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
API GROUP CORP COM STK 00187Y100 20,947 812,859 SH   SOLE   812,859 0 0
BLOCK INC CL A 852234103 11,495 71,175 SH   SOLE   71,175 0 0
BOOKING HOLDINGS INC COM 09857L108 13,196 5,500 SH   SOLE   5,500 0 0
DISNEY WALT CO COM 254687106 13,739 88,700 SH   SOLE   88,700 0 0
DOLLAR GEN CORP NEW COM 256677105 11,933 50,600 SH   SOLE   50,600 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 18,774 558,421 SH   SOLE   558,421 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 8,915 293,730 SH   SOLE   293,730 0 0
GOOSEHEAD INS INC COM CL A 38267D109 9,466 72,768 SH   SOLE   72,768 0 0
HILLMAN SOLUTIONS CORP COM 431636109 17,592 1,636,474 SH   SOLE   1,636,474 0 0
HYATT HOTELS CORP COM CL A 448579102 20,521 213,984 SH   SOLE   213,984 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 10,761 66,800 SH   SOLE   66,800 0 0
META PLATFORMS INC CL A 30303M102 18,096 53,800 SH   SOLE   53,800 0 0
MISTER CAR WASH INC COM 60646V105 8,223 451,574 SH   SOLE   451,574 0 0
ROKU INC COM CL A 77543R102 16,709 73,221 SH   SOLE   73,221 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 20,131 62,234 SH   SOLE   62,234 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 19,830 83,500 SH   SOLE   83,500 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 13,351 209,102 SH   SOLE   209,102 0 0