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 18,116 443,587 SH   SOLE 0 443,587 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 9,834 58,196 SH   SOLE 0 58,196 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 8,205 550,334 SH   SOLE 0 550,334 0 0
MCAFEE CORP COM CL A 579063108 7,383 286,280 SH   SOLE 0 286,280 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 5,604 25,036 SH   SOLE 0 25,036 0 0
AMAZON COM INC COM 023135106 5,562 1,668 SH   SOLE 0 1,668 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 5,556 34,490 SH   SOLE 0 34,490 0 0
SERVICENOW INC COM 81762P102 5,211 8,028 SH   SOLE 0 8,028 0 0
TRANSDIGM GROUP INC COM 893641100 4,346 6,831 SH   SOLE 0 6,831 0 0
NORTONLIFELOCK INC COM 668771108 4,034 155,258 SH   SOLE 0 155,258 0 0
GOGO INC COM 38046C109 3,878 286,600 SH   SOLE 0 286,600 0 0
XPO LOGISTICS INC COM 983793100 3,652 47,162 SH   SOLE 0 47,162 0 0
META PLATFORMS INC CL A 30303M102 3,429 10,194 SH   SOLE 0 10,194 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,683 64,292 SH   SOLE 0 64,292 0 0
CROWN HLDGS INC COM 228368106 2,446 22,111 SH   SOLE 0 22,111 0 0
ATKORE INC COM 047649108 2,168 19,500 SH   SOLE 0 19,500 0 0
VIMEO INC COMMON STOCK 92719V100 1,716 95,571 SH   SOLE 0 95,571 0 0
GAMBLING COM GROUP LIMITED ORDINARY SHARES G3R239101 840 82,733 SH   SOLE 0 82,733 0 0
VROOM INC COM 92918V109 408 37,796 SH   SOLE 0 37,796 0 0