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 3,266 210,000 SH   SOLE   210,000 0 0
API GROUP CORP COM STK 00187Y100 2,813 212,000 SH   SOLE   212,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 13,695 664,493 SH   SOLE   664,493 0 0
ENCOMPASS HEALTH CORP COM 29261A100 735 16,250 SH   SOLE   16,250 0 0
ENHABIT INC COM 29332G102 1,543 109,875 SH   SOLE   109,875 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 15,906 2,508,911 SH   SOLE   2,508,911 0 0
FLEX LTD ORD Y2573F102 1,999 120,000 SH   SOLE   120,000 0 0
IAA INC COM 449253103 1,194 37,500 SH   SOLE   37,500 0 0
IAC INC COM NEW 44891N208 1,385 25,000 SH   SOLE   25,000 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 37,910 1,005,306 SH   SOLE   1,005,306 0 0
LIGHT & WONDER INC COM 80874P109 2,894 67,500 SH   SOLE   67,500 0 0
NCR CORP NEW COM 62886E108 5,798 305,000 SH   SOLE   305,000 0 0
POST HLDGS INC COM 737446104 50,509 616,637 SH   SOLE   616,637 0 0
SKILLSOFT CORP CL A 83066P200 2,188 1,195,500 SH   SOLE   1,195,500 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 5,015 128,500 SH   SOLE   128,500 0 0
THE ODP CORP COM 88337F105 2,841 80,819 SH   SOLE   80,819 0 0
WEX INC COM 96208T104 889 7,000 SH   SOLE   7,000 0 0