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 CORP COM STK 00187Y100 4,986 245,000 SH   SOLE   245,000 0 0
BALLYS CORPORATION COM 05875B106 2,457 49,000 SH   SOLE   49,000 0 0
BATH & BODY WORKS INC COM 070830104 3,624 57,500 SH   SOLE   57,500 0 0
BOTTOMLINE TECH DEL INC COM 101388106 2,553 65,000 SH   SOLE   65,000 0 0
BRINKS CO COM 109696104 5,570 88,000 SH   SOLE   88,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 5,553 74,000 SH   SOLE   74,000 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 27,571 2,515,645 SH   SOLE   2,515,645 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 2,280 17,500 SH   SOLE   17,500 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 47,722 1,005,306 SH   SOLE   1,005,306 0 0
MAXCYTE INC COM 57777K106 1,550 126,968 SH   SOLE   126,968 0 0
MEREDITH CORP COM 589433101 2,924 52,500 SH   SOLE   52,500 0 0
POST HLDGS INC COM 737446104 68,094 618,137 SH   SOLE   618,137 0 0
PRIMO WATER CORPORATION COM 74167P108 1,847 117,500 SH   SOLE   117,500 0 0
SCIENTIFIC GAMES CORP COM 80874P109 3,946 47,500 SH   SOLE   47,500 0 0
SKILLSOFT CORP CL A 83066P200 13,099 1,120,500 SH   SOLE   1,120,500 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 14,014 146,483 SH   SOLE   146,483 0 0
THE ODP CORP COM 88337F105 6,426 160,000 SH   SOLE   160,000 0 0