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
AERCAP HOLDINGS NV SHS N00985106   36,797,244 495,119 SH   SOLE   495,119 0 0
ARAMARK COM 03852U106   24,437,137 869,649 SH   SOLE   869,649 0 0
AXALTA COATING SYS LTD COM G0750C108   17,342,364 510,520 SH   SOLE   510,520 0 0
BURLINGTON STORES INC COM 122017106   29,201,755 150,153 SH   SOLE   150,153 0 0
CARVANA CO CL A 146869102   411,450 7,772 SH   SOLE   7,772 0 0
ELASTIC N V ORD SHS N14506104   7,679,716 68,143 SH   SOLE   68,143 0 0
ENERSYS COM 29275Y102   38,932,599 385,624 SH   SOLE   385,624 0 0
ENHABIT INC COM 29332G102   20,042,920 1,936,514 SH   SOLE   1,936,514 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   24,864,156 712,440 SH   SOLE   712,440 0 0
GMS INC COM 36251C103   14,502,652 175,939 SH   SOLE   175,939 0 0
HARMONIC INC COM 413160102   68,487,514 5,252,110 SH   SOLE   5,252,110 0 0
HASHICORP INC COM CL A 418100103   25,744,598 1,089,027 SH   SOLE   1,089,027 0 0
HUNT J B TRANS SVCS INC COM 445658107   20,158,560 100,924 SH   SOLE   100,924 0 0
INDIVIOR PLC ORD G4766E116   126,154,464 8,261,589 SH   SOLE   8,261,589 0 0
IMPINJ INC COM 453204109   1,436,699 15,958 SH   SOLE   15,958 0 0
INSULET CORP COM 45784P101   8,567,238 39,484 SH   SOLE   39,484 0 0
KBR INC COM 48242W106   20,505,191 370,063 SH   SOLE   370,063 0 0
LESLIES INC COM 527064109   675,148 97,706 SH   SOLE   97,706 0 0
MANNKIND CORP COM NEW 56400P706   2,529,658 694,961 SH   SOLE   694,961 0 0
MARQETA INC CLASS A COM 57142B104   33,217,052 4,758,890 SH   SOLE   4,758,890 0 0
NATIONAL VISION HLDGS INC COM 63845R107   14,497,227 692,653 SH   SOLE   692,653 0 0
NORFOLK SOUTHN CORP COM 655844108   38,842,907 164,324 SH   SOLE   164,324 0 0
PEGASYSTEMS INC COM 705573103   13,831,631 283,087 SH   SOLE   283,087 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   12,450,938 2,044,489 SH   SOLE   2,044,489 0 0
QORVO INC COM 74736K101   35,185,107 312,451 SH   SOLE   312,451 0 0
REGAL REXNORD CORPORATION COM 758750103   39,429,568 266,380 SH   SOLE   266,380 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   61,695,238 1,298 SH Put SOLE   1,298 0 0
TEMPUR SEALY INTL INC COM 88023U101   41,371,890 811,691 SH   SOLE   811,691 0 0
TPI COMPOSITES INC COM 87266J104   273,546 66,074 SH   SOLE   66,074 0 0
VESTIS CORPORATION COM SHS 29430C102   28,362,819 1,341,666 SH   SOLE   1,341,666 0 0
WESTERN UN CO COM 959802109   1,024,560 85,953 SH   SOLE   85,953 0 0