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
ACADEMY SPORTS & OUTDOORS INC COM 00402L107 37,306 849,784 SH   SOLE   849,784 0 0
ALIGHT INC COM CL A 01626W101 26,755 2,475,000 SH   SOLE   2,475,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 52,753 219,916 SH   SOLE   219,916 0 0
AVALARA INC COM 05338G106 114,461 886,540 SH   SOLE   886,540 0 0
CANNAE HLDGS INC COM 13765N107 31,648 900,356 SH   SOLE   900,356 0 0
CHANGE HEALTHCARE INC COM 15912K100 19,719 922,325 SH   SOLE   922,325 0 0
CROWN HOLDINGS INC COM STK COM 228368106 86,084 778,195 SH   SOLE   778,195 0 0
DICKS SPORTING GOODS INC COM 253393102 72,200 627,882 SH   SOLE   627,882 0 0
EQUINIX INC COM 29444U700 47,656 56,342 SH   SOLE   56,342 0 0
EVERBRIDGE INC COM 29978A104 11,775 174,885 SH   SOLE   174,885 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 24,573 874,475 SH   SOLE   874,475 0 0
LITHIA MTRS INC COM 536797103 93,553 315,045 SH   SOLE   315,045 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 59,669 335,749 SH   SOLE   335,749 0 0
VALVOLINE INC COM 92047W101 91,021 2,440,891 SH   SOLE   2,440,891 0 0
VERTEX INC CL A 92538J106 11,916 750,879 SH   SOLE   750,879 0 0
VERTEX ENERGY INC COM 92534K107 4,666 1,029,943 SH   SOLE   1,029,943 0 0
TUESDAY MORNING CORP COM 89904V101 45,962 20,158,593 SH   DFND   0 20,158,593 0