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
CANNAE HLDGS INC COM 13765N107 23,695 637,146 SH   SOLE   637,146 0 0
GILDAN ACTIVEWEAR INC COM 375916103 18,013 610,000 SH   SOLE   610,000 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 19,429 866,611 SH   SOLE   866,611 0 0
LAUREATE EDUCATION INC CL A 518613203 13,384 760,040 SH   SOLE   760,040 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 14,260 846,812 SH   SOLE   846,812 0 0
PENNANT GROUP INC COM 70805E109 10,204 308,570 SH   SOLE   308,570 0 0
THE REALREAL INC COM 88339P101 12,886 683,612 SH   SOLE   683,612 0 0
SCORPIO TANKERS INC SHS Y7542C130 26,546 674,773 SH   SOLE   674,773 0 0
TUSCAN HOLDINGS CORP COM 90069K104 3,209 322,225 SH   SOLE   322,225 0 0
UNIVAR SOLUTIONS INC COM 91336L107 18,462 761,650 SH   SOLE   761,650 0 0
VERISIGN INC COM 92343E102 11,935 61,943 SH   SOLE   61,943 0 0
WILLSCOT CORP COM 971375126 38,836 2,100,398 SH   SOLE   2,100,398 0 0
WILLIAMS SONOMA INC COM 969904101 2,335 31,800 SH   SOLE   31,800 0 0
AT HOME GROUP INC COM 04650Y100 2,750 500,000 SH Call SOLE   500,000 0 0