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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
2U INC COM 90214J101   30,391,719 4,847,164 SH   SOLE   4,847,164 0 0
ACCEL ENTERTAINMENT INC COM CL A1 00436Q106   41,965,000 5,450,000 SH   SOLE   5,450,000 0 0
ADIENT PLC ORD SHS G0084W101   34,690,000 1,000,000 SH   SOLE   1,000,000 0 0
CARS COM INC COM 14575E105   74,748,422 5,428,353 SH   SOLE   5,428,353 0 0
CAZOO GROUP LTD COM G2007L105   7,911,563 50,456,400 SH   SOLE   50,456,400 0 0
FTI CONSULTING INC COM 302941109   112,748,000 710,000 SH   SOLE   710,000 0 0
KROGER CO COM 501044101   95,847,000 2,150,000 SH   SOLE   2,150,000 0 0
NERDY INC CL A COM 64081V109   18,080,551 8,035,800 SH   SOLE   8,035,800 0 0
PAYPAL HLDGS COM 70450Y103   44,512,500 625,000 SH   SOLE   625,000 0 0
PVH CORPORATION COM 693656100   81,178,500 1,150,000 SH   SOLE   1,150,000 0 0
QUALTRICS INTL INC COM CL A 747601201   96,534,001 9,300,000 SH   SOLE   9,300,000 0 0
SUNRUN INC COM 86771W105   93,678,000 3,900,000 SH   SOLE   3,900,000 0 0
TENABLE HLDGS INC COM 88025T102   200,177,171 5,247,108 SH   SOLE   5,247,108 0 0
UDEMY INC COM 902685106   62,772,501 5,950,000 SH   SOLE   5,950,000 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109   56,727,000 3,300,000 SH Put SOLE   3,300,000 0 0
BEYOND MEAT INC COM 088628AB5   36,930,000 3,000,000 SH Put SOLE   3,000,000 0 0
2U INC NOTE 2.250% 5/0 90214JAB7   35,326,500 55,000,000 PRN   SOLE   55,000,000 0 0