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
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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   123,338 750 SH   OTR   0 750 0
AMERICAN TOWER CORP NEW COM 03027X100   10,053,651 61,135 SH   SOLE   61,135 0 0
ARLO TECHNOLOGIES INC COM 04206A101   181,280 17,600 SH   OTR   0 17,600 0
ARLO TECHNOLOGIES INC COM 04206A101   6,695,000 650,000 SH   SOLE   650,000 0 0
BLUE BIRD CORP COM 095306106   105,683 4,950 SH   OTR   0 4,950 0
BLUE BIRD CORP COM 095306106   3,764,005 176,300 SH   SOLE   176,300 0 0
BOOT BARN HLDGS INC COM 099406100   1,826,775 22,500 SH   SOLE   22,500 0 0
BOOT BARN HLDGS INC COM 099406100   49,526 610 SH   OTR   0 610 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   4,491,315 96,900 SH   SOLE   96,900 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   119,120 2,570 SH   OTR   0 2,570 0
CARS COM INC COM 14575E105   102,003 6,050 SH   OTR   0 6,050 0
CARS COM INC COM 14575E105   3,709,200 220,000 SH   SOLE   220,000 0 0
CINEMARK HLDGS INC COM 17243V102   2,569,000 140,000 SH   SOLE   140,000 0 0
CINEMARK HLDGS INC COM 17243V102   69,730 3,800 SH   OTR   0 3,800 0
CROCS INC COM 227046109   9,705,300 110,000 SH   SOLE   110,000 0 0
CROCS INC COM 227046109   266,455 3,020 SH   OTR   0 3,020 0
DAVE & BUSTERS ENTMT INC COM 238337109   2,780,250 75,000 SH   SOLE   75,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   75,994 2,050 SH   OTR   0 2,050 0
ENCORE CAP GROUP INC COM 292554102   10,029,600 210,000 SH   SOLE   210,000 0 0
ENCORE CAP GROUP INC COM 292554102   274,620 5,750 SH   OTR   0 5,750 0
FEDERAL SIGNAL CORP COM 313855108   12,841,950 215,000 SH   SOLE   215,000 0 0
FEDERAL SIGNAL CORP COM 313855108   352,407 5,900 SH   OTR   0 5,900 0
FIVE9 INC COM 338307101   4,807,068 74,760 SH   OTR   0 74,760 0
FIVE9 INC COM 338307101   13,548,010 210,700 SH   SOLE   210,700 0 0
FUNKO INC COM CL A 361008105   4,398,750 575,000 SH   SOLE   575,000 0 0
FUNKO INC COM CL A 361008105   118,958 15,550 SH   OTR   0 15,550 0
GRAND CANYON ED INC COM 38526M106   17,532,000 150,000 SH   SOLE   150,000 0 0
GRAND CANYON ED INC COM 38526M106   2,527,296 21,623 SH   OTR   0 21,623 0
INMODE LTD SHS M5425M103   127,932 4,200 SH   OTR   0 4,200 0
INMODE LTD SHS M5425M103   4,721,300 155,000 SH   SOLE   155,000 0 0
MICROSOFT CORP COM 594918104   4,104,750 13,000 SH   SOLE   13,000 0 0
MICROSOFT CORP COM 594918104   110,513 350 SH   OTR   0 350 0
MILLERKNOLL INC COM 600544100   978,000 40,000 SH   SOLE   40,000 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   8,243,775 57,500 SH   SOLE   57,500 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   222,940 1,555 SH   OTR   0 1,555 0
OSI SYSTEMS INC COM 671044105   12,984,400 110,000 SH   SOLE   110,000 0 0
OSI SYSTEMS INC COM 671044105   357,661 3,030 SH   OTR   0 3,030 0
PJT PARTNERS INC COM CL A 69343T107   2,554,393 32,155 SH   OTR   0 32,155 0
PJT PARTNERS INC COM CL A 69343T107   20,654,400 260,000 SH   SOLE   260,000 0 0
POOL CORP COM 73278L105   14,366,855 40,345 SH   SOLE   40,345 0 0
POOL CORP COM 73278L105   393,491 1,105 SH   OTR   0 1,105 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   140,938 2,750 SH   OTR   0 2,750 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   5,125,000 100,000 SH   SOLE   100,000 0 0
SPROUT SOCIAL INC COM CL A 85209W109   2,992,800 60,000 SH   SOLE   60,000 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108   44,849 7,450 SH   OTR   0 7,450 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108   1,676,269 278,450 SH   SOLE   278,450 0 0
VIVID SEATS INC COM CL A 92854T100   3,006,486 468,300 SH   OTR   0 468,300 0
VIVID SEATS INC COM CL A 92854T100   14,766,000 2,300,000 SH   SOLE   2,300,000 0 0
WATSCO INC COM 942622200   188,860 500 SH   OTR   0 500 0
WATSCO INC COM 942622200   6,987,820 18,500 SH   SOLE   18,500 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   284,892 6,850 SH   OTR   0 6,850 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   10,501,475 252,500 SH   SOLE   252,500 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   154,980 9,450 SH   OTR   0 9,450 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   5,658,000 345,000 SH   SOLE   345,000 0 0