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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
CANNAE HLDGS INC COM 13765N107   4,145,875 212,500 SH   SOLE   212,500 0 0
ENHABIT INC COM 29332G102   24,986,121 2,414,118 SH   SOLE   2,414,118 0 0
KBR INC COM 48242W106   5,263,950 95,000 SH   SOLE   95,000 0 0
NCR ATLEOS CORPORATION COM SHS 63001N106   5,100,900 210,000 SH   SOLE   210,000 0 0
NCR VOYIX CORPORATION COM 62886E108   5,122,039 302,900 SH   SOLE   302,900 0 0
ORTHOFIX MED INC COM 68752M108   692,441 51,368 SH   SOLE   51,368 0 0
SKILLSOFT CORP CL A 83066P309   543,204 30,899 SH   SOLE   30,899 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   6,381,600 80,000 SH   SOLE   80,000 0 0
THE ODP CORP COM 88337F105   11,457,050 203,500 SH   SOLE   203,500 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   1,135,685 79,197 SH   SOLE   79,197 0 0
WEX INC COM 96208T104   3,647,813 18,750 SH   SOLE   18,750 0 0