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
American Vanguard Corp COMMON 030371108   493,650 45,000 SH   SOLE   45,000 0 0
Bath & Body Works, Inc. COMMON 070830104   7,919,860 183,500 SH   SOLE   183,500 0 0
Chico's FAS, Inc. COMMON 168615102   44,222 5,834 SH   SOLE   5,834 0 0
Eastern Co COM 276317104   13,862,200 630,100 SH   SOLE   630,100 0 0
Griffon Corp COM 398433102   1,219,000 20,000 SH   SOLE   20,000 0 0
Hanesbrands Inc. COMMON 410345102   8,039,150 1,802,500 SH   SOLE   1,802,500 0 0
Hanesbrands Inc. CALL 410345902   22,500 300,000 SH   SOLE   300,000 0 0
Macys Inc COM 55616P104   1,714,224 85,200 SH   SOLE   85,200 0 0
Mattel, Inc. COMMON 577081102   2,737,600 145,000 SH   SOLE   145,000 0 0
Matthews Intl Corp CL A 577128101   8,467,909 231,048 SH   SOLE   231,048 0 0
Paramount Global CLASS A COM 92556H107   517,650 35,000 SH   SOLE   35,000 0 0
Rambus Inc. Del COMMON 750917106   8,879,325 130,100 SH   SOLE   130,100 0 0
Textron Inc. COMMON 883203101   7,745,894 96,318 SH   SOLE   96,318 0 0
TriMas Corp COM NEW 896215209   11,094,540 438,000 SH   SOLE   402,000 36,000 0
Victoria's Secret And Co. COMMON STOCK 926400102   3,450,200 130,000 SH   SOLE   130,000 0 0
Disney Walt Co COMMON 254687106   1,354,350 15,000 SH   SOLE   15,000 0 0