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
ACADIA HEALTHCARE COMPANY IN COM 00404A109   112,940,749 1,418,141 SH   SOLE   1,418,141 0 0
ALTERYX INC COM CL A 02156B103   120,860,747 2,662,131 SH   SOLE   2,662,131 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   32,293,075 420,428 SH   SOLE   420,428 0 0
APPIAN CORP CL A 03782L101   70,063,059 1,471,913 SH   SOLE   1,471,913 0 0
APTARGROUP INC COM 038336103   74,845,676 646,001 SH   SOLE   646,001 0 0
AXALTA COATING SYS LTD COM G0750C108   64,872,752 1,977,225 SH   SOLE   1,977,225 0 0
BATH & BODY WORKS INC COM 070830104   52,121,475 1,389,906 SH   SOLE   1,389,906 0 0
BAXTER INTL INC COM 071813109   1,426,028 31,300 SH   SOLE   31,300 0 0
BIO RAD LABS INC CL A 090572207   81,236,317 214,276 SH   SOLE   214,276 0 0
BLACKBAUD INC COM 09227Q100   91,436,404 1,284,580 SH   SOLE   1,284,580 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   99,822,194 1,529,139 SH   SOLE   1,529,139 0 0
CUTERA INC COM 232109108   6,413,607 423,900 SH   SOLE   423,900 0 0
DISH NETWORK CORPORATION CL A 25470M109   2,019,031 306,378 SH   SOLE   306,378 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106   37,082,544 3,205,060 SH   SOLE   3,205,060 0 0
FERGUSON PLC NEW SHS G3421J106   1,195,713 7,601 SH   SOLE   7,601 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   79,445,624 1,452,388 SH   SOLE   1,452,388 0 0
GARRETT MOTION INC COM 366505105   50,988,144 6,735,554 SH   SOLE   6,735,554 0 0
GLOBUS MED INC CL A 379577208   100,491,612 1,687,800 SH   SOLE   1,687,800 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   100,457,801 5,979,631 SH   SOLE   5,979,631 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   46,442,436 583,521 SH   SOLE   583,521 0 0
LEGALZOOM COM INC COM 52466B103   45,854,194 3,795,877 SH   SOLE   3,795,877 0 0
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 531229706   1,773,105 43,331 SH   SOLE   43,331 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888   93,034,495 2,348,170 SH   SOLE   2,348,170 0 0
LIVANOVA PLC SHS G5509L101   67,648,708 1,315,355 SH   SOLE   1,315,355 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   57,627,075 632,500 SH   SOLE   632,500 0 0
MASIMO CORP COM 574795100   41,631,479 253,002 SH   SOLE   253,002 0 0
NATIONAL VISION HLDGS INC COM 63845R107   38,588,649 1,588,664 SH   SOLE   1,588,664 0 0
NCR CORP NEW COM 62886E108   12,679,304 503,147 SH   SOLE   503,147 0 0
ON24 INC COM 68339B104   7,208,993 887,807 SH   SOLE   887,807 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   2,904,832 722,595 SH   SOLE   722,595 0 0
OPENLANE INC COM 48238T109   58,422,016 3,838,503 SH   SOLE   3,838,503 0 0
ORION S.A. COM L72967109   3,312,633 156,109 SH   SOLE   156,109 0 0
OUTFRONT MEDIA INC COM 69007J106   55,077,409 3,503,652 SH   SOLE   3,503,652 0 0
PRIMO WATER CORPORATION COM 74167P108   14,983,080 1,194,823 SH   SOLE   1,194,823 0 0
RAPID7 INC COM 753422104   8,405,779 185,640 SH   SOLE   185,640 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   41,613,982 579,098 SH   SOLE   579,098 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   17,104,764 658,382 SH   SOLE   658,382 0 0
SONOS INC COM 83570H108   13,865,215 849,064 SH   SOLE   849,064 0 0
SOTERA HEALTH CO COM 83601L102   42,013,464 2,230,014 SH   SOLE   2,230,014 0 0
WOODWARD INC COM 980745103   35,999,051 302,742 SH   SOLE   302,742 0 0