<?xml version="1.0" ?>
<proxyVoteTable xmlns="http://www.sec.gov/edgar/document/npxproxy/informationtable">
  <proxyTable>
    <issuerName>AZZ INC.</issuerName>
    <cusip>002474104</cusip>
    <isin>US0024741045</isin>
    <meetingDate>07/09/2024</meetingDate>
    <voteDescription>Approve, on an advisory basis, AZZ's Executive Compensation Program.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>740000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>456213</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>THERMON GROUP HOLDINGS, INC.</issuerName>
    <cusip>88362T103</cusip>
    <isin>US88362T1034</isin>
    <meetingDate>07/31/2024</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of the Company's executive officers as described in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>980000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>980000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>THERMON GROUP HOLDINGS, INC.</issuerName>
    <cusip>88362T103</cusip>
    <isin>US88362T1034</isin>
    <meetingDate>07/31/2024</meetingDate>
    <voteDescription>To recommend, on a non-binding advisory basis, the frequency of future stockholder advisory votes on the compensation of our Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>980000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>ONE YEAR</howVoted>
        <sharesVoted>980000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>THERMON GROUP HOLDINGS, INC.</issuerName>
    <cusip>88362T103</cusip>
    <isin>US88362T1034</isin>
    <meetingDate>07/31/2024</meetingDate>
    <voteDescription>To approve an amendment to the Thermon Group Holdings, Inc. 2020 Long-Term Incentive Plan to increase the available shares under the plan by 1,850,000 shares.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>980000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>980000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>STERICYCLE, INC.</issuerName>
    <cusip>858912108</cusip>
    <isin>US8589121081</isin>
    <meetingDate>08/14/2024</meetingDate>
    <voteDescription>To approve on a non-binding, advisory basis, certain compensation that will or may become payable to Stericycle, Inc.'s named executive officers in connection with the transactions contemplated by the Merger Agreement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>0</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>DID NOT VOTE</howVoted>
        <sharesVoted>0</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MATRIX SERVICE COMPANY</issuerName>
    <cusip>576853105</cusip>
    <isin>US5768531056</isin>
    <meetingDate>11/05/2024</meetingDate>
    <voteDescription>Advisory vote on named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1413990</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1413990</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>APPLIED DIGITAL CORPORATION</issuerName>
    <cusip>038169207</cusip>
    <isin>US0381692070</isin>
    <meetingDate>11/20/2024</meetingDate>
    <voteDescription>Approve, on an advisory basis, the executive compensation of the Company's named executive officers as described in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>250000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>250000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>COPART, INC.</issuerName>
    <cusip>217204106</cusip>
    <isin>US2172041061</isin>
    <meetingDate>12/06/2024</meetingDate>
    <voteDescription>To approve, on an advisory (non- binding) basis, the compensation of our named executive officers for the fiscal year ended July 31, 2024.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>180000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>180000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SUMMIT MATERIALS, INC.</issuerName>
    <cusip>86614U100</cusip>
    <isin>US86614U1007</isin>
    <meetingDate>02/05/2025</meetingDate>
    <voteDescription>Approve on an advisory (non- binding) basis the compensation that may be paid or become payable to Summit's named executive officers that is based on or otherwise relates to the merger (referred to as the &quot;merger-related compensation proposal&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>808141</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>808141</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>BRIGHTVIEW HOLDINGS, INC.</issuerName>
    <cusip>10948C107</cusip>
    <isin>US10948C1071</isin>
    <meetingDate>03/04/2025</meetingDate>
    <voteDescription>To approve a non-binding advisory resolution approving the compensation of the named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1946000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1946000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>BRIGHTVIEW HOLDINGS, INC.</issuerName>
    <cusip>10948C107</cusip>
    <isin>US10948C1071</isin>
    <meetingDate>03/04/2025</meetingDate>
    <voteDescription>To determine in a non-binding advisory vote on the frequency (every one, two or three years) of the advisory vote on the compensation of the named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1946000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>THREE YEAR</howVoted>
        <sharesVoted>1946000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ENTEGRIS, INC.</issuerName>
    <cusip>29362U104</cusip>
    <isin>US29362U1043</isin>
    <meetingDate>04/23/2025</meetingDate>
    <voteDescription>Approval, by non-binding vote, of the compensation paid to Entegris, Inc.'s named executive officers (advisory vote).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>162385</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>162385</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LITTELFUSE, INC.</issuerName>
    <cusip>537008104</cusip>
    <isin>US5370081045</isin>
    <meetingDate>04/24/2025</meetingDate>
    <voteDescription>Approve, on an advisory basis, the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>128171</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>128171</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ASTEC INDUSTRIES, INC.</issuerName>
    <cusip>046224101</cusip>
    <isin>US0462241011</isin>
    <meetingDate>04/25/2025</meetingDate>
    <voteDescription>to approve, on a non-binding, advisory basis, the compensation of our named executive officers (Proposal No. 2).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>329000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>329000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ASTEC INDUSTRIES, INC.</issuerName>
    <cusip>046224101</cusip>
    <isin>US0462241011</isin>
    <meetingDate>04/25/2025</meetingDate>
    <voteDescription>to approve the Astec Industries, Inc. 2025 Equity Incentive Plan (Proposal No. 4).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>329000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>329000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ENPRO INC.</issuerName>
    <cusip>29355X107</cusip>
    <isin>US29355X1072</isin>
    <meetingDate>04/30/2025</meetingDate>
    <voteDescription>On an advisory basis, to approve the compensation to our named executive officers as disclosed in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>223006</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>223006</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>INGEVITY CORPORATION</issuerName>
    <cusip>45688C107</cusip>
    <isin>US45688C1071</isin>
