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 |
| BATH & BODY WORKS INC | COM | 070830104 | 14,745,848 | 734,355 | SH | SOLE | 734,355 | 0 | 0 | ||
| BEL FUSE INC | CL B | 077347300 | 9,329,650 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| CACTUS INC | CL A | 127203107 | 6,453,944 | 141,286 | SH | SOLE | 141,286 | 0 | 0 | ||
| CDW CORP | COM | 12514G108 | 13,620,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 34,235,000 | 164,000 | SH | SOLE | 164,000 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 15,422,340 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
| FLUTTER ENTMT PLC | SHS | G3643J108 | 8,907,387 | 41,422 | SH | SOLE | 41,422 | 0 | 0 | ||
| HEICO CORP NEW | CL A | 422806208 | 548,026 | 2,171 | SH | SOLE | 2,171 | 0 | 0 | ||
| LAMAR ADVERTISING CO NEW | CL A | 512816109 | 15,189,600 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| LIMBACH HLDGS INC | COM | 53263P105 | 7,959,306 | 102,239 | SH | SOLE | 102,239 | 0 | 0 | ||
| SAVERS VALUE VLG INC | COM | 80517M109 | 1,486,087 | 159,110 | SH | SOLE | 159,110 | 0 | 0 | ||