The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
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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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   4,053,750 75,000 SH   SOLE   75,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   108,100 2,000 SH   OTR   0 2,000 0
AMERICAN TOWER CORP NEW COM 03027X100   11,856,522 61,135 SH   SOLE   61,135 0 0
AMERICAN TOWER CORP NEW COM 03027X100   145,455 750 SH   OTR   0 750 0
ARLO TECHNOLOGIES INC COM 04206A101   146,740 13,450 SH   OTR   0 13,450 0
ARLO TECHNOLOGIES INC COM 04206A101   5,455,000 500,000 SH   SOLE   500,000 0 0
BOOT BARN HLDGS INC COM 099406100   2,540,700 30,000 SH   SOLE   30,000 0 0
BOOT BARN HLDGS INC COM 099406100   66,905 790 SH   OTR   0 790 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   130,993 2,570 SH   OTR   0 2,570 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   4,938,993 96,900 SH   SOLE   96,900 0 0
CARS COM INC COM 14575E105   159,551 8,050 SH   OTR   0 8,050 0
CARS COM INC COM 14575E105   5,946,000 300,000 SH   SOLE   300,000 0 0
CINEMARK HLDGS INC COM 17243V102   128,700 7,800 SH   OTR   0 7,800 0
CINEMARK HLDGS INC COM 17243V102   4,950,000 300,000 SH   SOLE   300,000 0 0
CROCS INC COM 227046109   5,622,000 50,000 SH   SOLE   50,000 0 0
CROCS INC COM 227046109   150,670 1,340 SH   OTR   0 1,340 0
DAVE & BUSTERS ENTMT INC COM 238337109   86,892 1,950 SH   OTR   0 1,950 0
DAVE & BUSTERS ENTMT INC COM 238337109   3,235,056 72,600 SH   SOLE   72,600 0 0
ENCORE CAP GROUP INC COM 292554102   228,514 4,700 SH   OTR   0 4,700 0
ENCORE CAP GROUP INC COM 292554102   8,508,500 175,000 SH   SOLE   175,000 0 0
FEDERAL SIGNAL CORP COM 313855108   12,972,478 202,600 SH   SOLE   202,600 0 0
FEDERAL SIGNAL CORP COM 313855108   345,762 5,400 SH   OTR   0 5,400 0
FIVE9 INC COM 338307101   13,777,395 167,100 SH   SOLE   167,100 0 0
FIVE9 INC COM 338307101   4,900,828 59,440 SH   OTR   0 59,440 0
FUNKO INC COM CL A 361008105   174,743 16,150 SH   OTR   0 16,150 0
FUNKO INC COM CL A 361008105   6,492,000 600,000 SH   SOLE   600,000 0 0
GRAND CANYON ED INC COM 38526M106   2,221,389 21,523 SH   OTR   0 21,523 0
GRAND CANYON ED INC COM 38526M106   15,481,500 150,000 SH   SOLE   150,000 0 0
INMODE LTD SHS M5425M103   2,842,335 76,100 SH   OTR   0 76,100 0
INMODE LTD SHS M5425M103   15,500,250 415,000 SH   SOLE   415,000 0 0
KURA SUSHI USA INC CL A COM 501270102   2,788,500 30,000 SH   SOLE   30,000 0 0
KURA SUSHI USA INC CL A COM 501270102   74,825 805 SH   OTR   0 805 0
MICROSOFT CORP COM 594918104   160,054 470 SH   OTR   0 470 0
MICROSOFT CORP COM 594918104   5,959,450 17,500 SH   SOLE   17,500 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   179,041 1,075 SH   OTR   0 1,075 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   6,662,000 40,000 SH   SOLE   40,000 0 0
ONTO INNOVATION INC COM 683344105   90,264 775 SH   OTR   0 775 0
ONTO INNOVATION INC COM 683344105   3,377,630 29,000 SH   SOLE   29,000 0 0
OSI SYSTEMS INC COM 671044105   315,784 2,680 SH   OTR   0 2,680 0
OSI SYSTEMS INC COM 671044105   11,783,000 100,000 SH   SOLE   100,000 0 0
PJT PARTNERS INC COM CL A 69343T107   2,234,051 32,080 SH   OTR   0 32,080 0
PJT PARTNERS INC COM CL A 69343T107   18,454,600 265,000 SH   SOLE   265,000 0 0
POOL CORP COM 73278L105   15,049,289 40,170 SH   SOLE   40,170 0 0
POOL CORP COM 73278L105   402,738 1,075 SH   OTR   0 1,075 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   2,899,551 40,350 SH   OTR   0 40,350 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   14,372,000 200,000 SH   SOLE   200,000 0 0
SPROUT SOCIAL INC COM CL A 85209W109   4,616,000 100,000 SH   SOLE   100,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   64,805 260 SH   OTR   0 260 0
SUPER MICRO COMPUTER INC COM 86800U104   2,492,500 10,000 SH   SOLE   10,000 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108   4,812,750 575,000 SH   SOLE   575,000 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108   128,898 15,400 SH   OTR   0 15,400 0
VIVID SEATS INC COM CL A 92854T100   12,672,000 1,600,000 SH   SOLE   1,600,000 0 0
VIVID SEATS INC COM CL A 92854T100   340,560 43,000 SH   OTR   0 43,000 0
WATSCO INC COM 942622200   205,994 540 SH   OTR   0 540 0
WATSCO INC COM 942622200   7,629,400 20,000 SH   SOLE   20,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   5,973,750 125,000 SH   SOLE   125,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   160,097 3,350 SH   OTR   0 3,350 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   6,982,250 275,000 SH   SOLE   275,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   187,886 7,400 SH   OTR   0 7,400 0