The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 |
| ALIGN TECHNOLOGY INC | COM | 016255101 | 5,924,514 | 31,292 | SH | SOLE | 31,292 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 16,556,445 | 67,746 | SH | SOLE | 67,746 | 0 | 0 | ||
| FIGS INC | CL A | 30260D103 | 8,983,279 | 1,592,780 | SH | SOLE | 1,592,780 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 10,950,988 | 234,597 | SH | SOLE | 234,597 | 0 | 0 | ||
| HEIDRICK & STRUGGLES INTL IN | COM | 422819102 | 8,098,962 | 176,988 | SH | SOLE | 176,988 | 0 | 0 | ||
| IAC INC | COM NEW | 44891N208 | 17,457,981 | 467,541 | SH | SOLE | 467,541 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 14,969,753 | 881,092 | SH | SOLE | 881,092 | 0 | 0 | ||
| UFP TECHNOLOGIES INC | COM | 902673102 | 9,629,426 | 39,439 | SH | SOLE | 39,439 | 0 | 0 | ||
| U HAUL HOLDING COMPANY | COM SER N | 023586506 | 9,287,701 | 170,824 | SH | SOLE | 170,824 | 0 | 0 | ||
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | 2,478,972 | 304,542 | SH | SOLE | 304,542 | 0 | 0 | ||
| N-ABLE INC | COMMON STOCK | 62878D100 | 8,491,829 | 1,048,374 | SH | SOLE | 1,048,374 | 0 | 0 | ||