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
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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
Builders FirstSource Inc COM 12008R107   25,878,538 155,017 SH   SOLE   155,017 0 0
GoDaddy Inc CL A 380237107   22,791,597 214,691 SH   SOLE   214,691 0 0
Gitlab Inc CLASS A COM 37637K108   5,816,434 92,383 SH   SOLE   92,383 0 0
Navient Corp COM 63938C108   2,357,013 126,585 SH   SOLE   126,585 0 0
PGT Innovations Inc COM 69336V101   19,021,064 467,348 SH   SOLE   467,348 0 0
RH COM 74967X103   7,632,112 26,184 SH   SOLE   26,184 0 0
Sleep Number Corp COM 83125X103   30,003,730 2,023,178 SH   SOLE   2,023,178 0 0
Sleep Number Corp COM 83125X103   79,500 30,000 SH Call SOLE   30,000 0 0
Sleep Number Corp COM 83125X103   65,000 100,000 SH Put SOLE   100,000 0 0
DOUBLEVERIFY HOLDINGS INC COM 25862V105   5,666,253 154,058 SH   SOLE   154,058 0 0