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 49,607 2,141,000 SH   SOLE   2,141,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 37,760 672,000 SH   SOLE   672,000 0 0
COPART INC COM 217204106 33,085 260,000 SH   SOLE   260,000 0 0
E L F BEAUTY INC COM 26856L103 28,465 1,130,000 SH   SOLE   1,130,000 0 0
PURPLE INNOVATION INC COM 74640Y106 26,352 800,000 SH   SOLE   800,000 0 0
FTI CONSULTING INC COM 302941109 21,785 195,000 SH   SOLE   195,000 0 0
GODADDY INC CL A 380237107 20,986 253,000 SH   SOLE   253,000 0 0
LHC GROUP INC COM 50187A107 20,201 94,700 SH   SOLE   94,700 0 0
PINTEREST INC CL A 72352L106 19,309 293,000 SH   SOLE   293,000 0 0
AT HOME GROUP INC COM 04650Y100 18,351 1,187,000 SH   SOLE   1,187,000 0 0
CANNAE HLDGS INC COM 13765N107 17,937 405,168 SH   SOLE   405,168 0 0
SEA LTD SPONSORD ADS 81141R100 16,521 83,000 SH   SOLE   83,000 0 0
BOOKING HOLDINGS INC COM 09857L108 15,056 6,760 SH   SOLE   6,760 0 0
UNIVAR SOLUTIONS USA INC COM 91336L107 13,972 735,000 SH   SOLE   735,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 10,657 428,000 SH   SOLE   428,000 0 0
TJX COS INC NEW COM 872540109 6,966 102,000 SH   SOLE   102,000 0 0