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 |
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 13,398 | 36,600 | SH | SOLE | 36,600 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 15,473 | 7,100 | SH | SOLE | 7,100 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 14,466 | 136,200 | SH | SOLE | 136,200 | 0 | 0 | ||
API GROUP CORP | COM STK | 00187Y100 | 14,653 | 978,824 | SH | SOLE | 978,824 | 0 | 0 | ||
AVANTOR INC | COM | 05352A100 | 13,404 | 431,000 | SH | SOLE | 431,000 | 0 | 0 | ||
BLOCK INC | CL A | 852234103 | 2,684 | 43,675 | SH | SOLE | 43,675 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 13,401 | 54,600 | SH | SOLE | 54,600 | 0 | 0 | ||
DRIVEN BRANDS HLDGS INC | COM | 26210V102 | 16,573 | 601,769 | SH | SOLE | 601,769 | 0 | 0 | ||
EUROPEAN WAX CTR INC | CLASS A COM | 29882P106 | 6,584 | 373,667 | SH | SOLE | 373,667 | 0 | 0 | ||
GOOSEHEAD INS INC | COM CL A | 38267D109 | 3,323 | 72,768 | SH | SOLE | 72,768 | 0 | 0 | ||
HILLMAN SOLUTIONS CORP | COM | 431636109 | 11,783 | 1,363,808 | SH | SOLE | 1,363,808 | 0 | 0 | ||
HYATT HOTELS CORP | COM CL A | 448579102 | 13,545 | 183,263 | SH | SOLE | 183,263 | 0 | 0 | ||
MISTER CAR WASH INC | COM | 60646V105 | 7,663 | 704,359 | SH | SOLE | 704,359 | 0 | 0 | ||
PEGASYSTEMS INC | COM | 705573103 | 10,465 | 218,760 | SH | SOLE | 218,760 | 0 | 0 | ||
SIGNATURE BK NEW YORK N Y | COM | 82669G104 | 8,106 | 45,234 | SH | SOLE | 45,234 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 7,941 | 250,102 | SH | SOLE | 250,102 | 0 | 0 |