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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
BLUE BIRD CORP COM 095306106 73,313 4,687,500 SH   OTR 1,2 0 4,687,500 0
BUILDERS FIRSTSOURCE INC COM 12008R107 402,765 4,699,164 SH   OTR 1,2 0 4,699,164 0
GMS INC COM 36251C103 318,102 5,292,003 SH   OTR 1,2 0 5,292,003 0
INFRA AND ENERGY ALTRNTIVE I COM 45686J104 7,546 820,244 SH   OTR 1,2 0 820,244 0
INNOVAGE HLDG CORP COM 45784A104 18,220 3,643,926 SH   OTR 1,2 0 3,643,926 0
LAZYDAYS HLDGS INC COM 52110H100 25,240 1,171,782 SH   OTR 1,2 0 1,171,782 0
PARTS ID INC COM CL A 702141102 611 250,325 SH   OTR 1,2 0 250,325 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 35,438 1,250,908 SH   OTR 1,2 0 1,250,908 0
MODIVCARE INC COM 60783X104 190,116 1,282,055 SH   OTR 1,2 0 1,282,055 0
PURPLE INNOVATION INC COM 74640Y106 223,006 16,805,253 SH   OTR 1,2 0 16,805,253 0
QUOTIENT TECHNOLOGY INC COM 749119103 13,260 1,787,112 SH   OTR 1,2 0 1,787,112 0