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
ALTICE USA INC CL A 02156K103 143 7,000 SH   SOLE   7,000 0 0
CARGURUS INC COM CL A 141788109 693 16,296 SH   SOLE   16,296 0 0
CEDAR REALTY TRUST INC COM NEW 150602605 35,043 1,103,277 SH   SOLE   1,103,277 0 0
CONSENSUS CLOUD SOLUTIONS IN COM 20848V105 10,254 140,077 SH   SOLE   140,077 0 0
FOCUS FINL PARTNERS INC COM CL A 34417P100 8,541 113,063 SH   SOLE   113,063 0 0
GOGO INC COM 38046C109 21,368 1,248,490 SH   SOLE   1,248,490 0 0
KADANT INC COM 48282T104 4,964 17,025 SH   SOLE   17,025 0 0
KLA CORP COM NEW 482480100 3,700 6,800 SH   SOLE   6,800 0 0
LAM RESEARCH CORP COM 512807108 3,299 3,620 SH   SOLE   3,620 0 0
LATHAM GROUP INC COM 51819L107 3,008 95,000 SH   SOLE   95,000 0 0
PORCH GROUP INC COM 733245104 446 22,600 SH   SOLE   22,600 0 0
RAND CAP CORP COM NEW 752185207 401 18,654 SH   SOLE   18,654 0 0
SPDR GOLD TR GOLD SHS 78463V107 6,488 30,000 SH   SOLE   30,000 0 0
SPIRE GLOBAL INC COM CL A 848560108 2,430 568,445 SH   SOLE   568,445 0 0
STONERIDGE INC COM 86183P102 19,198 910,367 SH   SOLE   910,367 0 0
VIVID SEATS INC COM CL A 92854T100 3,652 265,332 SH   SOLE   265,332 0 0
VIVID SEATS INC *W EXP 10/18/202 92854T118 938 262,000 SH   SOLE   262,000 0 0
ZIFF DAVIS INC COM 48123V102 21,857 155,866 SH   SOLE   155,866 0 0