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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
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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
ACCO BRANDS CORP COM 00081T108   861,724 153,605 SH   SOLE   153,605 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   23,331,069 723,444 SH   SOLE   723,444 0 0
BRISTOW GROUP INC COM 11040G103   14,880,522 547,078 SH   SOLE   547,078 0 0
DESPEGAR COM CORP ORD SHS G27358103   32,429,983 2,711,537 SH   SOLE   2,711,537 0 0
DOLE PLC ORD SHS G27907107   13,130,325 1,100,614 SH   SOLE   1,100,614 0 0
EVERI HLDGS INC COM 30034T103   11,103,531 1,104,829 SH   SOLE   1,104,829 0 0
METALLUS INC COM 887399103   22,425,196 1,007,874 SH   SOLE   1,007,874 0 0
NORTH AMERN CONSTR GROUP LTD COM 656811106   10,326,761 474,611 SH   SOLE   474,611 0 0
PHINIA INC COMMON STOCK 71880K101   24,440,788 635,982 SH   SOLE   635,982 0 0
SUNOPTA INC COM 8676EP108   8,404,078 1,223,301 SH   SOLE   1,223,301 0 0
TRIMAS CORP COM NEW 896215209   19,477,189 728,664 SH   SOLE   728,664 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   23,329,625 1,344,647 SH   SOLE   1,344,647 0 0