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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
ALPHABET INC COM 02079K107   20,668 7,400 SH   SOLE   7,400 0 0
BAXTER INTL INC COM 071813109   11,243 145,000 SH   SOLE   145,000 0 0
BLOCK INC CL A 852234103   6,102 45,000 SH   SOLE   45,000 0 0
CDW CORP COM 12514G108   12,522 70,000 SH   SOLE   70,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   20,730 38,000 SH   SOLE   38,000 0 0
CROWN HLDGS INC COM 228368106   4,503 36,000 SH   SOLE   36,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   11,981 71,000 SH   SOLE   71,000 0 0
HARLEY DAVIDSON INC COM 412822108   11,820 300,000 SH   SOLE   300,000 0 0
NICE LTD SPONSORED ADR 653656108   9,746 44,500 SH   SOLE   44,500 0 0
SHOPIFY INC CL A 82509L107   4,326 6,400 SH   SOLE   6,400 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   16,095 370,000 SH   SOLE   370,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   9,800 94,000 SH   SOLE   94,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   20,940 750,000 SH   SOLE   750,000 0 0
TENNANT CO COM 880345103   8,904 113,000 SH   SOLE   113,000 0 0
TWILIO INC CL A 90138F102   6,757 41,000 SH   SOLE   41,000 0 0
VERINT SYS INC COM 92343X100   6,566 127,000 SH   SOLE   127,000 0 0