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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AT HOME GROUP INC | COM | 04650Y100 | 80,281 | 8,345,214 | SH | SOLE | 8,345,214 | 0 | 0 | ||
| CARDLYTICS INC | COM | 14161W105 | 77,747 | 2,319,411 | SH | SOLE | 2,319,411 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 171,919 | 2,604,831 | SH | SOLE | 2,604,831 | 0 | 0 | ||
| HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 42,800 | 1,130,482 | SH | SOLE | 1,130,482 | 0 | 0 | ||
| PARTY CITY HOLDCO INC | COM | 702149105 | 19,585 | 3,430,010 | SH | SOLE | 3,430,010 | 0 | 0 | ||
| WORLD ACCEP CORP DEL | COM | 981419104 | 60,492 | 474,410 | SH | SOLE | 474,410 | 0 | 0 | ||