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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPIAN CORP CL A 03782L101 28,052 433,228 SH   SOLE 0 433,228 0 0
BRINKS CO COM 109696104 4,417 107,500 SH   SOLE 0 107,500 0 0
CARGURUS INC COM CL A 141788109 19,690 910,308 SH   SOLE 0 910,308 0 0
FRONTDOOR INC COM 35905A109 34,291 881,283 SH   SOLE 0 881,283 0 0
JOHNSON OUTDOORS INC CL A 479167108 1,400 17,091 SH   SOLE 0 17,091 0 0
KIRBY CORP COM 497266106 25,304 699,580 SH   SOLE 0 699,580 0 0
NEW YORK TIMES CO CL A 650111107 29,250 683,567 SH   SOLE 0 683,567 0 0
PALO ALTO NETWORKS INC COM 697435105 15,217 62,172 SH   SOLE 0 62,172 0 0
PRIMO WATER CORPORATION COM 74167P108 26,927 1,896,291 SH   SOLE 0 1,896,291 0 0
PTC INC COM 69370C100 34,528 417,403 SH   SOLE 0 417,403 0 0
TALEND S A ADS 874224207 14,940 382,678 SH   SOLE 0 382,678 0 0
TRINITY INDS INC COM 896522109 27,259 1,397,909 SH   SOLE 0 1,397,909 0 0