The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| GARRETT MOTION INC | COM | 366505105 | 2,262,214 | 166,095 | SH | SOLE | 166,095 | 0 | 0 | |||
| HOVNANIAN ENTERPRISES INC | CL A NEW | 442487401 | 31,268,941 | 243,357 | SH | SOLE | 243,357 | 0 | 0 | |||
| I3 VERTICALS INC | COM CL A | 46571Y107 | 21,585,900 | 665,000 | SH | SOLE | 665,000 | 0 | 0 | |||
| INTERNATIONAL MNY EXPRESS IN | COM | 46005L101 | 10,113,791 | 723,965 | SH | SOLE | 723,965 | 0 | 0 | |||
| MASTERCRAFT BOAT HLDGS INC | COM | 57637H103 | 38,691,844 | 1,802,975 | SH | SOLE | 1,802,975 | 0 | 0 | |||
| MILLERKNOLL INC | COM | 600544100 | 26,021,759 | 1,466,841 | SH | SOLE | 1,466,841 | 0 | 0 | |||
| OPORTUN FINL CORP | COM | 68376D104 | 12,078,318 | 1,957,588 | SH | SOLE | 1,957,588 | 0 | 0 | |||
| QUIPT HOME MEDICAL CORP | COM | 74880P104 | 10,960,857 | 4,199,562 | SH | SOLE | 4,199,562 | 0 | 0 | |||
| REGIONAL MGMT CORP | COM | 75902K106 | 42,275,418 | 1,085,098 | SH | SOLE | 1,085,098 | 0 | 0 | |||
| RUSH ENTERPRISES INC | CL A | 781846209 | 12,823,282 | 239,822 | SH | SOLE | 239,822 | 0 | 0 | |||
| VIEMED HEALTHCARE INC | COM | 92663R105 | 18,580,645 | 2,736,472 | SH | SOLE | 2,736,472 | 0 | 0 | |||