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 5,154 200,000 SH   SOLE   200,000 0 0
BALLYS CORPORATION COM 05875B106 1,903 50,000 SH   SOLE   50,000 0 0
BATH & BODY WORKS INC COM 070830104 3,490 50,000 SH   SOLE   50,000 0 0
BOTTOMLINE TECH DEL INC COM 101388106 4,941 87,500 SH   SOLE   87,500 0 0
BRINKS CO COM 109696104 6,426 98,000 SH   SOLE   98,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 7,635 117,000 SH   SOLE   117,000 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 27,623 2,508,911 SH   SOLE   2,508,911 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 3,268 25,000 SH   SOLE   25,000 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 51,120 1,005,306 SH   SOLE   1,005,306 0 0
LOYALTY VENTURES INC COMMON STOCK 54911Q107 1,052 35,000 SH   SOLE   35,000 0 0
MERCURY SYS INC COM 589378108 721 13,100 SH   SOLE   13,100 0 0
POST HLDGS INC COM 737446104 69,513 616,637 SH   SOLE   616,637 0 0
PRIMO WATER CORPORATION COM 74167P108 1,983 112,500 SH   SOLE   112,500 0 0
SCIENTIFIC GAMES CORP COM 80874P109 3,342 50,000 SH   SOLE   50,000 0 0
SCIPLAY CORPORATION CL A 809087109 2,412 175,000 SH   SOLE   175,000 0 0
SKILLSOFT CORP CL A 83066P200 10,207 1,115,500 SH   SOLE   1,115,500 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 3,052 30,000 SH   SOLE   30,000 0 0
THE ODP CORP COM 88337F105 11,214 285,500 SH   SOLE   285,500 0 0
WESTERN UN CO COM 959802109 7,582 425,000 SH   SOLE   425,000 0 0