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
3D SYS CORP DEL COM NEW 88554D205 9,903,712 3,279,375 SH SOLE 3,279,375 0 0
AEBI SCHMIDT HLDG AG COM H00501108 23,893,104 1,903,833 SH SOLE 1,903,833 0 0
APTIV PLC COM SHS G3265R107 27,675,751 450,892 SH SOLE 450,892 0 0
ARXIS INC CL A COM 04339D105 7,378,432 159,914 SH SOLE 159,914 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 16,265,096 318,986 SH SOLE 318,986 0 0
BOISE CASCADE CO DEL COM 09739D100 17,858,160 230,042 SH SOLE 230,042 0 0
CORE & MAIN INC CL A 21874C102 12,219,747 253,259 SH SOLE 253,259 0 0
DIEBOLD NIXDORF INC COM SHS 253651202 19,218,856 226,051 SH SOLE 226,051 0 0
DOLE PLC ORD SHS G27907107 14,875,869 1,084,247 SH SOLE 1,084,247 0 0
ESAB CORPORATION COM 29605J106 22,234,753 225,436 SH SOLE 225,436 0 0
FRANKLIN ELEC INC COM 353514102 25,122,549 234,374 SH SOLE 234,374 0 0
FULGENT GENETICS INC COM 359664109 3,961,612 193,061 SH SOLE 193,061 0 0
GREIF INC CL A 397624107 30,927,578 415,191 SH SOLE 415,191 0 0
GREIF INC CL B 397624206 10,044,232 107,379 SH SOLE 107,379 0 0
HNI CORP COM 404251100 10,242,319 253,460 SH SOLE 253,460 0 0
KENNAMETAL INC COM 489170100 43,007,296 1,227,027 SH SOLE 1,227,027 0 0
KORNIT DIGITAL LTD SHS M6372Q113 13,137,215 808,444 SH SOLE 808,444 0 0
LKQ CORP COM 501889208 14,627,974 555,563 SH SOLE 555,563 0 0
MCGRATH RENTCORP COM 580589109 25,451,883 210,294 SH SOLE 210,294 0 0
MIDDLEBY CORP COM 596278101 24,077,272 139,976 SH SOLE 139,976 0 0
MSC INDL DIRECT INC CL A 553530106 30,756,902 258,570 SH SOLE 258,570 0 0
NATIONAL PRESTO INDS INC COM 637215104 21,695,514 173,578 SH SOLE 173,578 0 0
PHINIA INC COMMON STOCK 71880K101 24,559,027 298,155 SH SOLE 298,155 0 0
REGAL REXNORD CORPORATION COM 758750103 12,349,675 51,848 SH SOLE 51,848 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 24,343,915 509,927 SH SOLE 509,927 0 0
TENARIS S A SPONSORED ADS 88031M109 7,441,653 134,108 SH SOLE 134,108 0 0
VERSIGENT PLC ORDINARY SHARES G9600F104 5,482,179 130,497 SH SOLE 130,497 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 11,632,933 44,188 SH SOLE 44,188 0 0