The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 5,971,953 | 176,685 | SH | SOLE | 176,685 | 0 | 0 | |||
| Eastern Co | COM | 276317104 | 11,436,315 | 630,100 | SH | SOLE | 630,100 | 0 | 0 | |||
| Enhabit Inc | COM | 29332G102 | 1,560,319 | 138,695 | SH | SOLE | 138,695 | 0 | 0 | |||
| Griffon Corp | COM | 398433102 | 793,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| Hanesbrands Inc | COM | 410345102 | 6,939,900 | 1,752,500 | SH | SOLE | 1,752,500 | 0 | 0 | |||
| Hanesbrands Inc | CALL | 410345902 | 15,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| Hanesbrands Inc | CALL | 410345902 | 7,500 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| Hanesbrands Inc | PUT | 410345952 | 75,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| Macys Inc | COM | 55616P104 | 871,911 | 75,100 | SH | SOLE | 75,100 | 0 | 0 | |||
| Matthews Intl Corp | CL A | 577128101 | 8,990,078 | 231,048 | SH | SOLE | 231,048 | 0 | 0 | |||
| Rambus Inc Del | COM | 750917106 | 11,163,579 | 200,100 | SH | SOLE | 200,100 | 0 | 0 | |||
| Sinclair Inc | CL A | 829242106 | 1,683,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| Textron Inc | COM | 883203101 | 7,526,289 | 96,318 | SH | SOLE | 96,318 | 0 | 0 | |||
| TriMas Corp | COM NEW | 896215209 | 9,582,120 | 387,000 | SH | SOLE | 387,000 | 36,000 | 0 | |||
| Victorias Secret And Co | COMMON STOCK | 926400102 | 3,087,468 | 185,100 | SH | SOLE | 185,100 | 0 | 0 | |||