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 |
CANNAE HLDGS INC | COM | 13765N107 | 4,145,875 | 212,500 | SH | SOLE | 212,500 | 0 | 0 | ||
ENHABIT INC | COM | 29332G102 | 24,986,121 | 2,414,118 | SH | SOLE | 2,414,118 | 0 | 0 | ||
KBR INC | COM | 48242W106 | 5,263,950 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
NCR ATLEOS CORPORATION | COM SHS | 63001N106 | 5,100,900 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
NCR VOYIX CORPORATION | COM | 62886E108 | 5,122,039 | 302,900 | SH | SOLE | 302,900 | 0 | 0 | ||
ORTHOFIX MED INC | COM | 68752M108 | 692,441 | 51,368 | SH | SOLE | 51,368 | 0 | 0 | ||
SKILLSOFT CORP | CL A | 83066P309 | 543,204 | 30,899 | SH | SOLE | 30,899 | 0 | 0 | ||
SPECTRUM BRANDS HLDGS INC NE | COM | 84790A105 | 6,381,600 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
THE ODP CORP | COM | 88337F105 | 11,457,050 | 203,500 | SH | SOLE | 203,500 | 0 | 0 | ||
TOPGOLF CALLAWAY BRANDS CORP | COM | 131193104 | 1,135,685 | 79,197 | SH | SOLE | 79,197 | 0 | 0 | ||
WEX INC | COM | 96208T104 | 3,647,813 | 18,750 | SH | SOLE | 18,750 | 0 | 0 |