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 |
| ARCADIUM LITHIUM PLC | COM SHS | G0508H110 | 15,144,329 | 2,952,111 | SH | SOLE | 2,952,111 | 0 | 0 | ||
| EVERI HLDGS INC | COM | 30034T103 | 16,089,951 | 1,190,966 | SH | SOLE | 1,190,966 | 0 | 0 | ||
| FRONTIER COMMUNICATIONS PARE | COM | 35909D109 | 25,056,315 | 722,084 | SH | SOLE | 722,084 | 0 | 0 | ||
| HESS CORP | COM | 42809H107 | 31,533,213 | 237,074 | SH | SOLE | 237,074 | 0 | 0 | ||
| INFINERA CORP | COM | 45667G103 | 12,182,751 | 1,854,300 | SH | SOLE | 1,854,300 | 0 | 0 | ||
| KELLANOVA | COM | 487836108 | 22,504,559 | 277,937 | SH | SOLE | 277,937 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 9,684,336 | 129,539 | SH | SOLE | 129,539 | 0 | 0 | ||
| MATTERPORT INC | COM CL A | 577096100 | 8,349,643 | 1,761,528 | SH | SOLE | 1,761,528 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 26,671,905 | 476,029 | SH | SOLE | 476,029 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 12,035,488 | 353,154 | SH | SOLE | 353,154 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | 21,252,101 | 420,002 | SH | SOLE | 420,002 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 2,832,659 | 83,338 | SH | SOLE | 83,338 | 0 | 0 | ||
| JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 2,767,603 | 21,775 | SH | SOLE | 21,775 | 0 | 0 | ||