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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALTRIA GROUP COM 02209S103 2,422,800 60,000 SH   SOLE   2,422,800 0 0
APPLE INC COM 037833100 992,276 7,180 SH   SOLE   992,276 0 0
AT&T INC COM 00206R102 2,684,500 175,000 SH   SOLE   2,684,500 0 0
BUILD A BEAR WORKSHP COM 120076104 15,940,934 1,195,869 SH   SOLE   15,940,934 0 0
CAESARS ENTMT INC NEW COM 12769G100 4,799,223 148,767 SH   SOLE   4,799,223 0 0
CAMPING WORLD HOLDINGS INC-A COM CLA 13462K109 2,238,693 88,416 SH   SOLE   2,238,693 0 0
CARPARTS.COM INC COM 14427M107 11,156,508 2,157,932 SH   SOLE   11,156,508 0 0
CONTAINER STORE GRP COM 210751103 613,642 125,233 SH   SOLE   613,642 0 0
DATA I O CORP COM 237690102 1,738,502 623,119 SH   SOLE   1,738,502 0 0
EGAIN CORP COM 28225C806 13,027,581 1,772,460 SH   SOLE   13,027,581 0 0
ENERGY TRANSFER L P UNIT LTD PARTNR 29273V100 2,757,500 250,000 SH   SOLE   2,757,500 0 0
EZCORP INC COM CLA 302301106 17,885,643 2,319,798 SH   SOLE   17,885,643 0 0
INSPIRED ENTMT INC COM 45782N108 13,673,254 1,548,500 SH   SOLE   13,673,254 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,970,250 25,000 SH   SOLE   2,970,250 0 0
LAZYDAYS HLDGS WT WT 52110H118 734,735 650,208 SH   SOLE   734,735 0 0
LAZYDAYS HOLDINGS I N C COM 52110H100 10,606,504 785,667 SH   SOLE   10,606,504 0 0
MAMMOTH ENERGY SVCS INC COM COM 56155L108 3,499,246 1,026,172 SH   SOLE   3,499,246 0 0
MASTERCARD INC CLASS A COM CLA 57636Q104 284,340 1,000 SH   SOLE   284,340 0 0
NATUZZI S P A F UNSPONSORED ADR 1 ADR REPS 5 ORD SHS UNSPONSORED ADR 63905A200 6,785,026 1,094,359 SH   SOLE   6,785,026 0 0
ORION ENERGY SYS INC COM 686275108 2,593,818 1,662,704 SH   SOLE   2,593,818 0 0
THE ONE GROUP HOSPTLTY COM 88338K103 29,881,813 4,500,273 SH   SOLE   29,881,813 0 0
RADIANT LOGISTICS COM 75025X100 9,720,028 1,708,265 SH   SOLE   9,720,028 0 0
STAR GROUP LP UNIT LTD PARTNR 85512C105 1,338,791 164,673 SH   SOLE   1,338,791 0 0
TESLA INC COM 88160R101 205,303 774 SH   SOLE   205,303 0 0
TILE SHOP HLDGS INC COM 88677Q109 6,117,059 1,737,801 SH   SOLE   6,117,059 0 0
US GLOBAL INVS INC COM CLA 902952100 1,311,260 456,885 SH   SOLE   1,311,260 0 0
EZCORP INC NOTE 301301AF3 4,671,199 4,494,000 PRN   SOLE   4,671,199 0 0