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
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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
ACADEMY SPORTS & OUTDOORS IN Common Stock 00402L107   9,194,500 175,000 SH   SOLE   175,000 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109   24,878,750 325,000 SH   SOLE   325,000 0 0
ALPHABET INC-CL C Capital Stock Class C 02079K107   9,054,275 102,043 SH   SOLE   102,043 0 0
AMAZON.COM INC Common Stock 023135106   2,574,264 30,646 SH   SOLE   30,646 0 0
APOLLO GLOBAL MANAGEMENT INC Common Stock Class A 03769M106   9,772,309 153,195 SH   SOLE   153,195 0 0
BERKSHIRE HATHAWAY INC-CL A Common Stock - Class A 084670108   468,711 1 SH   SOLE   1 0 0
BILL.COM HOLDINGS INC Note 12/0 090043AB6   1,949,171 1,901,000 PRN   SOLE   1,901,000 0 0
BLACKSTONE GROUP INC/THE-A Common Stock Class A 09260D107   4,316,448 58,181 SH   SOLE   58,181 0 0
BROADCOM INC Common Stock 11135F101   16,832,050 30,104 SH   SOLE   30,104 0 0
CIGNA CORP Common Stock 125523100   28,276,224 85,339 SH   SOLE   85,339 0 0
CPI CARD GROUP INC Common New 12634H200   22,192,736 615,098 SH   SOLE   615,098 0 0
EURONET WORLDWIDE INC Common Stock 298736109   1,532,542 16,238 SH   SOLE   16,238 0 0
FISERV INC Common Stock 337738108   9,629,545 95,276 SH   SOLE   95,276 0 0
HCA HEALTHCARE INC Common Stock 40412C101   10,829,635 45,131 SH   SOLE   45,131 0 0
INSIGHT ENTERPRISES INC Common Stock 45765U103   9,050,571 90,262 SH   SOLE   90,262 0 0
INTERNATIONAL MONEY EXPRESS Common Stock 46005L101   32,435,909 1,330,977 SH   SOLE   1,330,977 0 0
KLX ENERGY SERVICES HOLDING Common New 48253L205   3,437,731 198,598 SH   SOLE   198,598 0 0
LOWE'S COS INC Common Stock 548661107   3,648,483 18,312 SH   SOLE   18,312 0 0
MICROSOFT CORP Common Stock 594918104   4,898,803 20,427 SH   SOLE   20,427 0 0
MONEYGRAM INTERNATIONAL INC Common Stock New 60935Y208   406,153 37,296 SH   SOLE   37,296 0 0
NINE ENERGY SERVICE INC Common Stock 65441V101   6,584,458 453,163 SH   SOLE   453,163 0 0
SANDRIDGE ENERGY INC Common Stock New 80007P869   5,566,647 326,873 SH   SOLE   326,873 0 0
SIGNATURE BANK Common Stock 82669G104   675,765 5,865 SH   SOLE   5,865 0 0
SUPER MICRO COMPUTER INC Common Stock 86800U104   6,568,000 80,000 SH   SOLE   80,000 0 0
T-MOBILE US INC Common Stock 872590104   12,643,820 90,313 SH   SOLE   90,313 0 0
VICTORY CAPITAL HOLDING - A Common Stock Class A 92645B103   3,571,797 133,127 SH   SOLE   133,127 0 0
WHEELER REAL ESTATE INVESTME Common New 963025705   69,810 50,000 SH   SOLE   50,000 0 0
WHEELER REIT INC CV PFD SER B 963025309   329,507 216,781 SH   SOLE   216,781 0 0
WHEELER REIT INC PFD CNV SER D 963025606   5,042,473 392,716 SH   SOLE   392,716 0 0