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
BYLINE BANCORP INC COM 124411109   33,705,270 1,551,808 SH   SOLE   1,551,808 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   4,085,539 146,698 SH   SOLE   146,698 0 0
DOUGLAS DYNAMICS INC COM 25960R105   9,192,928 381,133 SH   SOLE   381,133 0 0
ENFUSION INC CL A 292812104   28,269,832 3,056,198 SH   SOLE   3,056,198 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106   19,437,693 1,497,511 SH   SOLE   1,497,511 0 0
EXXON MOBIL CORP COM 30231G102   8,725,091 75,061 SH   SOLE   75,061 0 0
GILDAN ACTIVEWEAR INC COM 375916103   26,686,259 718,725 SH   SOLE   718,725 0 0
GODADDY INC CL A 380237107   9,752,054 82,171 SH   SOLE   82,171 0 0
IMPINJ INC COM 453204109   11,245,121 87,572 SH   SOLE   87,572 0 0
JFROG LTD ORD SHS M6191J100   11,024,444 249,309 SH   SOLE   249,309 0 0
KBR INC COM 48242W106   16,964,881 266,492 SH   SOLE   266,492 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   10,158,838 184,639 SH   SOLE   184,639 0 0
LEGALZOOM COM INC COM 52466B103   33,620,602 2,520,285 SH   SOLE   2,520,285 0 0
MEDIAALPHA INC CL A 58450V104   2,146,448 105,373 SH   SOLE   105,373 0 0
NCINO INC COM 63947X101   2,871,532 76,820 SH   SOLE   76,820 0 0
PAYCOM SOFTWARE INC COM 70432V102   13,392,975 67,298 SH   SOLE   67,298 0 0
SQUARESPACE INC CLASS A 85225A107   28,008,695 768,625 SH   SOLE   768,625 0 0
TECNOGLASS INC ORD SHS G87264100   7,456,784 143,317 SH   SOLE   143,317 0 0
TEMPUR SEALY INTL INC COM 88023U101   24,927,957 438,718 SH   SOLE   438,718 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108   4,934,643 1,111,406 SH   SOLE   1,111,406 0 0
THERMON GROUP HLDGS INC COM 88362T103   11,181,013 341,718 SH   SOLE   341,718 0 0
US FOODS HLDG CORP COM 912008109   23,066,562 427,396 SH   SOLE   427,396 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   11,285,364 242,696 SH   SOLE   242,696 0 0