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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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ASHLAND INC COM 044186104   11,269,011 129,663 SH   SOLE   129,663 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   7,846,509 84,873 SH   SOLE   84,873 0 0
CATALENT INC COM 148806102   12,652,448 291,800 SH   SOLE   291,800 0 0
FERGUSON PLC NEW SHS G3421J106   11,813,981 75,100 SH   SOLE   75,100 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   2,327,036 124,841 SH   SOLE   124,841 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   31,919,159 1,042,769 SH   SOLE   1,042,769 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   12,288,696 154,400 SH Call SOLE   154,400 0 0
LKQ CORP COM 501889208   7,370,456 126,488 SH   SOLE   126,488 0 0
RB GLOBAL INC COM 74935Q107   7,998,000 133,300 SH   SOLE   133,300 0 0
US FOODS HLDG CORP COM 912008109   17,711,980 402,545 SH   SOLE   402,545 0 0