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 32,589 497,320 SH   SOLE N/A 497,320 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 84,820 1,368,293 SH   SOLE N/A 1,368,293 0 0
APTARGROUP INC COM 038336103 71,499 608,501 SH   SOLE N/A 608,501 0 0
ARDAGH METAL PACKAGING S A *W EXP 08/04/202 L02235114 48 30,000 SH   SOLE N/A 30,000 0 0
ARDAGH METAL PACKAGING S A SHS L02235106 47,470 5,838,824 SH   SOLE N/A 5,838,824 0 0
AZENTA INC COM 114340102 13,681 165,064 SH   SOLE N/A 165,064 0 0
BATH & BODY WORKS INC COM 070830104 61,953 1,296,085 SH   SOLE N/A 1,296,085 0 0
BWX TECHNOLOGIES INC COM 05605H100 42,895 796,415 SH   SOLE N/A 796,415 0 0
CHANGE HEALTHCARE INC COM 15912K100 70,535 3,235,572 SH   SOLE N/A 3,235,572 0 0
CHARLES RIV LABS INTL INC COM 159864107 1,022 3,600 SH   SOLE N/A 3,600 0 0
DISH NETWORK CORPORATION CL A 25470M109 41,802 1,320,762 SH   SOLE N/A 1,320,762 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103 5,349 706,606 SH   SOLE N/A 706,606 0 0
FERGUSON PLC NEW SHS G3421J106 54,572 400,166 SH   SOLE N/A 400,166 0 0
FRONTDOOR INC COM 35905A109 38,958 1,305,120 SH   SOLE N/A 1,305,120 0 0
GARRETT MOTION INC PFD CONV SER A 366505204 30,405 3,676,595 SH   SOLE N/A 3,676,595 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 1,650 309,600 SH   SOLE N/A 309,600 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 58,529 445,665 SH   SOLE N/A 445,665 0 0
ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 42,485 1,060,800 SH   SOLE N/A 1,060,800 0 0
JACK IN THE BOX INC COM 466367109 62,363 667,623 SH   SOLE N/A 667,623 0 0
KAR AUCTION SVCS INC COM 48238T109 64,831 3,591,736 SH   SOLE N/A 3,591,736 0 0
LAMB WESTON HLDGS INC COM 513272104 68,182 1,138,077 SH   SOLE N/A 1,138,077 0 0
LEGALZOOM COM INC COM 52466B103 55,238 3,906,537 SH   SOLE N/A 3,906,537 0 0
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 531229706 1,247 43,331 SH   SOLE N/A 43,331 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 42,514 1,523,270 SH   SOLE N/A 1,523,270 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 2,880 198,063 SH   SOLE N/A 198,063 0 0
LIVANOVA PLC SHS G5509L101 87,366 1,067,655 SH   SOLE N/A 1,067,655 0 0
LIVERAMP HLDGS INC COM 53815P108 25,888 692,375 SH   SOLE N/A 692,375 0 0
MOMENTIVE GLOBAL INC COM 60878Y108 21,688 1,333,800 SH   SOLE N/A 1,333,800 0 0
ON24 INC COM 68339B104 30,496 2,319,068 SH   SOLE N/A 2,319,068 0 0
ONESPAN INC COM 68287N100 11,090 767,975 SH   SOLE N/A 767,975 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 23,160 2,677,500 SH   SOLE N/A 2,677,500 0 0
OUTFRONT MEDIA INC COM 69007J106 65,774 2,313,548 SH   SOLE N/A 2,313,548 0 0
PAYONEER GLOBAL INC COM 70451X104 20,336 4,559,567 SH   SOLE N/A 4,559,567 0 0
PEGASYSTEMS INC COM 705573103 8,928 110,700 SH   SOLE N/A 110,700 0 0
PRIMO WATER CORPORATION COM 74167P108 22,202 1,558,023 SH   SOLE N/A 1,558,023 0 0
PURPLE INNOVATION INC COM 74640Y106 2,457 420,000 SH   SOLE N/A 420,000 0 0
ROVER GROUP INC COM CL A 77936F103 8,568 1,484,877 SH   SOLE N/A 1,484,877 0 0
SOLARWINDS CORP COM NEW 83417Q204 14,723 1,106,173 SH   SOLE N/A 1,106,173 0 0
SONOS INC COM 83570H108 23,720 840,554 SH   SOLE N/A 840,554 0 0
SQUARESPACE INC CLASS A 85225A107 3,187 124,400 SH   SOLE N/A 124,400 0 0
SUPER MICRO COMPUTER INC COM 86800U104 61,638 1,619,061 SH   SOLE N/A 1,619,061 0 0
TIVITY HEALTH INC COM 88870R102 22,554 701,093 SH   SOLE N/A 701,093 0 0
TRINET GROUP INC COM 896288107 42,394 431,005 SH   SOLE N/A 431,005 0 0
TWITTER INC COM 90184L102 57,633 1,489,600 SH   SOLE N/A 1,489,600 0 0
UPWORK INC COM 91688F104 61,144 2,630,984 SH   SOLE N/A 2,630,984 0 0
US FOODS HLDG CORP COM 912008109 45,127 1,199,235 SH   SOLE N/A 1,199,235 0 0
VALVOLINE INC COM 92047W101 51,204 1,622,445 SH   SOLE N/A 1,622,445 0 0
VNET GROUP INC SPONSORED ADS A 90138A103 12,631 2,166,601 SH   SOLE N/A 2,166,601 0 0
WHEELS UP EXPERIENCE INC COM CL A 96328L106 2,300 739,700 SH   SOLE N/A 739,700 0 0
WIX COM LTD SHS M98068105 5,996 57,400 SH   SOLE N/A 57,400 0 0
YEXT INC COM 98585N106 25,583 3,713,010 SH   SOLE N/A 3,713,010 0 0