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
BOX INC CL A 10316T104   6,519,265 193,450 SH   SOLE   193,450 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   1,671,502 35,800 SH   SOLE   35,800 0 0
CANTOR EQUITY PARTNERS I INC SHS CL A G1827K107   943,406 80,633 SH   SOLE   80,633 0 0
CANTOR EQUITY PARTNERS II IN CL A ORD SHS G1827P106   295,110 27,000 SH   SOLE   27,000 0 0
CASS INFORMATION SYS INC COM 14808P109   5,323,967 117,475 SH   SOLE   117,475 0 0
CBL & ASSOC PPTYS INC COMMON STOCK 124830878   3,068,061 118,733 SH   SOLE   118,733 0 0
CME GROUP INC COM 12572Q105   9,614,912 34,910 SH   SOLE   34,910 0 0
GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100   2,778,093 438,185 SH   SOLE   438,185 0 0
GRINDR INC COM 39854F101   3,978,557 182,085 SH   SOLE   182,085 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   3,465,281 12,884 SH   SOLE   12,884 0 0
IDT CORP CL B NEW 448947507   5,531,730 80,170 SH   SOLE   80,170 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   10,356,122 183,880 SH   SOLE   183,880 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   5,774,173 71,827 SH   SOLE   71,827 0 0
MONARCH CASINO & RESORT INC COM 609027107   5,835,505 65,656 SH   SOLE   65,656 0 0
NEW YORK TIMES CO CL A 650111107   6,237,341 110,650 SH   SOLE   110,650 0 0
PHILIP MORRIS INTL INC COM 718172109   5,845,175 32,925 SH   SOLE   32,925 0 0
SITE CTRS CORP COM 82981J851   2,027,299 176,594 SH   SOLE   176,594 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   5,697,158 81,750 SH   SOLE   81,750 0 0
SONIDA SENIOR LIVING INC COM 140475203   4,783,439 198,072 SH   SOLE   198,072 0 0
SPDR GOLD TR GOLD SHS 78463V107   3,609,099 11,735 SH   SOLE   11,735 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   10,187,302 14,103 SH   SOLE   14,103 0 0
WHITESTONE REIT COM 966084204   14,348,331 1,145,205 SH   SOLE   1,145,205 0 0
YEXT INC COM 98585N106   1,839,843 219,814 SH   SOLE   219,814 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   2,790,030 40,179 SH   SOLE   40,179 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   3,546,400 49,600 SH   SOLE   49,600 0 0