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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALTERYX INC COM CL A 02156B103 27,519 275,000 SH   SOLE   275,000 0 0
APPIAN CORP CL A 03782L101 8,521 223,000 SH   SOLE   223,000 0 0
ARAMARK COM 03852U106 6,640 153,000 SH   SOLE   153,000 0 0
AVALARA INC COM 05338G106 20,364 278,000 SH   SOLE   278,000 0 0
CROWN HOLDINGS INC COM 228368106 24,301 335,000 SH   SOLE   335,000 0 0
FIDELITY NATIONAL INFORMATN SV COM 31620M106 27,818 200,000 SH   SOLE   200,000 0 0
FISERV INC COM 337738108 27,982 242,000 SH   SOLE   242,000 0 0
FRONTDOOR INC COM 35905A109 61,646 1,300,000 SH   SOLE   1,300,000 0 0
GLOBAL PMTS INC COM 37940X102 32,496 178,000 SH   SOLE   178,000 0 0
GODADDY INC COM 380237107 49,038 722,000 SH   SOLE   722,000 0 0
IHEARTMEDIA INC COM CL A 45174J509 20,280 1,200,000 SH   SOLE   1,200,000 0 0
LPL FINANCIAL HOLDINGS INC COM 50212V100 55,350 600,000 SH   SOLE   600,000 0 0
PAYPAL HOLDINGS INC COM 70450Y103 27,583 255,000 SH   SOLE   255,000 0 0
PELOTON INTERACTIVE INC COM CL A 70614W100 852 30,000 SH   SOLE   30,000 0 0
PLANET FITNESS INC CL A 72703H101 22,628 303,000 SH   SOLE   303,000 0 0
REPAY HOLDINGS CORP COM CL A 76029L100 17,800 1,215,000 SH   SOLE   1,215,000 0 0
STITCH FIX INC COM CL A 860897107 19,758 770,000 SH   SOLE   770,000 0 0
VERRA MOBILITY CORP COM 92511U102 13,556 969,000 SH   SOLE   969,000 0 0
XP INC CL A G98239109 1,079 28,000 SH   SOLE   28,000 0 0