The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALLETE INC | COM NEW | 018522300 | 11,188,334 | 168,499 | SH | SOLE | 168,499 | 0 | 0 | |||
| CROSS CTRY HEALTHCARE INC | COM | 227483104 | 2,725,037 | 191,904 | SH | SOLE | 191,904 | 0 | 0 | |||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 18,901,311 | 39,121 | SH | SOLE | 39,121 | 0 | 0 | |||
| ELECTRONIC ARTS INC | COM | 285512109 | 22,444,168 | 111,275 | SH | SOLE | 111,275 | 0 | 0 | |||
| KELLANOVA | COM | 487836108 | 26,727,529 | 325,866 | SH | SOLE | 325,866 | 0 | 0 | |||
| MERUS N V | COM | N5749R100 | 22,537,439 | 239,378 | SH | SOLE | 239,378 | 0 | 0 | |||
| NORFOLK SOUTHN CORP | COM | 655844108 | 25,352,201 | 84,392 | SH | SOLE | 84,392 | 0 | 0 | |||
| OMNICOM GROUP INC | COM | 681919106 | 15,106,286 | 185,285 | SH | SOLE | 185,285 | 0 | 0 | |||
| ROCKET COS INC | COM CL A | 77311W101 | 116 | 6 | SH | SOLE | 6 | 0 | 0 | |||
| STAAR SURGICAL CO | COM PAR $0.01 | 852312305 | 22,278,535 | 829,123 | SH | SOLE | 829,123 | 0 | 0 | |||
| SURMODICS INC | COM | 868873100 | 3,872,459 | 129,557 | SH | SOLE | 129,557 | 0 | 0 | |||
| TXNM ENERGY INC | COM | 69349H107 | 33,540,427 | 593,111 | SH | SOLE | 593,111 | 0 | 0 | |||