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 | 18,420,925 | 828,279 | SH | SOLE | 828,279 | 0 | 0 | ||
ENHABIT INC | COM | 29332G102 | 28,115,050 | 2,413,309 | SH | SOLE | 2,413,309 | 0 | 0 | ||
KBR INC | COM | 48242W106 | 7,002,600 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
NCR ATLEOS CORPORATION | COM SHS | 63001N106 | 8,295,000 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
NCR VOYIX CORPORATION | COM | 62886E108 | 5,562,252 | 440,400 | SH | SOLE | 440,400 | 0 | 0 | ||
ORTHOFIX MED INC | COM | 68752M108 | 3,194,400 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
SKILLSOFT CORP | CL A | 83066P309 | 863,091 | 95,899 | SH | SOLE | 95,899 | 0 | 0 | ||
SPECTRUM BRANDS HLDGS INC NE | COM | 84790A105 | 5,340,600 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
THE ODP CORP | COM | 88337F105 | 10,106,025 | 190,500 | SH | SOLE | 190,500 | 0 | 0 | ||
TOPGOLF CALLAWAY BRANDS CORP | COM | 131193104 | 2,392,141 | 147,937 | SH | SOLE | 147,937 | 0 | 0 |