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 |
ATLANTA BRAVES HLDGS INC | COM SER C | 047726302 | 15,555,890 | 393,024 | SH | SOLE | 393,024 | 0 | 0 | ||
DAKTRONICS INC | COM | 234264109 | 11,508,064 | 1,357,083 | SH | SOLE | 1,357,083 | 0 | 0 | ||
EVERI HLDGS INC | COM | 30034T103 | 6,050,818 | 536,896 | SH | SOLE | 536,896 | 0 | 0 | ||
HILTON GRAND VACATIONS INC | COM | 43283X105 | 13,699,974 | 340,965 | SH | SOLE | 340,965 | 0 | 0 | ||
IES HLDGS INC | COM | 44951W106 | 10,238,710 | 129,244 | SH | SOLE | 129,244 | 0 | 0 | ||
INTERNATIONAL MNY EXPRESS IN | COM | 46005L101 | 9,735,902 | 440,738 | SH | SOLE | 440,738 | 0 | 0 | ||
JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | 951,697 | 72,927 | SH | SOLE | 72,927 | 0 | 0 | ||
LGI HOMES INC | COM | 50187T106 | 6,685,830 | 50,209 | SH | SOLE | 50,209 | 0 | 0 | ||
ONEWATER MARINE INC | CL A COM | 68280L101 | 8,780,906 | 259,867 | SH | SOLE | 259,867 | 0 | 0 | ||
PROG HOLDINGS INC | COM NPV | 74319R101 | 12,572,302 | 406,739 | SH | SOLE | 406,739 | 0 | 0 | ||
TIPTREE INC | COM | 88822Q103 | 14,893,763 | 785,536 | SH | SOLE | 785,536 | 0 | 0 |