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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
DIGIMARC CORP NEW COM 25381B101 326 13,600 SH   SOLE 13,600 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105 10,122 628,693 SH   SOLE 628,693 0 0
ELDORADO RESORTS INC COM 28470R102 51,235 1,552,568 SH   SOLE 1,552,568 0 0
EZCORP INC CL A NON VTG 302301106 67,378 5,104,400 SH   SOLE 5,104,400 0 0
FULL HOUSE RESORTS INC COM 359678109 3,578 1,114,674 SH   SOLE 1,114,674 0 0
GOLDEN ENTMT INC COM 381013101 10,884 468,514 SH   SOLE 468,514 0 0
HALLIBURTON CO COM 406216101 18,776 400,000 SH   SOLE 400,000 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 33,920 3,200,000 SH   SOLE 3,200,000 0 0
INDEPENDENCE CONTRACT DRIL I COM 453415309 1,782 471,394 SH   SOLE 471,394 0 0
MONARCH CASINO & RESORT INC COM 609027107 40,559 959,061 SH   SOLE 959,061 0 0
NEVADA GOLD & CASINOS INC COM NEW 64126Q206 3,361 1,534,826 SH   SOLE 1,534,826 0 0
U.S. AUTO PARTS NETWORK INC COM 90343C100 2,145 1,046,523 SH   SOLE 1,046,523 0 0