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
ADOBE INC COM 00724F101 5,506,863 22,951 SH SOLE 0 0 22,951
AVANTOR INC COM 05352A100 6,244,215 414,898 SH SOLE 0 0 414,898
BUILDERS FIRSTSOURCE INC COM 12008R107 5,171,605 90,714 SH SOLE 0 0 90,714
CADRE HLDGS INC COM 12763L105 8,749,159 348,711 SH SOLE 0 0 348,711
CF INDS HLDGS INC COM 125269100 6,596,928 57,265 SH SOLE 0 0 57,265
COHERENT CORP COM 19247G107 21,206,704 73,683 SH SOLE 0 0 73,683
ENPRO INC COM 29355X107 5,563,213 18,165 SH SOLE 0 0 18,165
GRAHAM CORP COM 384556106 15,625,131 181,035 SH SOLE 0 0 181,035
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 9,567,507 215,242 SH SOLE 0 0 215,242
MERCURY SYS INC COM 589378108 8,366,649 100,803 SH SOLE 0 0 100,803
QXO INC COM 82846H405 3,965,131 339,190 SH SOLE 0 0 339,190
REGAL REXNORD CORPORATION COM 758750103 5,482,763 35,268 SH SOLE 0 0 35,268
SMURFIT WESTROCK PLC F SHS G8267P108 2,735,347 62,026 SH SOLE 0 0 62,026
SUNBELT RENTALS HOLDINGS INC SHS 866966104 9,672,519 131,581 SH SOLE 0 0 131,581
TYLER TECHNOLOGIES INC COM 902252105 7,833,737 24,588 SH SOLE 0 0 24,588
ULTA BEAUTY INC COM 90384S303 2,731,396 5,001 SH SOLE 0 0 5,001
WESTLAKE CORP COM 960413102 4,747,087 76,185 SH SOLE 0 0 76,185
WESTROCK COFFEE CO COM 96145W103 6,744,322 838,846 SH SOLE 0 0 838,846
XPO INC COM 983793100 5,687,322 32,318 SH SOLE 0 0 32,318