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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALGOMA STL GROUP INC COM 015658107   160,480 16,000 SH   SOLE   16,000 0 0
ARCOSA INC COM 039653100   12,983,157 157,105 SH   SOLE   157,105 0 0
BERRY GLOBAL GROUP INC COM 08579W103   5,256,420 78,000 SH   SOLE   78,000 0 0
BGC GROUP INC CL A 088929104   1,227,400 170,000 SH Call SOLE   170,000 0 0
BGC GROUP INC CL A 088929104   2,921,212 404,600 SH   SOLE   404,600 0 0
CELESTICA INC SUB VTG SHS 15101Q108   3,018,523 103,000 SH Put SOLE   103,000 0 0
CELESTICA INC SUB VTG SHS 15101Q108   3,030,245 103,400 SH   SOLE   103,400 0 0
CHARLES RIV LABS INTL INC COM 159864107   6,690,120 28,300 SH   SOLE   28,300 0 0
CAVCO INDS INC DEL COM 149568107   5,372,610 15,500 SH   SOLE   15,500 0 0
DRAFTKINGS INC COM CL A 26142V105   2,379,375 67,500 SH Put SOLE   67,500 0 0
FLEX LTD ORD Y2573F102   5,315,270 174,500 SH   SOLE   174,500 0 0
FLUOR CORP COM 343412102   6,811,663 173,900 SH   SOLE   173,900 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106   5,143,951 129,245 SH   SOLE   129,245 0 0
FORWARD AIR CORP COM 349853101   4,023,680 64,000 SH Call SOLE   64,000 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109   3,307,536 535,200 SH   SOLE   535,200 0 0
GREEN PLAINS INC COM 393222104   4,717,704 187,062 SH   SOLE   187,062 0 0
FERROGLOBE PLC SHS G33856108   2,604,000 400,000 SH   SOLE   400,000 0 0
HUMANA INC SHS 444859102   5,035,910 11,000 SH Call SOLE   11,000 0 0
INTERNATIONAL GAME TECHNOLOGY PLC SHS G4863A108   5,120,901 186,826 SH   SOLE   186,826 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   10,035,500 50,000 SH Put SOLE   50,000 0 0
ELI LILLY & CO COM 532457108   2,215,096 3,800 SH Put SOLE   3,800 0 0
LOVESAC COMPANY COM 54738L109   1,660,750 65,000 SH Put SOLE   65,000 0 0
MDU RES GROUP INC COM 552690109   10,574,170 534,049 SH   SOLE   534,049 0 0
MASTEC INC COM 576323109   5,800,152 76,600 SH   SOLE   76,600 0 0
NORTH AMERN CONSTR GROUP LTD COM 656811106   5,253,145 251,600 SH   SOLE   251,600 0 0
NUVEI CORPORATION SUB VTG SHS 67079A102   2,675,873 101,800 SH   SOLE   101,800 0 0
ENVIRI CORP COM 415864107   5,619,564 624,396 SH   SOLE   624,396 0 0
ORTHOFIX MED INC COM 68752M108   6,406,262 475,242 SH   SOLE   475,242 0 0
PETIQ INC COM CL A 71639T106   5,432,771 275,077 SH   SOLE   275,077 0 0
PHINIA INC COM 71880K101   5,503,693 181,700 SH   SOLE   181,700 0 0
INVESTMENT MANAGERS SER TR I AXS SHORT INNOV 46144X628   11,682,000 450,000 SH Call SOLE   450,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   68,206,985 143,500 SH Put SOLE   143,500 0 0
STONERIDGE INC COM 86183P102   5,825,147 297,657 SH   SOLE   297,657 0 0
TIPTREE INC COM 88822Q103   271,128 14,300 SH   SOLE   14,300 0 0
TRUPANION INC COM 898202106   1,250,910 41,000 SH Put SOLE   41,000 0 0
VSE CORP COM 918284100   5,104,190 79,000 SH   SOLE   79,000 0 0