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
AUTONATION INC COM 05329W102 42,038,703 226,270 SH SOLE 226,270 0 0
BRINKS CO COM 109696104 61,957,565 655,705 SH SOLE 655,705 0 0
BRINKS CO COM 109696104 33,874,665 358,500 SH Call SOLE 358,500 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 31,483,490 2,258,500 SH SOLE 2,258,500 0 0
ENVIRI CORP COM 29390K102 25,222,526 1,149,090 SH SOLE 1,149,090 0 0
GIBRALTAR INDS INC COM 374689107 22,295,862 494,365 SH SOLE 494,365 0 0
GILDAN ACTIVEWEAR INC COM 375916103 39,283,080 761,300 SH SOLE 761,300 0 0
INGEVITY CORP COM 45688C107 66,760,356 894,072 SH SOLE 894,072 0 0
KOPPERS HOLDINGS INC COM 50060P106 63,585,584 1,416,160 SH SOLE 1,416,160 0 0
MATSON INC COM 57686G105 15,158,297 78,855 SH SOLE 78,855 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 15,719,950 2,659,890 SH SOLE 2,659,890 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 30,028,573 1,228,665 SH SOLE 1,228,665 0 0
STRIDE INC COM 86333M108 23,078,255 267,605 SH SOLE 267,605 0 0
TENNANT CO COM 880345103 33,527,820 383,000 SH SOLE 383,000 0 0
WISDOMTREE INC COM 97717P104 45,298,322 2,674,045 SH SOLE 2,674,045 0 0