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 COM 117043109   16,708,332 258,323 SH   SOLE   258,323 0 0
Builders FirstSource Inc COM 12008R107   27,579,487 192,958 SH   SOLE   192,958 0 0
Etsy Inc COM 29786A106   3,585,942 67,800 SH   SOLE   67,800 0 0
GoDaddy Inc CL A 380237107   11,297,064 57,238 SH   SOLE   57,238 0 0
Gitlab Inc CLASS A COM 37637K108   2,670,032 47,383 SH   SOLE   47,383 0 0
LCI Industries COM 50189K103   7,244,434 70,069 SH   SOLE   70,069 0 0
Malibu Boats Inc COM CL A 56117J100   2,597,770 69,108 SH   SOLE   69,108 0 0
Navient Corp COM 63938C108   4,851,767 365,069 SH   SOLE   365,069 0 0
Sleep Number Corp COM 83125X103   39,874,835 2,616,459 SH   SOLE   2,214,900 0 0
Sonos Inc COM 83570H108   1,571,018 104,456 SH   SOLE   104,456 0 0