The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| BIO RAD LABS INC | CL A | 090572207 | 30,425,626 | 126,080 | SH | SOLE | 126,080 | 0 | 0 | ||
| BRC INC | COM CL A | 05601U105 | 4,325,202 | 3,301,681 | SH | SOLE | 3,301,681 | 0 | 0 | ||
| COTY INC | COM CL A | 222070203 | 7,463,343 | 1,605,020 | SH | SOLE | 1,605,020 | 0 | 0 | ||
| DENTSPLY SIRONA INC | COM | 24906P109 | 7,366,192 | 463,866 | SH | SOLE | 463,866 | 0 | 0 | ||
| ERMENEGILDO ZEGNA N V ORD SHS | ORD SHS | N30577105 | 3,685,862 | 431,095 | SH | SOLE | 431,095 | 0 | 0 | ||
| RENTOKIL INITIAL PLC | SPONSORED ADR | 760125104 | 5,318,904 | 221,621 | SH | SOLE | 221,621 | 0 | 0 | ||
| SOLVENTUM CORP | COM SHS | 83444M101 | 38,935,422 | 513,389 | SH | SOLE | 513,389 | 0 | 0 | ||
| WABTEC | COM | 929740108 | 2,324,622 | 11,104 | SH | SOLE | 11,104 | 0 | 0 | ||