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 |
|
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 |