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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BOOT BARN HLDGS INC | COM | 099406100 | 17,879,220 | 285,976 | SH | SOLE | 285,976 | 0 | 0 | |||
| CAVCO INDS INC DEL | COM | 149568107 | 85,522,500 | 378,000 | SH | SOLE | 378,000 | 0 | 0 | |||
| ELASTIC N V | ORD SHS | N14506104 | 18,540,000 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | |||
| EVENTBRITE INC | COM CL A | 29975E109 | 27,542,000 | 4,700,000 | SH | SOLE | 4,700,000 | 0 | 0 | |||
| FERGUSON PLC NEW | SHS | G3421J106 | 23,362,480 | 184,000 | SH | SOLE | 184,000 | 0 | 0 | |||
| FTAI AVIATION LTD | SHS | G3730V105 | 69,336,000 | 4,050,000 | SH | SOLE | 4,050,000 | 0 | 0 | |||
| FTAI INFRASTRUCTURE INC | COMMON STOCK | 35953C106 | 12,685,000 | 4,300,000 | SH | SOLE | 4,300,000 | 0 | 0 | |||
| GREEN PLAINS INC | COM | 393222104 | 21,973,085 | 720,429 | SH | SOLE | 720,429 | 0 | 0 | |||
| INGEVITY CORP | COM | 45688C107 | 56,352,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| LESLIES INC | COM | 527064109 | 8,913,300 | 730,000 | SH | SOLE | 730,000 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM C BRAVES GRP | 531229888 | 58,658,600 | 1,820,000 | SH | SOLE | 1,820,000 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM A BRAVES GRP | 531229706 | 4,746,951 | 145,300 | SH | SOLE | 145,300 | 0 | 0 | |||
| MEDIAALPHA INC | CL A | 58450V104 | 25,028,230 | 2,515,400 | SH | SOLE | 2,515,400 | 0 | 0 | |||
| PLANET FITNESS INC | CL A | 72703H101 | 45,231,200 | 574,000 | SH | SOLE | 574,000 | 0 | 0 | |||
| ROVER GROUP INC | COM CL A | 77936F103 | 26,515,750 | 7,225,000 | SH | SOLE | 7,225,000 | 0 | 0 | |||
| TJX COS INC NEW | COM | 872540109 | 47,760,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
| TREX CO INC | COM | 89531P105 | 16,932,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 136,774,760 | 3,028,000 | SH | SOLE | 3,028,000 | 0 | 0 | |||