The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   3,016,440 25,200 SH   SOLE   25,200 0 0
AMAZON COM INC COM 023135106   5,064,747 38,852 SH   SOLE   38,852 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   4,756,607 49,368 SH   SOLE   49,368 0 0
BANCORP INC DEL COM 05969A105   9,035,398 276,735 SH   SOLE   276,735 0 0
BRAGG GAMING GROUP INC COM NEW 104833306   470,324 153,200 SH   SOLE   153,200 0 0
DAKTRONICS INC COM 234264109   13,094,931 2,046,083 SH   SOLE   2,046,083 0 0
DOLE PLC ORD SHS G27907107   6,073,846 449,249 SH   SOLE   449,249 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   3,580,740 57,000 SH   SOLE   57,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   12,764,735 87,700 SH   SOLE   87,700 0 0
JOINT CORP COM 47973J102   8,977,203 664,978 SH   SOLE   664,978 0 0
KKR & CO INC COM 47973J102   3,161,760 56,460 SH   SOLE   56,460 0 0
MARRIOTT INTL INC NEW CL A 571903202   16,330,041 88,900 SH   SOLE   88,900 0 0
PATHWARD FINANCIAL INC COM 59100U108   15,414,932 332,505 SH   SOLE   332,505 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   13,120,135 660,964 SH   SOLE   660,964 0 0
WASTE CONNECTIONS INC COM 94106B101   5,188,359 36,300 SH   SOLE   36,300 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   1,620,081 33,900 SH   SOLE   33,900 0 0