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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
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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
ATLANTA BRAVES HLDGS INC COM SER C 047726302   15,555,890 393,024 SH   SOLE   393,024 0 0
DAKTRONICS INC COM 234264109   11,508,064 1,357,083 SH   SOLE   1,357,083 0 0
EVERI HLDGS INC COM 30034T103   6,050,818 536,896 SH   SOLE   536,896 0 0
HILTON GRAND VACATIONS INC COM 43283X105   13,699,974 340,965 SH   SOLE   340,965 0 0
IES HLDGS INC COM 44951W106   10,238,710 129,244 SH   SOLE   129,244 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   9,735,902 440,738 SH   SOLE   440,738 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106   951,697 72,927 SH   SOLE   72,927 0 0
LGI HOMES INC COM 50187T106   6,685,830 50,209 SH   SOLE   50,209 0 0
ONEWATER MARINE INC CL A COM 68280L101   8,780,906 259,867 SH   SOLE   259,867 0 0
PROG HOLDINGS INC COM NPV 74319R101   12,572,302 406,739 SH   SOLE   406,739 0 0
TIPTREE INC COM 88822Q103   14,893,763 785,536 SH   SOLE   785,536 0 0