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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BURFORD CAP LTD | ORD SHS | G17977110 | 38,712,500 | 4,750,000 | SH | SOLE | 4,750,000 | 0 | 0 | |||
| BWX TECHNOLOGIES INC | COM | 05605H100 | 20,908,800 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | |||
| FUNKO INC | COM CL A | 361008105 | 20,674,450 | 1,895,000 | SH | SOLE | 1,895,000 | 0 | 0 | |||
| HILLMAN SOLUTIONS CORP | COM | 431636109 | 16,914,660 | 2,346,000 | SH | SOLE | 2,346,000 | 0 | 0 | |||
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | 27,656,105 | 2,905,053 | SH | SOLE | 2,905,053 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM C BRAVES GRP | 531229888 | 19,982,600 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | |||
| PINTEREST INC | CL A | 72352L106 | 20,322,360 | 837,000 | SH | SOLE | 837,000 | 0 | 0 | |||
| TJX COS INC NEW | COM | 872540109 | 13,532,000 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | |||
| TOPGOLF CALLAWAY BRANDS CORP | COM | 131193104 | 20,243,750 | 1,025,000 | SH | SOLE | 1,025,000 | 0 | 0 | |||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 39,523,750 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | |||
| ZURN ELKAY WATER SOLNS CORP | COM | 98983L108 | 29,504,250 | 1,395,000 | SH | SOLE | 1,395,000 | 0 | 0 | |||