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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
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
ARCONIC CORPORATION COM 03966V107   13,273,668 627,300 SH   SOLE   627,300 0 0
BOOKING HOLDINGS INC COM 09857L108   14,028,364 6,961 SH   SOLE   6,961 0 0
CENTENE CORP DEL COM 15135B101   10,772,998 131,362 SH   SOLE   131,362 0 0
EDISON INTL COM 281020107   6,417,986 100,880 SH   SOLE   100,880 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   6,402,031 112,100 SH   SOLE   112,100 0 0
LAMB WESTON HLDGS INC COM 513272104   12,450,082 139,325 SH   SOLE   139,325 0 0
MASONITE INTL CORP COM 575385109   12,894,859 159,966 SH   SOLE   159,966 0 0
MASTERBRAND INC COMMON STOCK 57638P104   846,355 112,100 SH   SOLE   112,100 0 0
QUANTA SVCS INC COM 74762E102   2,559,870 17,964 SH   SOLE   17,964 0 0
UNIVAR SOLUTIONS INC COM 91336L107   13,089,198 411,610 SH   SOLE   411,610 0 0
US FOODS HLDG CORP COM 912008109   10,892,932 320,192 SH   SOLE   320,192 0 0