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
ALIGHT CL A ORD Common Stock 01626W101   17,343,000 2,350,000 SH   SOLE   2,350,000 0 0
AVEPOINT CL A ORD Common Stock 053604104   8,648,600 830,000 SH   SOLE   830,000 0 0
AXALTA COATING SYSTEMS ORD Common Stock G0750C108   10,934,400 320,000 SH   SOLE   320,000 0 0
BLUE BIRD ORD Common Stock 095306106   10,770,000 200,000 SH   SOLE   200,000 0 0
CARMAX ORD Common Stock 143130102   6,600,600 90,000 SH   SOLE   90,000 0 0
COOPER STANDARD HOLDINGS ORD Common Stock 21676P103   2,985,600 240,000 SH   SOLE   240,000 0 0
COUCHBASE ORD Common Stock 22207T101   38,009,742 2,081,585 SH   SOLE   2,081,585 0 0
DESIGNER BRANDS CL A ORD Common Stock 250565108   2,049,000 300,000 SH   SOLE   300,000 0 0
ECOVYST ORD Common Stock 27923Q109   14,307,150 1,595,000 SH   SOLE   1,595,000 0 0
GARRETT MOTION ORD Common Stock 366505105   16,321,000 1,900,000 SH   SOLE   1,900,000 0 0
GATES INDUSTRIAL ORD Common Stock G39108108   4,743,000 300,000 SH   SOLE   300,000 0 0
GLOBAL PAYMENTS ORD Common Stock 37940X102   6,382,200 66,000 SH   SOLE   66,000 0 0
JAMF HOLDING ORD Common Stock 47074L105   25,905,000 1,570,000 SH   SOLE   1,570,000 0 0
LITHIA MOTORS ORD Common Stock 536797103   6,058,800 24,000 SH   SOLE   24,000 0 0
LIVERAMP HOLDINGS ORD Common Stock 53815P108   5,878,600 190,000 SH   SOLE   190,000 0 0
MATTEL ORD Common Stock 577081102   6,341,400 390,000 SH   SOLE   390,000 0 0
MITEK SYSTEMS ORD Common Stock 606710200   2,956,729 264,466 SH   SOLE   264,466 0 0
MOBILEYE GLOBAL CL A ORD Common Stock 60741F104   9,268,050 330,000 SH   SOLE   330,000 0 0
NEWELL BRANDS ORD Common Stock 651229106   4,230,600 660,000 SH   SOLE   660,000 0 0
OPEN LENDING ORD Common Stock 68373J104   2,758,322 494,323 SH   SOLE   494,323 0 0
RISKIFIED CL A ORD Common Stock M8216R109   10,285,970 1,609,698 SH   SOLE   1,609,698 0 0
SAVERS VALUE VILLAGE ORD Common Stock 80517M109   2,907,709 237,558 SH   SOLE   237,558 0 0
SELECT WATER SOLUTIONS CL A ORD Common Stock 81617J301   15,782,500 1,475,000 SH   SOLE   1,475,000 0 0
SHOTSPOTTER ORD Common Stock 82536T107   7,527,240 618,000 SH   SOLE   618,000 0 0
SMARTSHEET CL A ORD Common Stock 83200N103   34,823,200 790,000 SH   SOLE   790,000 0 0
STAR HOLDINGS ORD Common Stock 85512G106   1,091,430 90,500 SH   SOLE   90,500 0 0
STONERIDGE ORD Common Stock 86183P102   8,698,200 545,000 SH   SOLE   545,000 0 0
TABOOLA.COM ORD Common Stock M8744T106   6,192,000 1,800,000 SH   SOLE   1,800,000 0 0
VARONIS SYSTEMS ORD Common Stock 922280102   15,590,250 325,000 SH   SOLE   325,000 0 0
WORLD KINECT ORD Common Stock 981475106   21,930,000 850,000 SH   SOLE   850,000 0 0
C3 AI CL A ORD Common Stock 12468P104   7,457,200 257,500 SH   SOLE   257,500 0 0