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
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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
BURFORD CAP LTD ORD SHS G17977110   52,558,514 4,752,126 SH   SOLE   4,752,126 0 0
BURFORD CAP LTD ORD SHS G17977110   11,060,000 1,000,000 SH Call SOLE   1,000,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   20,172,800 320,000 SH   SOLE   320,000 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106   8,681,100 190,000 SH   SOLE   190,000 0 0
FUNKO INC COM CL A 361008105   3,140,190 333,000 SH   SOLE   333,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   18,165,600 360,000 SH   SOLE   360,000 0 0
HILLMAN SOLUTIONS CORP COM 431636109   13,935,100 1,655,000 SH   SOLE   1,655,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432   3,191,100 30,000 SH   SOLE   30,000 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106   27,460,100 2,785,000 SH   SOLE   2,785,000 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888   19,304,370 573,000 SH   SOLE   573,000 0 0
PINTEREST INC CL A 72352L106   18,952,650 695,000 SH   SOLE   695,000 0 0
ROSS STORES INC COM 778296103   11,037,520 104,000 SH   SOLE   104,000 0 0
TJX COS INC NEW COM 872540109   28,679,760 366,000 SH   SOLE   366,000 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   13,620,600 630,000 SH   SOLE   630,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   35,160,000 750,000 SH   SOLE   750,000 0 0