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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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPIAN CORP CL A 03782L101 13,482 263,059 SH   SOLE   263,059 0 0
BRINKS CO COM 109696104 3,955 86,900 SH   SOLE   86,900 0 0
CARGURUS INC COM CL A 141788109 24,447 964,391 SH   SOLE   964,391 0 0
FRONTDOOR INC COM 35905A109 37,504 846,024 SH   SOLE   846,024 0 0
JOHNSON OUTDOORS INC CL A 479167108 2,514 27,624 SH   SOLE   27,624 0 0
KIRBY CORP COM 497266106 36,136 674,680 SH   SOLE   674,680 0 0
NEW YORK TIMES CO CL A 650111107 28,730 683,567 SH   SOLE   683,567 0 0
PALO ALTO NETWORKS INC COM 697435105 14,784 64,372 SH   SOLE   64,372 0 0
PRIMO WATER CORPORATION COM 74167P108 25,489 1,853,712 SH   SOLE   1,853,712 0 0
PTC INC COM 69370C100 36,826 473,403 SH   SOLE   473,403 0 0
TALEND S A ADS 874224207 13,264 382,678 SH   SOLE   382,678 0 0
TRINITY INDS INC COM 896522109 30,656 1,439,909 SH   SOLE   1,439,909 0 0