The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | 28,839,551 | 656,190 | SH | SOLE | 656,190 | 0 | 0 | |||
| BLACKLINE INC | COM | 09239B109 | 18,769,819 | 387,646 | SH | SOLE | 387,646 | 0 | 0 | |||
| SIX FLAGS ENTERTAINMENT CORP | COM | 83001C108 | 14,994,420 | 420,365 | SH | SOLE | 420,365 | 0 | 0 | |||
| HENRY SCHEIN INC | COM | 806407102 | 32,851,023 | 479,647 | SH | SOLE | 479,647 | 0 | 0 | |||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 338,136 | 1,695 | SH | SOLE | 1,695 | 0 | 0 | |||
| LKQ CORP | COM | 501889208 | 14,670,344 | 344,860 | SH | SOLE | 344,860 | 0 | 0 | |||
| SCHOLASTIC CORP | COM | 807066105 | 23,600,000 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
| SOTERA HEALTH CO | COM | 83601L102 | 15,073,803 | 1,292,779 | SH | SOLE | 1,292,779 | 0 | 0 | |||
| SOLVENTUM CORP | COM SHS | 83444M101 | 12,628,495 | 166,077 | SH | SOLE | 166,077 | 0 | 0 | |||
| MARRIOTT VACATIONS WORLDWIDE | COM | 57164Y107 | 27,536,283 | 428,647 | SH | SOLE | 428,647 | 0 | 0 | |||
| WILLSCOT HLDGS CORP | COM CL A | 971378104 | 11,901,458 | 428,110 | SH | SOLE | 428,110 | 0 | 0 | |||