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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

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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
GRANITE CONSTR INC COM 387328107 5,215,950 45,000 SH SOLE 45,000 0 0
LINDSAY CORP COM 535555106 559,700 5,000 SH SOLE 5,000 0 0
TURNING PT BRANDS INC COM 90041L105 293,500 5,000 SH SOLE 5,000 0 0