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
COUCHBASE ORD Common Stock 22207T101   36,894,000 2,150,000 SH   SOLE   2,150,000 0 0
WALKME ORD Common Stock M97628107   29,160,480 3,076,000 SH   SOLE   3,076,000 0 0
ECOVYST ORD Common Stock 27923Q109   26,568,000 2,700,000 SH   SOLE   2,700,000 0 0
C3 AI CL A ORD Common Stock 12468P104   20,033,220 785,000 SH   SOLE   785,000 0 0
SMARTSHEET CL A ORD Common Stock 83200N103   24,276,000 600,000 SH   SOLE   600,000 0 0
AVEPOINT CL A ORD Common Stock 053604104   20,160,000 3,000,000 SH   SOLE   3,000,000 0 0
SELECT WATER SOLUTIONS CL A ORD Common Stock 81617J301   18,165,750 2,285,000 SH   SOLE   2,285,000 0 0
ROCKET COMPANIES CL A ORD Common Stock 77311W101   757,599 92,616 SH   SOLE   92,616 0 0
VERADIGM ORD Common Stock 01988P108   16,937,946 1,289,037 SH   SOLE   1,289,037 0 0
LIVERAMP HOLDINGS ORD Common Stock 53815P108   16,842,560 584,000 SH   SOLE   584,000 0 0
GARRETT MOTION ORD Common Stock 366505105   16,390,400 2,080,000 SH   SOLE   2,080,000 0 0
PACTIV EVERGREEN ORD Common Stock 69526K105   14,308,800 1,760,000 SH   SOLE   1,760,000 0 0
SPECTRUM BRANDS HOLDINGS ORD Common Stock 84790A105   13,711,250 175,000 SH   SOLE   175,000 0 0
RISKIFIED CL A ORD Common Stock M8216R109   13,520,824 3,018,041 SH   SOLE   3,018,041 0 0
ADIENT ORD Common Stock G0084W951   11,744,000 320,000 SH   SOLE   320,000 0 0
VARONIS SYSTEMS ORD Common Stock 922280102   11,605,200 380,000 SH   SOLE   380,000 0 0
SHOTSPOTTER ORD Common Stock 82536T107   10,596,800 592,000 SH   SOLE   592,000 0 0
STONERIDGE ORD Common Stock 86183P102   8,816,490 439,287 SH   SOLE   439,287 0 0
BLUE BIRD ORD Common Stock 095306106   7,579,250 355,000 SH   SOLE   355,000 0 0
PHINIA ORD Common Stock 71880K101   6,965,400 260,000 SH   SOLE   260,000 0 0
MATTEL ORD Common Stock 577081102   4,736,450 215,000 SH   SOLE   215,000 0 0
DESIGNER BRANDS CL A ORD Common Stock 250565108   4,684,200 370,000 SH   SOLE   370,000 0 0
SEMTECH ORD Common Stock 816850101   4,120,000 160,000 SH   SOLE   160,000 0 0
CANADA GOOSE HOLDINGS SUB VTG ORD Common Stock 135086106   3,811,600 260,000 SH   SOLE   260,000 0 0
MERCURY SYSTEMS ORD Common Stock 589378108   3,709,000 100,000 SH   SOLE   100,000 0 0
NEWELL BRANDS ORD Common Stock 651229106   3,612,000 400,000 SH   SOLE   400,000 0 0
CHILDRENS PLACE ORD Common Stock 168905107   3,378,750 125,000 SH   SOLE   125,000 0 0
BABCOCK AND WILCOX ENTERPRISES ORD Common Stock 05614L209   3,368,000 800,000 SH   SOLE   800,000 0 0
COOPER STANDARD HOLDINGS ORD Common Stock 21676P103   3,086,600 230,000 SH   SOLE   230,000 0 0
DAVE BUSTERS ENTERTAINMENT ORD Common Stock 238337109   2,780,250 75,000 SH   SOLE   75,000 0 0
KOPPERS HOLDINGS ORD Common Stock 50060P106   2,768,500 70,000 SH   SOLE   70,000 0 0
DOLE ORD Common Stock G27907107   2,384,681 205,931 SH   SOLE   205,931 0 0
SPOK HOLDINGS ORD Common Stock 84863T106   2,140,500 150,000 SH   SOLE   150,000 0 0
STAR HOLDINGS ORD Common Stock 85512G106   2,128,400 170,000 SH   SOLE   170,000 0 0
CAE ORD Common Stock 124765108   1,868,000 80,000 SH   SOLE   80,000 0 0
GREAT LAKES DREDGE AND DOCK ORD Common Stock 390607109   1,776,449 222,892 SH   SOLE   222,892 0 0
AXALTA COATING SYSTEMS ORD Common Stock G0750C108   1,076,000 40,000 SH   SOLE   40,000 0 0
BROOKDALE SENIOR LIVING ORD Common Stock 112463104   828,000 200,000 SH   SOLE   200,000 0 0
SONIC AUTOMOTIVE CL A ORD Common Stock 83545G102   477,600 10,000 SH   SOLE   10,000 0 0