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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   3,297,672 25,200 SH   SOLE 0 25,200 0 0
AMAZON COM INC COM 023135106   6,388,034 50,252 SH   SOLE 0 50,252 0 0
CHUBB LIMITED COM H1467J104   3,476,606 16,700 SH   SOLE 0 16,700 0 0
DAKTRONICS INC COM 234264109   15,011,084 1,682,857 SH   SOLE 0 1,682,857 0 0
DOLE PLC ORD SHS G27907107   4,623,303 399,249 SH   SOLE 0 399,249 0 0
GRINDR INC COM 39854F101   1,161,719 202,038 SH   SOLE 0 202,038 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   4,668,481 79,599 SH   SOLE 0 79,599 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   8,428,402 56,122 SH   SOLE 0 56,122 0 0
KKR & CO INC COM 48251W104   3,477,936 56,460 SH   SOLE 0 56,460 0 0
MARRIOTT INTL INC NEW CL A 571903202   8,137,584 41,400 SH   SOLE 0 41,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,662,822 4,200 SH   SOLE 0 4,200 0 0
MICROSOFT CORP COM 594918104   7,072,800 22,400 SH   SOLE 0 22,400 0 0
MYT NETHERLANDS PARENT B V ADS 55406W103   1,734,449 510,132 SH   SOLE 0 510,132 0 0
PATHWARD FINANCIAL INC COM 59100U108   8,540,615 185,303 SH   SOLE 0 185,303 0 0
WASTE CONNECTIONS INC COM 94106B101   6,929,880 51,600 SH   SOLE 0 51,600 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   6,662,718 160,200 SH   SOLE 0 160,200 0 0