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
2U INC COM 90214J101 61,506 5,874,479 SH   SOLE   5,874,479 0 0
ACCEL ENTERTAINMENT INC COM CL A1 00436Q106 56,817 5,350,000 SH   SOLE   5,350,000 0 0
ADIENT PLC ORD SHS G0084W101 74,075 2,500,000 SH   SOLE   2,500,000 0 0
CARS COM INC COM 14575E105 50,922 5,400,000 SH   SOLE   5,400,000 0 0
CAZOO GROUP LTD COM G2007L105 20,880 29,000,000 SH   SOLE   29,000,000 0 0
ENPHASE ENERGY INC COM 29355A107 79,072 405,000 SH   SOLE   405,000 0 0
FTI CONSULTING INC COM 302941109 37,768 208,837 SH   SOLE   208,837 0 0
KROGER CO COM 501044101 52,063 1,100,000 SH   SOLE   1,100,000 0 0
NERDY INC CL A COM 64081V109 17,040 8,000,000 SH   SOLE   8,000,000 0 0
PVH CORPORATION COM 693656100 66,857 1,175,000 SH   SOLE   1,175,000 0 0
QUALTRICS INTL INC COM CL A 747601201 64,487 5,154,862 SH   SOLE   5,154,862 0 0
SUNRUN INC COM 86771W105 79,424 3,400,000 SH   SOLE   3,400,000 0 0
TENABLE HLDGS INC COM 88025T102 113,525 2,500,000 SH   SOLE   2,500,000 0 0
UDEMY INC COM 902685106 48,901 4,789,568 SH   SOLE   4,789,568 0 0
BEYOND MEAT INC COM 088628AB5 46,475 1,941,300 SH Put SOLE   1,941,300 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 47,230 1,000,000 SH Put SOLE   1,000,000 0 0