Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting KRISPY KREME INC,DNUT,, ,50101L106,222384593.0,14301260.0,77.72 UNDER ARMOUR INC,UA,cl c,New,904311206,63496331.0,7443884.0,22.191 OUSTER INC,OUST,, ,68989M103,256437.0,306486.0,0.09 WEBER INC,,cl a,Exit,94770D102,0.0,-25557718.0,-58.185