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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
CHEMOURS CO COM 163851108   37,895,764 1,720,189 SH   SOLE   1,720,189 0 0
CAESARS ENTERTAINMENT INC NEW COM 12769G100   9,603,552 363,358 SH   SOLE   363,358 0 0
HEXCEL CORP NEW COM 428291108   52,872,297 653,309 SH   SOLE   653,309 0 0
INGEVITY CORP COM 45688C107   36,904,334 518,101 SH   SOLE   518,101 0 0
McGRATH RENTCORP COM 580589109   6,104,991 55,359 SH   SOLE   55,359 0 0
POWELL INDS INC COM 739128106   35,161,002 64,983 SH   SOLE   64,983 0 0
TENNANT COMPANY COM 880345103   26,001,775 391,593 SH   SOLE   391,593 0 0
VALVOLINE INC COM 92047W101   19,607,688 582,176 SH   SOLE   582,176 0 0
VESTIS CORPORATION COM SHS COM 29430C102   7,891,581 1,004,018 SH   SOLE   1,004,018 0 0