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 |
| ARXIS INC | CL A COM | 04339D105 | 8,997,300 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | |||
| BRIGHTSPRING HEALTH SVCS INC | COM | 10950A106 | 38,282,657 | 548,934 | SH | SOLE | 548,934 | 0 | 0 | |||
| COURSERA INC | COM | 22266M104 | 9,481,968 | 1,681,200 | SH | SOLE | 1,681,200 | 0 | 0 | |||
| GODADDY INC | CL A | 380237107 | 6,366,000 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| HEXCEL CORP NEW | COM | 428291108 | 12,067,736 | 120,605 | SH | SOLE | 120,605 | 0 | 0 | |||
| INTEGER HLDGS CORP | COM | 45826H109 | 16,551,210 | 177,113 | SH | SOLE | 177,113 | 0 | 0 | |||
| JAMES HARDIE INDS PLC | ORD SHS | G4253H101 | 16,762,269 | 640,270 | SH | SOLE | 640,270 | 0 | 0 | |||
| JBT MAREL CORPORATION | COM | 477839104 | 11,687,000 | 80,600 | SH | SOLE | 80,600 | 0 | 0 | |||
| LIFE TIME GROUP HOLDINGS INC | COMMON STOCK | 53190C102 | 25,806,796 | 631,900 | SH | SOLE | 631,900 | 0 | 0 | |||
| OKTA INC | CL A | 679295105 | 21,832,000 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| ONEMAIN HLDGS INC | COM | 68268W103 | 14,815,161 | 242,991 | SH | SOLE | 242,991 | 0 | 0 | |||
| SURGERY PARTNERS INC | COM | 86881A100 | 14,210,515 | 845,864 | SH | SOLE | 845,864 | 0 | 0 | |||
| TOAST INC | CL A | 888787108 | 3,790,864 | 136,264 | SH | SOLE | 136,264 | 0 | 0 | |||
| WESCO INTL INC | COM | 95082P105 | 24,870,960 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | |||