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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AJAX I COM G0190X100 7,340 715,400 SH   SOLE   715,400 0 0
APPIAN CORP CL A 03782L101 14,967 112,578 SH   SOLE   112,578 0 0
CARGURUS INC COM CL A 141788109 10,236 429,558 SH   SOLE   429,558 0 0
FARFETCH LTD ORD SH CL A 30744W107 11,330 213,700 SH   SOLE   213,700 0 0
FASTLY INC CL A 31188V100 21,072 313,200 SH   SOLE   313,200 0 0
FRONTDOOR INC COM 35905A109 39,768 739,865 SH   SOLE   739,865 0 0
GLASS HOUSES ACQUISITION COR UNIT 03/25/2028 37714P202 10,030 1,000,000 SH   SOLE   1,000,000 0 0
KIRBY CORP COM 497266106 18,509 307,049 SH   SOLE   307,049 0 0
NEW YORK TIMES CO CL A 650111107 40,915 808,274 SH   SOLE   808,274 0 0
PALO ALTO NETWORKS INC COM 697435105 11,392 35,372 SH   SOLE   35,372 0 0
PRIMO WATER CORPORATION COM 74167P108 2,846 175,000 SH Call SOLE   175,000 0 0
PRIMO WATER CORPORATION COM 74167P108 36,398 2,238,484 SH   SOLE   2,238,484 0 0
PTC INC COM 69370C100 34,463 250,365 SH   SOLE   250,365 0 0
TALEND S A ADS 874224207 6,364 100,000 SH Call SOLE   100,000 0 0
TALEND S A ADS 874224207 34,683 544,988 SH   SOLE   544,988 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 5,120 249,900 SH   SOLE   249,900 0 0
TRINITY INDS INC COM 896522109 34,153 1,198,757 SH   SOLE   1,198,757 0 0