The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
APPIAN CORP | CL A | 03782L101 | 13,482 | 263,059 | SH | SOLE | 263,059 | 0 | 0 | ||
BRINKS CO | COM | 109696104 | 3,955 | 86,900 | SH | SOLE | 86,900 | 0 | 0 | ||
CARGURUS INC | COM CL A | 141788109 | 24,447 | 964,391 | SH | SOLE | 964,391 | 0 | 0 | ||
FRONTDOOR INC | COM | 35905A109 | 37,504 | 846,024 | SH | SOLE | 846,024 | 0 | 0 | ||
JOHNSON OUTDOORS INC | CL A | 479167108 | 2,514 | 27,624 | SH | SOLE | 27,624 | 0 | 0 | ||
KIRBY CORP | COM | 497266106 | 36,136 | 674,680 | SH | SOLE | 674,680 | 0 | 0 | ||
NEW YORK TIMES CO | CL A | 650111107 | 28,730 | 683,567 | SH | SOLE | 683,567 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 14,784 | 64,372 | SH | SOLE | 64,372 | 0 | 0 | ||
PRIMO WATER CORPORATION | COM | 74167P108 | 25,489 | 1,853,712 | SH | SOLE | 1,853,712 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 36,826 | 473,403 | SH | SOLE | 473,403 | 0 | 0 | ||
TALEND S A | ADS | 874224207 | 13,264 | 382,678 | SH | SOLE | 382,678 | 0 | 0 | ||
TRINITY INDS INC | COM | 896522109 | 30,656 | 1,439,909 | SH | SOLE | 1,439,909 | 0 | 0 |