Instuitional Investor - Kanen Wealth Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Compass Inc.	COMP	6,408,499	$46,846,128	16.85%
2.	Allot Ltd.	ALLT	4,653,697	$30,993,622	11.15%
3.	Barnes & Noble Education Inc.	BNED	3,423,782	$30,231,995	10.87%
4.	Outdoor Holding Co	POWW	11,691,882	$23,500,683	8.45%
5.	Inspired Entertainment Inc.	INSE	2,680,968	$19,115,302	6.87%