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
BMC STK HLDGS INC COM 05591B109 86,344 4,869,925 SH   OTR 1,2 0 4,869,925 0
BLUE BIRD CORP COM 095306106 7,645 699,413 SH   OTR 1,2 0 699,413 0
BLUELINX HLDGS INC COM NEW 09624H208 2,460 496,929 SH   OTR 1,2 0 496,929 0
BUILDERS FIRSTSOURCE INC COM 12008R107 5,587 456,800 SH   OTR 1,2 0 456,800 0
CAPITAL SR LIVING CORP COM 140475104 742 1,279,664 SH   OTR 1,2 0 1,279,664 0
CLOUDERA INC COM 18914U100 24,554 3,120,000 SH   OTR 1,2 0 3,120,000 0
CORNERSTONE BLDG BRANDS INC COM 21925D109 25,625 5,619,466 SH   OTR 1,2 0 5,619,466 0
CRITEO S A SPONS ADS 226718104 4,099 515,638 SH   OTR 1,2 0 515,638 0
FOUNDATION BLDG MATLS INC COM 350392106 11,620 1,129,263 SH   OTR 1,2 0 1,129,263 0
GMS INC COM 36251C103 23,313 1,482,095 SH   OTR 1,2 0 1,482,095 0
HEIDRICK & STRUGGLES INTL INC COM 422819102 8,316 369,606 SH   OTR 1,2 0 369,606 0
KORN FERRY COM NEW 500643200 18,202 748,452 SH   OTR 1,2 0 748,452 0
LAZYDAYS HLDGS INC COM 52110H100 935 453,767 SH   OTR 1,2 0 453,767 0
LEGACY ACQUISITION CORP COM CL A 524643103 28,169 2,716,346 SH   OTR 1,2 0 2,716,346 0
PROVIDENCE SVC CORP COM 743815102 47,696 869,091 SH   OTR 1,2 0 869,091 0
PURPLE INNOVATION INC COM 74640Y106 46,725 8,226,149 SH   OTR 1,2 0 8,226,149 0
RANPAK HLDGS CORP COM CL A 75321W103 20,798 3,322,363 SH   OTR 1,2 0 3,322,363 0
RED LION HOTELS CORP COM 756764106 6,325 4,331,871 SH   OTR 1,2 0 4,331,871 0