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
AVERY DENNISON CORP COM 053611109 7,166 41,191 SH   SOLE   41,191 0 0
CROWN HLDGS INC COM 228368106 12,175 97,333 SH   SOLE   97,333 0 0
DUPONT DE NEMOURS INC COM 26614N102 19,584 266,166 SH   SOLE   266,166 0 0
GENERAL MTRS CO COM 37045V100 8,787 200,900 SH   SOLE   200,900 0 0
LITHIA MTRS INC COM 536797103 4,874 16,241 SH   SOLE   16,241 0 0
NUTRIEN LTD COM 67077M108 3,692 35,500 SH   SOLE   35,500 0 0
REGAL REXNORD CORPORATION COM 758750103 10,489 70,500 SH   SOLE   70,500 0 0
TRANSDIGM GROUP INC COM 893641100 9,620 14,765 SH   SOLE   14,765 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 10,983 784,474 SH   SOLE   784,474 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 13,689 349,831 SH   SOLE   349,831 0 0
XPO LOGISTICS INC COM 983793100 8,470 116,350 SH   SOLE   116,350 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 2,283 64,486 SH   SOLE   64,486 0 0