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
AIR TRANSPORT SERVICES GRP I COM 00922R105   7,031,798 313,360 SH   SOLE NONE 0 0 313,360
AMEDISYS INC COM 023436108   20,079,868 216,775 SH   SOLE NONE 0 0 216,775
AZEK CO INC CL A 05478C105   4,441,657 90,850 SH   SOLE NONE 0 0 90,850
BEACON ROOFING SUPPLY INC COM 073685109   5,566,500 45,000 SH Put SOLE NONE 0 0 45,000
BERRY GLOBAL GROUP INC COM 08579W103   29,648,237 424,699 SH   SOLE NONE 0 0 424,699
CHIMERIX INC COM 16934W106   6,226,758 731,699 SH   SOLE NONE 0 0 731,699
DESPEGAR COM CORP ORD SHS G27358103   25,175,744 1,339,848 SH   SOLE NONE 0 0 1,339,848
DISCOVER FINL SVCS COM 254709108   2,843,521 16,658 SH   SOLE NONE 0 0 16,658
DUN & BRADSTREET HLDGS INC COM 26484T106   8,394,964 939,034 SH   SOLE NONE 0 0 939,034
EVERI HLDGS INC COM 30034T103   1,367,000 100,000 SH   SOLE NONE 0 0 100,000
FRONTIER COMMUNICATIONS PARE COM 35909D109   20,979,427 585,037 SH   SOLE NONE 0 0 585,037
H & E EQUIPMENT SERVICES INC COM 404030108   966,858 10,200 SH   SOLE NONE 0 0 10,200
HESS CORP COM 42809H107   27,738,392 173,658 SH   SOLE NONE 0 0 173,658
INTRA-CELLULAR THERAPIES INC COM 46116X101   54,907,479 416,218 SH   SOLE NONE 0 0 416,218
JUNIPER NETWORKS INC COM 48203R104   2,335,015 64,521 SH   SOLE NONE 0 0 64,521
KELLANOVA COM 487836108   37,092,783 449,664 SH   SOLE NONE 0 0 449,664
OMNICOM GROUP INC COM 681919106   3,655,087 44,085 SH   SOLE NONE 0 0 44,085
PARAGON 28 INC COM 69913P105   12,167,728 931,679 SH   SOLE NONE 0 0 931,679
PLAYAGS INC COM 72814N104   4,735,700 391,057 SH   SOLE NONE 0 0 391,057
REDFIN CORP COM 75737F108   1,321,939 143,533 SH   SOLE NONE 0 0 143,533
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104   876,191 148,759 SH   SOLE NONE 0 0 148,759
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   11,986,877 347,849 SH   SOLE NONE 0 0 347,849
SPRINGWORKS THERAPEUTICS INC COM 85205L107   1,656,773 37,543 SH   SOLE NONE 0 0 37,543
SURGERY PARTNERS INC COM 86881A100   1,356,529 57,117 SH   SOLE NONE 0 0 57,117
UNITED STATES STL CORP NEW COM 912909108   98,339 2,327 SH   SOLE NONE 0 0 2,327