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 |
|
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 |
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 41,033 | 2,460,000 | SH | SOLE | 2,460,000 | 0 | 0 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 32,616 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
E L F BEAUTY INC | COM | 26856L103 | 31,203 | 1,698,573 | SH | SOLE | 1,698,573 | 0 | 0 | ||
COPART INC | COM | 217204106 | 30,812 | 293,000 | SH | SOLE | 293,000 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 23,163 | 558,000 | SH | SOLE | 558,000 | 0 | 0 | ||
LHC GROUP INC | COM | 50187A107 | 20,129 | 94,700 | SH | SOLE | 94,700 | 0 | 0 | ||
AT HOME GROUP INC | COM | 04650Y100 | 16,569 | 1,115,000 | SH | SOLE | 1,115,000 | 0 | 0 | ||
PURPLE INNOVATION INC | COM | 74640Y106 | 16,159 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
FTI CONSULTING INC | COM | 302941109 | 15,832 | 149,400 | SH | SOLE | 149,400 | 0 | 0 | ||
UNIVAR SOLUTIONS USA INC | COM | 91336L107 | 15,580 | 923,000 | SH | SOLE | 923,000 | 0 | 0 | ||
HD SUPPLY HLDGS INC | COM | 40416M105 | 15,218 | 369,000 | SH | SOLE | 369,000 | 0 | 0 | ||
CANNAE HLDGS INC | COM | 13765N107 | 15,097 | 405,168 | SH | SOLE | 405,168 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 14,662 | 193,000 | SH | SOLE | 193,000 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 12,894 | 231,700 | SH | SOLE | 231,700 | 0 | 0 | ||
DUN & BRADSTREET HLDGS INC | COM | 26484T106 | 12,702 | 495,000 | SH | SOLE | 495,000 | 0 | 0 | ||
SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | 12,664 | 885,000 | SH | SOLE | 885,000 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 9,469 | 5,535 | SH | SOLE | 5,535 | 0 | 0 | ||
FLWS/1-800 FLOWERS | CL A | 68243Q106 | 8,480 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
CDK GLOBAL INC | COM | 12508E101 | 5,274 | 121,000 | SH | SOLE | 121,000 | 0 | 0 |