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 |
DYCOM INDS INC | COM | 267475101 | 13,665,672 | 118,739 | SH | SOLE | 118,739 | 0 | 0 | ||
FIGS INC | CL A | 30260D103 | 13,785,930 | 1,983,587 | SH | SOLE | 1,983,587 | 0 | 0 | ||
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 14,380,047 | 291,389 | SH | SOLE | 291,389 | 0 | 0 | ||
HEIDRICK & STRUGGLES INTL IN | COM | 422819102 | 13,534,508 | 458,331 | SH | SOLE | 458,331 | 0 | 0 | ||
IAC INC | COM NEW | 44891N208 | 20,682,400 | 394,853 | SH | SOLE | 394,853 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 10,328,955 | 282,985 | SH | SOLE | 282,985 | 0 | 0 | ||
NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 13,489,302 | 795,829 | SH | SOLE | 795,829 | 0 | 0 | ||
PETIQ INC | COM CL A | 71639T106 | 12,920,964 | 654,226 | SH | SOLE | 654,226 | 0 | 0 | ||
TTEC HLDGS INC | COM | 89854H102 | 10,310,131 | 475,779 | SH | SOLE | 475,779 | 0 | 0 | ||
UFP TECHNOLOGIES INC | COM | 902673102 | 11,478,853 | 66,722 | SH | SOLE | 66,722 | 0 | 0 | ||
U HAUL HOLDING COMPANY | COM | 023586100 | 3,987,485 | 55,536 | SH | SOLE | 55,536 | 0 | 0 |