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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BRIGHTSPRING HEALTH SVCS INC | COM | 10950A106 | 33,425,159 | 784,444 | SH | SOLE | 784,444 | 0 | 0 | |||
| CORE & MAIN INC | CL A | 21874C102 | 9,815,484 | 198,694 | SH | SOLE | 198,694 | 0 | 0 | |||
| GODADDY INC | CL A | 380237107 | 10,136,086 | 122,609 | SH | SOLE | 122,609 | 0 | 0 | |||
| HEXCEL CORP NEW | COM | 428291108 | 15,638,589 | 193,236 | SH | SOLE | 193,236 | 0 | 0 | |||
| INTEGER HLDGS CORP | COM | 45826H109 | 16,573,128 | 188,331 | SH | SOLE | 188,331 | 0 | 0 | |||
| JAMES HARDIE INDS PLC | ORD SHS | G4253H101 | 13,617,993 | 719,007 | SH | SOLE | 719,007 | 0 | 0 | |||
| LIFE TIME GROUP HOLDINGS INC | COMMON STOCK | 53190C102 | 17,702,409 | 657,105 | SH | SOLE | 657,105 | 0 | 0 | |||
| OKTA INC | CL A | 679295105 | 17,322,339 | 220,078 | SH | SOLE | 220,078 | 0 | 0 | |||
| ONEMAIN HLDGS INC | COM | 68268W103 | 3,209,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| PLANET FITNESS MASTER ISSUER | CL A | 72703H101 | 7,622,537 | 102,481 | SH | SOLE | 102,481 | 0 | 0 | |||
| SURGERY PARTNERS INC | COM | 86881A100 | 12,394,404 | 1,039,799 | SH | SOLE | 1,039,799 | 0 | 0 | |||
| UDEMY INC | COM | 902685106 | 12,650,484 | 2,738,200 | SH | SOLE | 2,738,200 | 0 | 0 | |||
| WESCO INTL INC | COM | 95082P105 | 23,590,422 | 86,216 | SH | SOLE | 86,216 | 0 | 0 | |||