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
AMERICAN PUB ED INC COM 02913V103   23,248 589 SH   SOLE   589 0 0
AMERICAN PUB ED INC COM 02913V103   3,640,555 92,236 SH   DFND 1 92,236 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   18,443,753 75,450 SH   DFND 1 75,450 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   396,009 1,620 SH   SOLE   1,620 0 0
AUTONATION INC COM 05329W102   18,577,948 84,920 SH   DFND 1 84,920 0 0
AUTONATION INC COM 05329W102   410,194 1,875 SH   SOLE   1,875 0 0
BRINKS CO COM 109696104   1,284,876 10,995 SH   SOLE   10,995 0 0
BRINKS CO COM 109696104   55,601,404 475,795 SH   DFND 1 475,795 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100   7,688,271 149,490 SH   SOLE   149,490 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100   53,368,911 1,037,700 SH   DFND 1 1,037,700 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   754,754 46,850 SH   SOLE   46,850 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   33,156,072 2,058,105 SH   DFND 1 2,058,105 0 0
ECOVYST INC COM 27923Q109   149,665 17,085 SH   SOLE   17,085 0 0
ECOVYST INC COM 27923Q109   6,574,862 750,555 SH   DFND 1 750,555 0 0
FLEX LTD ORD Y2573F102   1,414,468 24,400 SH   SOLE   24,400 0 0
FLEX LTD ORD Y2573F102   64,577,710 1,113,985 SH   DFND 1 1,113,985 0 0
GILDAN ACTIVEWEAR INC COM 375916103   96,465,021 1,668,945 SH   DFND 1 1,668,945 0 0
GILDAN ACTIVEWEAR INC COM 375916103   12,861,598 222,519 SH   SOLE   222,519 0 0
INGEVITY CORP COM 45688C107   1,336,867 24,223 SH   SOLE   24,223 0 0
INGEVITY CORP COM 45688C107   50,180,514 909,232 SH   DFND 1 909,232 0 0
MATTEL INC COM 577081102   38,182,137 2,268,695 SH   DFND 1 2,268,695 0 0
MATTEL INC COM 577081102   861,696 51,200 SH   SOLE   51,200 0 0
MESA LABS INC COM 59064R109   12,493,947 186,449 SH   DFND 1 186,449 0 0
MESA LABS INC COM 59064R109   300,205 4,480 SH   SOLE   4,480 0 0
MYERS INDS INC COM 628464109   4,119,520 243,183 SH   DFND 1 243,183 0 0
ONESPAN INC COM 68287N100   18,573,551 1,168,883 SH   DFND 1 1,168,883 0 0
ONESPAN INC COM 68287N100   396,853 24,975 SH   SOLE   24,975 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   30,830,937 1,395,065 SH   DFND 1 1,395,065 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   701,012 31,720 SH   SOLE   31,720 0 0
TRIMAS CORP COM NEW 896215209   10,388,171 268,845 SH   DFND 1 268,845 0 0
UNITED PARKS & RESORTS INC COM 81282V100   69,786,470 1,349,835 SH   DFND 1 1,349,835 0 0
UNITED PARKS & RESORTS INC COM 81282V100   10,772,109 208,358 SH   SOLE   208,358 0 0
WISDOMTREE INC COM 97717P104   60,494,607 4,352,130 SH   DFND 1 4,352,130 0 0
WISDOMTREE INC COM 97717P104   5,090,111 366,195 SH   SOLE   366,195 0 0