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 |
COLFAX CORPORATION CMN | COMMON STOCK | 194014106 | 16,549 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
HEICO CORP NEW-CL A | COMMON STOCK | 422806208 | 10,924 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
NOMAD HOLDINGS | COMMON STOCK | G6564A105 | 20,312 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
OTIS WORLDWIDE CORPORATION CMN | COMMON STOCK | 68902V107 | 17,414 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
TRANSCAT, INC. CMN | COMMON STOCK | 893529107 | 41,594 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
VERTIV HLDGS LLC CL A | COMMON STOCK | 92537N108 | 24,970 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
COLFAX CORPORATION PFD USD5.7500 | CONVERTIBLE PREFERRED STOCK | 194014205 | 6,480 | 35,000 | SH | SOLE | 35,000 | 0 | 0 |