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
REV GROUP INC COM 749527107   30,411,374 1,221,831 SH   SOLE   1,221,831 0 0
V2X INC COM 92242T101   909,671,037 18,967,286 SH   SOLE   18,967,286 0 0
TITAN INTL INC ILL COM 88830M102   88,340,286 11,921,766 SH   SOLE   11,921,766 0 0
KODIAK GAS SVCS INC COM 50012A108   3,258,337 121,263 SH   SOLE   121,263 0 0
ENVIVA INC COM 29415B103   1,397,400 3,249,767 SH   SOLE   3,249,767 0 0