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 |
| BOOT BARN HLDGS INC | COM | 099406100 | 29,838 | 433,000 | SH | SOLE | 433,000 | 0 | 0 | ||
| CAL MAINE FOODS INC | COM NEW | 128030202 | 12,353 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| CAVCO INDS INC DEL | COM | 149568107 | 52,525 | 268,000 | SH | SOLE | 268,000 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 55,828 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 50,837 | 4,950,000 | SH | SOLE | 4,950,000 | 0 | 0 | ||
| F45 TRAINING HLDGS INC | COM | 30322L101 | 884 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| FERGUSON PLC NEW | SHS | G3421J106 | 20,371 | 184,000 | SH | SOLE | 184,000 | 0 | 0 | ||
| HYDROFARM HLDGS GROUP INC | COM | 44888K209 | 174 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 50,512 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| LESLIES INC | COM | 527064109 | 7,211 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 22,379 | 1,371,287 | SH | SOLE | 1,371,287 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM A BRAVES GRP | 531229706 | 3,654 | 145,300 | SH | SOLE | 145,300 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C BRAVES GRP | 531229888 | 53,105 | 2,212,700 | SH | SOLE | 2,212,700 | 0 | 0 | ||
| MEDIAALPHA INC | CL A | 58450V104 | 22,852 | 2,320,000 | SH | SOLE | 2,320,000 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 6,426 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 32,985 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
| ROVER GROUP INC | COM CL A | 77936F103 | 30,926 | 8,225,000 | SH | SOLE | 8,225,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 56,688 | 1,015,000 | SH | SOLE | 1,015,000 | 0 | 0 | ||
| TREX CO INC | COM | 89531P105 | 23,564 | 433,000 | SH | SOLE | 433,000 | 0 | 0 | ||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 105,715 | 3,260,800 | SH | SOLE | 3,260,800 | 0 | 0 | ||