The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ALPHABET INC | COM | 02079K107 | 19,615 | 204,000 | SH | SOLE | 204,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 16,103 | 142,500 | SH | SOLE | 142,500 | 0 | 0 | |||
| APPFOLIO INC | COM CL A | 03783C100 | 2,618 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| CDW CORP | COM | 12514G108 | 13,267 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| CROWN HLDGS INC | COM | 228368106 | 3,241 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 11,096 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | |||
| HARLEY DAVIDSON INC | COM | 412822108 | 11,685 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | |||
| NICE LTD | SPONSORED ADR | 653656108 | 10,353 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 8,761 | 23,200 | SH | SOLE | 23,200 | 0 | 0 | |||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 6,903 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | |||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 19,795 | 820,000 | SH | SOLE | 820,000 | 0 | 0 | |||
| TENABLE HLDGS INC | COM | 88025T102 | 2,436 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| TENNANT CO | COM | 880345103 | 6,561 | 116,000 | SH | SOLE | 116,000 | 0 | 0 | |||
| TWILIO INC | CL A | 90138F102 | 2,835 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | |||
| VERINT SYS INC | COM | 92343X100 | 4,600 | 137,000 | SH | SOLE | 137,000 | 0 | 0 | |||