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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BERRY GLOBAL GROUP INC COM 08579W103 804 16,923 SH   SOLE N/A 16,923 0 0
BGC PARTNERS INC CL A 05541T101 368 71,082 SH   SOLE N/A 71,082 0 0
BGC PARTNERS INC CL A 05541T101 6,411 1,240,000 SH Call SOLE N/A 1,240,000 0 0
CENTRIC BRANDS INC COM 15644G104 237 69,072 SH   SOLE N/A 69,072 0 0
CENTURY CMNTYS INC COM 156504300 2,590 150,011 SH   SOLE N/A 150,011 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 487 55,180 SH   SOLE N/A 55,180 0 0
FGL HLDGS ORD SHS G3402M102 998 149,781 SH   SOLE N/A 149,781 0 0
GMS INC COM 36251C103 2,661 248,485 SH   SOLE N/A 248,485 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 441 30,125 SH   SOLE N/A 30,125 0 0
ISHARES TR 20 YR TR BD ETF 464287432 7,594 62,500 SH Put SOLE N/A 62,500 0 0
LEGACY HOUSING CORP COM 52472M101 95 8,000 SH   SOLE N/A 8,000 0 0
M/I HOMES INC COM 55305B101 1,508 71,766 SH   SOLE N/A 71,766 0 0
MESA AIR GROUP INC COM NEW 590479135 249 32,274 SH   SOLE N/A 32,274 0 0
NEWMARK GROUP INC CL A 65158N102 9,134 1,138,950 SH   SOLE N/A 1,138,950 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 268 3,412 SH   SOLE N/A 3,412 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 24,192 96,800 SH   SOLE N/A 96,800 0 0
US XPRESS ENTERPRISES INC COM CL A 90338N202 544 97,109 SH   SOLE N/A 97,109 0 0