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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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
AUTONATION INC COM 05329W102   3,496,322 15,640 SH   SOLE   15,640 0 0
BOX INC CL A 10316T104   5,997,356 186,950 SH   SOLE   186,950 0 0
CASS INFORMATION SYS INC COM 14808P109   5,286,404 134,995 SH   SOLE   134,995 0 0
CBL & ASSOC PPTYS INC COMMON STOCK 124830878   3,859,513 125,840 SH   SOLE   125,840 0 0
CME GROUP INC COM 12572Q105   10,475,425 39,405 SH   SOLE   39,405 0 0
GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100   1,826,056 229,404 SH   SOLE   229,404 0 0
GRINDR INC COM 39854F101   1,968,401 132,285 SH   SOLE   132,285 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   2,838,115 11,054 SH   SOLE   11,054 0 0
IDT CORP CL B NEW 448947507   2,350,616 46,409 SH   SOLE   46,409 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   8,768,074 127,480 SH   SOLE   127,480 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   6,788,370 71,827 SH   SOLE   71,827 0 0
LOEWS CORP COM 540424108   8,196,677 81,844 SH   SOLE   81,844 0 0
MONARCH CASINO & RESORT INC COM 609027107   4,771,548 45,168 SH   SOLE   45,168 0 0
NEW YORK TIMES CO CL A 650111107   6,728,928 120,850 SH   SOLE   120,850 0 0
PHILIP MORRIS INTL INC COM 718172109   2,588,237 16,090 SH   SOLE   16,090 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   6,120,831 73,550 SH   SOLE   73,550 0 0
SONIDA SENIOR LIVING INC COM 140475203   5,556,193 201,020 SH   SOLE   201,020 0 0
SPDR GOLD TR GOLD SHS 78463V107   4,291,942 12,055 SH   SOLE   12,055 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   9,993,799 14,263 SH   SOLE   14,263 0 0
WHITESTONE REIT COM 966084204   15,391,172 1,262,643 SH   SOLE   1,262,643 0 0
YEXT INC COM 98585N106   3,149,979 373,663 SH   SOLE   373,663 0 0
ZILLOW GROUP INC CL A 98954M101   2,859,941 40,179 SH   SOLE   40,179 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   4,030,378 54,850 SH   SOLE   54,850 0 0