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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
ATHLON ACQUISITION CORP UNIT 01/12/2026 04748A205 1,002 100,000 SH   SOLE   100,000 0 0
AUTHENTIC EQUITY ACQUISTN CO UNIT 10/31/2027 G06607116 100 10,000 SH   SOLE   10,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 39,325 533,000 SH   SOLE   533,000 0 0
BOOKING HOLDINGS INC COM 09857L108 18,954 7,900 SH   SOLE   7,900 0 0
CANNAE HLDGS INC COM 13765N107 25,660 730,000 SH   SOLE   730,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 24,998 1,220,000 SH   SOLE   1,220,000 0 0
E L F BEAUTY INC COM 26856L103 25,759 775,643 SH   SOLE   775,643 0 0
GALLAGHER ARTHUR J & CO COM 363576109 18,664 110,000 SH   SOLE   110,000 0 0
HILLMAN SOLUTIONS CORP COM 431636109 39,302 3,656,000 SH   SOLE   3,656,000 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 43,194 3,450,000 SH   SOLE   3,450,000 0 0
PINTEREST INC CL A 72352L106 12,795 352,000 SH   SOLE   352,000 0 0
PURPLE INNOVATION INC COM 74640Y106 29,061 2,190,000 SH   SOLE   2,190,000 0 0
SMARTRENT INC COM CL A 83193G107 12,632 1,305,000 SH   SOLE   1,305,000 0 0
USHG ACQUISITION CORP UNIT 99/99/9999 91748P209 11 1,000 SH   SOLE   1,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 53,174 1,302,000 SH   SOLE   1,302,000 0 0