The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMBARELLA INC SHS G037AX101   41,772,735 539,560 SH   SOLE   539,560 0 0
ARAMARK COM 03852U106   27,844,452 777,778 SH   SOLE   777,778 0 0
ARK ETF TR INNOVATION ETF 00214Q104   447,935 11,104 SH   SOLE   11,104 0 0
AVERY DENNISON CORP COM 053611109   31,624,625 176,743 SH   SOLE   176,743 0 0
AXALTA COATING SYS LTD COM G0750C108   44,301,154 1,462,567 SH   SOLE   1,462,567 0 0
BURLINGTON STORES INC COM 122017106   41,191,012 203,815 SH   SOLE   203,815 0 0
ELASTIC N V ORD SHS N14506104   44,393,725 766,731 SH   SOLE   766,731 0 0
ENERSYS COM 29275Y102   85,327,368 982,129 SH   SOLE   982,129 0 0
ENHABIT INC COM 29332G102   23,491,375 1,688,812 SH   SOLE   1,688,812 0 0
FRESHWORKS INC CLASS A COM 358054104   35,938,360 2,339,737 SH   SOLE   2,339,737 0 0
FULLER H B CO COM 359694106   208,978 3,053 SH   SOLE   3,053 0 0
GMS INC COM 36251C103   30,596,196 528,523 SH   SOLE   528,523 0 0
HARMONIC INC COM 413160102   86,690,249 5,941,758 SH   SOLE   5,941,758 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   24,203,166 938,835 SH   SOLE   938,835 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   30,274,480 169,700 SH Put SOLE   169,700 0 0
KBR INC COM 48242W106   62,777,699 1,140,376 SH   SOLE   1,140,376 0 0
MANNKIND CORP COM NEW 56400P706   2,849,340 694,961 SH   SOLE   694,961 0 0
MARQETA INC CLASS A COM 57142B104   17,791,481 3,893,103 SH   SOLE   3,893,103 0 0
MDU RES GROUP INC COM 552690109   39,140,922 1,284,151 SH   SOLE   1,284,151 0 0
META PLATFORMS INC CL A 30303M102   3,604,040 17,005 SH   SOLE   17,005 0 0
NORFOLK SOUTHN CORP COM 655844108   29,588,840 139,570 SH   SOLE   139,570 0 0
OAK STR HEALTH INC COM 67181A107   3,473,580 89,803 SH   SOLE   89,803 0 0
PAYPAL HLDGS INC COM 70450Y103   21,376,578 281,493 SH   SOLE   281,493 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   22,059,702 1,945,300 SH Call SOLE   1,945,300 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   43,175,122 3,807,330 SH   SOLE   3,807,330 0 0
QORVO INC COM 74736K101   45,184,024 444,856 SH   SOLE   444,856 0 0
REGAL REXNORD CORPORATION COM 758750103   73,975,428 525,655 SH   SOLE   525,655 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   35,125,662 85,800 SH Put SOLE   85,800 0 0
TEMPUR SEALY INTL INC COM 88023U101   46,272,881 1,171,762 SH   SOLE   1,171,762 0 0
VARONIS SYS INC COM 922280102   30,637,907 1,177,928 SH   SOLE   1,177,928 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   25,313,589 1,496,075 SH   SOLE   1,496,075 0 0
WESTERN UN CO COM 959802109   958,376 85,953 SH   SOLE   85,953 0 0