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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
C&J ENERGY SVCS INC NEW COM 12674R100 0 1,840,400 SH   SOLE 1,840,400 0 0
CARE COM INC COM 141633107 7,510 600,341 SH   SOLE 600,341 0 0
DIGIMARC CORP NEW COM 25381B101 367 13,600 SH   SOLE 13,600 0 0
ELDORADO RESORTS INC COM 28470R102 34,762 1,836,825 SH   SOLE 1,836,825 0 0
EZCORP INC CL A NON VTG 302301106 28,851 3,540,000 SH   SOLE 3,540,000 0 0
FLOWSERVE CORP COM 34354P105 4,842 100,000 SH   SOLE 100,000 0 0
GOLDEN ENTMT INC COM 381013101 5,806 438,885 SH   SOLE 438,885 0 0
GRAHAM CORP COM 384556106 7,674 333,661 SH   SOLE 333,661 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 17,616 1,015,336 SH   SOLE 1,015,336 0 0
ISLE OF CAPRI CASINOS INC COM 464592104 18,048 684,656 SH   SOLE 684,656 0 0
KEY ENERGY SVCS INC DEL COM 49309J103 2,322 100,000 SH   SOLE 100,000 0 0
MONARCH CASINO & RESORT INC COM 609027107 23,425 793,008 SH   SOLE 793,008 0 0
NEVADA GOLD & CASINOS INC COM NEW 64126Q206 1,771 831,242 SH   SOLE 831,242 0 0
NEWPARK RES INC COM PAR $.01NEW 651718504 132 16,352 SH   SOLE 16,352 0 0
TWIN DISC INC COM 901476101 2,006 97,540 SH   SOLE 97,540 0 0
U.S. AUTO PARTS NETWORK INC COM 90343C100 8,287 2,473,694 SH   SOLE 2,473,694 0 0
VALVOLINE INC COM 92047W101 4,910 200,020 SH   SOLE 200,020 0 0
WORLD PT TERMS LP UNIT REP LTD PT 98159G107 10,982 675,000 SH   SOLE 675,000 0 0