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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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Bath & Body Works, Inc. COMMON 070830104   6,463,137 176,685 SH   SOLE   176,685 0 0
Chico's FAS, Inc. COMMON 168615102   550 100 SH   SOLE   100 0 0
Eastern Co COMMON 276317104   12,274,348 630,100 SH   SOLE   630,100 0 0
Encompass Health Corp COMMON 29261A100   4,155,367 76,809 SH   SOLE   65,100 11,709 0
Enhabit, Inc. COMMON 29332G102   1,974,872 141,975 SH   SOLE   134,054 7,921 0
Itron, Inc. COMMON 465741106   5,868,163 105,828 SH   SOLE   96,000 9,828 0
Matthews Intl Corp CL A 577128101   8,331,591 231,048 SH   SOLE   231,048 0 0
Rambus Inc Del COMMON 750917106   27,172,926 530,100 SH   SOLE   530,100 0 0
Sinclair Broadcast Group, Inc. CL A 829226109   149,515 8,713 SH   SOLE   8,713 0 0
SPDR S&P 500 ETF TR PUT 78462F953   204,695 50,000 SH   SOLE   50,000 0 0
Textron Inc. COMMON 883203101   6,626,365 93,818 SH   SOLE   93,818 0 0