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 299 61,277 SH   SOLE   61,277 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 43,089 580,170 SH   SOLE   580,170 0 0
CHAMPIONX CORPORATION COM 15872M104 8,415 550,000 SH   SOLE   550,000 0 0
EZCORP INC CL A NON VTG 302301106 14,163 2,956,695 SH   SOLE   2,956,695 0 0
FULL HSE RESORTS INC COM 359678109 206 52,340 SH   SOLE   52,340 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,313 4,624 SH   SOLE   4,624 0 0
MONARCH CASINO & RESORT INC COM 609027107 40,115 655,257 SH   SOLE   655,257 0 0
PERSHING SQUARE TONTINE HLDG *W EXP 07/24/202 71531R117 20 2,058 SH   SOLE   2,058 0 0
PROG HOLDINGS INC COM NPV 74319R101 7,880 146,278 SH   SOLE   146,278 0 0
THE AARONS COMPANY INC COM 00258W108 1,042 54,963 SH   SOLE   54,963 0 0
UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 4,578 222,322 SH   SOLE   222,322 0 0