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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BATH & BODY WORKS INC | COM | 070830104 | 50,682 | 1,013,236 | SH | SOLE | 1,013,236 | 0 | 0 | |||
| CHARTER COMMUNICATIONS INC N | COM | 16119P108 | 66,905 | 230,207 | SH | SOLE | 230,207 | 0 | 0 | |||
| CSX CORP | COM | 126408103 | 80,137 | 2,161,777 | SH | SOLE | 2,161,777 | 0 | 0 | |||
| LIBERTY BROADBAND CORP | COM | 530307305 | 37,615 | 657,262 | SH | SOLE | 657,262 | 0 | 0 | |||
| SIX FLAGS ENTERTAINMENT CORP | COM | 83001A102 | 48,503 | 1,842,828 | SH | SOLE | 1,842,828 | 0 | 0 | |||
| VALVOLINE INC | COM | 92047W101 | 35,486 | 796,194 | SH | SOLE | 796,194 | 0 | 0 | |||
| WABTEC | COM | 929740108 | 178,526 | 1,225,465 | SH | SOLE | 1,225,465 | 0 | 0 | |||
| WILLIS TOWERS WATSON | COM | G96629103 | 148,267 | 539,153 | SH | SOLE | 539,153 | 0 | 0 | |||