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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 6,368 111,441 SH   SOLE   111,441 0 0
ADTALEM GLOBAL ED INC COM 00737L103 10,486 265,191 SH   SOLE   265,191 0 0
API GROUP CORP COM STK 00187Y100 5,778 279,400 SH   SOLE   279,400 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 85,139 1,811,093 SH   SOLE   1,811,093 0 0
CBOE GLOBAL MKTS INC COM 12503M108 83,572 846,810 SH   SOLE   846,810 0 0
CENTENE CORP DEL COM 15135B101 8,596 134,500 SH   SOLE   134,500 0 0
CHANGE HEALTHCARE INC COM 15912K100 47,789 2,162,382 SH   SOLE   2,162,382 0 0
CORSAIR GAMING INC COM 22041X102 2,187 65,689 SH   SOLE   65,689 0 0
DISH NETWORK CORPORATION CL A 25470M109 47,812 1,320,762 SH   SOLE   1,320,762 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 69,413 3,514,607 SH   SOLE   3,514,607 0 0
FINSERV ACQUISITION CORP CL A 318085107 3,895 297,338 SH   SOLE   297,338 0 0
FRONTDOOR INC COM 35905A109 81,330 1,513,120 SH   SOLE   1,513,120 0 0
GORES HLDGS V INC COM CL A 382864106 3,012 301,849 SH   SOLE   301,849 0 0
GORES HLDGS V INC UNIT 99/99/9999 382864205 1,029 100,000 SH   SOLE   100,000 0 0
INTEGER HLDGS CORP COM 45826H109 70,926 770,097 SH   SOLE   770,097 0 0
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 531229706 1,235 43,331 SH   SOLE   43,331 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 42,377 1,523,270 SH   SOLE   1,523,270 0 0
LITHIA MTRS INC CL A 536797103 73,616 188,716 SH   SOLE   188,716 0 0
LIVANOVA PLC SHS G5509L101 95,698 1,297,947 SH   SOLE   1,297,947 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 26,387 829,525 SH   SOLE   829,525 0 0
ONESPAN INC COM 68287N100 18,815 767,975 SH   SOLE   767,975 0 0
OUTFRONT MEDIA INC COM 69007J106 12,922 591,927 SH   SOLE   591,927 0 0
PLANET FITNESS INC CL A 72703H101 6,075 78,587 SH   SOLE   78,587 0 0
PLANTRONICS INC NEW COM 727493108 4,202 108,000 SH   SOLE   108,000 0 0
PRIMO WATER CORPORATION COM 74167P108 44,860 2,758,923 SH   SOLE   2,758,923 0 0
PURPLE INNOVATION INC COM 74640Y106 55,214 1,744,510 SH   SOLE   1,744,510 0 0
RETAIL VALUE INC COM 76133Q102 7,904 422,468 SH   SOLE   422,468 0 0
RMR GROUP INC CL A 74967R106 17,787 435,841 SH   SOLE   435,841 0 0
SCIPLAY CORPORATION CL A 809087109 1,426 88,135 SH   SOLE   88,135 0 0
SEALED AIR CORP NEW COM 81211K100 5,343 116,600 SH   SOLE   116,600 0 0
SOCIAL CAPITAL HEDOSOPHA HLD *W EXP 09/26/202 G82514111 228 93,550 SH   SOLE   93,550 0 0
SOCIAL CAPITAL HEDOSOPHA HLD *W EXP 09/26/202 G8251L113 523 198,950 SH   SOLE   198,950 0 0
SOCIAL CAPITAL HEDOSOPHA HLD SHS CL A G82514103 4,101 374,200 SH   SOLE   374,200 0 0
SOCIAL CAPITAL HEDOSOPHA HLD SHS CL A G8251L105 8,523 795,800 SH   SOLE   795,800 0 0
SONOS INC COM 83570H108 50,388 1,344,753 SH   SOLE   1,344,753 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 3,256 46,600 SH   SOLE   46,600 0 0
SUPER MICRO COMPUTER INC COM 86800U104 71,943 1,841,861 SH   SOLE   1,841,861 0 0
SUPERNOVA PARTNERS ACQUISITI UNIT 99/99/9999 86846V207 1,506 150,000 SH   SOLE   150,000 0 0
SVMK INC COM 78489X103 2,769 151,140 SH   SOLE   151,140 0 0
TALEND S A ADS 874224207 83,717 1,315,470 SH   SOLE   1,315,470 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 39,952 838,100 SH   SOLE   838,100 0 0
TIVITY HEALTH INC COM 88870R102 14,673 657,377 SH   SOLE   657,377 0 0
TWITTER INC COM 90184L102 50,925 800,329 SH   SOLE   800,329 0 0
UPWORK INC COM 91688F104 83,816 1,872,137 SH   SOLE   1,872,137 0 0
US FOODS HLDG CORP COM 912008109 47,617 1,249,124 SH   SOLE   1,249,124 0 0
VALVOLINE INC COM 92047W101 38,829 1,489,426 SH   SOLE   1,489,426 0 0
ZYNGA INC CL A 98986T108 14,985 1,467,700 SH   SOLE   1,467,700 0 0