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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
PENN ENTERTAINMENT INC COM 707569109   132,061,544 6,856,778 SH   SOLE   6,219,078 637,700 0
ELANCO ANIMAL HEALTH INC COM 28414H103   128,826,497 6,396,549 SH   SOLE   5,811,105 585,444 0
NCR VOYIX CORPORATION COM 62886E108   118,131,330 9,412,855 SH   SOLE   8,542,046 870,809 0
TENABLE HLDGS INC COM 88025T102   105,336,213 3,612,353 SH   SOLE   3,252,163 360,190 0
GRAPHIC PACKAGING HLDG CO COM 388689101   104,384,854 5,333,922 SH   SOLE   4,789,136 544,786 0
ULTRA CLEAN HLDGS INC COM 90385V107   100,553,454 3,690,035 SH   SOLE   3,297,184 392,851 0
LIONSGATE STUDIOS CORP COM 53626N102   88,918,605 12,886,754 SH   SOLE   11,588,055 1,298,701 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   85,517,736 9,001,867 SH   SOLE   7,981,767 1,020,100 0
ALPHABET INC CAP STK CL C 02079K107   81,782,142 335,792 SH   SOLE   335,242 550 0
DISNEY WALT CO COM 254687106   77,007,102 672,551 SH   SOLE   672,551 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   75,400,568 765,488 SH   SOLE   765,488 0 0
TRUIST FINL CORP COM 89832Q109   71,999,765 1,574,798 SH   SOLE   1,574,798 0 0
PINTEREST INC CL A 72352L106   66,456,915 2,065,804 SH   SOLE   2,065,804 0 0
MICRON TECHNOLOGY INC COM 595112103   66,014,799 394,542 SH   SOLE   393,842 700 0
AXALTA COATING SYS LTD COM G0750C108   66,008,611 2,306,381 SH   SOLE   1,967,981 338,400 0
BANK AMERICA CORP COM 060505104   63,486,372 1,230,595 SH   SOLE   1,230,595 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   62,137,965 123,599 SH   SOLE   123,599 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   59,958,702 196,322 SH   SOLE   196,322 0 0
NASDAQ INC COM 631103108   50,751,283 573,785 SH   SOLE   573,785 0 0
HOLOGIC INC COM 436440101   50,587,534 749,556 SH   SOLE   749,556 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   48,912,371 215,473 SH   SOLE   169,003 46,470 0
DEVON ENERGY CORP NEW COM 25179M103   46,106,880 1,315,085 SH   SOLE   1,259,111 55,974 0
ASHLAND INC COM 044186104   40,747,934 850,510 SH   SOLE   661,310 189,200 0
MKS INC. COM 55306N104   38,251,118 309,050 SH   SOLE   240,545 68,505 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   37,256,655 895,808 SH   SOLE   685,099 210,709 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100   36,585,553 711,366 SH   SOLE   552,979 158,387 0
TARGET CORP COM 87612E106   35,534,386 396,147 SH   SOLE   396,147 0 0
ECOVYST INC COM 27923Q109   34,255,078 3,910,397 SH   SOLE   3,058,497 851,900 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   34,084,461 384,007 SH   SOLE   384,007 0 0
DECKERS OUTDOOR CORP COM 243537107   32,212,345 317,770 SH   SOLE   317,770 0 0
BLACKBAUD INC COM 09227Q100   26,958,045 419,189 SH   SOLE   315,684 103,505 0
ISHARES TR RUS 2000 VAL ETF 464287630   23,406,108 132,380 SH   SOLE   49,700 82,680 0
BWX TECHNOLOGIES INC COM 05605H100   21,097,828 114,432 SH   SOLE   88,542 25,890 0
BELLRING BRANDS INC COM 07831C103   20,720,045 570,015 SH   SOLE   442,475 127,540 0
SYNOVUS FINL CORP COM NEW 87161C501   19,911,511 405,695 SH   SOLE   312,445 93,250 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109   19,651,579 1,587,365 SH   SOLE   1,236,740 350,625 0
NCR VOYIX CORPORATION COM 640491106   18,564,409 3,251,210 SH   SOLE   2,547,910 703,300 0
SIMPLY GOOD FOODS CO COM 82900L102   17,174,819 691,975 SH   SOLE   542,050 149,925 0
ELECTRONIC ARTS INC COM 285512109   16,022,846 79,439 SH   SOLE   79,439 0 0
AMERIS BANCORP COM 03076K108   15,146,213 206,605 SH   SOLE   145,780 60,825 0
RAPID7 INC COM 753422104   14,584,481 777,839 SH   SOLE   605,716 172,123 0
INGREDION INC COM 457187102   13,905,032 113,873 SH   SOLE   88,244 25,629 0
ISHARES TR RUSSELL 2000 ETF 464287655   12,104,049 50,025 SH   SOLE   50,025 0 0
STARZ ENTERTAINMENT CORP. COM 855919106   11,857,227 804,971 SH   SOLE   726,806 78,165 0
JEFFERIES FINL GROUP INC COM 47233W109   10,015,802 153,100 SH   SOLE   153,100 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   6,556,330 11,000 SH   SOLE   11,000 0 0
ATLANTA BRAVES HLDGS INC COM SER A 047726104   1,036,716 22,800 SH   SOLE   19,300 3,500 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   398,370 2,100 SH   SOLE   2,100 0 0