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
hours per response: 23.8
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
AT HOME GROUP INC COM 04650Y100 21,076 10,433,735 SH   SOLE   10,433,735 0 0
CARDLYTICS INC COM 14161W105 138,145 3,951,515 SH   SOLE   3,951,515 0 0
CARVANA CO CL A 146869102 210,680 3,824,284 SH   SOLE   3,824,284 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 41,566 1,425,462 SH   SOLE   1,425,462 0 0
PARTY CITY HOLDCO INC COM 702149105 4,889 10,666,736 SH   SOLE   10,666,736 0 0
WORLD ACCEP CORP DEL COM 981419104 38,394 703,061 SH   SOLE   703,061 0 0