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
BERRY GLOBAL GROUP INC COM 08579W103 17,102 313,000 SH   SOLE   313,000 0 0
BURFORD CAP LTD ORD SHS G17977110 42,580 4,220,000 SH   SOLE   4,220,000 0 0
BWX TECHNOLOGIES INC COM 05605H100 6,886 125,000 SH   SOLE   125,000 0 0
CALLAWAY GOLF CO COM 131193104 11,424 560,000 SH   SOLE   560,000 0 0
CANNAE HLDGS INC COM 13765N107 14,989 775,000 SH   SOLE   775,000 0 0
EXPRESS INC COM 30219E103 1,784 909,998 SH   SOLE   909,998 0 0
FERGUSON PLC NEW SHS G3421J106 17,714 160,000 SH   SOLE   160,000 0 0
FUNKO INC COM CL A 361008105 13,950 625,000 SH   SOLE   625,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109 26,576 163,000 SH   SOLE   163,000 0 0
HILLMAN SOLUTIONS CORP COM 431636109 27,086 3,135,000 SH   SOLE   3,135,000 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 41,222 4,565,000 SH   SOLE   4,565,000 0 0
PURPLE INNOVATION INC COM 74640Y106 3,121 1,020,000 SH   SOLE   1,020,000 0 0
TJX COS INC NEW COM 872540109 9,048 162,000 SH   SOLE   162,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 51,386 1,585,000 SH   SOLE   1,585,000 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 34,867 1,280,000 SH   SOLE   1,280,000 0 0