BRIGHTSPRING HEALTH SVCS INC COM 10950A106 38951124 1651171 SH SOLE 1651171 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 19163250 675000 SH SOLE 675000 0 0 CLEARWATER ANALYTICS HLDGS I CL A 185123106 12943152 590203 SH SOLE 590203 0 0 CORE & MAIN INC CL A 21874C102 18708500 310000 SH SOLE 310000 0 0 EVOLENT HEALTH INC CL A 30050B101 13892903 1233828 SH SOLE 1233828 0 0 GODADDY INC CL A 380237107 16564620 91995 SH SOLE 91995 0 0 HEXCEL CORP NEW COM 428291108 24163598 427750 SH SOLE 427750 0 0 JAMES HARDIE INDS PLC SPONSORED ADR 47030M106 24426473 908385 SH SOLE 908385 0 0 JBT MAREL CORPORATION COM 477839104 12026000 100000 SH SOLE 100000 0 0 MORNINGSTAR INC COM 617700109 7534320 24000 SH SOLE 24000 0 0 OKTA INC CL A 679295105 20913524 209198 SH SOLE 209198 0 0 PLANET FITNESS INC CL A 72703H101 20259527 185782 SH SOLE 185782 0 0 PTC INC COM 69370C100 22576540 131000 SH SOLE 131000 0 0 SPRINKLR INC CL A 85208T107 18331060 2166792 SH SOLE 2166792 0 0 UDEMY INC COM 902685106 22885279 3255374 SH SOLE 3255374 0 0