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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BLACKSKY TECHNOLOGY INC COM CL A 09263B108 10,350 1,000,000 SH   SOLE   1,000,000 0 0
CONAGRA BRANDS INC COM 205887102 272,692 8,051,132 SH   SOLE   8,051,132 0 0
CYRUSONE INC COM 23283R100 134,514 1,737,683 SH   SOLE   1,737,683 0 0
ENCOMPASS HEALTH CORP COM 29261A100 150,222 2,001,897 SH   SOLE   2,001,897 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 108,458 385,369 SH   SOLE   385,369 0 0
MACYS INC COM 55616P104 104,542 4,625,766 SH   SOLE   4,625,766 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 61,339 142,934 SH   SOLE   142,934 0 0
TREEHOUSE FOODS INC COM 89469A104 205,656 5,156,863 SH   SOLE   5,156,863 0 0
VALVOLINE INC COM 92047W101 39,767 1,275,406 SH   SOLE   1,275,406 0 0
VONAGE HLDGS CORP COM 92886T201 162,339 10,070,660 SH   SOLE   10,070,660 0 0