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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | HEXCEL CORP NEW | $52.9M | 653309 | 22.79% |
| 2 | CHEMOURS CO | $37.9M | 1720189 | 16.33% |
| 3 | INGEVITY CORP | $36.9M | 518101 | 15.90% |
| 4 | POWELL INDS INC | $35.2M | 64983 | 15.15% |
| 5 | TENNANT COMPANY | $26.0M | 391593 | 11.21% |
| 6 | VALVOLINE INC | $19.6M | 582176 | 8.45% |
| 7 | CAESARS ENTERTAINMENT INC NEW | $9.6M | 363358 | 4.14% |
| 8 | VESTIS CORPORATION COM SHS | $7.9M | 1004018 | 3.40% |
| 9 | McGRATH RENTCORP | $6.1M | 55359 | 2.63% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.