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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CROWN HLDGS INC COM 228368106 13,312 120,340 SH   SOLE   120,340 0 0
DUPONT DE NEMOURS INC COM 26614N102 18,496 228,966 SH   SOLE   228,966 0 0
GENERAL MTRS CO COM 37045V100 8,355 142,500 SH   SOLE   142,500 0 0
LITHIA MTRS INC COM 536797103 11,707 39,424 SH   SOLE   39,424 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 5,222 498,753 SH   SOLE   498,753 0 0
MOHAWK INDS INC COM 608190104 9,682 53,147 SH   SOLE   53,147 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 2,597 186,983 SH   SOLE   186,983 0 0
REGAL REXNORD CORPORATION COM 758750103 9,207 54,100 SH   SOLE   54,100 0 0
TRANSDIGM GROUP INC COM 893641100 7,422 11,665 SH   SOLE   11,665 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 11,268 451,274 SH   SOLE   451,274 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 8,467 207,331 SH   SOLE   207,331 0 0
XPO LOGISTICS INC COM 983793100 5,695 73,550 SH   SOLE   73,550 0 0