The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 49,607 | 2,141,000 | SH | SOLE | 2,141,000 | 0 | 0 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 37,760 | 672,000 | SH | SOLE | 672,000 | 0 | 0 | ||
COPART INC | COM | 217204106 | 33,085 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
E L F BEAUTY INC | COM | 26856L103 | 28,465 | 1,130,000 | SH | SOLE | 1,130,000 | 0 | 0 | ||
PURPLE INNOVATION INC | COM | 74640Y106 | 26,352 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
FTI CONSULTING INC | COM | 302941109 | 21,785 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 20,986 | 253,000 | SH | SOLE | 253,000 | 0 | 0 | ||
LHC GROUP INC | COM | 50187A107 | 20,201 | 94,700 | SH | SOLE | 94,700 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 19,309 | 293,000 | SH | SOLE | 293,000 | 0 | 0 | ||
AT HOME GROUP INC | COM | 04650Y100 | 18,351 | 1,187,000 | SH | SOLE | 1,187,000 | 0 | 0 | ||
CANNAE HLDGS INC | COM | 13765N107 | 17,937 | 405,168 | SH | SOLE | 405,168 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 16,521 | 83,000 | SH | SOLE | 83,000 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 15,056 | 6,760 | SH | SOLE | 6,760 | 0 | 0 | ||
UNIVAR SOLUTIONS USA INC | COM | 91336L107 | 13,972 | 735,000 | SH | SOLE | 735,000 | 0 | 0 | ||
DUN & BRADSTREET HLDGS INC | COM | 26484T106 | 10,657 | 428,000 | SH | SOLE | 428,000 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 6,966 | 102,000 | SH | SOLE | 102,000 | 0 | 0 |