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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MASTERCRAFT BOAT HLDGS INC | $33.0M | 1611277 | 16.45% |
| 2 | REGIONAL MGMT CORP | $32.9M | 1019263 | 16.36% |
| 3 | HOVNANIAN ENTERPRISES INC | $26.2M | 236315 | 13.05% |
| 4 | VIEMED HEALTHCARE INC | $26.0M | 2825871 | 12.96% |
| 5 | REPAY HLDGS CORP | $24.0M | 9242837 | 11.96% |
| 6 | MILLERKNOLL INC | $21.3M | 1471841 | 10.60% |
| 7 | OPORTUN FINL CORP | $15.5M | 3361726 | 7.72% |
| 8 | I3 VERTICALS INC | $13.0M | 579401 | 6.45% |
| 9 | INTERNATIONAL MONEY EXPRESS | $5.8M | 366174 | 2.88% |
| 10 | RUSH ENTERPRISES INC | $3.2M | 47822 | 1.57% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.