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
21VIANET GROUP INC SPONSORED ADS A 90138A103 28,886 1,668,753 SH   SOLE   1,668,753 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 98,952 1,606,621 SH   SOLE   1,606,621 0 0
APTARGROUP INC COM 038336103 67,278 563,701 SH   SOLE   563,701 0 0
ARDAGH GROUP S A CL A L0223L101 3,206 125,778 SH   SOLE   125,778 0 0
ARDAGH METAL PACKAGING S A *W EXP 08/04/202 L02235114 65 30,000 SH   SOLE   30,000 0 0
ARDAGH METAL PACKAGING S A SHS L02235106 44,196 4,437,370 SH   SOLE   4,437,370 0 0
BATH & BODY WORKS INC COM 070830104 53,114 842,685 SH   SOLE   842,685 0 0
BLACKBAUD INC COM 09227Q100 5,325 75,700 SH   SOLE   75,700 0 0
BOTTOMLINE TECH DEL INC COM 101388106 45,225 1,151,337 SH   SOLE   1,151,337 0 0
BROOKS AUTOMATION INC NEW COM 114340102 24,110 235,564 SH   SOLE   235,564 0 0
BWX TECHNOLOGIES INC COM 05605H100 18,010 334,380 SH   SOLE   334,380 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 6,183 588,300 SH   SOLE   588,300 0 0
CDK GLOBAL INC COM 12508E101 33,365 784,145 SH   SOLE   784,145 0 0
CHANGE HEALTHCARE INC COM 15912K100 49,824 2,379,382 SH   SOLE   2,379,382 0 0
DECKERS OUTDOOR CORP COM 243537107 10,266 28,500 SH   SOLE   28,500 0 0
DISH NETWORK CORPORATION CL A 25470M109 57,400 1,320,762 SH   SOLE   1,320,762 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,926 51,400 SH   SOLE   51,400 0 0
FERGUSON PLC NEW SHS G3421J106 93,536 671,691 SH   SOLE   671,691 0 0
FRONTDOOR INC COM 35905A109 54,685 1,305,120 SH   SOLE   1,305,120 0 0
GARRETT MOTION INC COM 366505105 1,662 225,524 SH   SOLE   225,524 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 1,042 138,191 SH   SOLE   138,191 0 0
INTEGER HLDGS CORP COM 45826H109 37,156 415,892 SH   SOLE   415,892 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 11,054 82,665 SH   SOLE   82,665 0 0
KAR AUCTION SVCS INC COM 48238T109 43,091 2,629,100 SH   SOLE   2,629,100 0 0
LAMB WESTON HLDGS INC COM 513272104 66,138 1,077,700 SH   SOLE   1,077,700 0 0
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 531229706 1,166 43,331 SH   SOLE   43,331 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 40,245 1,523,270 SH   SOLE   1,523,270 0 0
LITHIA MTRS INC COM 536797103 55,392 174,716 SH   SOLE   174,716 0 0
LIVANOVA PLC SHS G5509L101 84,548 1,067,655 SH   SOLE   1,067,655 0 0
MOSAIC CO NEW COM 61945C103 31,671 886,655 SH   SOLE   886,655 0 0
ONESPAN INC COM 68287N100 14,423 767,975 SH   SOLE   767,975 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 26,650 1,298,100 SH   SOLE   1,298,100 0 0
OUTFRONT MEDIA INC COM 69007J106 75,866 3,010,548 SH   SOLE   3,010,548 0 0
PRIMO WATER CORPORATION COM 74167P108 39,330 2,501,923 SH   SOLE   2,501,923 0 0
PURPLE INNOVATION INC COM 74640Y106 44,546 2,119,218 SH   SOLE   2,119,218 0 0
SELECTQUOTE INC COM 816307300 3,233 250,000 SH   SOLE   250,000 0 0
SOCIAL CAPITAL HEDOSOPHA HLD *W EXP 09/26/202 G82514111 164 93,550 SH   SOLE   93,550 0 0
SOCIAL CAPITAL HEDOSOPHA HLD *W EXP 09/26/202 G8251L113 372 198,950 SH   SOLE   198,950 0 0
SOCIAL CAPITAL HEDOSOPHA HLD SHS CL A G82514103 3,787 374,200 SH   SOLE   374,200 0 0
SOCIAL CAPITAL HEDOSOPHA HLD SHS CL A G8251L105 8,077 795,800 SH   SOLE   795,800 0 0
SONOS INC COM 83570H108 39,936 1,234,119 SH   SOLE   1,234,119 0 0
SUPER MICRO COMPUTER INC COM 86800U104 67,357 1,841,861 SH   SOLE   1,841,861 0 0
TIVITY HEALTH INC COM 88870R102 20,966 909,177 SH   SOLE   909,177 0 0
TRINET GROUP INC COM 896288107 17,522 185,257 SH   SOLE   185,257 0 0
US FOODS HLDG CORP COM 912008109 53,263 1,536,724 SH   SOLE   1,536,724 0 0
VALVOLINE INC COM 92047W101 52,358 1,679,207 SH   SOLE   1,679,207 0 0
ZYNGA INC CL A 98986T108 19,934 2,647,305 SH   SOLE   2,647,305 0 0