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 | 33,242 | 546,564 | SH | SOLE | 546,564 | 0 | 0 | ||
FARFETCH LTD | ORD SH CL A | 30744W107 | 11,723 | 775,339 | SH | SOLE | 775,339 | 0 | 0 | ||
FERGUSON PLC NEW | SHS | G3421J106 | 2,670 | 19,908 | SH | SOLE | 19,908 | 0 | 0 | ||
FRONTDOOR INC | COM | 35905A109 | 25,047 | 839,106 | SH | SOLE | 839,106 | 0 | 0 | ||
GLASS HOUSES ACQUISITION COR | UNIT 03/25/2028 | 37714P202 | 9,950 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
KIRBY CORP | COM | 497266106 | 18,751 | 259,752 | SH | SOLE | 259,752 | 0 | 0 | ||
NEW YORK TIMES CO | CL A | 650111107 | 25,480 | 555,857 | SH | SOLE | 555,857 | 0 | 0 | ||
PRIMO WATER CORPORATION | COM | 74167P108 | 38,048 | 2,670,025 | SH | SOLE | 2,670,025 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 36,109 | 335,210 | SH | SOLE | 335,210 | 0 | 0 | ||
THREDUP INC | CL A | 88556E102 | 22,758 | 2,955,546 | SH | SOLE | 2,955,546 | 0 | 0 | ||
TRINITY INDS INC | COM | 896522109 | 25,525 | 742,862 | SH | SOLE | 742,862 | 0 | 0 |