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 |
| AVID TECHNOLOGY INC | COM | 05367P100 | 20,435 | 878,567 | SH | SOLE | 878,567 | 0 | 0 | ||
| DRIVEN BRANDS HLDGS INC | COM | 26210V102 | 13,603 | 486,177 | SH | SOLE | 486,177 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 27,082 | 149,507 | SH | SOLE | 149,507 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 16,693 | 285,351 | SH | SOLE | 285,351 | 0 | 0 | ||
| MISTER CAR WASH INC | COM | 60646V105 | 15,875 | 1,850,189 | SH | SOLE | 1,850,189 | 0 | 0 | ||
| NCR CORP NEW | COM | 62886E108 | 6,882 | 362,000 | SH | Call | SOLE | 362,000 | 0 | 0 | |
| NCR CORP NEW | COM | 62886E108 | 3,221 | 169,415 | SH | SOLE | 169,415 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 22,423 | 136,898 | SH | SOLE | 136,898 | 0 | 0 | ||
| XPEL INC | COM | 98379L100 | 31,476 | 488,454 | SH | SOLE | 488,454 | 0 | 0 | ||