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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERICAN TOWER CORP NEW COM 03027X100   172,667 845 SH   OTR   0 845 0
AMERICAN TOWER CORP NEW COM 03027X100   13,918,619 68,115 SH   SOLE   68,115 0 0
BOOT BARN HLDGS INC COM 099406100   3,349,168 43,700 SH   SOLE   43,700 0 0
BOOT BARN HLDGS INC COM 099406100   91,202 1,190 SH   OTR   0 1,190 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   5,003,025 102,500 SH   SOLE   102,500 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   130,323 2,670 SH   OTR   0 2,670 0
CINEMARK HLDGS INC COM 17243V102   4,510,950 305,000 SH   SOLE   305,000 0 0
CINEMARK HLDGS INC COM 17243V102   115,362 7,800 SH   OTR   0 7,800 0
CUTERA INC COM 232109108   708,600 30,000 SH   SOLE   30,000 0 0
CUTERA INC COM 232109108   16,534 700 SH   OTR   0 700 0
DAVE & BUSTERS ENTMT INC COM 238337109   6,710,496 182,400 SH   SOLE   182,400 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   172,913 4,700 SH   OTR   0 4,700 0
ECARX HOLDINGS INC CLASS A ORD G29201103   262,800 45,000 SH   SOLE   45,000 0 0
ECARX HOLDINGS INC *W EXP 12/20/202 G29201111   4,125 27,500 SH   SOLE   27,500 0 0
ENCORE CAP GROUP INC COM 292554102   151,350 3,000 SH   OTR   0 3,000 0
ENCORE CAP GROUP INC COM 292554102   5,801,750 115,000 SH   SOLE   115,000 0 0
EVERI HLDGS INC COM 30034T103   1,025,570 59,800 SH   SOLE   59,800 0 0
EVERI HLDGS INC COM 30034T103   27,440 1,600 SH   OTR   0 1,600 0
EVO ACQUISITION CORP UNIT 99/99/9999 30052G207   493,500 50,000 SH   SOLE   50,000 0 0
EVO ACQUISITION CORP UNIT 99/99/9999 30052G207   10,857 1,100 SH   OTR   0 1,100 0
FEDERAL SIGNAL CORP COM 313855108   10,982,946 202,600 SH   SOLE   202,600 0 0
FEDERAL SIGNAL CORP COM 313855108   281,892 5,200 SH   OTR   0 5,200 0
FIVE9 INC COM 338307101   4,275,231 59,140 SH   OTR   0 59,140 0
FIVE9 INC COM 338307101   11,927,850 165,000 SH   SOLE   165,000 0 0
FUNKO INC COM CL A 361008105   4,243,500 450,000 SH   SOLE   450,000 0 0
FUNKO INC COM CL A 361008105   110,803 11,750 SH   OTR   0 11,750 0
GRAND CANYON ED INC COM 38526M106   17,791,180 156,200 SH   SOLE   156,200 0 0
GRAND CANYON ED INC COM 38526M106   2,381,991 20,913 SH   OTR   0 20,913 0
INMODE LTD SHS M5425M103   11,665,400 365,000 SH   SOLE   365,000 0 0
INMODE LTD SHS M5425M103   1,423,818 44,550 SH   OTR   0 44,550 0
INSPIRED ENTMT INC COM 45782N108   959,250 75,000 SH   SOLE   75,000 0 0
INSPIRED ENTMT INC COM 45782N108   23,981 1,875 SH   OTR   0 1,875 0
KURA SUSHI USA INC CL A COM 501270102   4,279,600 65,000 SH   SOLE   65,000 0 0
KURA SUSHI USA INC CL A COM 501270102   108,636 1,650 SH   OTR   0 1,650 0
MICROSOFT CORP COM 594918104   9,247,223 32,075 SH   SOLE   32,075 0 0
MICROSOFT CORP COM 594918104   236,406 820 SH   OTR   0 820 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   5,525,120 32,000 SH   SOLE   32,000 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   142,445 825 SH   OTR   0 825 0
ONTO INNOVATION INC COM 683344105   3,712,930 42,250 SH   SOLE   42,250 0 0
ONTO INNOVATION INC COM 683344105   94,910 1,080 SH   OTR   0 1,080 0
OSI SYSTEMS INC COM 671044105   324,481 3,170 SH   OTR   0 3,170 0
OSI SYSTEMS INC COM 671044105   12,682,404 123,900 SH   SOLE   123,900 0 0
PJT PARTNERS INC COM CL A 69343T107   16,495,415 228,500 SH   SOLE   228,500 0 0
PJT PARTNERS INC COM CL A 69343T107   424,477 5,880 SH   OTR   0 5,880 0
POOL CORP COM 73278L105   13,755,815 40,170 SH   SOLE   40,170 0 0
POOL CORP COM 73278L105   352,713 1,030 SH   OTR   0 1,030 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   11,469,276 175,050 SH   SOLE   175,050 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   2,260,440 34,500 SH   OTR   0 34,500 0
SPROUT SOCIAL INC COM CL A 85209W109   6,782,032 111,400 SH   SOLE   111,400 0 0
SPROUT SOCIAL INC COM CL A 85209W109   176,552 2,900 SH   OTR   0 2,900 0
SUPER MICRO COMPUTER INC COM 86800U104   5,396,758 50,650 SH   SOLE   50,650 0 0
SUPER MICRO COMPUTER INC COM 86800U104   138,515 1,300 SH   OTR   0 1,300 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108   631,500 50,000 SH   SOLE   50,000 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108   16,419 1,300 SH   OTR   0 1,300 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   36,027 130 SH   OTR   0 130 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   1,385,650 5,000 SH   SOLE   5,000 0 0
VIVID SEATS INC COM CL A 92854T100   8,393 1,100 SH   OTR   0 1,100 0
VIVID SEATS INC COM CL A 92854T100   345,639 45,300 SH   SOLE   45,300 0 0
WATSCO INC COM 942622200   8,606,228 27,050 SH   SOLE   27,050 0 0
WATSCO INC COM 942622200   221,121 695 SH   OTR   0 695 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   72,664 1,550 SH   OTR   0 1,550 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   2,850,304 60,800 SH   SOLE   60,800 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   108,724 4,400 SH   OTR   0 4,400 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   4,324,250 175,000 SH   SOLE   175,000 0 0