The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
Graphic Packaging Holding Company Com 388689101   4,782,304 214,935 SH   SOLE   214,935 0 0
Rentokil Initial plc Com 760125104   44,859 1,456 SH   SOLE   1,456 0 0
SiteOne Landscape Supply Inc. Com 82982L103   2,458,441 20,955 SH   SOLE   20,955 0 0
Frontdoor Inc. Com 35905A109   104,707 5,034 SH   SOLE   5,034 0 0
Agilon Health, Inc. Com 00857U107   3,141,026,511 194,611,308 SH   SOLE   194,611,308 0 0
Beacon Roofing Supply, Inc. Com 073685109   790,973,000 14,983,387 SH   SOLE   14,983,387 0 0
Core & Main, Inc. Com 21874C102   3,104,985,146 160,796,745 SH   SOLE   160,796,745 0 0