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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
ACV AUCTIONS INC COM CL A 00091G104   16,098,193 1,960,803 SH   SOLE   1,960,803 0 0
ADVANCED MICRO DEVICES INC COM 007903107   22,816,593 352,271 SH   SOLE   352,271 0 0
AMERISOURCEBERGEN CORP COM 03073E105   24,856,500 150,000 SH   SOLE   150,000 0 0
CANADIAN NAT RES LTD COM 136385101   8,329,500 150,000 SH   SOLE   150,000 0 0
CNH INDL N V SHS N20944109   14,454,000 900,000 SH   SOLE   900,000 0 0
DECKERS OUTDOOR CORP COM 243537107   18,568,924 46,520 SH   SOLE   46,520 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   21,885,101 970,945 SH   SOLE   970,945 0 0
FRANKLIN COVEY CO COM 353469109   15,798,345 337,788 SH   SOLE   337,788 0 0
IQVIA HLDGS INC COM 46266C105   28,826,589 140,693 SH   SOLE   140,693 0 0
MATCH GROUP INC NEW COM 57667L107   21,648,112 521,767 SH   SOLE   521,767 0 0
MITEK SYS INC COM NEW 606710200   39,498,563 4,076,219 SH   SOLE   4,076,219 0 0
NEWS CORP NEW CL A 65249B109   8,154,200 448,033 SH   SOLE   448,033 0 0
OKTA INC CL A 679295105   10,249,500 150,000 SH   SOLE   150,000 0 0
PAYPAL HLDGS INC COM 70450Y103   27,100,706 380,521 SH   SOLE   380,521 0 0
PERFICIENT INC COM 71375U101   46,629,821 667,762 SH   SOLE   667,762 0 0
VAIL RESORTS INC COM 91879Q109   13,585,951 57,000 SH   SOLE   57,000 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   43,912,823 3,175,186 SH   SOLE   3,175,186 0 0
VIAD CORP COM 92552R406   32,246,434 1,322,117 SH   SOLE   1,322,117 0 0