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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ARCHAEA ENERGY INC | COM CL A | 03940F103 | 7,869 | 415,475 | SH | SOLE | N/A | 415,475 | 0 | 0 | |
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 10,051 | 165,100 | SH | SOLE | N/A | 165,100 | 0 | 0 | |
| CAPITAL ONE FINL CORP | COM | 14040H105 | 9,671 | 59,711 | SH | SOLE | N/A | 59,711 | 0 | 0 | |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 8,756 | 180,872 | SH | SOLE | N/A | 180,872 | 0 | 0 | |
| CARPARTS COM INC | COM | 14427M107 | 2,969 | 190,220 | SH | SOLE | N/A | 190,220 | 0 | 0 | |
| CHEMOURS CO | COM | 163851108 | 6,665 | 229,340 | SH | SOLE | N/A | 229,340 | 0 | 0 | |
| CHILDRENS PL INC NEW | COM | 168905107 | 4,666 | 62,000 | SH | SOLE | N/A | 62,000 | 0 | 0 | |
| DESTINATION XL GROUP INC | COM | 25065K104 | 5,565 | 909,344 | SH | SOLE | N/A | 909,344 | 0 | 0 | |
| G III APPAREL GROUP LTD | COM | 36237H101 | 8,968 | 316,895 | SH | SOLE | N/A | 316,895 | 0 | 0 | |
| GATES INDUSTRIAL CORPRATIN P | ORD SHS | G39108108 | 179 | 11,000 | SH | SOLE | N/A | 11,000 | 0 | 0 | |
| GOHEALTH INC | COM CL A | 38046W105 | 1,494 | 297,107 | SH | SOLE | N/A | 297,107 | 0 | 0 | |
| HCA HEALTHCARE INC | COM | 40412C101 | 10,801 | 44,500 | SH | Call | SOLE | N/A | 44,500 | 0 | 0 |
| HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 7,403 | 174,690 | SH | SOLE | N/A | 174,690 | 0 | 0 | |
| MACYS INC | COM | 55616P104 | 14,364 | 635,580 | SH | SOLE | N/A | 635,580 | 0 | 0 | |
| MEDIFAST INC | COM | 58470H101 | 2,970 | 15,417 | SH | SOLE | N/A | 15,417 | 0 | 0 | |
| PARTY CITY HOLDCO INC | COM | 702149105 | 3,291 | 463,506 | SH | SOLE | N/A | 463,506 | 0 | 0 | |
| REGIONAL MGMT CORP | COM | 75902K106 | 9,026 | 155,139 | SH | SOLE | N/A | 155,139 | 0 | 0 | |
| TAPESTRY INC | COM | 876030107 | 2,443 | 66,000 | SH | SOLE | N/A | 66,000 | 0 | 0 | |
| TILLYS INC | CL A | 886885102 | 692 | 49,362 | SH | SOLE | N/A | 49,362 | 0 | 0 | |
| VORNADO RLTY TR | SH BEN INT | 929042109 | 2,671 | 63,591 | SH | SOLE | N/A | 63,591 | 0 | 0 | |