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 |
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 10,471 | 265,751 | SH | SOLE | 265,751 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 7,891 | 2,837 | SH | SOLE | 2,837 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 13,053 | 4,004 | SH | SOLE | 4,004 | 0 | 0 | ||
| AVEPOINT INC | COM CL A | 053604104 | 7,399 | 1,406,608 | SH | SOLE | 1,406,608 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 10,248 | 155,799 | SH | SOLE | 155,799 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 13,767 | 587,826 | SH | SOLE | 587,826 | 0 | 0 | ||
| CROCS INC | COM | 227046109 | 4,383 | 57,372 | SH | SOLE | 57,372 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 9,909 | 36,195 | SH | SOLE | 36,195 | 0 | 0 | ||
| DIGITALOCEAN HLDGS INC | COM | 25402D102 | 6,008 | 103,852 | SH | SOLE | 103,852 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 22,803 | 698,839 | SH | SOLE | 698,839 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 12,709 | 151,842 | SH | SOLE | 151,842 | 0 | 0 | ||
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | 6,555 | 728,319 | SH | SOLE | 728,319 | 0 | 0 | ||
| KALEYRA INC | COM | 483379103 | 1,454 | 243,129 | SH | SOLE | 243,129 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 | 8,277 | 181,068 | SH | SOLE | 181,068 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 4,284 | 19,268 | SH | SOLE | 19,268 | 0 | 0 | ||
| OPEN LENDING CORP | COM CL A | 68373J104 | 7,220 | 381,814 | SH | SOLE | 381,814 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 11,958 | 141,551 | SH | SOLE | 141,551 | 0 | 0 | ||
| SPROUT SOCIAL INC | COM CL A | 85209W109 | 6,207 | 77,470 | SH | SOLE | 77,470 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 13,995 | 109,037 | SH | SOLE | 109,037 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 18,306 | 1,307,575 | SH | SOLE | 1,307,575 | 0 | 0 | ||