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 |
| BLOOMIN BRANDS INC | COM | 094235108 | 2,937 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| CRACKER BARREL OLD CTRY STOR | COM | 22410J106 | 6,432 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CABOT CORP | COM | 127055101 | 13,488 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| CONTINENTAL RES INC | COM | 212015101 | 12,085 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| COTY INC | COM CL A | 222070203 | 17,850 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
| COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 28,617 | 2,150,000 | SH | SOLE | 2,150,000 | 0 | 0 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 1,039 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| GRAFTECH INTL LTD | COM | 384313508 | 4,495 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| FLUENCE ENERGY INC | COM CL A | 34379V103 | 17,780 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| FRONTIER COMMUNICATIONS PARE | COM | 35909D109 | 15,925 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 15,264 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| HOUGHTON MIFFLIN HARCOURT CO | COM | 44157R109 | 19,159 | 1,190,000 | SH | SOLE | 1,190,000 | 0 | 0 | ||
| HERSHA HOSPITALITY TR | PR SHS BEN INT | 427825500 | 7,336 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| LITHIA MTRS INC | COM | 536797103 | 5,939 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MAXAR TECHNOLOGIES INC | COM | 57778K105 | 42,523 | 1,440,000 | SH | SOLE | 1,440,000 | 0 | 0 | ||
| SERES THERAPEUTICS INC | COM | 81750R102 | 4,582 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| ORGANON & CO | COMMON STOCK | 68622V106 | 16,443 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
| POTBELLY CORP | COM | 73754Y100 | 7,142 | 1,280,000 | SH | SOLE | 1,280,000 | 0 | 0 | ||
| B. RILEY FINANCIAL INC | COM | 05580M108 | 37,321 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 6,846 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ROOT INC | COM CL A | 77664L108 | 2,790 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| RED ROBIN GOURMET BURGERS IN | COM | 75689M101 | 12,463 | 753,934 | SH | SOLE | 753,934 | 0 | 0 | ||
| SANDRIDGE ENERGY INC | COM NEW | 80007P869 | 7,008 | 670,000 | SH | SOLE | 670,000 | 0 | 0 | ||
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 22,588 | 940,000 | SH | SOLE | 940,000 | 0 | 0 | ||
| TUPPERWARE BRANDS CORP | COM | 899896104 | 16,269 | 1,064,024 | SH | SOLE | 1,064,024 | 0 | 0 | ||
| UNITED NAT FOODS INC | COM | 911163103 | 38,037 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 18,778 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| CONTEXTLOGIC INC | COM CL A | 21077C107 | 11,507 | 3,700,000 | SH | SOLE | 3,700,000 | 0 | 0 | ||
| WW INTL INC | COM | 98262P101 | 1,613 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ZUORA INC | COM CL A | 98983V106 | 11,395 | 610,000 | SH | SOLE | 610,000 | 0 | 0 | ||
| MONEYGRAM INTL INC | COM NEW | 60935Y208 | 1,973 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| UNITED NAT FOODS INC | COM | 911163103 | 4,908 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |