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

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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
ADIENT PLC ORD SHS G0084W101 2,487 60,000 SH   SOLE   60,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 4,630 250,000 SH   SOLE   250,000 0 0
CABOT CORP COM 127055101 5,212 104,000 SH   SOLE   104,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 19,018 960,000 SH   SOLE   960,000 0 0
CONTINENTAL RES INC COM 212015101 23,998 520,000 SH   SOLE   520,000 0 0
CORNERSTONE BLDG BRANDS INC COM 21925D109 9,935 680,000 SH   SOLE   680,000 0 0
COTY INC COM CL A 222070203 12,576 1,600,000 SH   SOLE   1,600,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 30,419 2,599,900 SH   SOLE   2,599,900 0 0
GRAFTECH INTL LTD COM 384313508 3,818 370,000 SH   SOLE   370,000 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 13,099 470,000 SH   SOLE   470,000 0 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 15,176 1,130,000 SH   SOLE   1,130,000 0 0
HERSHA HOSPITALITY TR PR SHS BEN INT 427825500 11,196 1,200,000 SH   SOLE   1,200,000 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 54,909 1,938,885 SH   SOLE   1,938,885 0 0
MONEYGRAM INTL INC COM NEW 60935Y208 3,208 400,000 SH   SOLE   400,000 0 0
NCR CORP NEW COM 62886E108 10,078 260,000 SH   SOLE   260,000 0 0
NEWELL BRANDS INC COM 651229106 11,956 540,000 SH   SOLE   540,000 0 0
ORGANON & CO COMMON STOCK 68622V106 25,570 779,800 SH   SOLE   779,800 0 0
OVERSTOCK COM INC DEL COM 690370101 3,896 50,000 SH   SOLE   50,000 0 0
PATRICK INDS INC COM 703343103 3,332 40,000 SH   SOLE   40,000 0 0
PITNEY BOWES INC COM 724479100 7,571 1,050,000 SH   SOLE   1,050,000 0 0
POTBELLY CORP COM 73754Y100 8,475 1,250,000 SH   SOLE   1,250,000 0 0
B. RILEY FINANCIAL INC COM 05580M108 15,350 260,000 SH   SOLE   260,000 0 0
ROOT INC COM CL A 77664L108 21,607 4,100,000 SH   SOLE   4,100,000 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 15,984 693,149 SH   SOLE   693,149 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869 8,847 680,000 SH   SOLE   680,000 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 4,514 740,000 SH   SOLE   740,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 18,488 750,000 SH   SOLE   750,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 37,171 1,760,000 SH   SOLE   1,760,000 0 0
UNITED NAT FOODS INC COM 911163103 43,578 900,000 SH   SOLE   900,000 0 0
CONTEXTLOGIC INC COM CL A 21077C107 22,386 4,100,000 SH   SOLE   4,100,000 0 0
WESTROCK CO COM 96145D105 19,932 400,000 SH   SOLE   400,000 0 0
W & T OFFSHORE INC COM 92922P106 4,836 1,300,000 SH   SOLE   1,300,000 0 0
ZUORA INC COM CL A 98983V106 6,964 420,000 SH   SOLE   420,000 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 14,160 500,000 SH Call SOLE   500,000 0 0
PITNEY BOWES INC COM 724479100 2,920 405,000 SH Call SOLE   405,000 0 0
TILRAY INC COM CL 2 88688T100 3,500 310,000 SH Call SOLE   310,000 0 0
UNITED NAT FOODS INC COM 911163103 4,842 100,000 SH Call SOLE   100,000 0 0