The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| BOOT BARN HLDGS INC | COM | 099406100 | 22,992,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| CAVCO INDS INC DEL | COM | 149568107 | 114,386,400 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | |||
| ELASTIC N V | ORD SHS | N14506104 | 19,107,000 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | |||
| EVENTBRITE INC | COM CL A | 29975E109 | 39,422,809 | 4,594,733 | SH | SOLE | 4,594,733 | 0 | 0 | |||
| FTAI AVIATION LTD | SHS | G3730V105 | 97,860,000 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | |||
| FTAI INFRASTRUCTURE INC | COMMON STOCK | 35953C106 | 12,900,000 | 4,300,000 | SH | SOLE | 4,300,000 | 0 | 0 | |||
| GREEN PLAINS INC | COM | 393222104 | 22,990,117 | 741,856 | SH | SOLE | 741,856 | 0 | 0 | |||
| INGEVITY CORP | COM | 45688C107 | 50,064,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| LESLIES INC | COM | 527064109 | 3,082,800 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM C BRAVES GRP | 531229888 | 61,315,800 | 1,820,000 | SH | SOLE | 1,820,000 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM A BRAVES GRP | 531229706 | 5,024,474 | 145,300 | SH | SOLE | 145,300 | 0 | 0 | |||
| MARINEMAX INC | COM | 567908108 | 19,371,750 | 673,800 | SH | SOLE | 673,800 | 0 | 0 | |||
| MEDIAALPHA INC | CL A | 58450V104 | 36,701,000 | 2,450,000 | SH | SOLE | 2,450,000 | 0 | 0 | |||
| PLANET FITNESS INC | CL A | 72703H101 | 39,689,370 | 511,000 | SH | SOLE | 511,000 | 0 | 0 | |||
| ROVER GROUP INC | COM CL A | 77936F103 | 28,199,250 | 6,225,000 | SH | SOLE | 6,225,000 | 0 | 0 | |||
| TJX COS INC NEW | COM | 872540109 | 29,933,520 | 382,000 | SH | SOLE | 382,000 | 0 | 0 | |||
| TREX CO INC | COM | 89531P105 | 24,335,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 102,526,560 | 2,187,000 | SH | SOLE | 2,187,000 | 0 | 0 | |||