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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
Graphic Packaging Holding Company Com 388689101   6,271,803 214,935 SH   SOLE   214,935 0 0
Frontdoor Inc. Com 35905A109   164,008 5,034 SH   SOLE   5,034 0 0
Agilon Health, Inc. Com 00857U107   610,000,000 100,000,000 SH   SOLE   100,000,000 0 0
Beacon Roofing Supply, Inc. Com 073685109   2,244,266 22,896 SH   SOLE   22,896 0 0