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
ACADEMY SPORTS & OUTDOORS INC COM 00402L107 48,940 1,377,039 SH   SOLE   1,377,039 0 0
ALIGHT INC COM CL A 01626W101 33,925 5,025,888 SH   SOLE   5,025,888 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 4,612 27,233 SH   SOLE   27,233 0 0
AVALARA INC COM 05338G106 74,371 1,053,408 SH   SOLE   1,053,408 0 0
CHANGE HEALTHCARE INC COM 15912K100 25,316 1,097,844 SH   SOLE   1,097,844 0 0
COUPA SOFTWARE INC COM 22266L106 29,877 523,224 SH   SOLE   523,224 0 0
CROWN HLDGS INC COM 228368106 67,105 728,055 SH   SOLE   728,055 0 0
DICKS SPORTING GOODS INC COM 253393102 45,462 603,188 SH   SOLE   603,188 0 0
EQUINIX INC COM 29444U700 18,490 28,142 SH   SOLE   28,142 0 0
EVERBRIDGE INC COM 29978A104 11,216 402,168 SH   SOLE   402,168 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 20,053 835,535 SH   SOLE   835,535 0 0
LITHIA MTRS INC COM 536797103 76,923 279,912 SH   SOLE   279,912 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 42,209 344,475 SH   SOLE   344,475 0 0
VALVOLINE INC COM 92047W101 65,982 2,288,655 SH   SOLE   2,288,655 0 0
VERTEX INC CL A 92538J106 8,161 720,258 SH   SOLE   720,258 0 0
TUESDAY MORNING CORP COM 89904V101 7,257 20,158,593 SH   DFND   0 20,158,593 0