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
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 41,033 2,460,000 SH   SOLE   2,460,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 32,616 675,000 SH   SOLE   675,000 0 0
E L F BEAUTY INC COM 26856L103 31,203 1,698,573 SH   SOLE   1,698,573 0 0
COPART INC COM 217204106 30,812 293,000 SH   SOLE   293,000 0 0
PINTEREST INC CL A 72352L106 23,163 558,000 SH   SOLE   558,000 0 0
LHC GROUP INC COM 50187A107 20,129 94,700 SH   SOLE   94,700 0 0
AT HOME GROUP INC COM 04650Y100 16,569 1,115,000 SH   SOLE   1,115,000 0 0
PURPLE INNOVATION INC COM 74640Y106 16,159 650,000 SH   SOLE   650,000 0 0
FTI CONSULTING INC COM 302941109 15,832 149,400 SH   SOLE   149,400 0 0
UNIVAR SOLUTIONS USA INC COM 91336L107 15,580 923,000 SH   SOLE   923,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 15,218 369,000 SH   SOLE   369,000 0 0
CANNAE HLDGS INC COM 13765N107 15,097 405,168 SH   SOLE   405,168 0 0
GODADDY INC CL A 380237107 14,662 193,000 SH   SOLE   193,000 0 0
TJX COS INC NEW COM 872540109 12,894 231,700 SH   SOLE   231,700 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 12,702 495,000 SH   SOLE   495,000 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 12,664 885,000 SH   SOLE   885,000 0 0
BOOKING HOLDINGS INC COM 09857L108 9,469 5,535 SH   SOLE   5,535 0 0
FLWS/1-800 FLOWERS CL A 68243Q106 8,480 340,000 SH   SOLE   340,000 0 0
CDK GLOBAL INC COM 12508E101 5,274 121,000 SH   SOLE   121,000 0 0