The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
Graphic Packaging Holding Company | Com | 388689101 | 5,164,888 | 214,935 | SH | SOLE | 214,935 | 0 | 0 | ||
Rentokil Initial plc | Com | 760125104 | 56,799 | 1,456 | SH | SOLE | 1,456 | 0 | 0 | ||
SiteOne Landscape Supply Inc. | Com | 82982L103 | 3,507,029 | 20,955 | SH | SOLE | 20,955 | 0 | 0 | ||
Frontdoor Inc. | Com | 35905A109 | 160,585 | 5,034 | SH | SOLE | 5,034 | 0 | 0 | ||
Agilon Health, Inc. | Com | 00857U107 | 1,734,000,000 | 100,000,000 | SH | SOLE | 100,000,000 | 0 | 0 | ||
Beacon Roofing Supply, Inc. | Com | 073685109 | 1,260,869,483 | 15,194,860 | SH | SOLE | 15,194,860 | 0 | 0 | ||
Core & Main, Inc. | Com | 21874C102 | 3,817,109,957 | 121,796,744 | SH | SOLE | 121,796,744 | 0 | 0 |