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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
BRC INC COM CL A 05601U105   46,649,195 12,851,018 SH   OTR 1,2 0 12,851,018 0
EVOLENT HEALTH INC CL A 30050B101   107,725,958 3,261,458 SH   OTR 1,2 0 3,261,458 0
NCR ATLEOS CORPORATION COM SHS 63001N106   60,949,828 2,509,256 SH   OTR 1,2 0 2,509,256 0
NCR VOYIX CORPORATION COM 62886E108   84,863,055 5,018,513 SH   OTR 1,2 0 5,018,513 0
NEVRO CORP COM 64157F103   46,658,868 2,168,163 SH   OTR 1,2 0 2,168,163 0
PRA GROUP INC COM 69354N106   52,681,650 2,010,750 SH   OTR 1,2 0 2,010,750 0
SHAKE SHACK INC CL A 819047101   101,339,162 1,367,231 SH   OTR 1,2 0 1,367,231 0
UPBOUND GROUP INC COM 76009N100   81,423,237 2,396,916 SH   OTR 1,2 0 2,396,916 0
V F CORP COM 918204108   100,417,718 5,341,368 SH   OTR 1,2 0 5,341,368 0