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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

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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
BARNES & NOBLE ED INC COM NEW 06777U200 140,781,850 11,208,746 SH OTR 1,2 0 11,208,746 0
BILL HOLDINGS INC COM 090043100 6,508,800 180,000 SH OTR 1,2 0 180,000 0
CHILDRENS PL INC NEW COM 168905107 626,366 205,366 SH OTR 1,2 0 205,366 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 14,719,537 2,793,081 SH OTR 1,2 0 2,793,081 0
RIMINI STR INC DEL COM 76674Q107 4,260,000 1,000,000 SH OTR 1,2 0 1,000,000 0
UNIVERSAL ELECTRS INC COM 913483103 7,365,581 1,544,647 SH OTR 1,2 0 1,544,647 0
XPERI INC COMMON STOCK 98423J101 4,465,976 542,646 SH OTR 1,2 0 542,646 0