The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BLUE BIRD CORP | COM | 095306106 | 27,819,000 | 1,237,500 | SH | OTR | 1,2 | 0 | 1,237,500 | 0 | ||
| CATALENT INC | COM | 148806102 | 36,782,288 | 848,300 | SH | OTR | 1,2 | 0 | 848,300 | 0 | ||
| GILDAN ACTIVEWEAR INC | COM | 375916103 | 343,766,576 | 10,662,735 | SH | OTR | 1,2 | 0 | 10,662,735 | 0 | ||
| GMS INC | COM | 36251C103 | 236,501,449 | 3,417,651 | SH | OTR | 1,2 | 0 | 3,417,651 | 0 | ||
| INNOVAGE HLDG CORP | COM | 45784A104 | 33,038,573 | 4,405,143 | SH | OTR | 1,2 | 0 | 4,405,143 | 0 | ||
| LAZYDAYS HLDGS INC | COM | 52110H100 | 71,556,978 | 6,190,050 | SH | OTR | 1,2 | 0 | 6,190,050 | 0 | ||
| MASTERCRAFT BOAT HLDGS INC | COM | 57637H103 | 23,193,652 | 756,726 | SH | OTR | 1,2 | 0 | 756,726 | 0 | ||
| MODIVCARE INC | COM | 60783X104 | 75,405,849 | 1,667,902 | SH | OTR | 1,2 | 0 | 1,667,902 | 0 | ||
| PURPLE INNOVATION INC | COM | 74640Y106 | 130,257,709 | 46,855,291 | SH | OTR | 1,2 | 0 | 46,814,450 | 0 | ||
| QUOTIENT TECHNOLOGY INC | COM | 749119103 | 17,611,937 | 4,586,442 | SH | OTR | 1,2 | 0 | 4,586,442 | 0 | ||
| SONOS INC | COM | 83570H108 | 106,722,445 | 6,535,361 | SH | OTR | 1,2 | 0 | 6,535,361 | 0 | ||
| UNIVERSAL TECHNICAL INST INC | COM | 913915104 | 6,419,121 | 928,961 | SH | OTR | 1,2 | 0 | 928,961 | 0 | ||