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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CENTURI HOLDINGS INC | $20.4M | 700000 | 24.86% |
| 2 | CHURCHILL DOWNS INC | $13.5M | 150000 | 16.38% |
| 3 | LINDBLAD EXPEDITIONS HLDGS I | $11.2M | 644922 | 13.56% |
| 4 | MYR GROUP INC | $10.3M | 36376 | 12.48% |
| 5 | MASTEC INC | $6.3M | 19700 | 7.70% |
| 6 | POWELL INDS INC | $5.4M | 10000 | 6.58% |
| 7 | THERMON GROUP HLDGS INC | $4.5M | 89625 | 5.49% |
| 8 | ACCEL ENTERTAINMENT INC | $4.2M | 383190 | 5.08% |
| 9 | CECO ENVIRONMENTAL CORP | $3.0M | 50000 | 3.62% |
| 10 | KURA SUSHI USA INC | $2.4M | 34080 | 2.89% |
| 11 | FULL HSE RESORTS INC | $1.1M | 469561 | 1.28% |
| 12 | HIGH ROLLER TECHNOLOGIES INC | $53K | 15335 | 0.06% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.