ALBERTSONS COS INC COMMON STOCK 013091103 12001000 550000 SH SOLE 550000 0 0 ANGI INC COM CL A NEW 00183L102 3300000 1000000 SH SOLE 1000000 0 0 BORR DRILLING LTD SHS G1466R173 2259000 300000 SH SOLE 300000 0 0 CATALENT INC COM 148806102 6504000 150000 SH SOLE 150000 0 0 DIGITAL RLTY TR INC COM 253868103 10931520 96000 SH SOLE 96000 0 0 DOMA HOLDINGS INC COM NEW 25703A203 1403295 280659 SH SOLE 280659 0 0 EVERTEC INC COM 30040P103 12153900 330000 SH SOLE 330000 0 0 IROBOT CORP COM 462726100 13439250 297000 SH SOLE 297000 0 0 KNIFE RIVER CORP COMMON STOCK 498894104 10899317 250559 SH SOLE 250559 0 0 LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 15860322 400311 SH SOLE 400311 0 0 LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 14928550 455000 SH SOLE 455000 0 0 LIFE STORAGE INC COM 53223X107 13296000 100000 SH SOLE 100000 0 0 MARQETA INC CLASS A COM 57142B104 9009500 1850000 SH SOLE 1850000 0 0 OPTION CARE HEALTH INC COM NEW 68404L201 18844200 580000 SH SOLE 580000 0 0 PG&E CORP COM 69331C108 17280000 1000000 SH SOLE 1000000 0 0 PINTEREST INC CL A 72352L106 12904480 472000 SH SOLE 472000 0 0 ROGERS CORP COM 775133101 17002650 105000 SH SOLE 105000 0 0 SEAGEN INC COM 81181C104 10777760 56000 SH SOLE 56000 0 0 TECK RESOURCES LTD CL B 878742204 6315000 150000 SH SOLE 150000 0 0 TRUIST FINL CORP COM 89832Q109 8498000 280000 SH SOLE 280000 0 0 U S SILICA HLDGS INC COM 90346E103 5458500 450000 SH SOLE 450000 0 0 WESTERN DIGITAL CORP. COM 958102105 5689500 150000 SH SOLE 150000 0 0 ZIONS BANCORPORATION N A COM 989701107 1611600 60000 SH SOLE 60000 0 0