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
ACADEMY SPORTS & OUTDOORS COM 00402L107 30,523 762,695 SH   SOLE   762,695 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 51,787 247,916 SH   SOLE   247,916 0 0
ALTERYX INC COM CL A 02156B103 5,023 68,718 SH   SOLE   68,718 0 0
AVALARA INC COM 05338G106 157,213 899,540 SH   SOLE   899,540 0 0
CANNAE HOLDINGS INC COM 13765N107 20,414 656,188 SH   SOLE   656,188 0 0
CHANGE HEALTHCARE INC COM 15912K100 10,937 522,325 SH   SOLE   522,325 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 25,471 444,824 SH   SOLE   444,824 0 0
CROWN HOLDINGS INC COM STK COM 228368106 85,280 846,195 SH   SOLE   846,195 0 0
DICKS SPORTING GOODS COM 253393102 75,674 631,831 SH   SOLE   631,831 0 0
EQUINIX INC COM 29444U700 50,602 64,042 SH   SOLE   64,042 0 0
LIBERTY BRAVES GROUP -C COM C BRAVES GRP 531229888 29,439 1,114,263 SH   SOLE   1,114,263 0 0
LITHIA MOTOR CORP CL A 536797103 99,882 315,045 SH   SOLE   315,045 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 60,133 390,298 SH   SOLE   390,298 0 0
VALVOLINE INC COM 92047W101 79,376 2,545,721 SH   SOLE   2,545,721 0 0
VERTEX INC COM CL A 92538J106 15,851 824,700 SH   SOLE   824,700 0 0
VERTEX ENERGY INC COM 92534K107 5,397 1,029,943 SH   SOLE   1,029,943 0 0
TUESDAY MORNING CORP COM 89904V101 56,444 20,158,593 SH   DFND   0 20,158,593 0