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
ALLEGRO MICROSYSTEMS INC COM 01749D105 48,402 1,337,806 SH   SOLE   1,337,806 0 0
ALLY FINL INC COM 02005N100 63,178 1,327,000 SH   SOLE   1,327,000 0 0
BATH & BODY WORKS INC COM 070830104 114,424 1,639,549 SH   SOLE   1,639,549 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 30,512 2,678,838 SH   SOLE   2,678,838 0 0
DARLING INGREDIENTS INC COM 237266101 87,351 1,260,664 SH   SOLE   1,260,664 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 85,814 1,644,582 SH   SOLE   1,644,582 0 0
FIVE9 INC COM 338307101 35,575 259,065 SH   SOLE   259,065 0 0
GLOBAL PMTS INC COM 37940X102 75,138 555,838 SH   SOLE   555,838 0 0
HILTON GRAND VACATIONS INC COM 43283X105 245,061 4,702,755 SH   SOLE   4,702,755 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 71,862 2,485,698 SH   SOLE   2,485,698 0 0
NUTANIX INC CL A 67059N108 127,440 4,000,004 SH   SOLE   4,000,004 0 0
ONEMAIN HLDGS INC COM 68268W103 105,044 2,099,210 SH   SOLE   2,099,210 0 0
PENN NATL GAMING INC COM 707569109 31,960 616,400 SH   SOLE   616,400 0 0
ROVER GROUP INC COM CL A 77936F103 79,842 8,188,877 SH   SOLE   8,188,877 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 135,667 2,442,685 SH   SOLE   2,442,685 0 0