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 11,590 171,371 SH   SOLE   171,371 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 66,335 1,368,293 SH   SOLE   1,368,293 0 0
APTARGROUP INC COM 038336103 62,803 608,501 SH   SOLE   608,501 0 0
ARDAGH METAL PACKAGING S A SHS L02235106 35,617 5,838,824 SH   SOLE   5,838,824 0 0
ARDAGH METAL PACKAGING S A *W EXP 08/04/202 L02235114 30 30,000 SH   SOLE   30,000 0 0
AXALTA COATING SYS LTD COM G0750C108 20,760 938,959 SH   SOLE   938,959 0 0
AZENTA INC COM 114340102 7,799 108,164 SH   SOLE   108,164 0 0
BOYD GAMING CORP COM 103304101 6,342 127,485 SH   SOLE   127,485 0 0
BWX TECHNOLOGIES INC COM 05605H100 53,865 977,760 SH   SOLE   977,760 0 0
CABOT CORP COM 127055101 4,813 75,455 SH   SOLE   75,455 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 22,607 1,255,223 SH   SOLE   1,255,223 0 0
CHARLES RIV LABS INTL INC COM 159864107 1,690 7,900 SH   SOLE   7,900 0 0
DIGITAL TURBINE INC COM NEW 25400W102 5,580 319,400 SH   SOLE   319,400 0 0
DISH NETWORK CORPORATION CL A 25470M109 23,681 1,320,762 SH   SOLE   1,320,762 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103 14,176 2,147,935 SH   SOLE   2,147,935 0 0
ENOVIS CORPORATION COM 194014502 19,320 351,277 SH   SOLE   351,277 0 0
FERGUSON PLC NEW SHS G3421J106 52,995 473,632 SH   SOLE   473,632 0 0
FRONTDOOR INC COM 35905A109 23,570 978,820 SH   SOLE   978,820 0 0
GARRETT MOTION INC PFD CONV SER A 366505204 30,222 3,676,595 SH   SOLE   3,676,595 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 1,402 309,600 SH   SOLE   309,600 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 65,969 553,800 SH   SOLE   553,800 0 0
ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 43,429 1,060,800 SH   SOLE   1,060,800 0 0
JACK IN THE BOX INC COM 466367109 42,198 752,723 SH   SOLE   752,723 0 0
KAR AUCTION SVCS INC COM 48238T109 77,794 5,267,036 SH   SOLE   5,267,036 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 2,804 31,874 SH   SOLE   31,874 0 0
LAMB WESTON HLDGS INC COM 513272104 110,518 1,546,577 SH   SOLE   1,546,577 0 0
LEGALZOOM COM INC COM 52466B103 48,039 4,371,137 SH   SOLE   4,371,137 0 0
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 531229706 1,090 43,331 SH   SOLE   43,331 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 36,558 1,523,270 SH   SOLE   1,523,270 0 0
LIVANOVA PLC SHS G5509L101 76,860 1,230,355 SH   SOLE   1,230,355 0 0
LIVERAMP HLDGS INC COM 53815P108 9,813 380,208 SH   SOLE   380,208 0 0
MR COOPER GROUP INC COM 62482R107 15,187 413,351 SH   SOLE   413,351 0 0
ON24 INC COM 68339B104 22,008 2,319,068 SH   SOLE   2,319,068 0 0
ONESPAN INC COM 68287N100 9,139 767,975 SH   SOLE   767,975 0 0
ORION ENGINEERED CARBONS S A COM L72967109 7,152 460,500 SH   SOLE   460,500 0 0
OUTFRONT MEDIA INC COM 69007J106 44,910 2,649,548 SH   SOLE   2,649,548 0 0
PAYONEER GLOBAL INC COM 70451X104 11,689 2,981,765 SH   SOLE   2,981,765 0 0
PRIMO WATER CORPORATION COM 74167P108 21,877 1,635,023 SH   SOLE   1,635,023 0 0
PURPLE INNOVATION INC COM 74640Y106 1,285 420,000 SH   SOLE   420,000 0 0
REMITLY GLOBAL INC COM 75960P104 23,218 3,031,071 SH   SOLE   3,031,071 0 0
ROVER GROUP INC COM CL A 77936F103 7,654 2,035,762 SH   SOLE   2,035,762 0 0
SONOS INC COM 83570H108 30,088 1,667,844 SH   SOLE   1,667,844 0 0
SQUARESPACE INC CLASS A 85225A107 25,292 1,208,964 SH   SOLE   1,208,964 0 0
STATE STR CORP COM 857477103 11,211 181,856 SH   SOLE   181,856 0 0
SUPER MICRO COMPUTER INC COM 86800U104 59,288 1,469,349 SH   SOLE   1,469,349 0 0
TRINET GROUP INC COM 896288107 39,604 510,225 SH   SOLE   510,225 0 0
UPWORK INC COM 91688F104 69,447 3,358,153 SH   SOLE   3,358,153 0 0
VALVOLINE INC COM 92047W101 45,158 1,566,359 SH   SOLE   1,566,359 0 0
WHEELS UP EXPERIENCE INC COM CL A 96328L106 1,442 739,700 SH   SOLE   739,700 0 0
YEXT INC COM 98585N106 16,470 3,445,610 SH   SOLE   3,445,610 0 0