The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 22,315 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| BURFORD CAP LTD | ORD SHS | G17977110 | 27,202 | 2,960,000 | SH | SOLE | 2,960,000 | 0 | 0 | ||
| CANNAE HLDGS INC | COM | 13765N107 | 20,452 | 855,000 | SH | SOLE | 855,000 | 0 | 0 | ||
| FUNKO INC | COM CL A | 361008105 | 5,171 | 299,745 | SH | SOLE | 299,745 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 27,412 | 157,000 | SH | SOLE | 157,000 | 0 | 0 | ||
| HILLMAN SOLUTIONS CORP | COM | 431636109 | 38,135 | 3,210,000 | SH | SOLE | 3,210,000 | 0 | 0 | ||
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | 36,900 | 4,100,000 | SH | SOLE | 4,100,000 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 9,893 | 402,000 | SH | SOLE | 402,000 | 0 | 0 | ||
| PURPLE INNOVATION INC | COM | 74640Y106 | 8,658 | 1,480,000 | SH | SOLE | 1,480,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 13,820 | 495,000 | SH | SOLE | 495,000 | 0 | 0 | ||
| WEX INC | COM | 96208T104 | 16,953 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 50,086 | 1,280,000 | SH | SOLE | 1,280,000 | 0 | 0 | ||
| ZURN WATER SOLUTIONS CORP | COM | 98983L108 | 36,108 | 1,020,000 | SH | SOLE | 1,020,000 | 0 | 0 | ||