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 | 3,220,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| BILL HOLDINGS INC | COM | 090043100 | 3,443,050 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
| EASTERN CO | COM | 276317104 | 14,782,146 | 630,100 | SH | SOLE | 630,100 | 0 | 0 | |||
| HANESBRANDS INC | COM | 410345102 | 16,488,839 | 2,502,100 | SH | SOLE | 2,502,100 | 0 | 0 | |||
| KENVUE INC | COM | 49177J102 | 811,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| MACYS INC | COM | 55616P104 | 23,309,000 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | |||
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 3,405,000 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| MATTHEWS INTL CORP | CL A | 577128101 | 22,162,881 | 912,804 | SH | SOLE | 912,804 | 0 | 0 | |||
| MYERS INDS INC | COM | 628464109 | 13,045,494 | 770,100 | SH | SOLE | 770,100 | 0 | 0 | |||
| SEACOR MARINE HLDGS INC | COM | 78413P101 | 162,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| TRIMAS CORP | COM NEW | 896215209 | 10,626,000 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | 21,712,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||