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
Estimated average burden
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
AMBARELLA INC SHS G037AX101 42,233,328 513,600 SH SOLE 513,600 0 0
ARAMARK COM 03852U106 30,482,793 737,368 SH SOLE 737,368 0 0
AXALTA COATING SYS LTD COM G0750C108 57,710,817 2,265,835 SH SOLE 2,265,835 0 0
BURLINGTON STORES INC COM 122017106 41,369,326 204,031 SH SOLE 204,031 0 0
ENERSYS COM 29275Y102 77,279,320 1,046,578 SH SOLE 1,046,578 0 0
ENHABIT INC COM 29332G102 29,959,043 2,276,523 SH SOLE 2,276,523 0 0
FRESHWORKS INC CLASS A COM 358054104 43,522,918 2,958,730 SH SOLE 2,958,730 0 0
GMS INC COM 36251C103 26,512,922 532,388 SH SOLE 532,388 0 0
HARMONIC INC COM 413160102 82,824,842 6,322,507 SH SOLE 6,322,507 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 35,133,540 201,500 SH Put SOLE 201,500 0 0
KBR INC COM 48242W106 91,387,349 1,730,821 SH SOLE 1,730,821 0 0
MANNKIND CORP COM NEW 56400P706 3,662,444 694,961 SH SOLE 694,961 0 0
MDU RES GROUP INC COM 552690109 28,881,071 951,914 SH SOLE 951,914 0 0
META PLATFORMS INC CL A 30303M102 42,100,708 349,848 SH SOLE 349,848 0 0
OAK STR HEALTH INC COM 67181A107 59,182,377 2,751,389 SH SOLE 2,751,389 0 0
PAYPAL HLDGS INC COM 70450Y103 20,303,682 285,084 SH SOLE 285,084 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 22,963,274 2,892,100 SH Call SOLE 2,892,100 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 30,459,452 3,836,203 SH SOLE 3,836,203 0 0
QORVO INC COM 74736K101 56,650,906 625,010 SH SOLE 625,010 0 0
REGAL REXNORD CORPORATION COM 758750103 66,066,867 550,649 SH SOLE 550,649 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 41,837,842 109,400 SH Put SOLE 109,400 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 20,066,580 677,925 SH SOLE 677,925 0 0
TEMPUR SEALY INTL INC COM 88023U101 61,381,800 1,787,993 SH SOLE 1,787,993 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102 81,537,379 5,895,689 SH SOLE 5,895,689 0 0
WESTERN UN CO COM 959802109 429,844 31,216 SH SOLE 31,216 0 0