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
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
2SEVENTY BIO INC COM 901384107   3,477,622 703,972 SH   SOLE   703,972 0 0
AIR LEASE CL A COM 00912X302   36,233 750 SH   SOLE   750 0 0
AMENTUM HOLDINGS LLC COM 023939101   11,561,641 635,255 SH   SOLE   635,255 0 0
AMERICAN OUTDOOR BRANDS COM 02875D109   7,980,961 656,329 SH   SOLE   656,329 0 0
BRINK'S CO/ THE COM 109696104   3,538,936 41,074 SH   SOLE   41,074 0 0
CAESARS ENTERTAINMENT INC COM 12769G100   22,727,250 909,090 SH   SOLE   909,090 0 0
CHATHAM LODGING TR COM 16208T102   1,698,737 238,252 SH   SOLE   238,252 0 0
CITY OFFICE REIT COM 178587101   1,198,994 231,020 SH   SOLE   231,020 0 0
CIVEO CORP COM 17878Y207   30,776,622 1,338,114 SH   SOLE   1,338,114 0 0
DENTSPLY SIRONA COM 24906P109   10,553,631 706,401 SH   SOLE   706,401 0 0
EVERI HLDGS COM 30034T103   6,893,795 504,301 SH   SOLE   504,301 0 0
FIVERR INTERNATIONAL LTD COM M4R82T106   598,891 25,291 SH   SOLE   25,291 0 0
JELD-WEN HLDG COM 47580P103   180,276 30,197 SH   SOLE   30,197 0 0
KBR INC COM 48242W106   15,729,898 315,798 SH   SOLE   315,798 0 0
KORN FERRY COM 500643200   65,185 961 SH   SOLE   961 0 0
LAUREATE EDUCATION INC-A COM 518613203   9,998,680 488,933 SH   SOLE   488,933 0 0
LIGHT & WONDER INC COM 80874P109   15,202,134 175,524 SH   SOLE   175,524 0 0
LKQ CORP COM 501889208   53,881,760 1,266,614 SH   SOLE   1,266,614 0 0
LYFT INC-A COM 55087P104   39,594,462 3,335,675 SH   SOLE   3,335,675 0 0
MAGNERA COM 55939A107   42,807,497 2,357,241 SH   SOLE   2,357,241 0 0
MGM RESORTS INTL COM 552953101   4,446,000 150,000 SH   SOLE   150,000 0 0
NATIONAL VISION HLDGS COM 63845R107   49,531,459 3,875,701 SH   SOLE   3,875,701 0 0
NCR ATLEOS COM 63001N106   52,101,502 1,975,038 SH   SOLE   1,975,038 0 0
NEXSTAR MEDIA GROUP INC COM 65336K103   33,193,874 185,213 SH   SOLE   185,213 0 0
ORTHOFIX MEDICAL COM 68752M108   61,022,071 3,741,390 SH   SOLE   3,741,390 0 0
PHILLIPS 66 COM 718546104   2,469,600 20,000 SH   SOLE   20,000 0 0
PHINIA COM 71880K101   7,239,491 170,622 SH   SOLE   170,622 0 0
QUIDELORTHO CORP COM 219798105   11,595,947 331,597 SH   SOLE   331,597 0 0
RIMINI STREET INC COM 76674Q107   106,655 30,648 SH   SOLE   30,648 0 0
RUSSELL 2000 INDEX ISHARES COM 464287655   5,275,314 26,444 SH   SOLE   26,444 0 0
SUMMIT HOTEL PPTYS COM 866082100   1,318,206 243,661 SH   SOLE   243,661 0 0
TREEHOUSE FOODS COM 89469A104   4,140,219 152,832 SH   SOLE   152,832 0 0
UNITED PARKS & RESORTS INC COM 81282V100   16,656,408 366,397 SH   SOLE   366,397 0 0