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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   72,234,295 1,107,039 SH   SOLE   1,107,039 0 0
ALIGHT INC COM CL A 01626W101   55,411,081 6,016,404 SH   SOLE   6,016,404 0 0
BLACKLINE INC COM 09239B109   31,977,636 476,212 SH   SOLE   476,212 0 0
CROWN HLDGS INC COM 228368106   81,390,776 984,050 SH   SOLE   984,050 0 0
DICKS SPORTING GOODS INC COM 253393102   89,646,670 631,804 SH   SOLE   631,804 0 0
DICKS SPORTING GOODS INC NOTE 3.250% 4/1 253393AD4   11,106,215 2,500,000 PRN   SOLE   0 0 2,500,000
DONNELLEY FINL SOLUTIONS INC COM 25787G100   24,991,365 611,634 SH   SOLE   611,634 0 0
EQUINIX INC COM 29444U700   15,244,228 21,142 SH   SOLE   21,142 0 0
EVERBRIDGE INC COM 29978A104   6,759,055 194,954 SH   SOLE   194,954 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888   33,441,334 992,619 SH   SOLE   992,619 0 0
LITHIA MTRS INC COM 536797103   61,790,954 269,912 SH   SOLE   269,912 0 0
SMARTSHEET INC COM CL A 83200N103   32,355,820 676,900 SH   SOLE   676,900 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   15,547,534 130,323 SH   SOLE   130,323 0 0
VALVOLINE INC COM 92047W101   69,253,176 1,982,060 SH   SOLE   1,982,060 0 0
VERTEX INC CL A 92538J106   123,524,638 5,970,258 SH   SOLE   5,970,258 0 0
WORKIVA INC COM CL A 98139A105   11,777,150 115,000 SH   SOLE   115,000 0 0