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
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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
AZEK CO INC CL A 05478C105   28,570,143 584,376 SH   SOLE   584,376 0 0
BRIGHTSPRING HEALTH SVCS INC COM 10950A106   36,781,438 2,033,247 SH   SOLE   2,033,247 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   15,672,900 626,916 SH   SOLE   626,916 0 0
CORE & MAIN INC CL A 21874C102   16,961,641 351,100 SH   SOLE   351,100 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   8,304,566 472,656 SH   SOLE   472,656 0 0
EVOLENT HEALTH INC CL A 30050B101   11,838,996 1,250,158 SH   SOLE   1,250,158 0 0
GODADDY INC CL A 380237107   28,122,916 156,117 SH   SOLE   156,117 0 0
HEXCEL CORP NEW COM 428291108   25,255,422 461,202 SH   SOLE   461,202 0 0
JBT MAREL CORPORATION COM 477839104   19,007,355 155,543 SH   SOLE   155,543 0 0
MATCH GROUP INC NEW COM 57667L107   16,692,000 535,000 SH   SOLE   535,000 0 0
OKTA INC CL A 679295105   18,013,664 171,200 SH   SOLE   171,200 0 0
PLANET FITNESS INC CL A 72703H101   3,695,816 38,255 SH   SOLE   38,255 0 0
PTC INC COM 69370C100   18,748,950 121,000 SH   SOLE   121,000 0 0
SPRINKLR INC CL A 85208T107   1,419,500 170,000 SH   SOLE   170,000 0 0
UDEMY INC COM 902685106   29,294,458 3,775,059 SH   SOLE   3,775,059 0 0