The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AAR CORP | COM | 000361105 | 1,869,022 | 31,218 | SH | SOLE | 31,218 | 0 | 0 | |||
| ATLANTA BRAVES HLDGS INC | COM SER A | 047726104 | 6,088,070 | 145,300 | SH | SOLE | 145,300 | 0 | 0 | |||
| ATLANTA BRAVES HLDGS INC | COM SER C | 047726302 | 75,733,434 | 1,938,900 | SH | SOLE | 1,938,900 | 0 | 0 | |||
| CAVCO INDS INC DEL | COM | 149568107 | 109,741,500 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| DOLLAR GEN CORP NEW | COM | 256677105 | 26,842,320 | 172,000 | SH | SOLE | 172,000 | 0 | 0 | |||
| ENPHASE ENERGY INC | COM | 29355A107 | 12,098,000 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 13,700,000 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | |||
| FTAI AVIATION LTD | SHS | G3730V105 | 161,520,000 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | |||
| GREEN PLAINS INC | COM | 393222104 | 54,378,240 | 2,352,000 | SH | SOLE | 2,352,000 | 0 | 0 | |||
| MARINEMAX INC | COM | 567908108 | 23,359,629 | 702,334 | SH | SOLE | 702,334 | 0 | 0 | |||
| MEDIAALPHA INC | CL A | 58450V104 | 41,962,200 | 2,060,000 | SH | SOLE | 2,060,000 | 0 | 0 | |||
| PLANET FITNESS INC | CL A | 72703H101 | 57,870,120 | 924,000 | SH | SOLE | 924,000 | 0 | 0 | |||
| TREX CO INC | COM | 89531P105 | 13,167,000 | 132,000 | SH | SOLE | 132,000 | 0 | 0 | |||
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | 29,070,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | |||
| VSE CORP | COM | 918284100 | 16,800,000 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | |||
| WESTERN DIGITAL CORP. | COM | 958102105 | 25,385,280 | 372,000 | SH | SOLE | 372,000 | 0 | 0 | |||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 84,909,000 | 1,826,000 | SH | SOLE | 1,826,000 | 0 | 0 | |||
| WIX COM LTD | SHS | M98068105 | 28,870,800 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | |||