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 15,073 475,187 SH   SOLE 0 475,187 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 8,621 54,796 SH   SOLE 0 54,796 0 0
FACEBOOK INC CL A 30303M102 8,245 24,294 SH   SOLE 0 24,294 0 0
MCAFEE CORP COM CL A 579063108 8,134 367,880 SH   SOLE 0 367,880 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 6,993 40,490 SH   SOLE 0 40,490 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 6,992 449,334 SH   SOLE 0 449,334 0 0
SERVICENOW INC COM 81762P102 6,707 10,778 SH   SOLE 0 10,778 0 0
AMAZON COM INC COM 023135106 6,478 1,972 SH   SOLE 0 1,972 0 0
PLAYTIKA HLDG CORP COM 72815L107 5,153 186,507 SH   SOLE 0 186,507 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 4,934 18,886 SH   SOLE 0 18,886 0 0
TRANSDIGM GROUP INC COM 893641100 4,266 6,831 SH   SOLE 0 6,831 0 0
CROWN HLDGS INC COM 228368106 4,219 41,861 SH   SOLE 0 41,861 0 0
VIMEO INC COMMON STOCK 92719V100 3,833 130,521 SH   SOLE 0 130,521 0 0
XPO LOGISTICS INC COM 983793100 3,753 47,162 SH   SOLE 0 47,162 0 0
NORTONLIFELOCK INC COM 668771108 3,688 145,758 SH   SOLE 0 145,758 0 0
VROOM INC COM 92918V109 3,587 162,546 SH   SOLE 0 162,546 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,091 64,292 SH   SOLE 0 64,292 0 0
VPC IMPACT ACQU HOLDI III IN SHS CL A 91835J108 701 70,742 SH   SOLE 0 70,742 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 39 495 SH   SOLE 0 495 0 0