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
BOLT PROJS HLDGS INC COM 09769B107   240,608 35,805 SH   SOLE   35,805 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   715,868 13,659 SH   SOLE   13,659 0 0
CANNAE HLDGS INC COM 13765N107   962,325 52,500 SH   SOLE   52,500 0 0
DELEK US HLDGS INC NEW COM 24665A103   226,050 15,000 SH   SOLE   15,000 0 0
DENTSPLY SIRONA INC COM 24906P109   1,606,050 107,500 SH   SOLE   107,500 0 0
ENHABIT INC COM 29332G102   21,777,401 2,477,520 SH   SOLE   2,477,520 0 0
IAC INC COM NEW 44891N208   2,549,670 55,500 SH   SOLE   55,500 0 0
NCR ATLEOS CORPORATION COM SHS 63001N106   2,308,250 87,500 SH   SOLE   87,500 0 0
NCR VOYIX CORPORATION COM 62886E108   2,977,654 305,400 SH   SOLE   305,400 0 0
ORTHOFIX MED INC COM 68752M108   1,321,110 81,000 SH   SOLE   81,000 0 0
SKILLSOFT CORP CL A 83066P309   7,675,990 398,960 SH   SOLE   398,960 0 0
THE ODP CORP COM 88337F105   2,256,975 157,500 SH   SOLE   157,500 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   4,605,092 698,800 SH   SOLE   698,800 0 0