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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
Estimated average burden
hours per response: 23.8
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
ADVANCE AUTO PARTS INC COM 00751Y106   47,173,139 772,950 SH   SOLE   772,950 0 0
BLOOMIN BRANDS INC COM 094235108   7,862,239 279,298 SH   SOLE   279,298 0 0
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106   47,204,787 25,936,696 SH   SOLE   25,936,696 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   58,618,855 3,342,010 SH   SOLE   3,342,010 0 0
GARRETT MOTION INC COM 366505105   23,333,265 2,412,954 SH   SOLE   2,412,954 0 0
GLOBALSTAR INC COM 378973408   10,563,300 5,445,000 SH   SOLE   5,445,000 0 0
LIFECORE BIOMEDICAL INC COM 514766104   18,200,705 2,940,340 SH   SOLE   2,940,340 0 0
NN INC COM 629337106   17,127,716 4,281,929 SH   SOLE   4,281,929 0 0
ONESPAN INC COM 68287N100   32,246,082 3,008,030 SH   SOLE   3,008,030 0 0
PRIMO WATER CORPORATION COM 74167P108   34,841,728 2,315,065 SH   SOLE   2,315,065 0 0
TWILIO INC CL A 90138F102   45,601,664 601,050 SH   SOLE   601,050 0 0
US FOODS HLDG CORP COM 912008109   7,137,771 157,185 SH   SOLE   157,185 0 0
V F CORP COM 918204108   33,682,268 1,791,610 SH   SOLE   1,791,610 0 0