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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   16,959,859 322,799 SH   SOLE   322,799 0 0
AMAZON COM INC COM 023135106   12,364,800 147,200 SH   SOLE   147,200 0 0
BOYD GAMING CORP COM 103304101   17,101,590 313,618 SH   SOLE   313,618 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   9,980,052 29,431 SH   SOLE   29,431 0 0
CROCS INC COM 227046109   15,386,542 141,903 SH   SOLE   141,903 0 0
DECKERS OUTDOOR CORP COM 243537107   19,763,609 49,513 SH   SOLE   49,513 0 0
DXC TECHNOLOGY CO COM 23355L106   10,878,595 410,513 SH   SOLE   410,513 0 0
GODADDY INC CL A 380237107   15,850,916 211,854 SH   SOLE   211,854 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106   6,635,849 697,043 SH   SOLE   697,043 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409   6,414,252 163,171 SH   SOLE   163,171 0 0
SPROUT SOCIAL INC COM CL A 85209W109   4,507,879 79,842 SH   SOLE   79,842 0 0
T-MOBILE US INC COM 872590104   20,136,760 143,834 SH   SOLE   143,834 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   14,145,977 716,252 SH   SOLE   716,252 0 0
TYLER TECHNOLOGIES INC COM 902252105   10,849,097 33,650 SH   SOLE   33,650 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   30,049,582 2,199,823 SH   SOLE   2,199,823 0 0
WORKDAY INC CL A 98138H101   15,627,618 93,394 SH   SOLE   93,394 0 0