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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANSYS INC COM 03662Q105 27,490 226,000 SH   SOLE   0 0 226,000
DANAHER CORP DEL COM 235851102 26,109 307,000 SH   SOLE   0 0 307,000
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 16,989 557,000 SH   SOLE   0 0 557,000
HILTON GRAND VACATIONS INC COM 43283X105 25,991 670,000 SH   SOLE   0 0 670,000
LAMB WESTON HLDGS INC COM 513272104 43,602 936,000 SH   SOLE   0 0 936,000
VAREX IMAGING CORP COM 92214X106 27,880 824,312 SH   SOLE   0 0 824,312