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
BBQ HLDGS INC COM 05551A109 251 76,194 SH   SOLE 76,194 0 0
CHAMPIONX CORPORATION COM 15872M104 2,928 300,000 SH   SOLE 300,000 0 0
EAGLE MATERIALS INC COM 26969P108 2,844 40,500 SH   SOLE 40,500 0 0
ELDORADO RESORTS INC COM 28470R102 12,225 305,170 SH   SOLE 305,170 0 0
EZCORP INC CL A NON VTG 302301106 34,020 5,400,000 SH   SOLE 5,400,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 6,197 30,000 SH   SOLE 30,000 0 0
MGP INGREDIENTS INC NEW COM 55303J106 3,671 100,000 SH   SOLE 100,000 0 0
MONARCH CASINO & RESORT INC COM 609027107 13,811 405,257 SH   SOLE 405,257 0 0