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
Expires: July 31, 2015
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
AMEDISYS INC COM 023436108 1,372,442 13,949 SH SOLE 0 0 13,949
AVIDXCHANGE HOLDINGS INC COM 05368X102 1,369,053 139,842 SH SOLE 0 0 139,842
CHAMPIONX CORPORATION COM 15872M104 1,126,867 45,365 SH SOLE 0 0 45,365
COUCHBASE INC COM 22207T101 1,789,906 73,417 SH SOLE 0 0 73,417
DUN & BRADSTREET HLDGS INC COM 26484T106 1,398,278 153,826 SH SOLE 0 0 153,826
FRONTIER COMMUNICATIONS PARE COM 35909D109 3,229,736 88,729 SH SOLE 0 0 88,729
HESS CORP COM 42809H107 2,421,679 17,480 SH SOLE 0 0 17,480
INFORMATICA INC COM CL A 45674M101 1,396,107 57,335 SH SOLE 0 0 57,335
JUNIPER NETWORKS INC COM 48203R104 1,814,779 45,449 SH SOLE 0 0 45,449
KELLANOVA COM 487836108 7,040,075 84,121 SH SOLE 0 0 84,121
NV5 GLOBAL INC COM 62945V109 1,895,574 82,095 SH SOLE 0 0 82,095
SKECHERS U S A INC CL A 830566105 4,412,015 69,921 SH SOLE 0 0 69,921
SURMODICS INC COM 868873100 1,064,985 35,846 SH SOLE 0 0 35,846
TRIUMPH GROUP INC NEW COM 896818101 1,107,611 43,014 SH SOLE 0 0 43,014
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,809,432 244,724 SH SOLE 0 0 244,724