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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
AVID TECHNOLOGY INC COM 05367P100   23,361,097 878,567 SH   SOLE   878,567 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   15,889,067 581,804 SH   SOLE   581,804 0 0
FORTINET INC COM 34959E109   12,906,960 264,000 SH   SOLE   264,000 0 0
IQVIA HLDGS INC COM 46266C105   22,475,613 109,696 SH   SOLE   109,696 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   19,940,456 333,564 SH   SOLE   333,564 0 0
MISTER CAR WASH INC COM 60646V105   20,142,666 2,182,304 SH   SOLE   2,182,304 0 0
PALO ALTO NETWORKS INC COM 697435105   6,526,844 46,774 SH   SOLE   46,774 0 0
PROGYNY INC COM 74340E103   21,805,000 700,000 SH   SOLE   700,000 0 0
TARGET HOSPITALITY CORP COM 87615L107   21,893,621 1,446,078 SH   SOLE   1,446,078 0 0
XPEL INC COM 98379L100   29,769,340 495,660 SH   SOLE   495,660 0 0