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
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
ACUITY BRANDS INC COM 00508Y102   19,814,000 73,732 SH   DFND 1 0 12,151 61,581
ARRAY TECHNOLOGIES INC COM SHS 04271T100   193,830 13,000 SH   DFND 1 0 13,000 0
ATKORE INC COM 047649108   252,988 1,329 SH   DFND 1 0 1,329 0
AVANOS MED INC COM 05350V106   25,396,400 1,275,560 SH   DFND 1 0 224,740 1,050,820
AXIS CAP HLDGS LTD SHS G0692U109   24,074,695 370,266 SH   DFND 1 0 63,184 307,082
CBIZ INC COM 124805102   12,577,820 160,227 SH   DFND 1 0 17,652 142,575
CHAMPIONX CORPORATION COM 15872M104   32,158,265 896,023 SH   DFND 1 0 165,533 730,490
CNO FINL GROUP INC COM 12621E103   11,730,662 426,880 SH   DFND 1 0 47,062 379,818
CONSTELLATION ENERGY CORP COM 21037T109   379,497 2,053 SH   DFND 1 0 2,053 0
CROWDSTRIKE HLDGS INC CL A 22788C105   292,378 912 SH   DFND 1 0 912 0
DANAHER CORPORATION COM 235851102   279,686 1,120 SH   DFND 1 0 1,120 0
ENCOMPASS HEALTH CORP COM 29261A100   20,982,670 254,089 SH   DFND 1 0 42,474 211,615
ENCORE ENERGY CORP COM NEW 29259W700   312,355 71,314 SH   DFND 1 0 71,314 0
ENHABIT INC COM 29332G102   17,637,040 1,513,909 SH   DFND 1 0 243,289 1,270,620
ENPRO INC COM 29355X107   19,532,258 115,733 SH   DFND 1 0 19,583 96,150
ENVISTA HOLDINGS CORPORATION COM 29415F104   19,572,920 915,478 SH   DFND 1 0 155,288 760,190
FRONTDOOR INC COM 35905A109   18,574,444 570,118 SH   DFND 1 0 96,704 473,414
GATES INDL CORP PLC ORD SHS G39108108   32,891,933 1,857,252 SH   DFND 1 0 335,188 1,522,064
GLOBUS MED INC CL A 379577208   34,386,512 641,061 SH   DFND 1 0 113,282 527,779
HUDSON TECHNOLOGIES INC COM 444144109   129,158 11,731 SH   DFND 1 0 11,731 0
ITT INC COM 45073V108   33,694,903 247,702 SH   DFND 1 0 41,370 206,332
KLA CORP COM NEW 482480100   342,998 491 SH   DFND 1 0 491 0
KORN FERRY COM NEW 500643200   9,501,005 144,480 SH   DFND 1 0 15,940 128,540
LEAR CORP COM NEW 521865204   33,172,449 228,965 SH   DFND 1 0 39,920 189,045
LIVANOVA PLC SHS G5509L101   23,546,656 420,927 SH   DFND 1 0 76,010 344,917
MICROSOFT CORP COM 594918104   467,841 1,112 SH   DFND 1 0 1,112 0
MOHAWK INDS INC COM 608190104   40,199,722 307,126 SH   DFND 1 0 53,423 253,703
MSC INDL DIRECT INC CL A 553530106   27,047,765 278,728 SH   DFND 1 0 46,938 231,790
NEXGEN ENERGY LTD COM 65340P106   391,123 50,300 SH   DFND 1 0 50,300 0
NEXTRACKER INC CLASS A COM 65290E101   319,726 5,682 SH   DFND 1 0 5,682 0
NOMAD FOODS LTD USD ORD SHS G6564A105   24,680,749 1,261,797 SH   DFND 1 0 237,097 1,024,700
NU HLDGS LTD ORD SHS CL A G6683N103   119,479 10,015 SH   DFND 1 0 10,015 0
NVENT ELECTRIC PLC SHS G6700G107   432,042 5,730 SH   DFND 1 0 5,730 0
NVIDIA CORPORATION COM 67066G104   330,703 366 SH   DFND 1 0 366 0
OPENLANE INC COM 48238T109   40,080,640 2,316,800 SH   DFND 1 0 401,353 1,915,447
PROGRESS SOFTWARE CORP COM 743312100   14,621,600 274,275 SH   DFND 1 0 30,789 243,486
SKILLSOFT CORP CL A 83066P309   5,938,731 659,859 SH   DFND 1 0 110,362 549,497
STANTEC INC COM 85472N109   200,721 2,417 SH   DFND 1 0 2,417 0
TANDEM DIABETES CARE INC COM NEW 875372203   29,106,772 821,993 SH   DFND 1 0 141,539 680,454
VINTAGE WINE ESTATES INC COM 92747V106   621,052 1,725,145 SH   DFND 1 0 241,979 1,483,166
WASTE CONNECTIONS INC COM 94106B101   256,123 1,489 SH   DFND 1 0 1,489 0
WASTE MGMT INC DEL COM 94106L109   262,175 1,230 SH   DFND 1 0 1,230 0