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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CHEESECAKE FACTORY INC COM 163072101 24,702 525,583 SH   SOLE   525,583 0 0
ENERSYS COM 29275Y102 41,693 560,083 SH   SOLE   560,083 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 14,080 1,388,590 SH   SOLE   1,388,590 0 0
FISERV INC COM 337738108 49,050 452,075 SH   SOLE   452,075 0 0
GMS INC COM 36251C103 25,884 590,969 SH   SOLE   590,969 0 0
HARMONIC INC COM 413160102 78,752 9,000,258 SH   SOLE   9,000,258 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 87,500 400,000 SH Put SOLE   400,000 0 0
KBR INC COM 48242W106 84,325 2,140,238 SH   SOLE   2,140,238 0 0
MANNKIND CORP COM NEW 56400P706 3,023 694,961 SH   SOLE   694,961 0 0
MOHAWK INDS INC COM 608190104 51,623 290,997 SH   SOLE   290,997 0 0
REGAL BELOIT CORP COM 758750103 75,339 501,122 SH   SOLE   501,122 0 0
REXNORD CORP COM 76169B102 31,293 486,745 SH   SOLE   486,745 0 0
SONOS INC COM 83570H108 39,827 1,230,751 SH   SOLE   1,230,751 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 90,119 210,000 SH Put SOLE   210,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 124,161 2,809,714 SH   SOLE   2,809,714 0 0
TRIUMPH GROUP INC NEW COM 896818101 871 46,766 SH   SOLE   46,766 0 0
VERRA MOBILITY CORP COM 92511U102 103,946 6,897,568 SH   SOLE   6,897,568 0 0