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
ARAMARK COM 03852U106 68,066 2,222,201 SH   SOLE   2,222,201 0 0
AXALTA COATING SYS LTD COM G0750C108 49,037 2,217,873 SH   SOLE   2,217,873 0 0
ENERSYS COM 29275Y102 80,371 1,363,147 SH   SOLE   1,363,147 0 0
FISERV INC COM 337738108 37,789 424,738 SH   SOLE   424,738 0 0
FRESHWORKS INC CLASS A COM 358054104 10,393 790,339 SH   SOLE   790,339 0 0
GMS INC COM 36251C103 24,979 561,335 SH   SOLE   561,335 0 0
HARMONIC INC COM 413160102 85,352 9,844,567 SH   SOLE   9,844,567 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 16,259 96,000 SH Put SOLE   96,000 0 0
KBR INC COM 48242W106 86,994 1,797,773 SH   SOLE   1,797,773 0 0
MANNKIND CORP COM NEW 56400P706 2,648 694,961 SH   SOLE   694,961 0 0
MOHAWK INDS INC COM 608190104 50,933 410,451 SH   SOLE   410,451 0 0
PAYPAL HLDGS INC COM 70450Y103 22,874 327,522 SH   SOLE   327,522 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 44,070 4,800,700 SH   SOLE   4,800,700 0 0
REGAL REXNORD CORPORATION COM 758750103 67,995 598,969 SH   SOLE   598,969 0 0
SONOS INC COM 83570H108 54,539 3,023,209 SH   SOLE   3,023,209 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 29,878 79,200 SH Put SOLE   79,200 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 62,995 2,149,994 SH   SOLE   2,149,994 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102 131,686 8,382,312 SH   SOLE   8,382,312 0 0