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
ALPHABET INC CAP STK CL A 02079K305 13,295 139,000 SH   SOLE   139,000 0 0
AMAZON COM INC COM 023135106 13,526 119,700 SH   SOLE   119,700 0 0
API GROUP CORP COM STK 00187Y100 13,524 1,019,112 SH   SOLE   1,019,112 0 0
AVANTOR INC COM 05352A100 9,036 461,000 SH   SOLE   461,000 0 0
DOLLAR GEN CORP NEW COM 256677105 11,915 49,676 SH   SOLE   49,676 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 10,466 374,059 SH   SOLE   374,059 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 6,529 353,872 SH   SOLE   353,872 0 0
GOOSEHEAD INS INC COM CL A 38267D109 2,736 76,768 SH   SOLE   76,768 0 0
HYATT HOTELS CORP COM CL A 448579102 9,550 117,963 SH   SOLE   117,963 0 0
MISTER CAR WASH INC COM 60646V105 5,934 691,619 SH   SOLE   691,619 0 0
MONGODB INC CL A 60937P106 5,798 29,200 SH   SOLE   29,200 0 0
PEGASYSTEMS INC COM 705573103 2,531 78,760 SH   SOLE   78,760 0 0
ROSS STORES INC COM 778296103 11,714 139,000 SH   SOLE   139,000 0 0
SERVICENOW INC COM 81762P102 6,042 16,000 SH   SOLE   16,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 6,830 45,234 SH   SOLE   45,234 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 6,640 232,102 SH   SOLE   232,102 0 0