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
ACV AUCTIONS INC COM CL A 00091G104   5,768,400 380,000 SH   SOLE   380,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   10,282,000 100,000 SH   SOLE   100,000 0 0
ALPHABET INC CAP STK CL C 02079K107   32,808,236 248,830 SH   SOLE   248,830 0 0
AMAZON COM INC COM 023135106   23,439,021 184,385 SH   SOLE   184,385 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   14,007,481 631,252 SH   SOLE   631,252 0 0
CACI INTL INC CL A 127190304   27,032,198 86,109 SH   SOLE   86,109 0 0
CANADIAN NAT RES LTD COM 136385101   23,280,100 359,983 SH   SOLE   359,983 0 0
ELASTIC N V ORD SHS N14506104   8,124,000 100,000 SH   SOLE   100,000 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   17,144,407 861,528 SH   SOLE   861,528 0 0
EXPEDIA GROUP INC COM NEW 30212P303   10,500,977 101,882 SH   SOLE   101,882 0 0
FRANKLIN COVEY CO COM 353469109   7,063,173 164,566 SH   SOLE   164,566 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106   6,544,474 330,696 SH   SOLE   330,696 0 0
MATTEL INC COM 577081102   13,623,352 618,400 SH   SOLE   618,400 0 0
META PLATFORMS INC CL A 30303M102   30,871,795 102,834 SH   SOLE   102,834 0 0
MITEK SYS INC COM NEW 606710200   39,161,875 3,653,160 SH   SOLE   3,653,160 0 0
NEWS CORP NEW CL A 65249B109   19,365,684 965,388 SH   SOLE   965,388 0 0
PAYPAL HLDGS INC COM 70450Y103   23,441,232 400,979 SH   SOLE   400,979 0 0
PERFICIENT INC COM 71375U101   17,186,040 297,028 SH   SOLE   297,028 0 0
ROSS STORES INC COM 778296103   7,906,501 70,000 SH   SOLE   70,000 0 0
SEA LTD SPONSORD ADS 81141R100   8,790,000 200,000 SH   SOLE   200,000 0 0
TARGET HOSPITALITY CORP COM 87615L107   4,287,600 270,000 SH   SOLE   270,000 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   15,136,602 809,444 SH   SOLE   809,444 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   37,435,922 1,006,342 SH   SOLE   1,006,342 0 0
VIAD CORP COM 92552R406   23,178,616 884,680 SH   SOLE   884,680 0 0