The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |