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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106   6,384,000 76,000 SH   SOLE   76,000 0 0
BANCORP INC DEL COM 05969A105   7,858,422 276,900 SH   SOLE   276,900 0 0
DAKTRONICS INC COM 234264109   4,459,915 1,581,530 SH   SOLE   1,581,530 0 0
DISNEY WALT CO COM 254687106   6,827,030 78,580 SH   SOLE   78,580 0 0
IDT CORP CL B NEW 448947507   7,674,691 272,442 SH   SOLE   272,442 0 0
INTERNATIONAL BUSINESS MACHS PUT 459200951   8,768,340 63,000 SH Put SOLE   63,000 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   7,880,844 323,383 SH   SOLE   323,383 0 0
JOINT CORP COM 47973J102   1,564,152 111,885 SH   SOLE   111,885 0 0
KKR & CO INC COM 48251W104   12,314,437 265,283 SH   SOLE   265,283 0 0
NEOGAMES S A SHS L6673X107   9,555,424 783,874 SH   SOLE   783,874 0 0
PATHWARD FINANCIAL INC COM 59100U108   32,467,363 754,178 SH   SOLE   754,178 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   8,970,072 88,883 SH   SOLE   88,883 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   12,256,139 620,564 SH   SOLE   620,564 0 0
XPEL INC COM 98379L100   1,133,572 18,874 SH   SOLE   18,874 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101   6,804,546 296,753 SH   SOLE   296,753 0 0