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

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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
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 11,968 1,300,863 SH   SOLE   1,300,863 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,994 2,290 SH   SOLE   2,290 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 3,529 237,659 SH   SOLE   237,659 0 0
FIVE9 INC COM 338307101 9,611 105,449 SH   SOLE   105,449 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 9,507 133,922 SH   SOLE   133,922 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 5,613 88,440 SH   SOLE   88,440 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 6,106 40,437 SH   SOLE   40,437 0 0
PAPA JOHNS INTL INC COM 698813102 8,536 102,200 SH   SOLE   102,200 0 0
PLANET FITNESS INC CL A 72703H101 1,306 19,199 SH   SOLE   19,199 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 7,231 159,308 SH   SOLE   159,308 0 0