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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 2,304 55,867 SH   SOLE N/A 55,867 0 0
AT HOME GROUP INC COM 04650Y100 7,416 201,303 SH   SOLE N/A 201,303 0 0
BERRY GLOBAL GROUP INC COM 08579W103 10,768 165,100 SH   SOLE N/A 165,100 0 0
CAPITAL ONE FINL CORP COM 14040H105 10,453 67,571 SH   SOLE N/A 67,571 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 8,972 156,872 SH   SOLE N/A 156,872 0 0
CARPARTS COM INC COM 14427M107 6,836 335,737 SH   SOLE N/A 335,737 0 0
CHEMOURS CO COM 163851108 7,981 229,340 SH   SOLE N/A 229,340 0 0
G III APPAREL GROUP LTD COM 36237H101 8,750 266,282 SH   SOLE N/A 266,282 0 0
HCA HEALTHCARE INC CALL 40412C901 15,464 74,800 SH Call SOLE N/A 74,800 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 9,279 175,978 SH   SOLE N/A 175,978 0 0
MEDIFAST INC COM 58470H101 819 2,894 SH   SOLE N/A 2,894 0 0
REGIONAL MGMT CORP COM 75902K106 6,987 150,139 SH   SOLE N/A 150,139 0 0
RICE ACQUISITION CORP COM CL A 762594109 2,150 119,107 SH   SOLE N/A 119,107 0 0
TAPESTRY INC COM 876030107 2,870 66,000 SH   SOLE N/A 66,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 6,170 132,202 SH   SOLE N/A 132,202 0 0