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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
C3 AI CL A ORD Common Stock 12468P104   13,780,800 480,000 SH   SOLE   480,000 0 0
RISKIFIED CL A ORD Common Stock M8216R109   17,128,800 3,660,000 SH   SOLE   3,660,000 0 0
ECOVYST ORD Common Stock 27923Q109   32,631,800 3,340,000 SH   SOLE   3,340,000 0 0
WALKME ORD Common Stock M97628107   33,007,613 3,093,497 SH   SOLE   3,093,497 0 0
VERADIGM ORD Common Stock 01988P108   24,861,300 2,370,000 SH   SOLE   2,370,000 0 0
GARRETT MOTION ORD Common Stock 366505105   22,531,100 2,330,000 SH   SOLE   2,330,000 0 0
SELECT WATER SOLUTIONS CL A ORD Common Stock 81617J301   16,849,800 2,220,000 SH   SOLE   2,220,000 0 0
COUCHBASE ORD Common Stock 22207T101   46,841,600 2,080,000 SH   SOLE   2,080,000 0 0
AVEPOINT CL A ORD Common Stock 053604104   13,136,000 1,600,000 SH   SOLE   1,600,000 0 0
BROOKDALE SENIOR LIVING ORD Common Stock 112463104   5,820,000 1,000,000 SH   SOLE   1,000,000 0 0
BLUE BIRD ORD Common Stock 095306106   24,264,000 900,000 SH   SOLE   900,000 0 0
PACTIV EVERGREEN ORD Common Stock 69526K105   8,794,197 641,444 SH   SOLE   641,444 0 0
MATTEL ORD Common Stock 577081102   11,516,800 610,000 SH   SOLE   610,000 0 0
SHOTSPOTTER ORD Common Stock 82536T107   15,579,400 610,000 SH   SOLE   610,000 0 0
ADIENT ORD Common Stock G0084W101   20,688,840 569,000 SH   SOLE   569,000 0 0
LIVERAMP HOLDINGS ORD Common Stock 53815P108   20,076,400 530,000 SH   SOLE   530,000 0 0
SMARTSHEET CL A ORD Common Stock 83200N103   23,910,000 500,000 SH   SOLE   500,000 0 0
CANADA GOOSE HOLDINGS SUB VTG ORD Common Stock 135086106   4,740,000 400,000 SH   SOLE   400,000 0 0
STONERIDGE ORD Common Stock 86183P102   7,092,736 362,429 SH   SOLE   362,429 0 0
DAVE BUSTERS ENTERTAINMENT ORD Common Stock 238337109   18,847,500 350,000 SH   SOLE   350,000 0 0
JAMF HOLDING ORD Common Stock 47074L105   4,728,108 261,800 SH   SOLE   261,800 0 0
VARONIS SYSTEMS ORD Common Stock 922280102   11,772,800 260,000 SH   SOLE   260,000 0 0
COOPER STANDARD HOLDINGS ORD Common Stock 21676P103   4,982,700 255,000 SH   SOLE   255,000 0 0
BARNES GROUP ORD Common Stock 067806109   7,504,900 230,000 SH   SOLE   230,000 0 0
PHINIA ORD Common Stock 71880K101   6,295,655 207,846 SH   SOLE   207,846 0 0
AXALTA COATING SYSTEMS ORD Common Stock G0750C108   6,794,000 200,000 SH   SOLE   200,000 0 0
STAR HOLDINGS ORD Common Stock 85512G106   2,771,300 185,000 SH   SOLE   185,000 0 0
SPECTRUM BRANDS HOLDINGS ORD Common Stock 84790A105   9,173,550 115,000 SH   SOLE   115,000 0 0
NEWELL BRANDS ORD Common Stock 651229106   434,000 50,000 SH   SOLE   50,000 0 0
REGAL REXNORD ORD Common Stock 758750103   5,180,700 35,000 SH   SOLE   35,000 0 0
MDRX Mar4 12.5 C Equity Option 01988P908   1,691,000 17,800 SH Call SOLE   17,800 0 0
MDRX Jan4 10.0 C Equity Option 01988P908   237,500 5,000 SH Call SOLE   5,000 0 0
IWM 1Fb4 195.0 P Equity Option 464287955   202,400 800 SH Put SOLE   800 0 0
SPY 1Fb4 465.0 P Equity Option 78462F953   207,750 750 SH Put SOLE   750 0 0
ROCKET CO CL A Common Stock 77311W101   2,629,780 181,616 SH   SOLE   181,616 0 0
LOANDEPOT INC Common Stock 53946R106   528,000 150,000 SH   SOLE   150,000 0 0