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
ACI WORLDWIDE INC COM 004498101   11,055 332,900 SH   SOLE   332,900 0 0
ACUITY BRANDS INC COM 00508Y102   5,106 19,000 SH   SOLE   19,000 0 0
AMDOCS LTD SHS G02602103   4,480 49,575 SH   SOLE   49,575 0 0
APPLIED INDUSTRIAL TECH INC COM 03820C105   20,288 102,698 SH   SOLE   102,698 0 0
CABOT CORP COM 127055101   3,723 40,380 SH   SOLE   40,380 0 0
COTERRA ENERGY INC COM 127097103   12,369 443,660 SH   SOLE   443,660 0 0
CSG SYS INTL INC COM 126349109   17,327 336,180 SH   SOLE   336,180 0 0
CURTISS-WRIGHT CORP COM 231561101   4,863 19,000 SH   SOLE   19,000 0 0
EMCOR GROUP INC COM 29084Q100   56,406 161,070 SH   SOLE   161,070 0 0
EOG RESOURCES INC COM 26875P101   17,386 136,000 SH   SOLE   136,000 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106   13,724 185,000 SH   SOLE   185,000 0 0
FISERV INC COM 337738108   5,274 33,000 SH   SOLE   33,000 0 0
GLOBAL PAYMENTS INC COM 37940X102   34,338 256,912 SH   SOLE   256,912 0 0
INSPERITY INC COM 45778Q107   25,013 228,198 SH   SOLE   228,198 0 0
JUNIPER NETWORKS INC COM 48203R104   3,277 88,428 SH   SOLE   88,428 0 0
KORN FERRY COM 500643200   3,847 58,500 SH   SOLE   58,500 0 0
MARATHON OIL CORP COM 565849106   5,725 202,000 SH   SOLE   202,000 0 0
MATADOR RESOURCES CO COM 576485205   42,386 634,808 SH   SOLE   634,808 0 0
MKS INSTRUMENTS INC COM 55306N104   39,596 297,714 SH   SOLE   297,714 0 0
MSC INDUSTRIAL DIRECT CO-A COM 553530106   9,583 98,750 SH   SOLE   98,750 0 0
ONTO INNOVATION INC COM 683344105   27,393 151,275 SH   SOLE   151,275 0 0
PIONEER NATURAL RESOURCES CO COM 723787107   35,346 134,650 SH   SOLE   134,650 0 0
PRIMORIS SERVICES CORP COM 74164F103   19,654 461,675 SH   SOLE   461,675 0 0
ROLLINS INC COM 775711104   43,918 949,170 SH   SOLE   949,170 0 0
TETRA TECH INC COM 88162G103   37,453 202,765 SH   SOLE   202,765 0 0
THOR INDUSTRIES COM 885160101   24,287 206,984 SH   SOLE   206,984 0 0
VALMONT INDUSTRIES COM 920253101   7,533 33,000 SH   SOLE   33,000 0 0
WABTEC CORP COM 929740108   33,929 232,900 SH   SOLE   232,900 0 0