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
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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
AERCAP HOLDINGS NV SHS N00985106 20,112,975 137,968 SH SOLE 137,968 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 1,349,399 26,464 SH SOLE 26,464 0 0
COOPER COS INC COM 216648501 12,702,064 177,131 SH SOLE 177,131 0 0
CRANE COMPANY COMMON STOCK 224408104 2,783,467 12,478 SH SOLE 12,478 0 0
GOLAR LNG LTD SHS G9456A100 16,975,454 340,599 SH SOLE 340,599 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,916,453 15,567 SH SOLE 15,567 0 0
ISHARES TR ISHARES SEMICDTR 464287523 9,291,020 14,500 SH Put SOLE 14,500 0 0
KBR INC COM 48242W106 722,402 20,921 SH SOLE 20,921 0 0
MODINE MFG CO COM 607828100 32,480,847 121,642 SH SOLE 121,642 0 0
PENTAIR PLC SHS G7S00T104 2,144,640 27,976 SH SOLE 27,976 0 0
REGAL REXNORD CORPORATION COM 758750103 14,917,363 62,628 SH SOLE 62,628 0 0
SONOCO PRODS CO COM 835495102 23,299,992 413,487 SH SOLE 413,487 0 0
TALEN ENERGY CORP COM 87422Q109 41,243,010 107,331 SH SOLE 107,331 0 0
VALVOLINE INC COM 92047W101 1,825,601 46,171 SH SOLE 46,171 0 0