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 |
ALLEGRO MICROSYSTEMS INC | COM | 01749D105 | 48,402 | 1,337,806 | SH | SOLE | 1,337,806 | 0 | 0 | ||
ALLY FINL INC | COM | 02005N100 | 63,178 | 1,327,000 | SH | SOLE | 1,327,000 | 0 | 0 | ||
BATH & BODY WORKS INC | COM | 070830104 | 114,424 | 1,639,549 | SH | SOLE | 1,639,549 | 0 | 0 | ||
CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | 30,512 | 2,678,838 | SH | SOLE | 2,678,838 | 0 | 0 | ||
DARLING INGREDIENTS INC | COM | 237266101 | 87,351 | 1,260,664 | SH | SOLE | 1,260,664 | 0 | 0 | ||
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 85,814 | 1,644,582 | SH | SOLE | 1,644,582 | 0 | 0 | ||
FIVE9 INC | COM | 338307101 | 35,575 | 259,065 | SH | SOLE | 259,065 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 75,138 | 555,838 | SH | SOLE | 555,838 | 0 | 0 | ||
HILTON GRAND VACATIONS INC | COM | 43283X105 | 245,061 | 4,702,755 | SH | SOLE | 4,702,755 | 0 | 0 | ||
INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 71,862 | 2,485,698 | SH | SOLE | 2,485,698 | 0 | 0 | ||
NUTANIX INC | CL A | 67059N108 | 127,440 | 4,000,004 | SH | SOLE | 4,000,004 | 0 | 0 | ||
ONEMAIN HLDGS INC | COM | 68268W103 | 105,044 | 2,099,210 | SH | SOLE | 2,099,210 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 31,960 | 616,400 | SH | SOLE | 616,400 | 0 | 0 | ||
ROVER GROUP INC | COM CL A | 77936F103 | 79,842 | 8,188,877 | SH | SOLE | 8,188,877 | 0 | 0 | ||
VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | 135,667 | 2,442,685 | SH | SOLE | 2,442,685 | 0 | 0 |