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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BATH & BODY WORKS INC | COM | 070830104 | 76,741 | 2,850,705 | SH | SOLE | 2,850,705 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 22,368 | 990,621 | SH | SOLE | 990,621 | 0 | 0 | ||
| CAZOO GROUP LTD | COM | G2007L105 | 5,652 | 7,849,724 | SH | SOLE | 7,849,724 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 57,133 | 602,483 | SH | SOLE | 602,483 | 0 | 0 | ||
| FERGUSON PLC NEW | SHS | G3421J106 | 58,256 | 526,207 | SH | SOLE | 526,207 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 110,261 | 989,420 | SH | SOLE | 989,420 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 75,584 | 1,561,971 | SH | SOLE | 1,561,971 | 0 | 0 | ||
| MEMBERSHIP COLLECTIVE GROUP | COM CL A | 586001109 | 53,023 | 8,182,572 | SH | SOLE | 8,182,572 | 0 | 0 | ||
| RH | COM | 74967X103 | 97,434 | 459,030 | SH | SOLE | 459,030 | 0 | 0 | ||
| SKILLSOFT CORP | CL A | 83066P200 | 22,121 | 6,284,238 | SH | SOLE | 6,284,238 | 0 | 0 | ||
| SKILLSOFT CORP | *W EXP 06/11/202 | 83066P119 | 170 | 326,010 | SH | SOLE | 326,010 | 0 | 0 | ||