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 |
AVID TECHNOLOGY INC | COM | 05367P100 | 23,361,097 | 878,567 | SH | SOLE | 878,567 | 0 | 0 | ||
DRIVEN BRANDS HLDGS INC | COM | 26210V102 | 15,889,067 | 581,804 | SH | SOLE | 581,804 | 0 | 0 | ||
FORTINET INC | COM | 34959E109 | 12,906,960 | 264,000 | SH | SOLE | 264,000 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 22,475,613 | 109,696 | SH | SOLE | 109,696 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 19,940,456 | 333,564 | SH | SOLE | 333,564 | 0 | 0 | ||
MISTER CAR WASH INC | COM | 60646V105 | 20,142,666 | 2,182,304 | SH | SOLE | 2,182,304 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 6,526,844 | 46,774 | SH | SOLE | 46,774 | 0 | 0 | ||
PROGYNY INC | COM | 74340E103 | 21,805,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
TARGET HOSPITALITY CORP | COM | 87615L107 | 21,893,621 | 1,446,078 | SH | SOLE | 1,446,078 | 0 | 0 | ||
XPEL INC | COM | 98379L100 | 29,769,340 | 495,660 | SH | SOLE | 495,660 | 0 | 0 |