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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
ACUITY BRANDS INC COM 00508Y102   395,252 1,353 SH   SOLE   1,353 0 0
CHEMOURS CO COM 163851108   26,338,616 1,558,498 SH   SOLE   1,558,498 0 0
CAPRI HOLDINGS LIMITED COM G1890L107   17,306,245 821,759 SH   SOLE   821,759 0 0
CAESARS ENTERTAINMENT INC NEW COM 12769G100   22,169,424 663,358 SH   SOLE   663,358 0 0
FOOT LOCKER INC COM 344849104   1,205,112 55,382 SH   SOLE   55,382 0 0
INGEVITY CORP COM 45688C107   16,735,129 410,678 SH   SOLE   410,678 0 0
TRIUMPH GROUP INC NEW COM 896818101   46,143,250 2,472,843 SH   SOLE   2,472,843 0 0
TEGNA INC COM 87901J105   15,141,029 827,831 SH   SOLE   827,831 0 0
TENNANT COMPANY COM 880345103   9,262,134 113,604 SH   SOLE   113,604 0 0
VESTIS CORPORATION COM SHS COM 29430C102   32,119,199 2,107,559 SH   SOLE   2,107,559 0 0