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
Brunswick Corp/DE COM 117043109   11,380,136 156,385 SH   SOLE   156,385 0 0
Builders FirstSource Inc COM 12008R107   30,624,320 221,258 SH   SOLE   221,258 0 0
Double Verify COM 25862V105   7,793,023 400,258 SH   SOLE   400,258 0 0
Gitlab Inc CLASS A COM 37637K108   2,355,883 47,383 SH   SOLE   47,383 0 0
GoDaddy Inc CL A 380237107   13,075,599 93,591 SH   SOLE   93,591 0 0
JELD-WEN Holding Inc COM 47580P103   2,194,586 162,924 SH   SOLE   162,924 0 0
Navient Corp COM 63938C108   4,641,510 318,785 SH   SOLE   318,785 0 0
Sleep Number Corp COM 83125X103   17,668,163 1,846,203 SH   SOLE   1,846,203 0 0
TriNet Group Inc COM 896288107   1,093,800 10,938 SH   SOLE   10,938 0 0