The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BATH & BODY WORKS INC | COM | 070830104 | 54,186 | 1,255,465 | SH | SOLE | 1,255,465 | 0 | 0 | |||
| BOOKING HOLDINGS INC | COM | 09857L108 | 51,534 | 14,528 | SH | SOLE | 14,528 | 0 | 0 | |||
| CHARTER COMMUNICATIONS INC N | COM | 16119P108 | 95,835 | 246,566 | SH | SOLE | 246,566 | 0 | 0 | |||
| CSX CORP | COM | 126408103 | 85,745 | 2,473,162 | SH | SOLE | 2,473,162 | 0 | 0 | |||
| LIBERTY BROADBAND CORP | COM | 530307305 | 72,057 | 894,121 | SH | SOLE | 894,121 | 0 | 0 | |||
| SIX FLAGS ENTERTAINMENT CORP | COM | 83001A102 | 8,868 | 353,569 | SH | SOLE | 353,569 | 0 | 0 | |||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 24,316 | 477,062 | SH | SOLE | 477,062 | 0 | 0 | |||
| WABTEC | COM | 929740108 | 170,867 | 1,346,466 | SH | SOLE | 1,346,466 | 0 | 0 | |||
| WILLIS TOWERS WATSON | COM | G96629103 | 72,153 | 299,140 | SH | SOLE | 299,140 | 0 | 0 | |||