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
ADOBE SYSTEMS INCORPORATED COM 00724F101 16,175 35,500 SH   SOLE   35,500 0 0
AMAZON COM INC COM 023135106 13,072 4,010 SH   SOLE   4,010 0 0
API GROUP CORP COM STK 00187Y100 18,167 863,859 SH   SOLE   863,859 0 0
BLOCK INC CL A 852234103 3,956 29,175 SH   SOLE   29,175 0 0
DISNEY WALT CO COM 254687106 10,383 75,700 SH   SOLE   75,700 0 0
DOLLAR GEN CORP NEW COM 256677105 11,042 49,600 SH   SOLE   49,600 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 18,583 707,133 SH   SOLE   707,133 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 15,252 515,969 SH   SOLE   515,969 0 0
GOOSEHEAD INS INC COM CL A 38267D109 5,717 72,768 SH   SOLE   72,768 0 0
HILLMAN SOLUTIONS CORP COM 431636109 18,253 1,536,474 SH   SOLE   1,536,474 0 0
HYATT HOTELS CORP COM CL A 448579102 14,915 156,263 SH   SOLE   156,263 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 9,716 71,800 SH   SOLE   71,800 0 0
MISTER CAR WASH INC COM 60646V105 12,310 832,324 SH   SOLE   832,324 0 0
PEGASYSTEMS INC COM 705573103 10,151 125,863 SH   SOLE   125,863 0 0
ROKU INC COM CL A 77543R102 11,177 89,221 SH   SOLE   89,221 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 12,102 41,234 SH   SOLE   41,234 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 12,328 250,102 SH   SOLE   250,102 0 0