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 |
|
||||||||||||||||||||
| 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 |
| HOVNANIAN ENTERPRISES INC | CL A NEW | 442487401 | 21,296,988 | 149,547 | SH | SOLE | 149,547 | 0 | 0 | ||
| I3 VERTICALS INC | COM CL A | 46571Y107 | 18,467,301 | 864,574 | SH | SOLE | 864,574 | 0 | 0 | ||
| ICF INTL INC | COM | 44925C103 | 17,187,674 | 235,900 | SH | SOLE | 235,900 | 0 | 0 | ||
| INTERNATIONAL MONEY EXPRESS | COM | 46005L101 | 3,672,048 | 254,121 | SH | SOLE | 254,121 | 0 | 0 | ||
| MASTERCRAFT BOAT HLDGS INC | COM | 57637H103 | 37,466,731 | 1,451,074 | SH | SOLE | 1,451,074 | 0 | 0 | ||
| MILLERKNOLL INC | COM | 600544100 | 31,955,267 | 1,561,841 | SH | SOLE | 1,561,841 | 0 | 0 | ||
| OPORTUN FINL CORP | COM | 68376D104 | 25,763,777 | 4,512,045 | SH | SOLE | 4,512,045 | 0 | 0 | ||
| REGIONAL MGMT CORP | COM | 75902K106 | 39,076,470 | 948,458 | SH | SOLE | 948,458 | 0 | 0 | ||
| REPAY HLDGS CORP | COM CL A | 76029L100 | 46,647,502 | 11,106,548 | SH | SOLE | 11,106,548 | 0 | 0 | ||
| VIEMED HEALTHCARE INC | COM | 92663R105 | 24,409,498 | 2,141,184 | SH | SOLE | 2,141,184 | 0 | 0 | ||