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 2,623 155,000 SH   SOLE   155,000 0 0
API GROUP CORP COM STK 00187Y100 3,293 220,000 SH   SOLE   220,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 19,028 764,493 SH   SOLE   764,493 0 0
ENCOMPASS HEALTH CORP COM 29261A100 911 16,250 SH   SOLE   16,250 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 17,914 2,508,911 SH   SOLE   2,508,911 0 0
IAA INC COM 449253103 2,212 67,500 SH   SOLE   67,500 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 2,469 32,500 SH   SOLE   32,500 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 36,241 1,005,306 SH   SOLE   1,005,306 0 0
LIGHT & WONDER INC COM 80874P109 3,642 77,500 SH   SOLE   77,500 0 0
NCR CORP NEW COM 62886E108 7,482 240,500 SH   SOLE   240,500 0 0
POST HLDGS INC COM 737446104 51,809 629,137 SH   SOLE   629,137 0 0
SKILLSOFT CORP CL A 83066P200 4,437 1,260,500 SH   SOLE   1,260,500 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 7,710 94,000 SH   SOLE   94,000 0 0
THE ODP CORP COM 88337F105 3,502 115,819 SH   SOLE   115,819 0 0