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            <Sole>809419</Sole>
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        <nameOfIssuer>I3 VERTICALS INC</nameOfIssuer>
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            <sshPrnamt>117436</sshPrnamt>
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            <Sole>81740</Sole>
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        <votingAuthority>
            <Sole>275173</Sole>
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            <None>118037</None>
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        <nameOfIssuer>INTERNATIONAL BUSINESS MACHS</nameOfIssuer>
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            <sshPrnamt>4065</sshPrnamt>
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            <Sole>4065</Sole>
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            <sshPrnamt>171156</sshPrnamt>
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            <Sole>160299</Sole>
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        <nameOfIssuer>JAMF HLDG CORP</nameOfIssuer>
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        <nameOfIssuer>LENDINGCLUB CORP</nameOfIssuer>
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            <Sole>1531831</Sole>
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            <Sole>84446</Sole>
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            <Sole>558680</Sole>
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        <votingAuthority>
            <Sole>28904</Sole>
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        <nameOfIssuer>MATADOR RES CO</nameOfIssuer>
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        <nameOfIssuer>MICROCHIP TECHNOLOGY INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <titleOfClass>COM</titleOfClass>
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            <Sole>72941</Sole>
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        <nameOfIssuer>QUAKER HOUGHTON</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>747316107</cusip>
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        <votingAuthority>
            <Sole>26743</Sole>
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        <nameOfIssuer>RANGE RES CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>75281A109</cusip>
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            <Sole>798431</Sole>
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            <None>44855</None>
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        <nameOfIssuer>REGAL REXNORD CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <votingAuthority>
            <Sole>307264</Sole>
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            <None>0</None>
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        <nameOfIssuer>ROGERS CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>775133101</cusip>
        <value>9599522</value>
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            <sshPrnamt>119308</sshPrnamt>
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        <nameOfIssuer>SCHWAB CHARLES CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>808513105</cusip>
        <value>10272667</value>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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            <None>0</None>
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        <nameOfIssuer>SENSIENT TECHNOLOGIES CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>81725T100</cusip>
        <value>9604327</value>
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        <nameOfIssuer>SPDR S&amp;P 500 ETF TR</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>78462F103</cusip>
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            <Sole>61800</Sole>
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            <None>0</None>
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        <nameOfIssuer>STEWART INFORMATION SVCS COR</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>860372101</cusip>
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            <sshPrnamt>113971</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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            <Sole>79795</Sole>
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        <nameOfIssuer>SUN CMNTYS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>866674104</cusip>
        <value>34047873</value>
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            <sshPrnamt>263937</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>263937</Sole>
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            <None>0</None>
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