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
ACI WORLDWIDE INC COM 004498101   5,711 246,500 SH   SOLE   246,500 0 0
ACUITY BRANDS INC COM 00508Y102   3,099 19,000 SH   SOLE   19,000 0 0
AMDOCS LTD SHS G02602103   4,901 49,575 SH   SOLE   49,575 0 0
APPLIED INDUSTRIAL TECH INC COM 03820C105   14,874 102,698 SH   SOLE   102,698 0 0
CABOT CORP COM 127055101   2,701 40,380 SH   SOLE   40,380 0 0
COTERRA ENERGY INC COM 127097103   11,680 461,660 SH   SOLE   461,660 0 0
CSG SYS INTL INC COM 126349109   17,730 336,180 SH   SOLE   336,180 0 0
CURTISS-WRIGHT CORP COM 231561101   3,490 19,000 SH   SOLE   19,000 0 0
EMCOR GROUP INC COM 29084Q100   32,830 177,670 SH   SOLE   177,670 0 0
EOG RESOURCES INC COM 26875P101   14,991 131,000 SH   SOLE   131,000 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106   5,333 97,500 SH   SOLE   97,500 0 0
FISERV INC COM 337738108   4,163 33,000 SH   SOLE   33,000 0 0
GLOBAL PAYMENTS INC COM 37940X102   27,282 276,912 SH   SOLE   276,912 0 0
INSPERITY INC COM 45778Q107   27,146 228,198 SH   SOLE   228,198 0 0
JUNIPER NETWORKS INC COM 48203R104   2,285 72,928 SH   SOLE   72,928 0 0
KORN FERRY COM 500643200   2,972 60,000 SH   SOLE   60,000 0 0
MATADOR RESOURCES CO COM 576485205   31,774 607,308 SH   SOLE   607,308 0 0
MKS INSTRUMENTS INC COM 55306N104   32,183 297,714 SH   SOLE   297,714 0 0
MSC INDUSTRIAL DIRECT CO-A COM 553530106   9,409 98,750 SH   SOLE   98,750 0 0
ONTO INNOVATION INC COM 683344105   20,589 176,775 SH   SOLE   176,775 0 0
PIONEER NATURAL RESOURCES CO COM 723787107   27,897 134,650 SH   SOLE   134,650 0 0
PRIMORIS SERVICES CORP COM 74164F103   14,067 461,675 SH   SOLE   461,675 0 0
ROLLINS INC COM 775711104   40,653 949,170 SH   SOLE   949,170 0 0
TETRA TECH INC COM 88162G103   33,692 205,765 SH   SOLE   205,765 0 0
THOR INDUSTRIES COM 885160101   21,423 206,984 SH   SOLE   206,984 0 0
VALMONT INDUSTRIES COM 920253101   9,604 33,000 SH   SOLE   33,000 0 0
WABTEC CORP COM 929740108   25,543 232,900 SH   SOLE   232,900 0 0