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
ADIENT ORD Common Stock G0084W101   16,477,600 430,000 SH   SOLE   430,000 0 0
AVEPOINT CL A ORD Common Stock 053604104   24,192,000 4,200,000 SH   SOLE   4,200,000 0 0
AXALTA COATING SYSTEMS ORD Common Stock G0750C108   9,843,000 300,000 SH   SOLE   300,000 0 0
BABCOCK AND WILCOX ENTERPRISES ORD Common Stock 05614L209   4,720,000 800,000 SH   SOLE   800,000 0 0
BOSTON BEER CL A ORD Common Stock 100557107   2,159,080 7,000 SH   SOLE   7,000 0 0
CANADA GOOSE HOLDINGS SUB VTG ORD Common Stock 135086106   3,560,000 200,000 SH   SOLE   200,000 0 0
C3 AI CL A ORD Common Stock 12468P104   20,036,500 550,000 SH   SOLE   550,000 0 0
CHILDRENS PLACE ORD Common Stock 168905107   2,321,000 100,000 SH   SOLE   100,000 0 0
COOPER STANDARD HOLDINGS ORD Common Stock 21676P103   1,611,380 113,000 SH   SOLE   113,000 0 0
COUCHBASE ORD Common Stock 22207T101   32,747,400 2,070,000 SH   SOLE   2,070,000 0 0
DESIGNER BRANDS CL A ORD Common Stock 250565108   2,424,000 240,000 SH   SOLE   240,000 0 0
ECOVYST ORD Common Stock 27923Q109   27,274,800 2,380,000 SH   SOLE   2,380,000 0 0
GARRETT MOTION ORD Common Stock 366505105   15,624,480 2,064,000 SH   SOLE   2,064,000 0 0
LEAR ORD Common Stock 521865204   7,177,500 50,000 SH   SOLE   50,000 0 0
LEGALZOOM COM ORD Common Stock 52466B103   2,416,000 200,000 SH   SOLE   200,000 0 0
LIVERAMP HOLDINGS ORD Common Stock 53815P108   17,136,000 600,000 SH   SOLE   600,000 0 0
MATTEL ORD Common Stock 577081102   4,103,400 210,000 SH   SOLE   210,000 0 0
NEWELL BRANDS ORD Common Stock 651229106   5,220,000 600,000 SH   SOLE   600,000 0 0
NWL Aug3 9.0 C Equity Option 651229906   287,500 500,000 SH Call SOLE   500,000 0 0
PACTIV EVERGREEN ORD Common Stock 69526K105   12,112,000 1,600,000 SH   SOLE   1,600,000 0 0
RISKIFIED CL A ORD Common Stock M8216R109   9,234,000 1,900,000 SH   SOLE   1,900,000 0 0
SELECT WATER SOLUTIONS CL A ORD Common Stock 81617J301   16,038,000 1,980,000 SH   SOLE   1,980,000 0 0
SOUNDTHINKING INC ORD Common Stock 82536T107   12,241,600 560,000 SH   SOLE   560,000 0 0
SMARTSHEET CL A ORD Common Stock 83200N103   20,660,400 540,000 SH   SOLE   540,000 0 0
SONIC AUTOMOTIVE CL A ORD Common Stock 83545G102   16,684,500 350,000 SH   SOLE   350,000 0 0
SPECTRUM BRANDS HOLDINGS ORD Common Stock 84790A105   23,024,750 295,000 SH   SOLE   295,000 0 0
SPRINKLR CL A ORD Common Stock 85208T107   1,936,200 140,000 SH   SOLE   140,000 0 0
STANLEY BLACK AND DECKER ORD Common Stock 854502101   7,028,250 75,000 SH   SOLE   75,000 0 0
STONERIDGE ORD Common Stock 86183P102   9,802,000 520,000 SH   SOLE   520,000 0 0
VARONIS SYSTEMS ORD Common Stock 922280102   17,189,250 645,000 SH   SOLE   645,000 0 0
WALKME ORD Common Stock M97628107   29,088,000 3,030,000 SH   SOLE   3,030,000 0 0