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
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCE AUTO PARTS INC COM 00751Y106 12,727 136,376 SH   SOLE   136,376 0 0
AVALARA INC COM 05338G106 38,979 522,500 SH   SOLE   522,500 0 0
BOOT BARN HLDGS INC COM 099406100 2,470 191,000 SH   SOLE   191,000 0 0
BRIGHTVIEW HLDGS INC COM 10948C107 2,893 261,600 SH   SOLE   261,600 0 0
CAVCO INDS INC DEL COM 149568107 31,162 215,000 SH   SOLE   215,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 11,163 160,000 SH   SOLE   160,000 0 0
EAGLE MATERIALS INC COM 26969P108 32,890 563,000 SH   SOLE   563,000 0 0
FAIR ISAAC CORP COM 303250104 51,077 166,000 SH   SOLE   166,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 23,939 746,000 SH   SOLE   746,000 0 0
FRONTDOOR INC COM 35905A109 14,155 407,000 SH   SOLE   407,000 0 0
GENERAC HLDGS INC COM 368736104 1,630 17,500 SH Put SOLE   17,500 0 0
INGEVITY CORP COM 45688C107 27,456 780,000 SH   SOLE   780,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 14,450 48,000 SH   SOLE   48,000 0 0
PGT INNOVATIONS INC COM 69336V101 1,636 195,000 SH   SOLE   195,000 0 0
PLANET FITNESS INC CL A 72703H101 26,152 537,000 SH   SOLE   537,000 0 0
TREX CO INC COM 89531P105 43,035 537,000 SH   SOLE   537,000 0 0
WILLSCOT CORP COM 971375126 27,847 2,749,000 SH   SOLE   2,749,000 0 0