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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
DYCOM INDS INC COM 267475101   11,075 118,323 SH   SOLE   118,323 0 0
FIGS INC CL A 30260D103   10,171 1,511,300 SH   SOLE   1,511,300 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   14,610 280,470 SH   SOLE   280,470 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102   14,255 509,665 SH   SOLE   509,665 0 0
IAC INC COM NEW 44891N208   16,039 361,249 SH   SOLE   361,249 0 0
MATCH GROUP INC NEW COM 57667L107   8,873 213,864 SH   SOLE   213,864 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105   13,359 774,863 SH   SOLE   774,863 0 0
PETIQ INC COM CL A 71639T106   15,064 1,633,862 SH   SOLE   1,633,862 0 0
TTEC HLDGS INC COM 89854H102   12,836 290,859 SH   SOLE   290,859 0 0
UFP TECHNOLOGIES INC COM 902673102   16,464 139,656 SH   SOLE   139,656 0 0
U HAUL HOLDING COMPANY COM 023586100   671 11,154 SH   SOLE   11,154 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   5,519 100,383 SH   SOLE   100,383 0 0