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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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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
APPIAN CORP CL A 03782L101   33,242 546,564 SH   SOLE   546,564 0 0
FARFETCH LTD ORD SH CL A 30744W107   11,723 775,339 SH   SOLE   775,339 0 0
FERGUSON PLC NEW SHS G3421J106   2,670 19,908 SH   SOLE   19,908 0 0
FRONTDOOR INC COM 35905A109   25,047 839,106 SH   SOLE   839,106 0 0
GLASS HOUSES ACQUISITION COR UNIT 03/25/2028 37714P202   9,950 1,000,000 SH   SOLE   1,000,000 0 0
KIRBY CORP COM 497266106   18,751 259,752 SH   SOLE   259,752 0 0
NEW YORK TIMES CO CL A 650111107   25,480 555,857 SH   SOLE   555,857 0 0
PRIMO WATER CORPORATION COM 74167P108   38,048 2,670,025 SH   SOLE   2,670,025 0 0
PTC INC COM 69370C100   36,109 335,210 SH   SOLE   335,210 0 0
THREDUP INC CL A 88556E102   22,758 2,955,546 SH   SOLE   2,955,546 0 0
TRINITY INDS INC COM 896522109   25,525 742,862 SH   SOLE   742,862 0 0