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 | 38,110,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| CAVCO INDS INC DEL | COM | 149568107 | 105,576,370 | 357,886 | SH | SOLE | 357,886 | 0 | 0 | |||
| EVENTBRITE INC | COM CL A | 29975E109 | 42,975,000 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | |||
| FTAI AVIATION LTD | SHS | G3730V105 | 94,980,000 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | |||
| FTAI INFRASTRUCTURE INC | COMMON STOCK | 35953C106 | 15,867,000 | 4,300,000 | SH | SOLE | 4,300,000 | 0 | 0 | |||
| GREEN PLAINS INC | COM | 393222104 | 36,237,212 | 1,123,983 | SH | SOLE | 1,123,983 | 0 | 0 | |||
| INGEVITY CORP | COM | 45688C107 | 45,422,960 | 781,000 | SH | SOLE | 781,000 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM A BRAVES GRP | 531229706 | 5,945,676 | 145,300 | SH | SOLE | 145,300 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM C BRAVES GRP | 531229888 | 70,040,236 | 1,767,800 | SH | SOLE | 1,767,800 | 0 | 0 | |||
| MARINEMAX INC | COM | 567908108 | 25,620,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
| MAXIMUS INC | COM | 577933104 | 25,353,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| MEDIAALPHA INC | CL A | 58450V104 | 27,533,061 | 2,670,520 | SH | SOLE | 2,670,520 | 0 | 0 | |||
| NEXTRACKER INC | CLASS A COM | 65290E101 | 1,865,099 | 46,850 | SH | SOLE | 46,850 | 0 | 0 | |||
| PLANET FITNESS INC | CL A | 72703H101 | 49,703,280 | 737,000 | SH | SOLE | 737,000 | 0 | 0 | |||
| ROVER GROUP INC | COM CL A | 77936F103 | 24,550,000 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | |||
| TREX CO INC | COM | 89531P105 | 35,467,960 | 541,000 | SH | SOLE | 541,000 | 0 | 0 | |||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 97,348,230 | 2,037,000 | SH | SOLE | 2,037,000 | 0 | 0 | |||