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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | STRIDE INC | $48.5M | 550511 | 15.94% |
| 2 | ATLANTA BRAVES HLDGS INC | $37.0M | 867265 | 12.16% |
| 3 | HILTON GRAND VACATIONS INC | $36.4M | 929288 | 11.94% |
| 4 | PROG HOLDINGS INC | $28.9M | 1007160 | 9.49% |
| 5 | DAKTRONICS INC | $28.6M | 1462675 | 9.39% |
| 6 | NCR ATLEOS CORPORATION | $23.6M | 542663 | 7.76% |
| 7 | FRONTDOOR INC | $22.0M | 416792 | 7.23% |
| 8 | MANCHESTER UTD PLC NEW | $20.6M | 1223216 | 6.76% |
| 9 | BURFORD CAPITAL LIMITED | $20.3M | 4481659 | 6.65% |
| 10 | CARS COM INC | $17.2M | 2124184 | 5.66% |
| 11 | BK TECHNOLOGIES CORPORATION | $11.3M | 151061 | 3.70% |
| 12 | CARGURUS INC | $10.1M | 297184 | 3.32% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.