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
APPIAN CORP CL A 03782L101 24,667 604,139 SH   SOLE   604,139 0 0
FARFETCH LTD ORD SH CL A 30744W107 5,402 725,139 SH   SOLE   725,139 0 0
FERGUSON PLC NEW SHS G3421J106 2,381 23,133 SH   SOLE   23,133 0 0
KIRBY CORP COM 497266106 11,464 188,652 SH   SOLE   188,652 0 0
LGI HOMES INC COM 50187T106 9,792 120,344 SH   SOLE   120,344 0 0
NEW YORK TIMES CO CL A 650111107 11,738 408,257 SH   SOLE   408,257 0 0
PRIMO WATER CORPORATION COM 74167P108 23,881 1,902,876 SH   SOLE   1,902,876 0 0
PTC INC COM 69370C100 17,490 167,204 SH   SOLE   167,204 0 0
RH COM 74967X103 11,049 44,900 SH   SOLE   44,900 0 0
THREDUP INC CL A 88556E102 3,881 2,109,312 SH   SOLE   2,109,312 0 0
TRINITY INDS INC COM 896522109 12,586 589,491 SH   SOLE   589,491 0 0