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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
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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
2U INC COM 90214J101   4,246,394 3,452,353 SH   SOLE   3,452,353 0 0
ACCEL ENTERTAINMENT INC COM CL A1 00436Q106   55,971,499 5,450,000 SH   SOLE   5,450,000 0 0
CARS COM INC COM 14575E105   87,800,804 4,628,403 SH   SOLE   4,628,403 0 0
CAZOO GROUP LTD CL A G2007L121   229,550 24,163 SH   SOLE   24,163 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   147,858,751 675,000 SH   SOLE   675,000 0 0
FTI CONSULTING INC COM 302941109   60,740,751 305,000 SH   SOLE   305,000 0 0
NERDY INC CL A COM 64081V109   29,124,116 8,490,996 SH   SOLE   8,490,996 0 0
PAYPAL HLDGS INC COM 70450Y103   104,397,001 1,700,000 SH   SOLE   1,700,000 0 0
PVH CORPORATION COM 693656100   119,067,000 975,000 SH   SOLE   975,000 0 0
SUNRUN INC COM 86771W105   162,929,000 8,300,000 SH   SOLE   8,300,000 0 0
UDEMY INC COM 902685106   97,218,000 6,600,000 SH   SOLE   6,600,000 0 0
PLANET FITNESS INC CL A 72703H101   127,103,220 1,741,140 SH   SOLE   1,741,140 0 0
RESMED INC COM 761152107   94,938,010 551,901 SH   SOLE   551,901 0 0
2U INC NOTE 2.250% 5/0 90214JAB7   29,296,251 57,500,000 PRN   SOLE   57,500,000 0 0
2U INC DEBT 4.500% 2/0 90214JAC5   53,848,000 132,500,000 PRN   SOLE   132,500,000 0 0