The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ACV AUCTIONS INC | COM CL A | 00091G104 | 34,747,240 | 2,012,000 | SH | SOLE | 2,012,000 | 0 | 0 | |||
| AGILON HEALTH INC | COM | 00857U107 | 5,115,300 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 12,123,480 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | |||
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 24,282,420 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | |||
| AZEK COMPANY INC | CL A | 05478C105 | 13,024,700 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | |||
| BATH & BODY WORKS INC | COM | 070830104 | 8,137,500 | 217,000 | SH | SOLE | 217,000 | 0 | 0 | |||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 7,208,000 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | |||
| CROWN HOLDINGS INC | COM | 228368106 | 6,949,600 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| DIGITALOCEAN HOLDINGS INC | COM | 25402D102 | 8,469,540 | 211,000 | SH | SOLE | 211,000 | 0 | 0 | |||
| FISERV INC | COM | 337738108 | 10,848,900 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | |||
| FRONTDOOR INC | COM | 35905A109 | 13,429,900 | 421,000 | SH | SOLE | 421,000 | 0 | 0 | |||
| GITLAB INC | COM | 37637K108 | 9,710,900 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | |||
| INTEGRAL AD SCIENCE HOLDING CO | COM | 45828L108 | 32,885,420 | 1,829,000 | SH | SOLE | 1,829,000 | 0 | 0 | |||
| KENVUE INC | COM | 49177J102 | 6,208,700 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | |||
| LITHIA MOTORS INC | COM | 536797103 | 13,076,730 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | |||
| MAGNITE INC | COM | 55955D100 | 8,490,300 | 622,000 | SH | SOLE | 622,000 | 0 | 0 | |||
| MERITAGE HOMES CORP | COM | 59001A102 | 6,402,150 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 16,070,880 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | |||
| PULTE GROUP INC | COM | 745867101 | 18,410,160 | 237,000 | SH | SOLE | 237,000 | 0 | 0 | |||
| REMITLY GLOBAL INC | COM | 75960P104 | 17,634,340 | 937,000 | SH | SOLE | 937,000 | 0 | 0 | |||
| SKYWARD SPECIALTY INSURANCE GROUP | COM | 830940102 | 11,963,400 | 471,000 | SH | SOLE | 471,000 | 0 | 0 | |||
| TEMPUR SEALY INTERNATIONAL INC | COM | 88023U101 | 15,627,300 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | |||
| THE VITA COCO COMPANY INC | COM | 92846Q107 | 10,882,350 | 405,000 | SH | SOLE | 405,000 | 0 | 0 | |||
| UTZ BRANDS INC | COM CL A | 918090101 | 11,452,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||