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
ALPHABET INC COM 02079K107   20,255 7,000 SH   SOLE   7,000 0 0
BAXTER INTL INC COM 071813109   12,447 145,000 SH   SOLE   145,000 0 0
CDW CORP COM 12514G108   14,335 70,000 SH   SOLE   70,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   24,775 38,000 SH   SOLE   38,000 0 0
COGNYTE SOFTWARE LTD ORD SHS M25133105   1,990 127,000 SH   SOLE   127,000 0 0
CROWN HLDGS INC COM 228368106   11,062 100,000 SH   SOLE   100,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   10,570 61,000 SH   SOLE   61,000 0 0
HARLEY DAVIDSON INC COM 412822108   9,799 260,000 SH   SOLE   260,000 0 0
NICE LTD SPONSORED ADR 653656108   12,599 41,500 SH   SOLE   41,500 0 0
SHOPIFY INC CL A 82509L107   7,438 5,400 SH   SOLE   5,400 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   15,755 370,000 SH   SOLE   370,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   10,106 84,000 SH   SOLE   84,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   28,218 600,000 SH   SOLE   600,000 0 0
TENNANT CO COM 880345103   9,158 113,000 SH   SOLE   113,000 0 0
TWILIO INC CL A 90138F102   9,744 37,000 SH   SOLE   37,000 0 0
VERINT SYS INC COM 92343X100   6,669 127,000 SH   SOLE   127,000 0 0
BLOCK INC CL A 852234103   4,038 25,000 SH   SOLE   25,000 0 0