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
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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
AMERICAN TOWER CORP NEW COM 03027X100   179,022 845 SH   OTR   0 845 0
AMERICAN TOWER CORP NEW COM 03027X100   14,430,844 68,115 SH   SOLE   68,115 0 0
BOOT BARN HLDGS INC COM 099406100   65,646 1,050 SH   OTR   0 1,050 0
BOOT BARN HLDGS INC COM 099406100   2,500,800 40,000 SH   SOLE   40,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   129,792 3,120 SH   OTR   0 3,120 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   4,784,000 115,000 SH   SOLE   115,000 0 0
CARS COM INC COM 14575E105   1,721,250 125,000 SH   SOLE   125,000 0 0
CARS COM INC COM 14575E105   46,818 3,400 SH   OTR   0 3,400 0
CINEMARK HLDGS INC COM 17243V102   93,528 10,800 SH   OTR   0 10,800 0
CINEMARK HLDGS INC COM 17243V102   3,464,000 400,000 SH   SOLE   400,000 0 0
CUTERA INC COM 232109108   30,954 700 SH   OTR   0 700 0
CUTERA INC COM 232109108   1,105,500 25,000 SH   SOLE   25,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   180,744 5,100 SH   OTR   0 5,100 0
DAVE & BUSTERS ENTMT INC COM 238337109   6,645,000 187,500 SH   SOLE   187,500 0 0
ECARX HOLDINGS INC CLASS A ORD G29201103   439,450 55,000 SH   SOLE   55,000 0 0
ECARX HOLDINGS INC *W EXP 12/20/202 G29201111   2,698 27,500 SH   SOLE   27,500 0 0
ENCORE CAP GROUP INC COM 292554102   162,996 3,400 SH   OTR   0 3,400 0
ENCORE CAP GROUP INC COM 292554102   5,992,500 125,000 SH   SOLE   125,000 0 0
EVERI HLDGS INC COM 30034T103   22,960 1,600 SH   OTR   0 1,600 0
EVERI HLDGS INC COM 30034T103   858,130 59,800 SH   SOLE   59,800 0 0
EVO ACQUISITION CORP UNIT 99/99/9999 30052G207   11,550 1,100 SH   OTR   0 1,100 0
EVO ACQUISITION CORP UNIT 99/99/9999 30052G207   525,000 50,000 SH   SOLE   50,000 0 0
FEDERAL SIGNAL CORP COM 313855108   9,061,650 195,000 SH   SOLE   195,000 0 0
FEDERAL SIGNAL CORP COM 313855108   246,291 5,300 SH   OTR   0 5,300 0
FIVE9 INC COM 338307101   2,628,896 38,740 SH   OTR   0 38,740 0
FIVE9 INC COM 338307101   9,330,750 137,500 SH   SOLE   137,500 0 0
FUNKO INC COM CL A 361008105   66,878 6,130 SH   OTR   0 6,130 0
FUNKO INC COM CL A 361008105   2,454,750 225,000 SH   SOLE   225,000 0 0
GRAND CANYON ED INC COM 38526M106   17,433,900 165,000 SH   SOLE   165,000 0 0
GRAND CANYON ED INC COM 38526M106   2,322,407 21,980 SH   OTR   0 21,980 0
INMODE LTD SHS M5425M103   929,985 26,050 SH   OTR   0 26,050 0
INMODE LTD SHS M5425M103   14,458,500 405,000 SH   SOLE   405,000 0 0
INSPIRED ENTMT INC COM 45782N108   41,494 3,275 SH   OTR   0 3,275 0
INSPIRED ENTMT INC COM 45782N108   1,520,400 120,000 SH   SOLE   120,000 0 0
MICROSOFT CORP COM 594918104   227,829 950 SH   OTR   0 950 0
MICROSOFT CORP COM 594918104   8,309,763 34,650 SH   SOLE   34,650 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   5,513,445 31,500 SH   SOLE   31,500 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   149,651 855 SH   OTR   0 855 0
ONTO INNOVATION INC COM 683344105   93,283 1,370 SH   OTR   0 1,370 0
ONTO INNOVATION INC COM 683344105   3,404,500 50,000 SH   SOLE   50,000 0 0
OSI SYSTEMS INC COM 671044105   283,886 3,570 SH   OTR   0 3,570 0
OSI SYSTEMS INC COM 671044105   10,484,712 131,850 SH   SOLE   131,850 0 0
PJT PARTNERS INC COM CL A 69343T107   16,580,250 225,000 SH   SOLE   225,000 0 0
PJT PARTNERS INC COM CL A 69343T107   449,509 6,100 SH   OTR   0 6,100 0
POOL CORP COM 73278L105   323,493 1,070 SH   OTR   0 1,070 0
POOL CORP COM 73278L105   11,952,617 39,535 SH   SOLE   39,535 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   1,277,054 19,650 SH   OTR   0 19,650 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   11,194,528 172,250 SH   SOLE   172,250 0 0
SPROUT SOCIAL INC COM CL A 85209W109   160,911 2,850 SH   OTR   0 2,850 0
SPROUT SOCIAL INC COM CL A 85209W109   5,928,300 105,000 SH   SOLE   105,000 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108   1,592,500 175,000 SH   SOLE   175,000 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108   43,225 4,750 SH   OTR   0 4,750 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   82,094 270 SH   OTR   0 270 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   3,040,500 10,000 SH   SOLE   10,000 0 0
WATSCO INC COM 942622200   220,719 885 SH   OTR   0 885 0
WATSCO INC COM 942622200   8,105,500 32,500 SH   SOLE   32,500 0 0