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 |
| APTARGROUP | COM | 038336103 | 9,445 | 69,000 | SH | SOLE | 69,000 | 0 | 0 | ||
| CERIDIAN HCM HOLDING INC | COM | 15677J108 | 10,123 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| CHEWY INC - CLASS A | CL A | 16679L109 | 10,337 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| CLEARWATER PAPER | COM | 18538R103 | 17,129 | 453,756 | SH | SOLE | 453,756 | 0 | 0 | ||
| CLEARWATER PAPER CORP | CALL | 18538R903 | 57 | 1,500 | SH | Call | SOLE | 1,500 | 0 | 0 | |
| DOLLAR GENERAL CORP | COM | 256677105 | 7,361 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| EURONET WORLDWIDE INC | COM | 298736109 | 11,594 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| EVENTBRITE INC-CLASS A | COM CL A | 29975E109 | 16,290 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL INC | FNF GROUP COM | 31620R303 | 12,704 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| FUNKO INC-CLASS A | COM CL A | 361008105 | 4,671 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| GAMESTOP CORP NEW | PUT | 36467W959 | 471 | 25,000 | SH | Put | SOLE | 25,000 | 0 | 0 | |
| GORES METROPOULOS INC-C-CW25 | W EXP 12/02/202 | 550424113 | 172 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| IAC/INTERACTIVECORP | COM | 44891N109 | 11,361 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| LIVE NATION ENTMT INC | COM | 538034109 | 5,511 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| LYFT INC-A | CL A COM | 55087P104 | 10,809 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57667L107 | 12,095 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| MERCER INTL | COM | 588056101 | 2,045 | 199,500 | SH | SOLE | 199,500 | 0 | 0 | ||
| MICROSOFT CORPORATION | COM | 594918104 | 10,009 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC. | COM | 67103H107 | 7,694 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| PAPA JOHN S | COM | 698813102 | 9,843 | 116,000 | SH | SOLE | 116,000 | 0 | 0 | ||
| PROGRESS CORP OH | COM | 743315103 | 7,416 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| PROGYNY INC | COM | 74340E103 | 7,206 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| SALESFORCE COM | COM | 79466L302 | 6,943 | 31,200 | SH | SOLE | 31,200 | 0 | 0 | ||
| SEABOARD CORP | COM | 811543107 | 8,487 | 2,800 | SH | SOLE | 2,800 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY SA | SHS | L8681T102 | 12,586 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TJX CO INC | COM | 872540109 | 11,268 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| TURNING PT BRANDS INC | COM | 90041L105 | 11,721 | 263,031 | SH | SOLE | 263,031 | 0 | 0 | ||
| TURNING PT BRANDS INC | CALL | 90041L905 | 11,621 | 260,800 | SH | Call | SOLE | 260,800 | 0 | 0 | |
| TURNING PT BRANDS INC | CALL | 90041L905 | 4,634 | 104,000 | SH | Call | SOLE | 104,000 | 0 | 0 | |
| UPWORK INC | COM | 91688F104 | 16,742 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
| VIAD CORP | COM NEW | 92552R406 | 5,426 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 13,762 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| WALKER & DUNLOP INC | COM | 93148P102 | 22,545 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||