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
ADOBE SYSTEMS INCORPORATED COM 00724F101 13,398 36,600 SH   SOLE   36,600 0 0
ALPHABET INC CAP STK CL A 02079K305 15,473 7,100 SH   SOLE   7,100 0 0
AMAZON COM INC COM 023135106 14,466 136,200 SH   SOLE   136,200 0 0
API GROUP CORP COM STK 00187Y100 14,653 978,824 SH   SOLE   978,824 0 0
AVANTOR INC COM 05352A100 13,404 431,000 SH   SOLE   431,000 0 0
BLOCK INC CL A 852234103 2,684 43,675 SH   SOLE   43,675 0 0
DOLLAR GEN CORP NEW COM 256677105 13,401 54,600 SH   SOLE   54,600 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 16,573 601,769 SH   SOLE   601,769 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 6,584 373,667 SH   SOLE   373,667 0 0
GOOSEHEAD INS INC COM CL A 38267D109 3,323 72,768 SH   SOLE   72,768 0 0
HILLMAN SOLUTIONS CORP COM 431636109 11,783 1,363,808 SH   SOLE   1,363,808 0 0
HYATT HOTELS CORP COM CL A 448579102 13,545 183,263 SH   SOLE   183,263 0 0
MISTER CAR WASH INC COM 60646V105 7,663 704,359 SH   SOLE   704,359 0 0
PEGASYSTEMS INC COM 705573103 10,465 218,760 SH   SOLE   218,760 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 8,106 45,234 SH   SOLE   45,234 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 7,941 250,102 SH   SOLE   250,102 0 0