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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BOOT BARN HLDGS INC | COM | 099406100 | 10,237 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | ||
| CAVCO INDS INC DEL | COM | 149568107 | 64,548 | 268,000 | SH | SOLE | 268,000 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 68,936 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 73,850 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| F45 TRAINING HLDGS INC | COM | 30322L101 | 2,408 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| FERGUSON PLC NEW | SHS | G3421J106 | 24,678 | 184,000 | SH | SOLE | 184,000 | 0 | 0 | ||
| HEXCEL CORP NEW | COM | 428291108 | 24,204 | 407,000 | SH | SOLE | 407,000 | 0 | 0 | ||
| HYDROFARM HLDGS GROUP INC | COM | 44888K209 | 758 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 51,256 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| LESLIES INC | COM | 527064109 | 7,260 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 67,184 | 3,400,010 | SH | SOLE | 3,400,010 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM A BRAVES GRP | 531229706 | 4,182 | 145,300 | SH | SOLE | 145,300 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C BRAVES GRP | 531229888 | 61,756 | 2,212,700 | SH | SOLE | 2,212,700 | 0 | 0 | ||
| MEDIAALPHA INC | CL A | 58450V104 | 30,584 | 1,848,000 | SH | SOLE | 1,848,000 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 13,210 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 13,517 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| ROVER GROUP INC | COM CL A | 77936F103 | 48,468 | 8,400,000 | SH | SOLE | 8,400,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 68,092 | 1,124,000 | SH | SOLE | 1,124,000 | 0 | 0 | ||
| TREX CO INC | COM | 89531P105 | 24,107 | 369,000 | SH | SOLE | 369,000 | 0 | 0 | ||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 127,603 | 3,261,000 | SH | SOLE | 3,261,000 | 0 | 0 | ||