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 |
| BATH & BODY WORKS INC | COM | 070830104 | 17,925,750 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
| BILL HOLDINGS INC | COM | 090043100 | 7,123,520 | 197,000 | SH | SOLE | 197,000 | 0 | 0 | ||
| CHEMED CORP NEW | COM | 16359R103 | 27,990,974 | 60,100 | SH | SOLE | 60,100 | 0 | 0 | ||
| EASTERN CO | COM | 276317104 | 18,102,500 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| GILDAN ACTIVEWEAR INC | COM | 375916103 | 15,222,000 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
| HURCO CO | COMMON | 447324104 | 261,690 | 11,430 | SH | SOLE | 11,430 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 30,026,250 | 1,275,000 | SH | SOLE | 1,275,000 | 0 | 0 | ||
| MATTEL INC | COM | 577081102 | 2,776,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MATTHEWS INTL CORP | CL A | 577128101 | 22,747,400 | 845,000 | SH | SOLE | 845,000 | 0 | 0 | ||