The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 9,408 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| ACV AUCTIONS INC | COM CL A | 00091G104 | 2,309 | 129,078 | SH | SOLE | 129,078 | 0 | 0 | ||
| CAVCO INDS INC DEL | COM | 149568107 | 68,418 | 289,000 | SH | SOLE | 289,000 | 0 | 0 | ||
| CHICOS FAS INC | COM | 168615102 | 6,982 | 1,555,000 | SH | SOLE | 1,555,000 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 76,581 | 514,000 | SH | SOLE | 514,000 | 0 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 49,166 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
| F45 TRAINING HLDGS INC | COM | 30322L101 | 2,992 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FERGUSON PLC NEW | SHS | G3421J106 | 25,672 | 184,000 | SH | SOLE | 184,000 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 67,016 | 939,000 | SH | SOLE | 939,000 | 0 | 0 | ||
| LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 42,966 | 1,753,000 | SH | SOLE | 1,753,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM A BRAVES GRP | 531229706 | 3,910 | 145,300 | SH | SOLE | 145,300 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C BRAVES GRP | 531229888 | 58,467 | 2,213,000 | SH | SOLE | 2,213,000 | 0 | 0 | ||
| OLAPLEX HLDGS INC | COM | 679369108 | 3,675 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 59,280 | 754,680 | SH | SOLE | 754,680 | 0 | 0 | ||
| REDWIRE CORPORATION | COM | 75776W103 | 24,075 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| ROVER GROUP INC | COM CL A | 77936F103 | 47,038 | 3,461,191 | SH | SOLE | 3,461,191 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 74,162 | 1,124,000 | SH | SOLE | 1,124,000 | 0 | 0 | ||
| TREX CO INC | COM | 89531P105 | 47,907 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 137,189 | 4,325,000 | SH | SOLE | 4,325,000 | 0 | 0 | ||