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
CAVCO INDS INC DEL COM 149568107 69,545 313,000 SH   SOLE   313,000 0 0
CHICOS FAS INC COM 168615102 7,521 1,143,000 SH   SOLE   1,143,000 0 0
ELASTIC N V ORD SHS N14506104 90,080 618,000 SH   SOLE   618,000 0 0
EVENTBRITE INC COM CL A 29975E109 39,235 2,065,000 SH   SOLE   2,065,000 0 0
EVERBRIDGE INC COM 29978A104 45,179 332,000 SH   SOLE   332,000 0 0
FERGUSON PLC NEW SHS G3421J106 40,746 292,000 SH   SOLE   292,000 0 0
INGEVITY CORP COM 45688C107 80,546 990,000 SH   SOLE   990,000 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 19,404 700,000 SH   SOLE   700,000 0 0
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 531229706 790 28,000 SH   SOLE   28,000 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 60,067 2,163,000 SH   SOLE   2,163,000 0 0
MISTER CAR WASH INC COM 60646V105 3,230 150,000 SH   SOLE   150,000 0 0
NEBULA CARAVEL ACQUISITION C COM CL A 629070103 24,975 2,500,000 SH   SOLE   2,500,000 0 0
PLANET FITNESS INC CL A 72703H101 94,589 1,257,000 SH   SOLE   1,257,000 0 0
REPAY HLDGS CORP COM CL A 76029L100 14,184 590,000 SH   SOLE   590,000 0 0
TJX COS INC NEW COM 872540109 96,006 1,424,000 SH   SOLE   1,424,000 0 0
TREX CO INC COM 89531P105 61,428 601,000 SH   SOLE   601,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 96,960 3,479,000 SH   SOLE   3,479,000 0 0