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 |
ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 16,959,859 | 322,799 | SH | SOLE | 322,799 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 12,364,800 | 147,200 | SH | SOLE | 147,200 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 17,101,590 | 313,618 | SH | SOLE | 313,618 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 9,980,052 | 29,431 | SH | SOLE | 29,431 | 0 | 0 | ||
CROCS INC | COM | 227046109 | 15,386,542 | 141,903 | SH | SOLE | 141,903 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 19,763,609 | 49,513 | SH | SOLE | 49,513 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 10,878,595 | 410,513 | SH | SOLE | 410,513 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 15,850,916 | 211,854 | SH | SOLE | 211,854 | 0 | 0 | ||
JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | 6,635,849 | 697,043 | SH | SOLE | 697,043 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 | 6,414,252 | 163,171 | SH | SOLE | 163,171 | 0 | 0 | ||
SPROUT SOCIAL INC | COM CL A | 85209W109 | 4,507,879 | 79,842 | SH | SOLE | 79,842 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 20,136,760 | 143,834 | SH | SOLE | 143,834 | 0 | 0 | ||
TOPGOLF CALLAWAY BRANDS CORP | COM | 131193104 | 14,145,977 | 716,252 | SH | SOLE | 716,252 | 0 | 0 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 10,849,097 | 33,650 | SH | SOLE | 33,650 | 0 | 0 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | 30,049,582 | 2,199,823 | SH | SOLE | 2,199,823 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 15,627,618 | 93,394 | SH | SOLE | 93,394 | 0 | 0 |