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 |
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 28,188 | 636,000 | SH | SOLE | 636,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 7,245 | 4,550 | SH | SOLE | 4,550 | 0 | 0 | ||
| CANNAE HLDGS INC | COM | 13765N107 | 17,482 | 425,348 | SH | SOLE | 425,348 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 21,900 | 263,000 | SH | SOLE | 263,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 6,088 | 31,000 | SH | SOLE | 31,000 | 0 | 0 | ||
| E L F BEAUTY INC | COM | 26856L103 | 32,324 | 1,695,000 | SH | SOLE | 1,695,000 | 0 | 0 | ||
| FTI CONSULTING INC | COM | 302941109 | 12,119 | 105,800 | SH | SOLE | 105,800 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 15,619 | 213,000 | SH | SOLE | 213,000 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 12,786 | 369,000 | SH | SOLE | 369,000 | 0 | 0 | ||
| INDUSTRIAL LOGISTICS PPTYS T | COM SHS BEN INT | 456237106 | 19,564 | 952,000 | SH | SOLE | 952,000 | 0 | 0 | ||
| LHC GROUP INC | COM | 50187A107 | 16,508 | 94,700 | SH | SOLE | 94,700 | 0 | 0 | ||
| ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | 5,000 | 1,048,244 | SH | SOLE | 1,048,244 | 0 | 0 | ||
| PENNANT GROUP INC | COM | 70805E109 | 3,445 | 152,434 | SH | SOLE | 152,434 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C130 | 7,430 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 237,437 | 770,000 | SH | Put | SOLE | 770,000 | 0 | 0 | |
| SPORTSMAN WHSE HLDGS INC | COM | 84920Y106 | 15,946 | 1,119,000 | SH | SOLE | 1,119,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 6,826 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| UNIVAR SOLUTIONS INC | COM | 91336L107 | 18,377 | 1,090,000 | SH | SOLE | 1,090,000 | 0 | 0 | ||
| WILLSCOT CORP | COM | 971375126 | 31,831 | 2,590,000 | SH | SOLE | 2,590,000 | 0 | 0 | ||