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
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
API GROUP ORD COM STK 00187y100 5,014 240,000 SH   SOLE   240,000 0 0
BALLY S ORD COM 05875b106 1,623 30,000 SH   SOLE   30,000 0 0
BOWX ACQUISITION CORP CL A 103085106 1,578 137,200 SH   SOLE   137,200 0 0
BRINKS CO COM 109696104 6,724 87,500 SH   SOLE   87,500 0 0
ENCOMPASS HEALTH ORD COM 29261a100 4,526 58,000 SH   SOLE   58,000 0 0
FIESTA RESTAURANT GROUP ORD COM 31660b101 33,785 2,515,645 SH   SOLE   2,515,645 0 0
IAC INTERACTIVE ORD COM NEW 44891n208 1,542 10,000 SH   SOLE   10,000 0 0
L BRANDS INC COM 501797104 3,423 47,500 SH   SOLE   47,500 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 46,636 1,005,306 SH   SOLE   1,005,306 0 0
MEREDITH CORP COM 589433101 3,367 77,500 SH   SOLE   77,500 0 0
NEWS CL B ORD CL B 65249b208 2,679 110,000 SH   SOLE   110,000 0 0
POST HLDGS INC COM 737446104 67,049 618,137 SH   SOLE   618,137 0 0
SCIPLAY CORPORATION CL A 809087109 6,780 400,000 SH   SOLE   400,000 0 0
SKILLSOFT CL A ORD CL A 83066p200 9,486 963,000 SH   SOLE   963,000 0 0
SPECTRUM BRANDS HOLDINGS ORD COM 84790a105 15,228 179,070 SH   SOLE   179,070 0 0
VIMEO ORD COMMON STOCK 92719v100 1,348 27,500 SH   SOLE   27,500 0 0