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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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
3M CO COM 88579Y101 10,393,165 64,191 SH SOLE 64,191 0 0
ALPHABET INC CAP STK CL C 02079K107 3,266,183 9,244 SH SOLE 9,244 0 0
API GROUP CORP COM STK 00187Y100 4,052,429 95,689 SH SOLE 95,689 0 0
ARAMARK COM 03852U106 9,009,262 158,335 SH SOLE 158,335 0 0
COHERENT CORP COM 19247G107 4,828,707 12,241 SH SOLE 12,241 0 0
GILDAN ACTIVEWEAR INC COM 375916103 5,652,677 109,548 SH SOLE 109,548 0 0
IQVIA HLDGS INC COM 46266C105 9,551,444 49,433 SH SOLE 49,433 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 11,414,990 78,126 SH SOLE 78,126 0 0
MATCH GROUP INC NEW COM 57667L107 9,813,932 257,922 SH SOLE 257,922 0 0
NVIDIA CORPORATION COM 67066G104 2,521,134 12,600 SH SOLE 12,600 0 0
SOTERA HEALTH CO COM 83601L102 5,441,316 306,553 SH SOLE 306,553 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 2,636,186 5,520 SH SOLE 5,520 0 0
TALEN ENERGY CORP COM 87422Q109 5,385,788 14,016 SH SOLE 14,016 0 0
UNITEDHEALTH GROUP INC COM 91324P102 7,140,108 17,179 SH SOLE 17,179 0 0
US FOODS HLDG CORP COM 912008109 7,058,011 69,027 SH SOLE 69,027 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 5,458,256 65,384 SH SOLE 65,384 0 0