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
ASPEN TECHNOLOGY INC COM 29109X106 26,267 110,274 SH   SOLE 0 110,274 0 0
CRA INTL INC COM 12618T105 9,735 109,708 SH   SOLE 0 109,708 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 27,630 1,363,763 SH   SOLE 0 1,363,763 0 0
INSTALLED BLDG PRODS INC COM 45780R101 20,176 249,121 SH   SOLE 0 249,121 0 0
KE HLDGS INC SPONSORED ADS 482497104 17,568 1,002,728 SH   SOLE 0 1,002,728 0 0
MASIMO CORP COM 574795100 4,636 32,840 SH   SOLE 0 32,840 0 0
NEOGEN CORP COM 640491106 6,817 487,964 SH   SOLE 0 487,964 0 0
NORTONLIFELOCK INC COM 668771108 23,884 1,185,883 SH   SOLE 0 1,185,883 0 0
PATRIA INVESTMENTS LIMITED COM CL A G69451105 19,903 1,525,151 SH   SOLE 0 1,525,151 0 0
ROVER GROUP INC COM CL A 77936F103 10,324 3,090,920 SH   SOLE 0 3,090,920 0 0
SCHRODINGER INC COM 80810D103 15,080 603,683 SH   SOLE 0 603,683 0 0
SHAKE SHACK INC CL A 819047101 9,180 204,089 SH   SOLE 0 204,089 0 0
SIMPSON MFG INC COM 829073105 8,299 105,855 SH   SOLE 0 105,855 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 15,588 326,444 SH   SOLE 0 326,444 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 17,764 162,977 SH   SOLE 0 162,977 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 13,953 487,693 SH   SOLE 0 487,693 0 0