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
Expires: July 31, 2015
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCEL ENTERTAINMENT INC COM CL A1 00436Q106 65,303,515 5,548,302 SH SOLE 5,548,302 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 66,393,000 1,350,000 SH SOLE 1,350,000 0 0
BOEING CO COM 097023105 89,050,250 425,000 SH SOLE 425,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 75,272,800 185,000 SH SOLE 185,000 0 0
FEDERAL SIGNAL CORP COM 313855108 25,491,421 239,536 SH SOLE 239,536 0 0
FTI CONSULTING INC COM 302941109 64,600,000 400,000 SH SOLE 400,000 0 0
KASPI KZ JSC SPONSORED ADS 48581R205 97,623,500 1,150,000 SH SOLE 1,150,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 106,292,500 10,250,000 SH SOLE 10,250,000 0 0
PAYONEER GLOBAL INC COM 70451X104 14,472,441 2,112,765 SH SOLE 2,112,765 0 0
ROBLOX CORP CL A 771049103 118,350,000 1,125,000 SH SOLE 1,125,000 0 0
SHARKNINJA INC COM SHS G8068L108 133,636,500 1,350,000 SH SOLE 1,350,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 13,283,775 21,500 SH SOLE 21,500 0 0
SUNRUN INC COM 86771W105 112,066,000 13,700,000 SH SOLE 13,700,000 0 0
UDEMY INC COM 902685106 5,897,446 838,897 SH SOLE 838,897 0 0
VARONIS SYS INC COM 922280102 22,837,501 450,000 SH SOLE 450,000 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 107,673,793 6,951,181 SH SOLE 6,951,181 0 0
SUNRUN INC COM 86771W105 57,260,000 7,000,000 SH Call SOLE 7,000,000 0 0