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
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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
ACM RESH INC COM CL A 00108J109   10,382,919 887,429 SH   SOLE   887,429 0 0
ASPEN TECHNOLOGY INC COM 29109X106 BBG017J18W74 28,155,359 123,019 SH   SOLE   123,019 0 0
CRA INTL INC COM 12618T105   22,915,092 212,531 SH   SOLE   212,531 0 0
DLOCAL LTD CLASS A COM G29018101   26,673,044 1,644,454 SH   SOLE   1,644,454 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   38,398,198 1,604,605 SH   SOLE   1,604,605 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   31,378,690 382,527 SH   SOLE   382,527 0 0
GEN DIGITAL INC COM 668771108   26,761,981 1,559,556 SH   SOLE   1,559,556 0 0
INSTALLED BLDG PRODS INC COM 45780R101   28,128,806 246,679 SH   SOLE   246,679 0 0
KE HLDGS INC SPONSORED ADS 482497104   20,275,551 1,076,197 SH   SOLE   1,076,197 0 0
NEOGEN CORP COM 640491106   26,753,733 1,444,586 SH   SOLE   1,444,586 0 0
PATRIA INVESTMENTS LIMITED COM CL A G69451105   25,709,894 1,737,155 SH   SOLE   1,737,155 0 0
ROGERS CORP COM 775133101   31,644,297 193,626 SH   SOLE   193,626 0 0
ROVER GROUP INC COM CL A 77936F103   16,421,608 3,625,079 SH   SOLE   3,625,079 0 0
SCHRODINGER INC COM 80810D103   18,538,137 704,069 SH   SOLE   704,069 0 0
SERVICE CORP INTL COM 817565104   26,466,406 384,798 SH   SOLE   384,798 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   23,916,500 537,812 SH   SOLE   537,812 0 0