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
AMERICAN PUB ED INC COM 02913V103 210,900 5,000 SH SOLE 5,000 0 0
AUTONATION INC COM 05329W102 30,156,058 191,540 SH SOLE 191,540 0 0
BRINKS CO COM 109696104 47,707,171 472,395 SH SOLE 472,395 0 0
BRINKS CO COM 109696104 36,204,915 358,500 SH Call SOLE 358,500 0 0
CORE & MAIN INC CL A 21874C102 3,175,501 76,555 SH SOLE 76,555 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 16,644,149 352,705 SH SOLE 352,705 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 26,843,717 2,272,965 SH SOLE 2,272,965 0 0
ENERGY RECOVERY INC COM 29270J100 6,427,112 963,585 SH SOLE 963,585 0 0
ENVIRI CORP COM 29390K102 26,350,755 1,349,245 SH SOLE 1,349,245 0 0
GILDAN ACTIVEWEAR INC COM 375916103 22,144,367 519,455 SH SOLE 519,455 0 0
INGEVITY CORP COM 45688C107 50,401,239 712,385 SH SOLE 712,385 0 0
KOPPERS HOLDINGS INC COM 50060P106 63,609,721 1,395,256 SH SOLE 1,395,256 0 0
MATSON INC COM 57686G105 17,319,712 78,855 SH SOLE 78,855 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 224,900 10,000 SH SOLE 10,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 13,272,851 2,659,890 SH SOLE 2,659,890 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 21,501,068 1,128,665 SH SOLE 1,128,665 0 0
STRIDE INC COM 86333M108 31,857,559 408,535 SH SOLE 408,535 0 0
TENNANT CO COM 880345103 25,745,260 383,000 SH SOLE 383,000 0 0
WISDOMTREE INC COM 97717P104 45,481,446 1,872,435 SH SOLE 1,872,435 0 0