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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC CMN COM 00724F101 2,124 6,674 SH   SOLE   6,674 0 0
AIR PRODUCTS & CHEMICALS INC CMN COM 009158106 7,991 40,034 SH   SOLE   40,034 0 0
ASHLAND GLOBAL HOLDINGS INC. CMN COM 044186104 946 18,891 SH   SOLE   18,891 0 0
BRINK'S COMPANY (THE) CMN COM 109696104 5,247 100,800 SH   SOLE   100,800 0 0
CONAGRA BRANDS INC CMN COM 205887102 3,156 107,576 SH   SOLE   107,576 0 0
DANAHER CORPORATION CMN COM 235851102 7,461 53,908 SH   SOLE   53,908 0 0
ECOLAB INC. CMN COM 278865100 3,310 21,243 SH   SOLE   21,243 0 0
ENVISTA HOLDINGS CORPORATION CMN COM 29415F104 2,043 136,743 SH   SOLE   136,743 0 0
EXTENDED STAY AMERICA INC CMN COM 30224P200 929 127,049 SH   SOLE   127,049 0 0
FARO TECHNOLOGIES INC CMN COM 311642102 1,283 28,821 SH   SOLE   28,821 0 0
FORTIVE CORPORATION CMN COM 34959J108 2,185 39,588 SH   SOLE   39,588 0 0
FRONTDOOR, INC. CMN COM 35905A109 1,974 56,769 SH   SOLE   56,769 0 0
GODADDY INC. CMN CLASS A COM 380237107 993 17,394 SH   SOLE   17,394 0 0
HAIN CELESTIAL GROUP, INC. (THE) CMN COM 405217100 1,606 61,858 SH   SOLE   61,858 0 0
HONEYWELL INTL INC CMN COM 438516106 905 6,764 SH   SOLE   6,764 0 0
IAC/INTERACTIVECORP CMN COM 44919P508 2,887 16,108 SH   SOLE   16,108 0 0
LUMINEX CORPORATION CMN COM 55027E102 2,370 86,091 SH   SOLE   86,091 0 0
PJT PARTNERS INC CMN CLASS A COM 69343T107 3,341 77,000 SH   SOLE   77,000 0 0
POST HOLDINGS, INC. CMN COM 737446104 6,505 78,405 SH   SOLE   78,405 0 0
ROPER TECHNOLOGIES INC CMN COM 776696106 2,320 7,441 SH   SOLE   7,441 0 0
SALESFORCE.COM, INC CMN COM 79466L302 289 2,007 SH   SOLE   2,007 0 0
SEMPRA ENERGY CMN COM 816851109 4,499 39,818 SH   SOLE   39,818 0 0
SHERWIN-WILLIAMS CO CMN COM 824348106 215 468 SH   SOLE   468 0 0
TELEFLEX INC. CMN COM 879369106 213 728 SH   SOLE   728 0 0
LIBERTY LATIN AMERICA LTD. CMN CLASS C COM G9001E128 2,319 226,057 SH   SOLE   226,057 0 0