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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
ALIGNMENT HEALTHCARE INC COM 01625V104   4,312,500 750,000 SH   SOLE   750,000 0 0
AMEDISYS INC COM 023436108   8,604,870 94,104 SH   SOLE   94,104 0 0
ACTIVISION BLIZZARD INC COM 00507V109   70,812,000 840,000 SH   SOLE   840,000 0 0
AZENTA INC COM 114340102   10,899,267 233,489 SH   SOLE   233,489 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204   45,991,934 2,081,083 SH   SOLE   2,081,083 0 0
CINEMARK HLDGS INC COM 17243V102   11,306,807 685,261 SH   SOLE   685,261 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   49,137,119 964,040 SH   SOLE   964,040 0 0
ENOVIX CORPORATION COM 293594107   97,142,532 5,384,841 SH   SOLE   5,384,841 0 0
FERGUSON PLC NEW SHS G3421J106   17,304,100 110,000 SH   SOLE   110,000 0 0
FLEX LTD ORD Y2573F102   112,328,407 4,063,980 SH   SOLE   4,063,980 0 0
FORTINET INC COM 34959E109   14,642,388 193,708 SH   SOLE   193,708 0 0
GEN DIGITAL INC COM 668771108   132,743,763 7,155,998 SH   SOLE   7,155,998 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   29,486,893 114,246 SH   SOLE   114,246 0 0
HCI GROUP INC COM 40416E103   22,262,114 360,345 SH   SOLE   360,345 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   14,537,250 175,000 SH   SOLE   175,000 0 0
INSPIRE MED SYS INC COM 457730109   16,232,000 50,000 SH   SOLE   50,000 0 0
IQVIA HLDGS INC COM 46266C105   23,871,698 106,205 SH   SOLE   106,205 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   34,009,170 2,813,000 SH   SOLE   2,813,000 0 0
LAZYDAYS HLDGS INC COM 52110H100   8,299,710 717,968 SH   SOLE   717,968 0 0
LENSAR INC COM 52634L108   4,592,546 1,080,599 SH   SOLE   1,080,599 0 0
LIGHT & WONDER INC COM 80874P109   42,458,750 617,492 SH   SOLE   617,492 0 0
NEXTRACKER INC CLASS A COM 65290E101   18,909,750 475,000 SH   SOLE   475,000 0 0
ONEMAIN HLDGS INC COM 68268W103   62,989,621 1,441,740 SH   SOLE   1,441,740 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   107,217,000 3,300,000 SH   SOLE   3,300,000 0 0
OPORTUN FINL CORP COM 68376D104   8,827,439 1,478,633 SH   SOLE   1,478,633 0 0
PORCH GROUP INC COM 733245104   10,846,007 7,859,425 SH   SOLE   7,859,425 0 0
RAMBUS INC DEL COM 750917106   21,496,950 335,000 SH   SOLE   335,000 0 0
SAVERS VALUE VLG INC COM 80517M109   2,607,000 110,000 SH   SOLE   110,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106   17,809,773 1,720,751 SH   SOLE   1,720,751 0 0
TITAN MACHY INC COM 88830R101   9,706,031 329,018 SH   SOLE   329,018 0 0
TOAST INC CL A 888787108   13,772,417 610,209 SH   SOLE   610,209 0 0
UBER TECHNOLOGIES INC COM 90353T100   38,853,000 900,000 SH   SOLE   900,000 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   16,755,962 2,424,886 SH   SOLE   2,424,886 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   30,576,950 639,819 SH   SOLE   639,819 0 0
YANDEX N V SHS CLASS A N97284108   11,280,600 675,000 SH   SOLE   675,000 0 0