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
ALTICE USA INC CL A 02156K103 220,882 6,469,901 SH   SOLE 6,469,901 0 0
CARVANA CO CL A 146869102 199,938 662,441 SH   SOLE 662,441 0 0
COSTAR GROUP INC COM 22160N109 91,130 1,100,340 SH   SOLE 1,100,340 0 0
COUPA SOFTWARE INC COM 22266L106 139,158 530,913 SH   SOLE 530,913 0 0
GORES HLDGS V INC COM CL A 382864106 13,021 1,289,225 SH   SOLE 1,289,225 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 134,065 1,111,468 SH   SOLE 1,111,468 0 0
KBR INC COM 48242W106 138,239 3,623,557 SH   SOLE 3,623,557 0 0
L BRANDS INC COM 501797104 281,696 3,909,189 SH   SOLE 3,909,189 0 0
MYT NETHERLANDS PARENT B V ADS 55406W103 2,304 75,729 SH   SOLE 75,729 0 0
RH COM 74967X103 219,912 323,876 SH   SOLE 323,876 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 94,468 1,593,587 SH   SOLE 1,593,587 0 0
SKILLSOFT CORP *W EXP 06/11/202 83066P119 681 326,010 SH   SOLE 326,010 0 0
SKILLSOFT CORP CL A 83066P200 39,317 3,991,527 SH   SOLE 3,991,527 0 0
UNITED RENTALS INC COM 911363109 116,808 366,158 SH   SOLE 366,158 0 0