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 |
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 21,328 | 632,700 | SH | SOLE | 632,700 | 0 | 0 | ||
| CANNAE HLDGS INC | COM | 13765N107 | 17,395 | 519,400 | SH | SOLE | 519,400 | 0 | 0 | ||
| CBOE GLOBAL MARKETS INC | COM | 12503M108 | 8,390 | 94,000 | SH | SOLE | 94,000 | 0 | 0 | ||
| CONSTELLIUM SE | CL A SHS | F21107101 | 2,058 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 15,143 | 221,000 | SH | SOLE | 221,000 | 0 | 0 | ||
| CROWN HLDGS INC | COM | 228368106 | 2,786 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 5,944 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
| E L F BEAUTY INC | COM | 26856L103 | 20,221 | 2,055,000 | SH | SOLE | 2,055,000 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 10,280 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 12,794 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| INDUSTRIAL LOGISTICS PPTYS T | COM SHS BEN INT | 456237106 | 15,893 | 906,090 | SH | SOLE | 906,090 | 0 | 0 | ||
| LHC GROUP INC | COM | 50187A107 | 15,029 | 107,200 | SH | SOLE | 107,200 | 0 | 0 | ||
| ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | 5,107 | 1,258,000 | SH | SOLE | 1,258,000 | 0 | 0 | ||
| PENNANT GROUP INC | COM | 70805E109 | 6,677 | 471,520 | SH | SOLE | 471,520 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C130 | 16,520 | 864,000 | SH | SOLE | 864,000 | 0 | 0 | ||
| THE REALREAL INC | COM | 88339P101 | 7,455 | 1,063,463 | SH | SOLE | 1,063,463 | 0 | 0 | ||
| TUSCAN HOLDINGS CORP | COM | 90069K104 | 3,213 | 322,225 | SH | SOLE | 322,225 | 0 | 0 | ||
| UNIVAR SOLUTIONS INC | COM | 91336L107 | 13,454 | 1,255,000 | SH | SOLE | 1,255,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 18,641 | 103,510 | SH | SOLE | 103,510 | 0 | 0 | ||
| WILLSCOT CORP | COM | 971375126 | 27,199 | 2,685,000 | SH | SOLE | 2,685,000 | 0 | 0 | ||