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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIGNMENT HEALTHCARE INC COM 01625V104   18,803,700 1,671,440 SH   SOLE   1,671,440 0 0
APPLOVIN CORP COM CL A 03831W108   23,383,764 72,210 SH   SOLE   72,210 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   53,343,125 1,394,227 SH   SOLE   1,394,227 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   31,109,853 549,062 SH   SOLE   549,062 0 0
CAVCO INDS INC DEL COM 149568107   67,240,614 150,686 SH   SOLE   150,686 0 0
EVENTBRITE INC COM CL A 29975E109   2,012,314 598,903 SH   SOLE   598,903 0 0
EVERCORE INC CLASS A 29977A105   23,838,340 86,000 SH   SOLE   86,000 0 0
FIVE BELOW INC COM 33829M101   32,725,688 311,792 SH   SOLE   311,792 0 0
FTAI AVIATION LTD SHS G3730V105   26,832,924 186,288 SH   SOLE   186,288 0 0
GREEN PLAINS INC COM 393222104   20,954,601 2,210,401 SH   SOLE   2,210,401 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   195,240,256 883,600 SH Put SOLE   883,600 0 0
MARINEMAX INC COM 567908108   19,917,774 688,006 SH   SOLE   688,006 0 0
MEDIAALPHA INC CL A 58450V104   25,048,954 2,218,685 SH   SOLE   2,218,685 0 0
PLANET FITNESS INC CL A 72703H101   14,315,585 144,792 SH   SOLE   144,792 0 0
REDDIT INC CL A 75734B100   53,748,878 328,860 SH   SOLE   328,860 0 0
STANDARDAERO INC COM 85423L103   2,297,728 92,800 SH   SOLE   92,800 0 0
SWEETGREEN INC COM CL A 87043Q108   8,502,408 265,203 SH   SOLE   265,203 0 0
TECNOGLASS INC ORD SHS G87264100   16,848,123 212,407 SH   SOLE   212,407 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   27,628,548 667,034 SH   SOLE   667,034 0 0
VSE CORP COM 918284100   24,815,679 260,943 SH   SOLE   260,943 0 0
WESTERN DIGITAL CORP COM 958102105   23,017,180 386,000 SH   SOLE   386,000 0 0
WILLSCOT HLDGS CORP COM CL A 971378104   50,492,775 1,509,500 SH   SOLE   1,509,500 0 0
WIX COM LTD SHS M98068105   51,873,041 241,776 SH   SOLE   241,776 0 0