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   10,186 332,900 SH   SOLE   332,900 0 0
ACUITY BRANDS INC COM 00508Y102   3,892 19,000 SH   SOLE   19,000 0 0
AMDOCS LTD SHS G02602103   4,357 49,575 SH   SOLE   49,575 0 0
APPLIED INDUSTRIAL TECH INC COM 03820C105   17,735 102,698 SH   SOLE   102,698 0 0
CABOT CORP COM 127055101   3,372 40,380 SH   SOLE   40,380 0 0
COTERRA ENERGY INC COM 127097103   11,807 462,660 SH   SOLE   462,660 0 0
CSG SYS INTL INC COM 126349109   17,888 336,180 SH   SOLE   336,180 0 0
CURTISS-WRIGHT CORP COM 231561101   4,233 19,000 SH   SOLE   19,000 0 0
EMCOR GROUP INC COM 29084Q100   38,276 177,670 SH   SOLE   177,670 0 0
EOG RESOURCES INC COM 26875P101   16,449 136,000 SH   SOLE   136,000 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106   10,903 181,500 SH   SOLE   181,500 0 0
FISERV INC COM 337738108   4,384 33,000 SH   SOLE   33,000 0 0
GLOBAL PAYMENTS INC COM 37940X102   32,628 256,912 SH   SOLE   256,912 0 0
INSPERITY INC COM 45778Q107   26,750 228,198 SH   SOLE   228,198 0 0
JUNIPER NETWORKS INC COM 48203R104   2,607 88,428 SH   SOLE   88,428 0 0
KORN FERRY COM 500643200   3,472 58,500 SH   SOLE   58,500 0 0
MATADOR RESOURCES CO COM 576485205   35,470 623,808 SH   SOLE   623,808 0 0
MKS INSTRUMENTS INC COM 55306N104   30,626 297,714 SH   SOLE   297,714 0 0
MSC INDUSTRIAL DIRECT CO-A COM 553530106   9,999 98,750 SH   SOLE   98,750 0 0
NCI BLDG SYS INC COM 628852105   2,150 89,000 SH   SOLE   89,000 0 0
ONTO INNOVATION INC COM 683344105   24,583 160,775 SH   SOLE   160,775 0 0
PIONEER NATURAL RESOURCES CO COM 723787107   30,281 134,650 SH   SOLE   134,650 0 0
PRIMORIS SERVICES CORP COM 74164F103   15,332 461,675 SH   SOLE   461,675 0 0
ROLLINS INC COM 775711104   41,450 949,170 SH   SOLE   949,170 0 0
TETRA TECH INC COM 88162G103   34,348 205,765 SH   SOLE   205,765 0 0
THOR INDUSTRIES COM 885160101   24,475 206,984 SH   SOLE   206,984 0 0
VALMONT INDUSTRIES COM 920253101   7,706 33,000 SH   SOLE   33,000 0 0
WABTEC CORP COM 929740108   29,555 232,900 SH   SOLE   232,900 0 0