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 | 28,052 | 433,228 | SH | SOLE | 0 | 433,228 | 0 | 0 | |
BRINKS CO | COM | 109696104 | 4,417 | 107,500 | SH | SOLE | 0 | 107,500 | 0 | 0 | |
CARGURUS INC | COM CL A | 141788109 | 19,690 | 910,308 | SH | SOLE | 0 | 910,308 | 0 | 0 | |
FRONTDOOR INC | COM | 35905A109 | 34,291 | 881,283 | SH | SOLE | 0 | 881,283 | 0 | 0 | |
JOHNSON OUTDOORS INC | CL A | 479167108 | 1,400 | 17,091 | SH | SOLE | 0 | 17,091 | 0 | 0 | |
KIRBY CORP | COM | 497266106 | 25,304 | 699,580 | SH | SOLE | 0 | 699,580 | 0 | 0 | |
NEW YORK TIMES CO | CL A | 650111107 | 29,250 | 683,567 | SH | SOLE | 0 | 683,567 | 0 | 0 | |
PALO ALTO NETWORKS INC | COM | 697435105 | 15,217 | 62,172 | SH | SOLE | 0 | 62,172 | 0 | 0 | |
PRIMO WATER CORPORATION | COM | 74167P108 | 26,927 | 1,896,291 | SH | SOLE | 0 | 1,896,291 | 0 | 0 | |
PTC INC | COM | 69370C100 | 34,528 | 417,403 | SH | SOLE | 0 | 417,403 | 0 | 0 | |
TALEND S A | ADS | 874224207 | 14,940 | 382,678 | SH | SOLE | 0 | 382,678 | 0 | 0 | |
TRINITY INDS INC | COM | 896522109 | 27,259 | 1,397,909 | SH | SOLE | 0 | 1,397,909 | 0 | 0 |