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
AVANTOR INC COM 05352A100 3,252,800 414,898 SH SOLE 0 0 414,898
CADRE HLDGS INC COM 12763L105 6,557,175 213,728 SH SOLE 0 0 213,728
CF INDS HLDGS INC COM 125269100 7,435,288 57,265 SH SOLE 0 0 57,265
COHERENT CORP COM 19247G107 21,438,424 89,998 SH SOLE 0 0 89,998
DISTRIBUTION SOLUTIONS G COM 520776105 5,697,570 217,133 SH SOLE 0 0 217,133
ENPRO INC COM 29355X107 5,950,682 23,741 SH SOLE 0 0 23,741
GRAHAM CORP COM 384556106 15,929,134 201,839 SH SOLE 0 0 201,839
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 10,452,649 201,594 SH SOLE 0 0 201,594
MERCURY SYS INC COM 589378108 7,920,359 108,632 SH SOLE 0 0 108,632
PHILLIPS 66 COM 718546104 3,589,310 19,702 SH SOLE 0 0 19,702
QXO INC COM 82846H405 2,433,540 125,311 SH SOLE 0 0 125,311
SMURFIT WESTROCK PLC F SHS G8267P108 2,471,736 62,026 SH SOLE 0 0 62,026
SUNBELT RENTALS HOLDINGS INC SHS 866966104 5,611,627 89,370 SH SOLE 0 0 89,370
TYLER TECHNOLOGIES INC COM 902252105 5,749,245 16,792 SH SOLE 0 0 16,792
ULTA BEAUTY INC COM 90384S303 2,307,765 4,415 SH SOLE 0 0 4,415
WESTLAKE CORP COM 960413102 8,444,100 72,283 SH SOLE 0 0 72,283
WESTROCK COFFEE CO COM 96145W103 3,565,096 838,846 SH SOLE 0 0 838,846
XPO INC COM 983793100 6,801,468 34,960 SH SOLE 0 0 34,960