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
AERCAP HOLDINGS NV SHS N00985106   19,532,781 307,506 SH   SOLE   307,506 0 0
AMBARELLA INC SHS G037AX101   25,883,733 309,355 SH   SOLE   309,355 0 0
ARAMARK COM 03852U106   27,364,345 635,641 SH   SOLE   635,641 0 0
ARK ETF TR INNOVATION ETF 00214Q104   490,131 11,104 SH   SOLE   11,104 0 0
AXALTA COATING SYS LTD COM G0750C108   30,782,211 938,196 SH   SOLE   938,196 0 0
BURLINGTON STORES INC COM 122017106   38,642,708 245,522 SH   SOLE   245,522 0 0
CARVANA CO CL A 146869102   201,450 7,772 SH   SOLE   7,772 0 0
ELASTIC N V ORD SHS N14506104   21,901,725 341,574 SH   SOLE   341,574 0 0
ENERSYS COM 29275Y102   57,946,750 533,973 SH   SOLE   533,973 0 0
ENHABIT INC COM 29332G102   22,010,023 1,913,915 SH   SOLE   1,913,915 0 0
FRESHWORKS INC CLASS A COM 358054104   25,657,395 1,459,465 SH   SOLE   1,459,465 0 0
FULLER H B CO COM 359694106   218,320 3,053 SH   SOLE   3,053 0 0
GMS INC COM 36251C103   21,083,233 304,671 SH   SOLE   304,671 0 0
HARMONIC INC COM 413160102   51,167,345 3,164,338 SH   SOLE   3,164,338 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   28,864,476 1,176,701 SH   SOLE   1,176,701 0 0
KBR INC COM 48242W106   23,171,965 356,163 SH   SOLE   356,163 0 0
MANNKIND CORP COM NEW 56400P706   2,828,491 694,961 SH   SOLE   694,961 0 0
MARQETA INC CLASS A COM 57142B104   16,010,685 3,287,615 SH   SOLE   3,287,615 0 0
META PLATFORMS INC CL A 30303M102   4,880,095 17,005 SH   SOLE   17,005 0 0
NORFOLK SOUTHN CORP COM 655844108   32,823,056 144,748 SH   SOLE   144,748 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   27,995,545 3,640,513 SH   SOLE   3,640,513 0 0
QORVO INC COM 74736K101   59,199,438 580,216 SH   SOLE   580,216 0 0
REGAL REXNORD CORPORATION COM 758750103   62,547,269 406,415 SH   SOLE   406,415 0 0
SEMTECH CORP COM 816850101   14,245,456 559,523 SH   SOLE   559,523 0 0
SENTINELONE INC CL A 81730H109   20,109,470 1,331,753 SH   SOLE   1,331,753 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   43,131,144 97,300 SH Put SOLE   97,300 0 0
TEMPUR SEALY INTL INC COM 88023U101   48,308,753 1,205,609 SH   SOLE   1,205,609 0 0
VARONIS SYS INC COM 922280102   29,156,779 1,094,063 SH   SOLE   1,094,063 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   1,935,676 98,158 SH   SOLE   98,158 0 0
WARBY PARKER INC CL A COM 93403J106   2,110,057 180,501 SH   SOLE   180,501 0 0
WESTERN UN CO COM 959802109   1,008,229 85,953 SH   SOLE   85,953 0 0