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
APPLE INC COM 037833100 981,650 7,180 SH   SOLE   981,650 0 0
AT&T INC COM 00206R102 2,096,000 100,000 SH   SOLE   2,096,000 0 0
BBQ HLDGS INC COM 05551A109 17,249,549 1,655,427 SH   SOLE   17,249,549 0 0
BUILD A BEAR WORKSHP COM 120076104 16,450,870 1,001,880 SH   SOLE   16,450,870 0 0
CAESARS ENTMT INC NEW COM 12769G100 14,574,491 380,535 SH   SOLE   14,574,491 0 0
CAMPING WORLD HOLDINGS INC-A COM CLA 13462K109 5,247,082 243,033 SH   SOLE   5,247,082 0 0
CARPARTS.COM INC COM 14427M107 871,942 125,640 SH   SOLE   871,942 0 0
CONTAINER STORE GRP COM 210751103 792,967 127,282 SH   SOLE   792,967 0 0
DATA I O CORP COM 237690102 2,483,366 808,914 SH   SOLE   2,483,366 0 0
EGAIN CORP COM 28225C806 874,653 89,708 SH   SOLE   874,653 0 0
EZCORP INC COM CLA 302301106 17,136,303 2,281,798 SH   SOLE   17,136,303 0 0
LAZYDAYS HLDGS WT WT 52110H118 845,270 650,208 SH   SOLE   845,270 0 0
LAZYDAYS HOLDINGS I N C COM 52110H100 9,255,157 785,667 SH   SOLE   9,255,157 0 0
MAMMOTH ENERGY SVCS INC COM COM 56155L108 174,790 79,450 SH   SOLE   174,790 0 0
MASTERCARD INC CLASS A COM CLA 57636Q104 315,480 1,000 SH   SOLE   315,480 0 0
NATUZZI S P A F UNSPONSORED ADR 1 ADR REPS 5 ORD SHS UNSPONSORED ADR 63905A200 8,246,124 1,096,559 SH   SOLE   8,246,124 0 0
ONE GROUP HOSPTLTY COM 88338K103 33,166,526 4,500,207 SH   SOLE   33,166,526 0 0
RADIANT LOGISTICS COM 75025X100 12,486,465 1,682,812 SH   SOLE   12,486,465 0 0
STAR GROUP LP UNIT LTD PARTNR 85512C105 1,510,051 164,673 SH   SOLE   1,510,051 0 0
THE ODP CORP COM 88337F105 15,452,519 510,996 SH   SOLE   15,452,519 0 0
TILE SHOP HLDGS INC COM 88677Q109 15,698,405 5,113,487 SH   SOLE   15,698,405 0 0
US GLOBAL INVS INC COM CLA 902952100 2,001,156 456,885 SH   SOLE   2,001,156 0 0
WARNER BROTHERS DISCOVERY COM 934423104 324,643 24,191 SH   SOLE   324,643 0 0
PUT 100 VUZIX CORP COM NEW EXP 07-15-22@7.000 OPTION PUT 92921W950 600,000 10,000 SH   SOLE   600,000 0 0
EZCORP INC NOTE 301301AF3 4,631,851 4,494,000 PRN   SOLE   4,631,851 0 0