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 |
| APPLOVIN CORP | COM CL A | 03831W108 | 18,326 | 253,227 | SH | SOLE | 253,227 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 99,386 | 1,920,872 | SH | SOLE | 1,920,872 | 0 | 0 | ||
| COMPASS INC | CL A | 20464U100 | 8,143 | 614,105 | SH | SOLE | 614,105 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 207,641 | 2,979,069 | SH | SOLE | 2,979,069 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 191,910 | 4,034,264 | SH | SOLE | 4,034,264 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 109,832 | 162,452 | SH | SOLE | 162,452 | 0 | 0 | ||
| WALKME LTD | ORD SHS | M97628107 | 7,303 | 245,494 | SH | SOLE | 245,494 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 135,327 | 541,547 | SH | SOLE | 541,547 | 0 | 0 | ||