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
AVID TECHNOLOGY INC COM 05367P100 30,390 933,075 SH   SOLE   933,075 0 0
CITI TRENDS INC COM 17306X102 35,732 377,123 SH   SOLE   377,123 0 0
EVERI HLDGS INC COM 30034T103 25,366 1,188,110 SH   SOLE   1,188,110 0 0
IQVIA HLDGS INC COM 46266C105 29,946 106,138 SH   SOLE   106,138 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 31,164 492,782 SH   SOLE   492,782 0 0
MISTER CAR WASH INC COM 60646V105 17,606 966,840 SH   SOLE   966,840 0 0
NCR CORP NEW COM 62886E108 14,552 362,000 SH Call SOLE   362,000 0 0
NCR CORP NEW COM 62886E108 36,056 896,917 SH   SOLE   896,917 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 18,476 516,666 SH   SOLE   516,666 0 0
ROBINHOOD MKTS INC COM CL A 770700102 3,077 173,234 SH   SOLE   173,234 0 0
TOAST INC CL A 888787108 13,350 384,610 SH   SOLE   384,610 0 0
XPEL INC COM 98379L100 43,835 641,991 SH   SOLE   641,991 0 0