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
BROADMARK RLTY CAP INC COM 11135B100 1,054 140,207 SH   SOLE   140,207 0 0
GILDAN ACTIVEWEAR INC COM 375916103 2,252 176,490 SH   SOLE   176,490 0 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 852 453,270 SH   SOLE   453,270 0 0
ISHARES TR PFD AND INCM SEC 464288687 1,358 42,663 SH   SOLE   42,663 0 0
KURA SUSHI USA INC CL A COM 501270102 171 14,279 SH   SOLE   14,279 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 1,057 20,614 SH   SOLE   20,614 0 0
LIMBACH HLDGS INC COM 53263P105 119 41,900 SH   SOLE   41,900 0 0
M/I HOMES INC COM 55305B101 1,390 84,114 SH   SOLE   84,114 0 0
MAYVILLE ENGINEERING CO INC COM 578605107 1,750 285,472 SH   SOLE   285,472 0 0
NEW HOME CO INC COM 645370107 614 447,819 SH   SOLE   447,819 0 0
RENT A CTR INC NEW COM 76009N100 1,066 75,402 SH   SOLE   75,402 0 0
SELECT INTERIOR CONCEPTS INC CL A 816120307 690 333,404 SH   SOLE   333,404 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,289 5,000 SH Call SOLE   0 0 5,000
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,031 4,000 SH Put SOLE   0 0 4,000
TECNOGLASS INC SHS G87264100 540 140,000 SH   SOLE   140,000 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104 355 59,625 SH   SOLE   59,625 0 0