The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
API GROUP ORD | COM STK | 00187y100 | 5,014 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
BALLY S ORD | COM | 05875b106 | 1,623 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
BOWX ACQUISITION CORP | CL A | 103085106 | 1,578 | 137,200 | SH | SOLE | 137,200 | 0 | 0 | ||
BRINKS CO | COM | 109696104 | 6,724 | 87,500 | SH | SOLE | 87,500 | 0 | 0 | ||
ENCOMPASS HEALTH ORD | COM | 29261a100 | 4,526 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
FIESTA RESTAURANT GROUP ORD | COM | 31660b101 | 33,785 | 2,515,645 | SH | SOLE | 2,515,645 | 0 | 0 | ||
IAC INTERACTIVE ORD | COM NEW | 44891n208 | 1,542 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
L BRANDS INC | COM | 501797104 | 3,423 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 46,636 | 1,005,306 | SH | SOLE | 1,005,306 | 0 | 0 | ||
MEREDITH CORP | COM | 589433101 | 3,367 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | ||
NEWS CL B ORD | CL B | 65249b208 | 2,679 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
POST HLDGS INC | COM | 737446104 | 67,049 | 618,137 | SH | SOLE | 618,137 | 0 | 0 | ||
SCIPLAY CORPORATION | CL A | 809087109 | 6,780 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
SKILLSOFT CL A ORD | CL A | 83066p200 | 9,486 | 963,000 | SH | SOLE | 963,000 | 0 | 0 | ||
SPECTRUM BRANDS HOLDINGS ORD | COM | 84790a105 | 15,228 | 179,070 | SH | SOLE | 179,070 | 0 | 0 | ||
VIMEO ORD | COMMON STOCK | 92719v100 | 1,348 | 27,500 | SH | SOLE | 27,500 | 0 | 0 |