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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIR TRANSPORT SERVICES GRP I COM 00922R105   12,193,465 886,153 SH   SOLE   886,153 0 0
DASEKE INC COM 23753F107   6,259,030 754,100 SH   SOLE   754,100 0 0
ENERGY RECOVERY INC COM 29270J100   5,613,345 355,500 SH   SOLE   355,500 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   16,322,297 623,941 SH   SOLE   623,941 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   8,173,733 876,070 SH   SOLE   876,070 0 0
PATRICK INDS INC COM 703343103   14,791,461 123,809 SH   SOLE   123,809 0 0
STANDEX INTL CORP COM 854231107   10,375,060 56,937 SH   SOLE   56,937 0 0
UNISYS CORP COM NEW 909214306   7,005,804 1,426,844 SH   SOLE   1,426,844 0 0
VITAL FARMS INC COM 92847W103   2,325,000 100,000 SH   SOLE   100,000 0 0