The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 11,066 | 311,367 | SH | SOLE | 311,367 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 6,945 | 3,187 | SH | SOLE | 3,187 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 10,942 | 103,020 | SH | SOLE | 103,020 | 0 | 0 | ||
| AVEPOINT INC | COM CL A | 053604104 | 5,468 | 1,260,020 | SH | SOLE | 1,260,020 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 10,612 | 213,316 | SH | SOLE | 213,316 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 11,517 | 564,576 | SH | SOLE | 564,576 | 0 | 0 | ||
| CROCS INC | COM | 227046109 | 6,197 | 127,336 | SH | SOLE | 127,336 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 10,493 | 41,094 | SH | SOLE | 41,094 | 0 | 0 | ||
| DIGITALOCEAN HLDGS INC | COM | 25402D102 | 4,046 | 97,829 | SH | SOLE | 97,829 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 21,702 | 716,002 | SH | SOLE | 716,002 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 5,373 | 58,958 | SH | SOLE | 58,958 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 11,492 | 165,216 | SH | SOLE | 165,216 | 0 | 0 | ||
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | 6,284 | 695,952 | SH | SOLE | 695,952 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 | 5,307 | 147,254 | SH | SOLE | 147,254 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 6,142 | 38,092 | SH | SOLE | 38,092 | 0 | 0 | ||
| OPEN LENDING CORP | COM CL A | 68373J104 | 4,178 | 408,375 | SH | SOLE | 408,375 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 10,371 | 152,496 | SH | SOLE | 152,496 | 0 | 0 | ||
| SPROUT SOCIAL INC | COM CL A | 85209W109 | 6,667 | 114,813 | SH | SOLE | 114,813 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 18,538 | 137,789 | SH | SOLE | 137,789 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 12,413 | 1,510,105 | SH | SOLE | 1,510,105 | 0 | 0 | ||