The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 3,520,188 | 25,200 | SH | SOLE | 0 | 25,200 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 7,878,393 | 51,852 | SH | SOLE | 0 | 51,852 | 0 | 0 | |
| DAKTRONICS INC | COM | 234264109 | 12,453,363 | 1,468,557 | SH | SOLE | 0 | 1,468,557 | 0 | 0 | |
| FIRSTCASH HOLDINGS INC | COM | 33768G107 | 26,690,496 | 246,245 | SH | SOLE | 0 | 246,245 | 0 | 0 | |
| GRINDR INC | COM | 39854F101 | 14,026,533 | 1,597,555 | SH | SOLE | 0 | 1,597,555 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 9,581,940 | 52,622 | SH | SOLE | 0 | 52,622 | 0 | 0 | |
| IDT CORP | CL B NEW | 448947507 | 6,598,665 | 193,566 | SH | SOLE | 0 | 193,566 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 17,401,557 | 86,700 | SH | SOLE | 0 | 86,700 | 0 | 0 | |
| KKR & CO INC | COM | 48251W104 | 4,677,711 | 56,460 | SH | SOLE | 0 | 56,460 | 0 | 0 | |
| MARRIOTT INTL INC NEW | CL A | 571903202 | 8,614,482 | 38,200 | SH | SOLE | 0 | 38,200 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 1,791,342 | 4,200 | SH | SOLE | 0 | 4,200 | 0 | 0 | |
| MATCH GROUP INC NEW | COM | 57667L107 | 14,428,450 | 395,300 | SH | SOLE | 0 | 395,300 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 8,084,860 | 21,500 | SH | SOLE | 0 | 21,500 | 0 | 0 | |
| WASTE CONNECTIONS INC | COM | 94106B101 | 12,180,432 | 81,600 | SH | SOLE | 0 | 81,600 | 0 | 0 | |
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 8,477,250 | 190,500 | SH | SOLE | 0 | 190,500 | 0 | 0 | |