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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Brunswick Corp COM 117043109   20,652,026 373,860 SH   SOLE   373,860 0 0
Builders FirstSource Inc COM 12008R107   37,059,810 317,592 SH   SOLE   317,592 0 0
Dick's Sporting Goods Inc COM 253393102   6,986,451 35,319 SH   SOLE   35,319 0 0
Grocery Outlet Holding Corp COM 39874R101   10,903,021 877,860 SH   SOLE   877,860 0 0
Gitlab Inc CLASS A COM 37637K108   6,603,337 146,383 SH   SOLE   146,383 0 0
LCI Industries COM 50189K103   8,747,218 95,923 SH   SOLE   95,923 0 0
Sleep Number Corp COM 83125X103   17,674,181 2,616,459 SH   SOLE   2,616,459 0 0