The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
API GROUP CORP COM STK 00187Y100   111,728,521 3,229,148 SH   DFND 1 3,229,148 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   87,295,968 887,876 SH   DFND 1 887,876 0 0
ATKORE INC COM 047649108   131,571,360 822,321 SH   DFND 1 822,321 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   175,898,284 3,061,763 SH   DFND 1 3,061,763 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   40,215,000 700,000 SH Put DFND 1 700,000 0 0
CHAMPIONX CORPORATION COM 15872M104   74,808,066 2,561,043 SH   DFND 1 2,561,043 0 0
CHART INDS INC COM 16115Q308   92,323,494 677,206 SH   DFND 1 677,206 0 0
CONSENSUS CLOUD SOLUTIONS IN COM 20848V105   40,894,126 1,560,249 SH   DFND 1 1,560,249 0 0
CRH PLC ORD G25508105   147,379,338 2,130,991 SH   DFND 1 2,130,991 0 0
DARLING INGREDIENTS INC COM 237266101   88,884,606 1,783,399 SH   DFND 1 1,783,399 0 0
DAVITA INC COM 23918K108   94,894,751 905,830 SH   DFND 1 905,830 0 0
ELEMENT SOLUTIONS INC COM 28618M106   129,955,883 5,616,071 SH   DFND 1 5,616,071 0 0
ENTEGRIS INC COM 29362U104   80,345,061 670,548 SH   DFND 1 670,548 0 0
ENTEGRIS INC COM 29362U104   80,279,400 670,000 SH Put DFND 1 670,000 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   66,582,273 2,767,343 SH   DFND 1 2,767,343 0 0
FORTIVE CORP COM 34959J108   65,412,450 888,394 SH   DFND 1 888,394 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   67,858,548 1,944,371 SH   DFND 1 1,944,371 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   109,767,527 2,224,266 SH   DFND 1 2,224,266 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   131,070,699 1,695,172 SH   DFND 1 1,695,172 0 0
KENVUE INC COM 49177J102   64,590,000 3,000,000 SH Call DFND 1 3,000,000 0 0
KENVUE INC COM 49177J102   132,147,781 6,137,844 SH   DFND 1 6,137,844 0 0
MASTERBRAND INC COMMON STOCK 57638P104   134,851,870 9,080,934 SH   DFND 1 9,080,934 0 0
MERCER INTL INC COM 588056101   24,668,543 2,602,167 SH   DFND 1 2,602,167 0 0
MUELLER INDS INC COM 624756102   89,406,160 1,896,207 SH   DFND 1 1,896,207 0 0
OTIS WORLDWIDE CORP COM 68902V107   82,942,179 927,039 SH   DFND 1 927,039 0 0
PENTAIR PLC SHS G7S00T104   112,086,319 1,541,553 SH   DFND 1 1,541,553 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   147,490,072 5,155,193 SH   DFND 1 5,155,193 0 0
S&P GLOBAL INC COM 78409V104   132,840,568 301,554 SH   DFND 1 301,554 0 0
S&P GLOBAL INC COM 78409V104   110,130,000 250,000 SH Put DFND 1 250,000 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   455,960,000 4,000,000 SH Call DFND 1 4,000,000 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   569,950,000 5,000,000 SH Put DFND 1 5,000,000 0 0
VERALTO CORP COM SHS 92338C103   133,509,707 1,623,021 SH   DFND 1 1,623,021 0 0
VICI PPTYS INC COM 925652109   86,768,976 2,721,737 SH   DFND 1 2,721,737 0 0
VISTA OUTDOOR INC COM 928377100   156,295,665 5,285,616 SH   DFND 1 5,285,616 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   89,446,315 1,112,378 SH   DFND 1 1,112,378 0 0