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 13,585 322,075 SH   SOLE   322,075 0 0
AMAZON COM INC COM 023135106 13,117 116,083 SH   SOLE   116,083 0 0
AVEPOINT INC COM CL A 053604104 4,185 1,043,690 SH   SOLE   1,043,690 0 0
BOYD GAMING CORP COM 103304101 12,808 268,792 SH   SOLE   268,792 0 0
CROCS INC COM 227046109 10,935 159,260 SH   SOLE   159,260 0 0
DECKERS OUTDOOR CORP COM 243537107 13,933 44,571 SH   SOLE   44,571 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 3,989 110,288 SH   SOLE   110,288 0 0
DXC TECHNOLOGY CO COM 23355L106 10,357 423,063 SH   SOLE   423,063 0 0
FIVE9 INC COM 338307101 6,233 83,131 SH   SOLE   83,131 0 0
GODADDY INC CL A 380237107 14,265 201,257 SH   SOLE   201,257 0 0
IAC INC COM NEW 44891N208 5,797 104,678 SH   SOLE   104,678 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 6,218 697,043 SH   SOLE   697,043 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 5,231 137,405 SH   SOLE   137,405 0 0
META PLATFORMS INC CL A 30303M102 5,873 43,286 SH   SOLE   43,286 0 0
SPROUT SOCIAL INC COM CL A 85209W109 4,882 80,461 SH   SOLE   80,461 0 0
T-MOBILE US INC COM 872590104 21,725 161,918 SH   SOLE   161,918 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104 11,786 611,938 SH   SOLE   611,938 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 19,971 2,054,660 SH   SOLE   2,054,660 0 0
WORKDAY INC CL A 98138H101 7,328 48,142 SH   SOLE   48,142 0 0