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
ALPHABET INC CAP STK CL A 02079K305   3,520,188 25,200 SH   SOLE 0 25,200 0 0
AMAZON COM INC COM 023135106   7,878,393 51,852 SH   SOLE 0 51,852 0 0
DAKTRONICS INC COM 234264109   12,453,363 1,468,557 SH   SOLE 0 1,468,557 0 0
FIRSTCASH HOLDINGS INC COM 33768G107   26,690,496 246,245 SH   SOLE 0 246,245 0 0
GRINDR INC COM 39854F101   14,026,533 1,597,555 SH   SOLE 0 1,597,555 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   9,581,940 52,622 SH   SOLE 0 52,622 0 0
IDT CORP CL B NEW 448947507   6,598,665 193,566 SH   SOLE 0 193,566 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   17,401,557 86,700 SH   SOLE 0 86,700 0 0
KKR & CO INC COM 48251W104   4,677,711 56,460 SH   SOLE 0 56,460 0 0
MARRIOTT INTL INC NEW CL A 571903202   8,614,482 38,200 SH   SOLE 0 38,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,791,342 4,200 SH   SOLE 0 4,200 0 0
MATCH GROUP INC NEW COM 57667L107   14,428,450 395,300 SH   SOLE 0 395,300 0 0
MICROSOFT CORP COM 594918104   8,084,860 21,500 SH   SOLE 0 21,500 0 0
WASTE CONNECTIONS INC COM 94106B101   12,180,432 81,600 SH   SOLE 0 81,600 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   8,477,250 190,500 SH   SOLE 0 190,500 0 0