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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
DINE BRANDS GLOBAL INC COM 254423106   42,973,826 740,545 SH   SOLE   740,545 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   230,042,617 11,695,100 SH   SOLE   11,695,100 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   14,528,186 1,889,231 SH   SOLE   1,889,231 0 0
SAFEHOLD INC COM 78646V107   123,514,792 5,205,006 SH   SOLE   5,205,006 0 0
TOWNSQUARE MEDIA INC CL A 892231101   18,089,230 1,518,827 SH   SOLE   1,518,827 0 0