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 COM 00402L107   3,545,250 75,000 SH   OTR   0 75,000 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   30,016,450 635,000 SH   SOLE   635,000 0 0
ACI WORLDWIDE INC COM 004498101   917,786 40,682 SH   OTR   0 40,682 0
ACI WORLDWIDE INC COM 004498101   9,024,000 400,000 SH   SOLE   400,000 0 0
ALTA EQUIPMENT GROUP INC COMMON STOCK 02128L106   4,992,840 414,000 SH   OTR   0 414,000 0
ALTA EQUIPMENT GROUP INC COMMON STOCK 02128L106   27,587,250 2,287,500 SH   SOLE   2,287,500 0 0
ARHAUS INC COM CL A 04035M102   4,650,000 500,000 SH   SOLE   500,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   4,601,400 20,000 SH   OTR   0 20,000 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   36,729,985 159,647 SH   SOLE   159,647 0 0
BLUELINX HLDGS INC COM NEW 09624H208   6,918,135 84,275 SH   OTR   0 84,275 0
BLUELINX HLDGS INC COM NEW 09624H208   54,003,563 657,858 SH   SOLE   657,858 0 0
BRIDGE INVT GROUP HLDGS INC COM CL A 10806B100   3,659,668 397,790 SH   SOLE   397,790 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   3,127,000 100,000 SH   SOLE   100,000 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106   15,725,000 425,000 SH   SOLE   425,000 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   4,562,613 596,420 SH   SOLE   596,420 0 0
COGNITION THERAPEUTICS INC COM 19243B102   14,720 10,222 SH   OTR   0 10,222 0
COGNITION THERAPEUTICS INC COM 19243B102   72,000 50,000 SH   SOLE   50,000 0 0
CRH PLC ORD G25508105   12,861,550 235,000 SH   OTR   0 235,000 0
CRH PLC ORD G25508105   96,774,462 1,768,216 SH   SOLE   1,768,216 0 0
CROCS INC COM 227046109   7,499,550 85,000 SH   OTR   0 85,000 0
CROCS INC COM 227046109   55,143,750 625,000 SH   SOLE   625,000 0 0
DELTA APPAREL INC COM 247368103   152,304 22,972 SH   SOLE   22,972 0 0
EBIX INC COM NEW 278715206   176,378 17,852 SH   OTR   0 17,852 0
EBIX INC COM NEW 278715206   2,655,616 268,787 SH   SOLE   268,787 0 0
EURONET WORLDWIDE INC COM 298736109   3,175,200 40,000 SH   OTR   0 40,000 0
EURONET WORLDWIDE INC COM 298736109   26,183,652 329,852 SH   SOLE   329,852 0 0
EXTREME NETWORKS COM 30226D106   3,873,600 160,000 SH   OTR   0 160,000 0
EXTREME NETWORKS COM 30226D106   29,899,350 1,235,000 SH   SOLE   1,235,000 0 0
GRANITE CONSTR INC COM 387328107   760,400 20,000 SH   SOLE   20,000 0 0
GRIFFON CORP COM 398433102   16,706,029 421,125 SH   OTR   0 421,125 0
GRIFFON CORP COM 398433102   95,712,880 2,412,727 SH   SOLE   2,412,727 0 0
HURCO CO COM 447324104   1,570,100 70,000 SH   SOLE   70,000 0 0
I3 VERTICALS INC COM CL A 46571Y107   2,673,872 126,484 SH   OTR   0 126,484 0
I3 VERTICALS INC COM CL A 46571Y107   17,136,063 810,599 SH   SOLE   810,599 0 0
IN8BIO INC COM 45674E109   157,367 151,314 SH   OTR   0 151,314 0
IN8BIO INC COM 45674E109   374,681 360,270 SH   SOLE   360,270 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   3,672,320 216,912 SH   OTR   0 216,912 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   19,469,500 1,150,000 SH   SOLE   1,150,000 0 0
KKR & CO INC COM 48251W104   2,156,000 35,000 SH   OTR   0 35,000 0
KKR & CO INC COM 48251W104   18,172,000 295,000 SH   SOLE   295,000 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   4,004,060 82,000 SH   SOLE   82,000 0 0
LANDSEA HOMES CORP COM 51509P103   2,383,195 265,094 SH   SOLE   265,094 0 0
LATHAM GROUP INC COM 51819L107   138,205 49,359 SH   OTR   0 49,359 0
LATHAM GROUP INC COM 51819L107   3,402,000 1,215,000 SH   SOLE   1,215,000 0 0
LEGACY HOUSING CORP COM 52472M101   1,843,950 95,000 SH   OTR   0 95,000 0
LEGACY HOUSING CORP COM 52472M101   13,295,850 685,000 SH   SOLE   685,000 0 0
MDU RES GROUP INC COM 552690109   711,459 36,336 SH   SOLE   36,336 0 0
MERIDIANLINK INC COMMON STOCK 58985J105   6,883,215 403,471 SH   SOLE   403,471 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106   2,534,000 350,000 SH   OTR   0 350,000 0
PLAYA HOTELS & RESORTS NV SHS N70544106   20,272,000 2,800,000 SH   SOLE   2,800,000 0 0
R1 RCM INC COM 77634L105   739,470 49,069 SH   OTR   0 49,069 0
R1 RCM INC COM 77634L105   15,681,706 1,040,591 SH   SOLE   1,040,591 0 0
SEMTECH CORP COM 816850101   2,575,000 100,000 SH   SOLE   100,000 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   2,867,400 45,000 SH   OTR   0 45,000 0
SKYLINE CHAMPION CORPORATION COM 830830105   19,881,086 312,007 SH   SOLE   312,007 0 0
SOLARWINDS CORP COM NEW 83417Q204   882,612 93,497 SH   OTR   0 93,497 0
SOLARWINDS CORP COM NEW 83417Q204   10,151,228 1,075,342 SH   SOLE   1,075,342 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   2,627,000 50,000 SH   OTR   0 50,000 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   16,944,150 322,500 SH   SOLE   322,500 0 0
TITAN MACHY INC COM 88830R101   4,172,608 156,983 SH   SOLE   156,983 0 0
VIAD CORP COM 92552R406   393,000 15,000 SH   SOLE   15,000 0 0
WALKER & DUNLOP INC COM 93148P102   5,362,355 72,230 SH   SOLE   72,230 0 0
WESCO INTL INC COM 95082P105   21,573,000 150,000 SH   SOLE   150,000 0 0
WILLIAMS SONOMA INC COM 969904101   621,600 4,000 SH   OTR   0 4,000 0
WILLIAMS SONOMA INC COM 969904101   8,189,580 52,700 SH   SOLE   52,700 0 0