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 |
| API GROUP CORP | COM STK | 00187Y100 | 24,146 | 937,000 | SH | SOLE | 0 | 937,000 | 0 | 0 | |
| GFL ENVIRONMENTAL INC | SUB VTG SHS | 36168Q104 | 13,272 | 350,638 | SH | SOLE | 0 | 350,638 | 0 | 0 | |
| GODADDY INC | CL A | 380237107 | 28,580 | 336,787 | SH | SOLE | 0 | 336,787 | 0 | 0 | |
| LAWSON PRODS INC | COM | 520776105 | 11,585 | 211,600 | SH | SOLE | 0 | 211,600 | 0 | 0 | |
| MATSON INC | COM | 57686G105 | 23,447 | 260,433 | SH | SOLE | 0 | 260,433 | 0 | 0 | |
| MITEK SYS INC | COM NEW | 606710200 | 12,810 | 721,672 | SH | SOLE | 0 | 721,672 | 0 | 0 | |
| PAR TECHNOLOGY CORP | COM | 698884103 | 12,684 | 240,370 | SH | SOLE | 0 | 240,370 | 0 | 0 | |
| RIMINI STR INC DEL | COM | 76674Q107 | 6,681 | 1,119,144 | SH | SOLE | 0 | 1,119,144 | 0 | 0 | |
| TFI INTL INC | COM | 87241L109 | 28,364 | 253,000 | SH | SOLE | 0 | 253,000 | 0 | 0 | |
| FERGUSON PLC NEW | SHS | G3421J106 | 21,826 | 121,670 | SH | SOLE | 0 | 121,670 | 0 | 0 | |