100,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 60,680 846,190 SH   SOLE 846,190 0 0
MASTERCARD INCORPORATED CL A 57636Q104 76,039 212,768 SH   SOLE 212,768 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 73,817 304,775 SH   SOLE 304,775 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 57,925 84,567 SH   SOLE 84,567 0 0
SONOS INC COM 83570H108 24,162 856,184 SH   SOLE 856,184 0 0
SPLUNK INC COM 848637104 85,374 574,485 SH   SOLE 574,485 0 0
T-MOBILE US INC COM 872590104 59,165 460,965 SH   SOLE 460,965 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 96,163 2,457,520 SH   SOLE 2,457,520 0 0