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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
BMC STK HLDGS INC COM 05591B109 274,490 6,408,818 SH   OTR 1,2 0 6,408,818 0
BLUE BIRD CORP COM 095306106 6,251 514,041 SH   OTR 1,2 0 514,041 0
CLOUDERA INC COM 18914U100 9,328 856,600 SH   OTR 1,2 0 856,600 0
CORNERSTONE BLDG BRANDS INC COM 21925D109 37,399 4,686,576 SH   OTR 1,2 0 4,686,576 0
FOUNDATION BLDG MATLS INC COM 350392106 33,612 2,138,151 SH   OTR 1,2 0 2,138,151 0
GMS INC COM 36251C103 51,273 2,127,497 SH   OTR 1,2 0 2,127,497 0
GILDAN ACTIVEWEAR INC. COM 375916103 70,402 3,579,151 SH   OTR 1,2 0 3,579,151 0
LAZYDAYS HLDGS INC COM 52110H100 7,735 610,014 SH   OTR 1,2 0 610,014 0
PROVIDENCE SVC CORP COM 743815102 166,781 1,795,076 SH   OTR 1,2 0 1,795,076 0
PURPLE INNOVATION INC COM 74640Y106 249,345 10,029,975 SH   OTR 1,2 0 10,029,975 0
PURPLE INNOVATION INC *W EXP 02/02/202 74640Y114 19,227 2,844,278 SH Call OTR 1,2 0 2,844,278 0
RED LION HOTELS CORP COM 756764106 9,314 4,331,871 SH   OTR 1,2 0 4,331,871 0