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 |
| ARDAGH METAL PACKAGING S A | SHS | L02235106 | 17,060 | 1,889,225 | SH | SOLE | 1,889,225 | 0 | 0 | ||
| BATH & BODY WORKS INC | COM | 070830104 | 286,819 | 4,109,745 | SH | SOLE | 4,109,745 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 205,034 | 884,568 | SH | SOLE | 884,568 | 0 | 0 | ||
| CAZOO GROUP LTD | COM | G2007L105 | 36,180 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 190,029 | 1,051,510 | SH | SOLE | 1,051,510 | 0 | 0 | ||
| FERGUSON PLC NEW | SHS | G3421J106 | 121,131 | 675,241 | SH | SOLE | 675,241 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 197,221 | 1,264,321 | SH | SOLE | 1,264,321 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 164,608 | 3,456,691 | SH | SOLE | 3,456,691 | 0 | 0 | ||
| MEMBERSHIP COLLECTIVE GROUP | COM CL A | 586001109 | 81,338 | 6,364,506 | SH | SOLE | 6,364,506 | 0 | 0 | ||
| RH | COM | 74967X103 | 209,780 | 391,461 | SH | SOLE | 391,461 | 0 | 0 | ||
| RITCHIE BROS AUCTIONEERS | COM | 767744105 | 30,360 | 496,001 | SH | SOLE | 496,001 | 0 | 0 | ||
| SKILLSOFT CORP | *W EXP 06/11/202 | 83066P119 | 619 | 326,010 | SH | SOLE | 326,010 | 0 | 0 | ||
| SKILLSOFT CORP | CL A | 83066P200 | 47,583 | 5,200,322 | SH | SOLE | 5,200,322 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 175,949 | 529,504 | SH | SOLE | 529,504 | 0 | 0 | ||