The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| Cornerstone Building Brands, Inc. | Com | 21925D109 | 1,083,781 | 62,143,416 | SH | SOLE | 62,143,416 | 0 | 0 | ||
| Terminix Global Holdings, Inc. | Com | 88087E100 | 455 | 10,068 | SH | SOLE | 10,068 | 0 | 0 | ||
| SiteOne Landscape Supply, Inc. | Com | 82982L103 | 5,077 | 20,955 | SH | SOLE | 20,955 | 0 | 0 | ||
| Graphic Packaging Holding Company | Com | 388689101 | 4,191 | 214,935 | SH | SOLE | 214,935 | 0 | 0 | ||
| Beacon Roofing Supply, Inc. | Com | 073685109 | 834,956 | 14,558,955 | SH | SOLE | 14,558,955 | 0 | 0 | ||
| Frontdoor Inc. | Com | 35905A109 | 184 | 5,034 | SH | SOLE | 5,034 | 0 | 0 | ||
| Covetrus, Inc. | Com | 22304C100 | 673,326 | 33,716,864 | SH | SOLE | 33,716,864 | 0 | 0 | ||
| Agilon Health, Inc. | Com | 00857U107 | 5,560,618 | 205,948,808 | SH | SOLE | 205,948,808 | 0 | 0 | ||
| Core & Main, Inc. | Com | 21874C102 | 5,819,113 | 191,796,744 | SH | SOLE | 191,796,744 | 0 | 0 | ||