The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
API GROUP CORP COM STK 00187Y100 6,721 325,000 SH   SOLE   325,000 0 0
BRINKS CO COM 109696104 7,923 100,000 SH   SOLE   100,000 0 0
CHURCHILL CAP CORP II CL A 17143G106 7,705 770,500 SH   SOLE   770,500 0 0
DISCOVERY INC COM SER A 25470F104 435 10,000 SH   SOLE   10,000 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 31,566 2,507,227 SH   SOLE   2,507,227 0 0
GRACE W R & CO DEL NEW COM 38388F108 5,088 85,000 SH   SOLE   85,000 0 0
L BRANDS INC COM 501797104 2,784 45,000 SH   SOLE   45,000 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 44,344 1,005,306 SH   SOLE   1,005,306 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 2,386 75,000 SH   SOLE   75,000 0 0
NEWS CORP NEW CL B 65249B208 2,463 105,000 SH   SOLE   105,000 0 0
OWENS CORNING NEW COM 690742101 460 5,000 SH   SOLE   5,000 0 0
POST HLDGS INC COM 737446104 18,369 173,750 SH   SOLE   173,750 0 0
SCIPLAY CORPORATION CL A 809087109 6,068 375,000 SH   SOLE   375,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 33,793 397,570 SH   SOLE   397,570 0 0