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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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
2SEVENTY BIO INC COM 901384107   2,069,678 703,972 SH   SOLE   703,972 0 0
AIR LEASE CL A COM 00912X302   36,158 750 SH   SOLE   750 0 0
AMENTUM HOLDINGS LLC COM 023939101   13,068,042 621,400 SH   SOLE   621,400 0 0
AMERICAN OUTDOOR BRANDS COM 02875D109   10,002,454 656,329 SH   SOLE   656,329 0 0
BRINKS CO COM COM 109696104   3,810,435 41,074 SH   SOLE   41,074 0 0
CAESARS ENTERTAINMENT INC COM 12769G100   30,381,788 909,090 SH   SOLE   909,090 0 0
CHATHAM LODGING TR COM 16208T102   2,132,355 238,252 SH   SOLE   238,252 0 0
CITY OFFICE REIT COM 178587101   1,275,230 231,020 SH   SOLE   231,020 0 0
DENTSPLY SIRONA COM 24906P109   13,407,491 706,401 SH   SOLE   706,401 0 0
ENVISTA HLDGS COM 29415F104   38,580 2,000 SH   SOLE   2,000 0 0
ETSY INC COM 29786A106   1,305,114 24,676 SH   SOLE   24,676 0 0
EVERI HLDGS COM 30034T103   6,813,107 504,301 SH   SOLE   504,301 0 0
FIVERR INTERNATIONAL LTD COM M4R82T106   38,212,947 1,204,316 SH   SOLE   1,204,316 0 0
JELD-WEN HLDG COM 47580P103   1,325,781 161,878 SH   SOLE   161,878 0 0
KBR INC COM 48242W106   18,294,178 315,798 SH   SOLE   315,798 0 0
KORN FERRY COM 500643200   64,819 961 SH   SOLE   961 0 0
LAUREATE EDUCATION INC-A COM 518613203   35,116,233 1,919,969 SH   SOLE   1,919,969 0 0
LIGHT & WONDER INC COM 80874P109   15,161,763 175,524 SH   SOLE   175,524 0 0
LKQ CORP COM 501889208   51,325,565 1,396,614 SH   SOLE   1,396,614 0 0
LYFT INC-A COM 55087P104   14,037,780 1,088,200 SH   SOLE   1,088,200 0 0
MAGNERA COM 55939A107   42,851,056 2,358,341 SH   SOLE   2,358,341 0 0
MCGRATH RENT COM 580589109   637,039 5,697 SH   SOLE   5,697 0 0
MGM RESORTS INTL COM 552953101   5,197,500 150,000 SH   SOLE   150,000 0 0
NATIONAL VISION HLDGS COM 63845R107   26,342,312 2,528,053 SH   SOLE   2,528,053 0 0
NCR ATLEOS COM 63001N106   58,969,547 1,738,489 SH   SOLE   1,738,489 0 0
NEXSTAR MEDIA GROUP INC COM 65336K103   29,258,098 185,213 SH   SOLE   185,213 0 0
ORTHOFIX MEDICAL COM 68752M108   60,249,990 3,450,744 SH   SOLE   3,450,744 0 0
PHINIA COM 71880K101   13,035,862 270,622 SH   SOLE   270,622 0 0
QUIDELORTHO CORP COM 219798105   14,772,646 331,597 SH   SOLE   331,597 0 0
RIMINI STREET INC COM 76674Q107   81,830 30,648 SH   SOLE   30,648 0 0
RTX CORP COM 75513E101   1,482,373 12,810 SH   SOLE   12,810 0 0
RUSSELL 2000 INDEX ISHARES COM 464287655   5,843,066 26,444 SH   SOLE   26,444 0 0
SUMMIT HOTEL PPTYS COM 866082100   1,669,078 243,661 SH   SOLE   243,661 0 0
TREEHOUSE FOODS COM 89469A104   5,368,988 152,832 SH   SOLE   152,832 0 0
UNITED PARKS & RESORTS INC COM 81282V100   20,447,372 363,897 SH   SOLE   363,897 0 0
UPWORK INC COM 91688F104   2,735,698 167,321 SH   SOLE   167,321 0 0