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
ALLEGRO MICROSYSTEMS INC COM 01749D105 38,117 1,342,149 SH   SOLE   1,342,149 0 0
ALLY FINL INC COM 02005N100 58,774 1,351,741 SH   SOLE   1,351,741 0 0
BATH & BODY WORKS INC COM 070830104 132,531 2,772,606 SH   SOLE   2,772,606 0 0
BOOKING HOLDINGS INC COM 09857L108 30,530 13,000 SH   SOLE   13,000 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 25,696 2,327,534 SH   SOLE   2,327,534 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 74,252 1,512,261 SH   SOLE   1,512,261 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 52,394 1,072,758 SH   SOLE   1,072,758 0 0
GLOBAL PMTS INC COM 37940X102 74,913 547,446 SH   SOLE   547,446 0 0
GLOBE LIFE INC COM 37959E102 43,826 435,647 SH   SOLE   435,647 0 0
HILTON GRAND VACATIONS INC COM 43283X105 251,868 4,842,687 SH   SOLE   4,842,687 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 57,046 2,311,431 SH   SOLE   2,311,431 0 0
NUTANIX INC CL A 67059N108 112,482 4,193,949 SH   SOLE   4,193,949 0 0
ONEMAIN HLDGS INC COM 68268W103 101,478 2,140,428 SH   SOLE   2,140,428 0 0
PENN NATL GAMING INC COM 707569109 51,937 1,224,359 SH   SOLE   1,224,359 0 0
ROVER GROUP INC COM CL A 77936F103 49,540 8,585,777 SH   SOLE   8,585,777 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 428,019 947,700 SH Put SOLE   947,700 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 51,962 1,011,718 SH   SOLE   1,011,718 0 0