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 | 50,203,125 | 4,687,500 | SH | OTR | 1,2 | 0 | 4,687,500 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 233,340,012 | 3,596,486 | SH | OTR | 1,2 | 0 | 3,596,486 | 0 | ||
| GILDAN ACTIVEWEAR INC | COM | 375916103 | 157,569,591 | 5,750,715 | SH | OTR | 1,2 | 0 | 5,750,715 | 0 | ||
| GMS INC | COM | 36251C103 | 315,561,335 | 6,336,573 | SH | OTR | 1,2 | 0 | 6,336,573 | 0 | ||
| INNOVAGE HLDG CORP | COM | 45784A104 | 33,321,999 | 4,640,947 | SH | OTR | 1,2 | 0 | 4,640,947 | 0 | ||
| LAZYDAYS HLDGS INC | COM | 52110H100 | 43,344,934 | 3,630,229 | SH | OTR | 1,2 | 0 | 3,630,229 | 0 | ||
| MASTERCRAFT BOAT HLDGS INC | COM | 57637H103 | 46,788,611 | 1,808,605 | SH | OTR | 1,2 | 0 | 1,808,605 | 0 | ||
| MODIVCARE INC | COM | 60783X104 | 123,181,165 | 1,372,798 | SH | OTR | 1,2 | 0 | 1,372,798 | 0 | ||
| PURPLE INNOVATION INC | COM | 74640Y106 | 195,691,283 | 40,854,130 | SH | OTR | 1,2 | 0 | 40,854,130 | 0 | ||
| QUOTIENT TECHNOLOGY INC | COM | 749119103 | 15,731,496 | 4,586,442 | SH | OTR | 1,2 | 0 | 4,586,442 | 0 | ||
| R1 RCM INC | COM | 77634L105 | 15,772,971 | 1,440,454 | SH | OTR | 1,2 | 0 | 1,440,454 | 0 | ||
| SONOS INC | COM | 83570H108 | 108,168,551 | 6,400,506 | SH | OTR | 1,2 | 0 | 6,400,506 | 0 | ||
| UNIVERSAL TECHNICAL INST INC | COM | 913915104 | 3,172,371 | 472,079 | SH | OTR | 1,2 | 0 | 472,079 | 0 | ||