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
AUTOLIV INC COM 052800109   29,908,800 310,000 SH   SOLE   310,000 0 0
AMEDISYS INC COM 023436108   70,210,555 751,719 SH   SOLE   751,719 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204   27,826,515 2,014,954 SH   SOLE   2,014,954 0 0
DUTCH BROS INC CL A 26701L100   3,836,250 165,000 SH   SOLE   165,000 0 0
CINEMARK HLDGS INC COM 17243V102   16,056,250 875,000 SH   SOLE   875,000 0 0
COMPLETE SOLARIA INC COM 20460L104   4,979,593 2,417,278 SH   SOLE   2,417,278 0 0
COMPLETE SOLARIA INC *W EXP 07/31/202 20460L112   98,297 600,105 SH   SOLE   600,105 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   62,950,206 1,358,149 SH   SOLE   1,358,149 0 0
ENOVIX CORPORATION COM 293594107   47,731,591 3,803,314 SH   SOLE   3,803,314 0 0
FERGUSON PLC NEW SHS G3421J106   13,979,950 85,000 SH   SOLE   85,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   34,709,560 628,000 SH   SOLE   628,000 0 0
FLEX LTD ORD Y2573F102   126,765,611 4,698,503 SH   SOLE   4,698,503 0 0
FULGENT GENETICS INC COM 359664109   9,228,883 345,134 SH   SOLE   345,134 0 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106   594,000 200,000 SH   SOLE   200,000 0 0
GEN DIGITAL INC COM 668771108   110,446,925 6,246,998 SH   SOLE   6,246,998 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   65,833,950 245,000 SH   SOLE   245,000 0 0
HCI GROUP INC COM 40416E103   20,681,884 380,952 SH   SOLE   380,952 0 0
HUDSON TECHNOLOGIES INC COM 444144109   4,856,176 365,126 SH   SOLE   365,126 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   13,685,482 158,104 SH   SOLE   158,104 0 0
IQVIA HLDGS INC COM 46266C105   10,162,138 51,650 SH   SOLE   51,650 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   30,924,585 2,193,233 SH   SOLE   2,193,233 0 0
LAZYDAYS HLDGS INC COM 52110H100   1,752,689 230,617 SH   SOLE   230,617 0 0
LENSAR INC COM 52634L108   3,447,470 1,115,686 SH   SOLE   1,115,686 0 0
LIGHT & WONDER INC COM 80874P109   35,665,000 500,000 SH   SOLE   500,000 0 0
ONEMAIN HLDGS INC COM 68268W103   53,034,460 1,322,885 SH   SOLE   1,322,885 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   104,550,153 3,231,844 SH   SOLE   3,231,844 0 0
OPORTUN FINL CORP COM 68376D104   9,702,763 1,343,873 SH   SOLE   1,343,873 0 0
ORACLE CORP COM 68389X105   10,274,240 97,000 SH   SOLE   97,000 0 0
REVANCE THERAPEUTICS INC COM 761330109   3,659,102 319,015 SH   SOLE   319,015 0 0
SHARKNINJA INC COM SHS G8068L108   4,792,465 103,375 SH   SOLE   103,375 0 0
THERAVANCE BIOPHARMA INC COM G8807B106   17,115,456 1,983,251 SH   SOLE   1,983,251 0 0
THREDUP INC CL A 88556E102   3,007,500 750,000 SH   SOLE   750,000 0 0
TITAN MACHY INC COM 88830R101   6,935,945 260,946 SH   SOLE   260,946 0 0
TOAST INC CL A 888787108   9,283,356 495,641 SH   SOLE   495,641 0 0
UBER TECHNOLOGIES INC COM 90353T100   51,968,700 1,130,000 SH   SOLE   1,130,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   25,764,109 51,100 SH   SOLE   51,100 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   18,229,802 2,175,394 SH   SOLE   2,175,394 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   13,583,959 326,616 SH   SOLE   326,616 0 0
YANDEX N V SHS CLASS A N97284108   10,224,833 675,000 SH   SOLE   675,000 0 0