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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 14,760 335,215 SH   SOLE   0 335,215 0
AMAZON COM INC COM 023135106 12,248 119,560 SH   SOLE   0 119,560 0
AVEPOINT INC COM CL A 053604104 16 3,578 SH   SOLE   0 3,578 0
BOYD GAMING CORP COM 103304101 15,901 275,295 SH   SOLE   0 275,295 0
CROCS INC COM 227046109 12,200 172,436 SH   SOLE   0 172,436 0
DECKERS OUTDOOR CORP COM 243537107 15,128 43,231 SH   SOLE   0 43,231 0
DIGITALOCEAN HLDGS INC COM 25402D102 4,073 113,398 SH   SOLE   0 113,398 0
DXC TECHNOLOGY CO COM 23355L106 12,446 432,913 SH   SOLE   0 432,913 0
GODADDY INC CL A 380237107 16,331 203,117 SH   SOLE   0 203,117 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 6,713 697,043 SH   SOLE   0 697,043 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 6,037 142,253 SH   SOLE   0 142,253 0
SPROUT SOCIAL INC COM CL A 85209W109 5,076 84,144 SH   SOLE   0 84,144 0
T-MOBILE US INC COM 872590104 24,385 160,894 SH   SOLE   0 160,894 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104 11,091 592,454 SH   SOLE   0 592,454 0
VERTIV HOLDINGS CO COM CL A 92537N108 29,216 2,041,660 SH   SOLE   0 2,041,660 0
WORKDAY INC CL A 98138H101 14,226 91,296 SH   SOLE   0 91,296 0