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
ACTIVISION BLIZZARD INC COM 00507V109   25,677,000 300,000 SH   SOLE   300,000 0 0
AZENTA INC COM 114340102   11,155,000 250,000 SH   SOLE   250,000 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204   31,605,556 1,453,129 SH   SOLE   1,453,129 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   11,515,000 245,000 SH   SOLE   245,000 0 0
CHURCHILL CAPITAL CORP VII COM CL A 17144M102   2,535,000 250,000 SH   SOLE   250,000 0 0
CAESARS ENTERTAINMENT INC NE CALL 12769G100   30,262,200 620,000 SH Call SOLE   620,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   46,647,912 955,704 SH   SOLE   955,704 0 0
DECKERS OUTDOOR CORP COM 243537107   5,619,375 12,500 SH   SOLE   12,500 0 0
ENOVIX CORPORATION COM 293594107   80,766,143 5,416,911 SH   SOLE   5,416,911 0 0
FERGUSON PLC NEW SHS G3421J106   16,718,750 125,000 SH   SOLE   125,000 0 0
FLEX LTD ORD Y2573F102   97,630,970 4,242,980 SH   SOLE   4,242,980 0 0
FORTINET INC COM 34959E109   16,615,000 250,000 SH   SOLE   250,000 0 0
GEN DIGITAL INC COM 668771108   118,361,254 6,897,509 SH   SOLE   6,897,509 0 0
HCI GROUP INC COM 40416E103   19,195,018 358,116 SH   SOLE   358,116 0 0
HEADHUNTER GROUP PLC SPONSORED ADS 42207L106   13,848,022 1,135,000 SH   SOLE   1,135,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   38,108,127 461,581 SH   SOLE   461,581 0 0
INSPIRE MED SYS INC COM 457730109   20,247,055 86,500 SH   SOLE   86,500 0 0
IQVIA HLDGS INC COM 46266C105   17,890,156 89,950 SH   SOLE   89,950 0 0
KHOSLA VENTURES ACQUT CO III COM CL A 482506102   5,075,000 500,000 SH   SOLE   500,000 0 0
LITHIA MTRS INC COM 536797103   17,097,179 74,683 SH   SOLE   74,683 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   37,102,800 3,155,000 SH   SOLE   3,155,000 0 0
LAZYDAYS HLDGS INC COM 52110H100   9,993,278 856,322 SH   SOLE   856,322 0 0
LENSAR INC COM 52634L108   2,690,692 1,080,599 SH   SOLE   1,080,599 0 0
LIGHT & WONDER INC COM 80874P109   57,481,241 957,223 SH   SOLE   957,223 0 0
META PLATFORMS INC CL A 30303M102   15,895,500 75,000 SH   SOLE   75,000 0 0
NEXTRACKER INC CLASS A COM 65290E101   12,691,000 350,000 SH   SOLE   350,000 0 0
ONEMAIN HLDGS INC COM 68268W103   68,266,097 1,841,049 SH   SOLE   1,841,049 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   113,068,858 3,558,982 SH   SOLE   3,558,982 0 0
OPORTUN FINL CORP COM 68376D104   5,549,545 1,437,706 SH   SOLE   1,437,706 0 0
PLX PHARMA INC COM 72942A107   191,666 1,473,218 SH   SOLE   1,473,218 0 0
PORCH GROUP INC COM 733245104   17,542,821 12,267,707 SH   SOLE   12,267,707 0 0
RAMBUS INC DEL COM 750917106   25,630,000 500,000 SH   SOLE   500,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106   20,617,203 1,900,203 SH   SOLE   1,900,203 0 0
TCV ACQUISITION CORP CL A SHS G8704C124   5,120,000 500,000 SH   SOLE   500,000 0 0
TOAST INC CL A 888787108   19,391,875 1,092,500 SH   SOLE   1,092,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102   24,669,198 52,200 SH   SOLE   52,200 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   17,634,385 2,389,483 SH   SOLE   2,389,483 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   29,581,843 631,012 SH   SOLE   631,012 0 0
YANDEX N V SHS CLASS A N97284108   11,045,025 675,000 SH   SOLE   675,000 0 0