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    <issuerName>LESLIE'S, INC.</issuerName>
    <cusip>527064109</cusip>
    <isin>US5270641096</isin>
    <figi>BBG00XS6TTT7</figi>
    <meetingDate>03/15/2024</meetingDate>
    <voteDescription>Non-binding, advisory vote to approve named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>713223</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>713223</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>REGAL REXNORD CORPORATION</issuerName>
    <cusip>758750103</cusip>
    <isin>US7587501039</isin>
    <figi>BBG000BRXTR8</figi>
    <meetingDate>04/23/2024</meetingDate>
    <voteDescription>Advisory vote on the compensation of the company's named executive officers as disclosed in the company's proxy statement.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>81100</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>81100</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>INTERNATIONAL FLAVORS &amp; FRAGRANCES INC.</issuerName>
    <cusip>459506101</cusip>
    <isin>US4595061015</isin>
    <figi>BBG000BLSL58</figi>
    <meetingDate>05/01/2024</meetingDate>
    <voteDescription>Approve, on an advisory basis, the compensation of our named executive officers in 2023.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>336000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>336000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>RB GLOBAL, INC.</issuerName>
    <cusip>74935Q107</cusip>
    <isin>CA74935Q1072</isin>
    <figi>BBG000C1DF05</figi>
    <meetingDate>05/07/2024</meetingDate>
    <voteDescription>Approval, on an advisory basis, of a non-binding resolution on the compensation of the Company's named executive officers as described in the Company's definitive proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>190100</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>190100</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>US FOODS HOLDING CORP.</issuerName>
    <cusip>912008109</cusip>
    <isin>US9120081099</isin>
    <figi>BBG00C6H6D40</figi>
    <meetingDate>05/15/2024</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation paid to our named executive officers, as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>468883</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>468883</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>GROCERY OUTLET HOLDING CORP</issuerName>
    <cusip>39874R101</cusip>
    <isin>US39874R1014</isin>
    <figi>BBG00P4R3079</figi>
    <meetingDate>06/03/2024</meetingDate>
    <voteDescription>To approve an advisory (non-binding) vote on the Company's named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <sharesVoted>278680</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>278680</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>DIGITALOCEAN HOLDINGS, INC.</issuerName>
    <cusip>25402D102</cusip>
    <isin>US25402D1028</isin>
    <figi>BBG00ZGF6SS3</figi>
    <meetingDate>06/06/2024</meetingDate>
    <voteDescription>Approval, on a non-binding advisory basis, of the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>135204</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>135204</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>WILLSCOT MOBILE MINI HOLDINGS CORP.</issuerName>
    <cusip>971378104</cusip>
    <isin>US9713781048</isin>
    <figi>BBG00B0FS947</figi>
    <meetingDate>06/07/2024</meetingDate>
    <voteDescription>To approve, on an advisory and non-binding basis, the compensation of the named executive officers of WillScot Mobile Mini Holdings Corp.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>341165</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>341165</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>CATALENT, INC.</issuerName>
    <cusip>148806102</cusip>
    <isin>US1488061029</isin>
    <figi>BBG005XR47P5</figi>
    <meetingDate>10/26/2023</meetingDate>
    <voteDescription>Advisory Vote to Approve Our Executive Compensation (Say-on-Pay)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>156120</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>156120</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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