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
AMERICAN TOWER CORP COM 03027X100   161,910 750 SH   OTR   0 750 0
AMERICAN TOWER CORP COM 03027X100   13,197,824 61,135 SH   SOLE   61,135 0 0
ARLO TECHNOLOGIES INC COM 04206A101   217,532 22,850 SH   OTR   0 22,850 0
ARLO TECHNOLOGIES INC COM 04206A101   7,854,000 825,000 SH   SOLE   825,000 0 0
BLUE BIRD CORP COM 095306106   10,110,000 375,000 SH   SOLE   375,000 0 0
BLUE BIRD CORP COM 095306106   280,384 10,400 SH   OTR   0 10,400 0
CAESARS ENTERTAINMENT INC COM 12769G100   90,010 1,920 SH   OTR   0 1,920 0
CAESARS ENTERTAINMENT INC COM 12769G100   3,281,600 70,000 SH   SOLE   70,000 0 0
CARS COM INC COM 14575E105   3,794,000 200,000 SH   SOLE   200,000 0 0
CINEMARK HOLDINGS INC COM 17243V102   2,465,750 175,000 SH   SOLE   175,000 0 0
DAVE & BUSTER'S ENTERTAINMENT COM 238337109   2,692,500 50,000 SH   SOLE   50,000 0 0
ENCORE CAPITAL GROUP INC COM 292554102   7,358,750 145,000 SH   SOLE   145,000 0 0
ENCORE CAPITAL GROUP INC COM 292554102   177,625 3,500 SH   OTR   0 3,500 0
ENOVA INTL INC COM 29357K103   229,744 4,150 SH   OTR   0 4,150 0
ENOVA INTL INC COM 29357K103   8,304,000 150,000 SH   SOLE   150,000 0 0
FEDERAL SIGNAL CORP COM 313855108   452,766 5,900 SH   OTR   0 5,900 0
FEDERAL SIGNAL CORP COM 313855108   16,115,400 210,000 SH   SOLE   210,000 0 0
FIVE9 INC COM 338307101   15,911,118 202,200 SH   SOLE   202,200 0 0
FIVE9 INC COM 338307101   4,730,056 60,110 SH   OTR   0 60,110 0
FUNKO INC COM CL A 361008105   1,391,400 180,000 SH   SOLE   180,000 0 0
GEO GROUP INC NEW COM 36162J106   164,616 15,200 SH   OTR   0 15,200 0
GEO GROUP INC NEW COM 36162J106   5,956,500 550,000 SH   SOLE   550,000 0 0
GRAND CANYON EDUCATION INC COM 38526M106   3,829,556 29,003 SH   OTR   0 29,003 0
GRAND CANYON EDUCATION INC COM 38526M106   19,806,000 150,000 SH   SOLE   150,000 0 0
INMODE LTD SHS M5425M103   3,447,200 155,000 SH   SOLE   155,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   2,414,650 35,000 SH   SOLE   35,000 0 0
MICROSOFT CORP COM 594918104   131,614 350 SH   OTR   0 350 0
MICROSOFT CORP COM 594918104   4,888,520 13,000 SH   SOLE   13,000 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   271,961 1,735 SH   OTR   0 1,735 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   9,796,875 62,500 SH   SOLE   62,500 0 0
OSI SYSTEMS INC COM 671044105   16,131,250 125,000 SH   SOLE   125,000 0 0
OSI SYSTEMS INC COM 671044105   451,675 3,500 SH   OTR   0 3,500 0
PJT PARTNERS INC COM CL A 69343T107   3,096,848 30,400 SH   OTR   0 30,400 0
PJT PARTNERS INC COM CL A 69343T107   25,976,850 255,000 SH   SOLE   255,000 0 0
POOL CORP COM 73278L105   440,575 1,105 SH   OTR   0 1,105 0
POOL CORP COM 73278L105   15,749,045 39,500 SH   SOLE   39,500 0 0
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR 82706C108   11,028,600 180,000 SH   SOLE   180,000 0 0
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR 82706C108   1,274,416 20,800 SH   OTR   0 20,800 0
UPBOUND GROUP INC COM 76009N100   2,377,900 70,000 SH   SOLE   70,000 0 0
VIVID SEATS INC COM CL A 92854T100   3,342,648 528,900 SH   OTR   0 528,900 0
VIVID SEATS INC COM CL A 92854T100   13,272,000 2,100,000 SH   SOLE   2,100,000 0 0
WATSCO INC COM 942622200   214,235 500 SH   OTR   0 500 0
WATSCO INC COM 942622200   8,355,165 19,500 SH   SOLE   19,500 0 0
WILLSCOT MOBILE MINI HOLDINGS COM CL A 971378104   16,465,000 370,000 SH   SOLE   370,000 0 0
WILLSCOT MOBILE MINI HOLDINGS COM CL A 971378104   460,575 10,350 SH   OTR   0 10,350 0
WORKHORSE GROUP INC COM NEW COM NEW 98138J206   10,800 30,000 SH   SOLE   30,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   184,900 10,000 SH   OTR   0 10,000 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   7,026,200 380,000 SH   SOLE   380,000 0 0