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
ABERCROMBIE & FITCH CO CL A 002896207 1,919 60,000 SH   SOLE   60,000 0 0
API GROUP CORP COM STK 00187Y100 4,206 200,000 SH   SOLE   200,000 0 0
BATH & BODY WORKS INC COM 070830104 3,059 64,000 SH   SOLE   64,000 0 0
BELLRING BRANDS ORD COM 07831C103 18,337 794,493 SH   SOLE   1,340,132 0 0
ENCOMPASS HEALTH CORP COM 29261A100 729 10,250 SH   SOLE   10,250 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 18,754 2,508,911 SH   SOLE   2,508,911 0 0
FLEX LTD ORD Y2573F102 4,081 220,000 SH   SOLE   220,000 0 0
IAA INC COM 449253103 2,046 53,500 SH   SOLE   53,500 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 3,008 30,000 SH   SOLE   30,000 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 45,973 1,005,306 SH   SOLE   1,005,306 0 0
NCR CORP NEW COM 62886E108 5,325 132,500 SH   SOLE   132,500 0 0
POST HLDGS INC COM 737446104 43,436 627,137 SH   SOLE   1,057,524 0 0
SCIENTIFIC GAMES CORP COM 80874P109 4,201 71,500 SH   SOLE   71,500 0 0
SKILLSOFT CORP CL A 83066P200 7,221 1,195,500 SH   SOLE   1,195,500 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 7,452 84,000 SH   SOLE   84,000 0 0
THE ODP CORP COM 88337F105 3,475 75,819 SH   SOLE   75,819 0 0