BRIGHTSPRING HEALTH SVCS INC COM 10950A106 34585200 1170000 SH SOLE 1170000 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 16423093 607700 SH SOLE 607700 0 0 CLEARWATER ANALYTICS HLDGS I CL A 185123106 19852274 1101680 SH SOLE 1101680 0 0 CORE & MAIN INC CL A 21874C102 14910910 277000 SH SOLE 277000 0 0 EVOLENT HEALTH INC CL A 30050B101 12409695 1466867 SH SOLE 1466867 0 0 GODADDY INC CL A 380237107 14367150 105000 SH SOLE 105000 0 0 HEXCEL CORP NEW COM 428291108 18496500 295000 SH SOLE 295000 0 0 JAMES HARDIE INDS PLC ORD SHS G4253H101 12102300 630000 SH SOLE 630000 0 0 MORNINGSTAR INC COM 617700109 6032260 26000 SH SOLE 26000 0 0 OKTA INC CL A 679295105 19669650 214500 SH SOLE 214500 0 0 PLANET FITNESS INC CL A 72703H101 21798000 210000 SH SOLE 210000 0 0 PTC INC COM 69370C100 17800794 87680 SH SOLE 87680 0 0 SPRINKLR INC CL A 85208T107 14609390 1892408 SH SOLE 1892408 0 0 UDEMY INC COM 902685106 20845763 2973718 SH SOLE 2973718 0 0 WESCO INTL INC COM 95082P105 17449385 82503 SH SOLE 82503 0 0