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 104,990 5,067,072 SH   SOLE 5,067,072 0 0
ARDAGH METAL PACKAGING S A SHS L02235106 18,817 1,889,225 SH   SOLE 1,889,225 0 0
BATH & BODY WORKS INC COM 070830104 286,785 4,549,982 SH   SOLE 4,549,982 0 0
CARVANA CO CL A 146869102 212,048 703,218 SH   SOLE 703,218 0 0
CAZOO GROUP LTD COM G2007L105 46,620 6,000,000 SH   SOLE 6,000,000 0 0
COUPA SOFTWARE INC COM 22266L106 87,395 398,735 SH   SOLE 398,735 0 0
EXPEDIA GROUP INC COM NEW 30212P303 195,284 1,191,483 SH   SOLE 1,191,483 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 146,836 1,111,468 SH   SOLE 1,111,468 0 0
KBR INC COM 48242W106 169,702 4,307,158 SH   SOLE 4,307,158 0 0
MEMBERSHIP COLLECTIVE GROUP COM CL A 586001109 57,178 4,596,300 SH   SOLE 4,596,300 0 0
RH COM 74967X103 199,684 299,417 SH   SOLE 299,417 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 98,261 1,593,587 SH   SOLE 1,593,587 0 0
SKILLSOFT CORP *W EXP 06/11/202 83066P119 897 326,010 SH   SOLE 326,010 0 0
SKILLSOFT CORP CL A 83066P200 50,491 4,319,143 SH   SOLE 4,319,143 0 0
UNITED RENTALS INC COM 911363109 128,496 366,158 SH   SOLE 366,158 0 0