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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
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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
CONSOL ENERGY INC NEW COM 20854L108   1,835,505 31,500 SH   SOLE   31,500 0 0
ENCOMPASS HEALTH CORP COM 29261A100   377,077 6,970 SH   SOLE   6,970 0 0
ENHABIT INC COM 29332G102   9,975,431 717,141 SH   SOLE   717,141 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104   2,355,600 130,000 SH   SOLE   130,000 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101   20,623,248 2,508,911 SH   SOLE   2,508,911 0 0
IAC INC COM NEW 44891N208   1,470,600 28,500 SH   SOLE   28,500 0 0
KBR INC COM 48242W106   2,752,500 50,000 SH   SOLE   50,000 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607   31,497,315 1,125,306 SH   SOLE   1,125,306 0 0
NCR CORP NEW COM 62886E108   10,426,780 442,000 SH   SOLE   442,000 0 0
POST HLDGS INC COM 737446104   36,791,610 409,387 SH   SOLE   409,387 0 0
SAFEHOLD INC COM 78646V107   293,700 10,000 SH   SOLE   10,000 0 0
SKILLSOFT CORP CL A 83066P200   731,928 365,964 SH   SOLE   365,964 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   9,270,800 140,000 SH   SOLE   140,000 0 0
THE ODP CORP COM 88337F105   3,320,379 73,819 SH   SOLE   73,819 0 0
WEX INC COM 96208T104   5,332,810 29,000 SH   SOLE   29,000 0 0