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 | 10,510,716 | 61,312 | SH | SOLE | 61,312 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 11,849,213 | 34,972 | SH | SOLE | 34,972 | 0 | 0 | ||
| FIGS INC | CL A | 30260D103 | 7,614,908 | 515,569 | SH | SOLE | 515,569 | 0 | 0 | ||
| GAMING & LEISURE P | COM | 36467J108 | 2,042,529 | 46,034 | SH | SOLE | 46,034 | 0 | 0 | ||
| HEICO CORP | NEW CL A | 422806208 | 8,426,924 | 39,921 | SH | SOLE | 39,921 | 0 | 0 | ||
| IAC INC | COM NEW | 44891N208 | 12,213,113 | 305,099 | SH | SOLE | 305,099 | 0 | 0 | ||
| N-ABLE INC | COMMON STOCK | 62878D100 | 5,807,944 | 1,243,671 | SH | SOLE | 1,243,671 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 1,779,013 | 185,121 | SH | SOLE | 185,121 | 0 | 0 | ||
| U HAUL HOLDING COMPANY | COM SER N | 023586506 | 5,317,740 | 119,045 | SH | SOLE | 119,045 | 0 | 0 | ||
| UFP TECHNOLOGIES INC | COM | 902673102 | 10,219,757 | 52,788 | SH | SOLE | 52,788 | 0 | 0 | ||