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 |
3M CO | COM | 88579Y101 | 1,169,104 | 11,022 | SH | SOLE | 11,022 | 0 | 0 | ||
BIO RAD LABS INC | CL A | 090572207 | 43,558,176 | 125,938 | SH | SOLE | 125,938 | 0 | 0 | ||
BRC INC | COM CL A | 05601U105 | 11,103,501 | 2,594,276 | SH | SOLE | 2,594,276 | 0 | 0 | ||
DENTSPLY SIRONA INC | COM | 24906P109 | 7,005,181 | 211,063 | SH | SOLE | 211,063 | 0 | 0 | ||
DOCUSIGN INC | COM | 256163106 | 3,739,680 | 62,799 | SH | SOLE | 62,799 | 0 | 0 | ||
HALEON PLC | SPON ADS | 405552100 | 920,401 | 108,410 | SH | SOLE | 108,410 | 0 | 0 | ||
RENTOKIL INITIAL PLC | SPONSORED ADR | 760125104 | 26,802,084 | 888,958 | SH | SOLE | 888,958 | 0 | 0 | ||
SINGULAR GENOMICS SYSTEMS INC | COM | 82933R100 | 1,288,943 | 2,506,695 | SH | SOLE | 2,506,695 | 0 | 0 | ||
SOLVENTUM CORP | COM SHS | 83444M101 | 6,232,236 | 89,608 | SH | SOLE | 89,608 | 0 | 0 | ||
WABTEC | COM | 929740108 | 22,394,658 | 153,725 | SH | SOLE | 153,725 | 0 | 0 |