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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 3,892 64,120 SH   SOLE   64,120 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 99,105 1,368,293 SH   SOLE   1,368,293 0 0
APTARGROUP INC COM 038336103 74,529 608,501 SH   SOLE   608,501 0 0
ARDAGH METAL PACKAGING S A SHS L02235106 52,148 5,774,947 SH   SOLE   5,774,947 0 0
ARDAGH METAL PACKAGING S A *W EXP 08/04/202 L02235114 60 30,000 SH   SOLE   30,000 0 0
AZENTA INC COM 114340102 9,307 90,264 SH   SOLE   90,264 0 0
BATH & BODY WORKS INC COM 070830104 58,811 842,685 SH   SOLE   842,685 0 0
BOTTOMLINE TECH DEL INC COM 101388106 54,687 968,425 SH   SOLE   968,425 0 0
BWX TECHNOLOGIES INC COM 05605H100 13,699 286,103 SH   SOLE   286,103 0 0
CDK GLOBAL INC COM 12508E101 31,299 749,845 SH   SOLE   749,845 0 0
CHANGE HEALTHCARE INC COM 15912K100 56,847 2,658,882 SH   SOLE   2,658,882 0 0
CITRIX SYS INC COM 177376100 23,695 250,500 SH   SOLE   250,500 0 0
DISH NETWORK CORPORATION CL A 25470M109 42,846 1,320,762 SH   SOLE   1,320,762 0 0
FERGUSON PLC NEW SHS G3421J106 88,322 498,045 SH   SOLE   498,045 0 0
FRONTDOOR INC COM 35905A109 47,833 1,305,120 SH   SOLE   1,305,120 0 0
GARRETT MOTION INC PFD CONV SER A 366505204 30,810 3,676,595 SH   SOLE   3,676,595 0 0
GREIF INC CL A 397624107 2,047 33,900 SH   SOLE   33,900 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 2,028 309,600 SH   SOLE   309,600 0 0
INTEGER HLDGS CORP COM 45826H109 6,847 80,000 SH   SOLE   80,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 59,667 396,065 SH   SOLE   396,065 0 0
JACK IN THE BOX INC COM 466367109 28,829 329,555 SH   SOLE   329,555 0 0
KAR AUCTION SVCS INC COM 48238T109 62,366 3,992,701 SH   SOLE   3,992,701 0 0
LAMB WESTON HLDGS INC COM 513272104 65,587 1,034,826 SH   SOLE   1,034,826 0 0
LEGALZOOM COM INC COM 52466B103 25,753 1,602,549 SH   SOLE   1,602,549 0 0
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 531229706 1,246 43,331 SH   SOLE   43,331 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 42,804 1,523,270 SH   SOLE   1,523,270 0 0
LITHIA MTRS INC COM 536797103 59,276 199,616 SH   SOLE   199,616 0 0
LIVANOVA PLC SHS G5509L101 93,345 1,067,655 SH   SOLE   1,067,655 0 0
MOSAIC CO NEW COM 61945C103 32,625 830,355 SH   SOLE   830,355 0 0
ON24 INC COM 68339B104 35,929 2,070,819 SH   SOLE   2,070,819 0 0
ONESPAN INC COM 68287N100 13,002 767,975 SH   SOLE   767,975 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 31,981 2,189,000 SH   SOLE   2,189,000 0 0
OUTFRONT MEDIA INC COM 69007J106 65,270 2,433,648 SH   SOLE   2,433,648 0 0
PRIMO WATER CORPORATION COM 74167P108 27,468 1,558,023 SH   SOLE   1,558,023 0 0
SONOS INC COM 83570H108 10,523 353,137 SH   SOLE   353,137 0 0
SUPER MICRO COMPUTER INC COM 86800U104 69,624 1,584,161 SH   SOLE   1,584,161 0 0
TIVITY HEALTH INC COM 88870R102 24,039 909,177 SH   SOLE   909,177 0 0
TRINET GROUP INC COM 896288107 8,698 91,313 SH   SOLE   91,313 0 0
US FOODS HLDG CORP COM 912008109 55,695 1,599,049 SH   SOLE   1,599,049 0 0
VALVOLINE INC COM 92047W101 66,942 1,795,160 SH   SOLE   1,795,160 0 0
VMWARE INC CL A COM 928563402 16,351 141,100 SH   SOLE   141,100 0 0
VNET GROUP INC SPONSORED ADS A 90138A103 15,712 1,739,988 SH   SOLE   1,739,988 0 0
WEX INC COM 96208T104 10,922 77,800 SH   SOLE   77,800 0 0
WHEELS UP EXPERIENCE INC COM CL A 96328L106 3,432 739,700 SH   SOLE   739,700 0 0