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
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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
Cogent Communications Holdings, Inc. COM 19239V302 30,704,708 636,895 SH SOLE 636,895 0 0
CRH PLC ORD G25508105 30,988,008 337,560 SH SOLE 337,560 0 0
Crocs, Inc. COM 227046109 18,333,908 181,022 SH SOLE 181,022 0 0
Carpenter Technology Corporation COM 144285103 21,467,540 77,674 SH SOLE 77,674 0 0
Establishment Labs Holdings Inc. COM G31249108 45,559,654 1,066,721 SH SOLE 1,066,721 0 0
Groupon, Inc. COM-NEW 399473206 34,176,434 1,021,717 SH SOLE 1,021,717 0 0
Construction Partners, Inc. COM CL A 21044C107 16,369,564 154,023 SH SOLE 154,023 0 0
Sharkninja, Inc. COM G8068L108 21,560,319 217,803 SH SOLE 217,803 0 0
Liquidia Corporation COM NEW 53635D202 15,473,314 1,241,839 SH SOLE 1,241,839 0 0
Verona Pharma PLC SPONSORED ADS 925050106 20,308,123 214,719 SH SOLE 214,719 0 0