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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   63,417,829 1,207,039 SH   SOLE   1,207,039 0 0
ALIGHT INC COM CL A 01626W101   43,338,374 5,184,016 SH   SOLE   5,184,016 0 0
BLACKLINE INC COM 09239B109   28,725,703 427,021 SH   SOLE   427,021 0 0
COUPA SOFTWARE COM 22266L106   24,013,053 303,310 SH   SOLE   303,310 0 0
CROWN HOLDINGS INC COM 228368106   71,033,551 864,050 SH   SOLE   864,050 0 0
DICKS SPORTING GOODS INC COM 253393102   72,557,485 603,188 SH   SOLE   603,188 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100   15,780,718 408,298 SH   SOLE   408,298 0 0
EQUINIX INC COM 29444U700   15,158,704 23,142 SH   SOLE   23,142 0 0
EVERBRIDGE INC COM 29978A104   9,401,973 317,849 SH   SOLE   317,849 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888   30,463,570 945,193 SH   SOLE   945,193 0 0
LITHIA MTRS INC COM 536797103   61,403,983 299,912 SH   SOLE   299,912 0 0
SMARTSHEET INC COM CL A 83200N103   26,505,969 673,424 SH   SOLE   673,424 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   18,896,992 181,475 SH   SOLE   181,475 0 0
TUESDAY MORNING CORP COM NEW 89904V200   323,395 472,110 SH   SOLE   472,110 0 0
VALVOLINE INC COM 92047W101   71,244,259 2,182,060 SH   SOLE   2,182,060 0 0
VERTEX INC CL A 92538J106   86,628,444 5,970,258 SH   SOLE   5,970,258 0 0