The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 25,313 | 534,484 | SH | SOLE | 534,484 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 5,702 | 796,339 | SH | SOLE | 796,339 | 0 | 0 | ||
| FERGUSON PLC NEW | SHS | G3421J106 | 5,692 | 51,414 | SH | SOLE | 51,414 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 14,928 | 619,922 | SH | SOLE | 619,922 | 0 | 0 | ||
| KIRBY CORP | COM | 497266106 | 14,398 | 236,652 | SH | SOLE | 236,652 | 0 | 0 | ||
| LGI HOMES INC | COM | 50187T106 | 8,236 | 94,771 | SH | SOLE | 94,771 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 14,582 | 522,657 | SH | SOLE | 522,657 | 0 | 0 | ||
| PRIMO WATER CORPORATION | COM | 74167P108 | 29,962 | 2,239,276 | SH | SOLE | 2,239,276 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 24,542 | 230,785 | SH | SOLE | 230,785 | 0 | 0 | ||
| RH | COM | 74967X103 | 7,196 | 33,900 | SH | SOLE | 33,900 | 0 | 0 | ||
| THREDUP INC | CL A | 88556E102 | 8,165 | 3,265,862 | SH | SOLE | 3,265,862 | 0 | 0 | ||
| TRINITY INDS INC | COM | 896522109 | 17,184 | 709,491 | SH | SOLE | 709,491 | 0 | 0 | ||