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 |
| Mr Cooper Group Inc | Common Stock | 62482R107 | 6,860,377 | 45,978 | SH | SOLE | 0 | 45,978 | 0 | 0 | |
| Dun & Bradstreet Holdings Inc | Common Stock | 26484T106 | 21,525,120 | 2,368,000 | SH | SOLE | 0 | 2,368,000 | 0 | 0 | |
| Enzo Biochem Inc | Common Stock | 294100102 | 1,745,850 | 2,575,000 | SH | SOLE | 0 | 2,575,000 | 0 | 0 | |
| Kellanova | Common Stock | 487836108 | 23,859,000 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
| ProAssurance Corp | Common Stock | 74267C106 | 5,250,900 | 230,000 | SH | SOLE | 0 | 230,000 | 0 | 0 | |
| Skechers USA Inc | Common Stock | 830566105 | 30,397,500 | 482,500 | SH | SOLE | 0 | 482,500 | 0 | 0 | |