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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BLUE OWL CAPITAL INC COM CL A 09581B103   13,990,862 938,984 SH   SOLE   938,984 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   8,844,563 31,296 SH   SOLE   31,296 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   8,636,872 194,087 SH   SOLE   194,087 0 0
AMAZON COM INC COM 023135106   6,603,312 43,460 SH   SOLE   43,460 0 0
GEN DIGITAL INC COM 668771108   6,275,683 275,008 SH   SOLE   275,008 0 0
SHARKNINJA INC COM SHS G8068L108   5,974,098 116,750 SH   SOLE   116,750 0 0
NEWPARK RES INC COM PAR $.01NEW 651718504   5,405,624 814,100 SH   SOLE   814,100 0 0
TRANSDIGM GROUP INC COM 893641100   5,251,216 5,191 SH   SOLE   5,191 0 0
GOGO INC COM 38046C109   5,242,275 517,500 SH   SOLE   517,500 0 0
DLOCAL LTD CLASS A COM G29018101   5,112,569 289,009 SH   SOLE   289,009 0 0
SERVICENOW INC COM 81762P102   5,057,055 7,158 SH   SOLE   7,158 0 0
TARGET HOSPITALITY CORP COM 87615L107   4,322,144 444,208 SH   SOLE   444,208 0 0
TABOOLA.COM LTD ORD SHS M8744T106   4,262,820 984,485 SH   SOLE   984,485 0 0
PAGAYA TECHNOLOGIES LTD CL A SHS M7S64L115   4,098,600 2,970,000 SH   SOLE   2,970,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105   3,863,307 96,150 SH   SOLE   96,150 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500   2,408,345 236,344 SH   SOLE   236,344 0 0
GAMBLING COM GROUP LIMITED ORDINARY SHARES G3R239101   2,398,315 245,981 SH   SOLE   245,981 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608   2,369,536 25,600 SH   SOLE   25,600 0 0
OPAL FUELS INC CLASS A COM 68347P103   1,732,728 313,900 SH   SOLE   313,900 0 0
BLUE OWL CAPITAL CORPORATION COM 69121K104   693,720 47,000 SH   SOLE   47,000 0 0
NEOGAMES S A SHS L6673X107   286,300 10,000 SH   SOLE   10,000 0 0