    <meetingDate>04/30/2025</meetingDate>
    <voteDescription>Advisory vote on compensation of our Named Executive Officers (Say- on-Pay).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>352060</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>352060</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>BWX TECHNOLOGIES, INC.</issuerName>
    <cusip>05605H100</cusip>
    <isin>US05605H1005</isin>
    <meetingDate>05/02/2025</meetingDate>
    <voteDescription>Advisory vote on compensation of our Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>325747</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>325747</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>INTEL CORPORATION</issuerName>
    <cusip>458140100</cusip>
    <isin>US4581401001</isin>
    <meetingDate>05/06/2025</meetingDate>
    <voteDescription>Advisory vote on executive compensation (Say-On-Pay).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>350000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>350000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CTS CORPORATION</issuerName>
    <cusip>126501105</cusip>
    <isin>US1265011056</isin>
    <meetingDate>05/08/2025</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of CTS' named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>333264</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>333264</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>GREAT LAKES DREDGE &amp; DOCK CORPORATION</issuerName>
    <cusip>390607109</cusip>
    <isin>US3906071093</isin>
    <meetingDate>05/08/2025</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the Company's executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>3750117</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>3750117</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>GENTHERM INCORPORATED</issuerName>
    <cusip>37253A103</cusip>
    <isin>US37253A1034</isin>
    <meetingDate>05/08/2025</meetingDate>
    <voteDescription>Approval (on an advisory basis) of the compensation of the Company's named executive officers for the year ended December 31, 2024.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>514477</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>514477</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ADEIA INC.</issuerName>
    <cusip>00676P107</cusip>
    <isin>US00676P1075</isin>
    <meetingDate>05/08/2025</meetingDate>
    <voteDescription>To hold an advisory vote to approve the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>3190194</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>3190194</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CALIX, INC.</issuerName>
    <cusip>13100M509</cusip>
    <isin>US13100M5094</isin>
    <meetingDate>05/08/2025</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, Calix's named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>513365</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>513365</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MKS INSTRUMENTS, INC.</issuerName>
    <cusip>55306N104</cusip>
    <isin>US55306N1046</isin>
    <meetingDate>05/12/2025</meetingDate>
    <voteDescription>The approval, on an advisory basis, of executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>241578</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>241578</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MARTIN MARIETTA MATERIALS, INC.</issuerName>
    <cusip>573284106</cusip>
    <isin>US5732841060</isin>
    <meetingDate>05/15/2025</meetingDate>
    <voteDescription>Approval, by a non-binding advisory vote, of the compensation of Martin Marietta Materials, Inc.'s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>27565</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>27565</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>WASTE CONNECTIONS, INC.</issuerName>
    <cusip>94106B101</cusip>
    <isin>CA94106B1013</isin>
    <meetingDate>05/16/2025</meetingDate>
    <voteDescription>Say-on-Pay - Approve, on a non- binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>285653</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>285653</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>UL SOLUTIONS INC</issuerName>
    <cusip>903731107</cusip>
    <isin>US9037311076</isin>
    <meetingDate>05/20/2025</meetingDate>
    <voteDescription>The approval, on an advisory basis, of the compensation of the Company's named executive officers as disclosed in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>328755</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>328755</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>UL SOLUTIONS INC</issuerName>
    <cusip>903731107</cusip>
    <isin>US9037311076</isin>
    <meetingDate>05/20/2025</meetingDate>
    <voteDescription>The approval, on an advisory basis, of the preferred frequency of stockholder advisory votes on the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>328755</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>ONE YEAR</howVoted>
        <sharesVoted>328755</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>VISHAY PRECISION GROUP, INC.</issuerName>
    <cusip>92835K103</cusip>
    <isin>US92835K1034</isin>
    <meetingDate>05/21/2025</meetingDate>
    <voteDescription>To approve the non-binding resolution relating to the executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>302000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>302000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FARO TECHNOLOGIES, INC.</issuerName>
    <cusip>311642102</cusip>
    <isin>US3116421021</isin>
    <meetingDate>05/21/2025</meetingDate>
    <voteDescription>Non-binding resolution to approve the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1038199</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1038199</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>FARO TECHNOLOGIES, INC.</issuerName>
    <cusip>311642102</cusip>
    <isin>US3116421021</isin>
    <meetingDate>05/21/2025</meetingDate>
    <voteDescription>Amendment to the FARO Technologies, Inc. 2022 Equity Incentive Plan to increase the number of shares reserved for issuance thereunder by 1,500,000.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1039199</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1039199</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CCC INTELLIGENT SOLUTIONS HOLDINGS INC.</issuerName>
    <cusip>12510Q100</cusip>
    <isin>US12510Q1004</isin>
    <meetingDate>05/22/2025</meetingDate>
    <voteDescription>To approve, on an advisory (non- binding) basis, the compensation of the Company's named executive officers as set forth in the Proxy Statement for the Annual Meeting.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>108477</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>108477</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SEALED AIR CORPORATION</issuerName>
    <cusip>81211K100</cusip>
    <isin>US81211K1007</isin>
    <meetingDate>05/29/2025</meetingDate>
    <voteDescription>Approval, as an advisory vote, of Sealed Air's 2024 executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>367000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>367000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MRC GLOBAL INC.</issuerName>
    <cusip>55345K103</cusip>
    <isin>US55345K1034</isin>
    <meetingDate>05/29/2025</meetingDate>
    <voteDescription>Approve a non-binding advisory resolution approving the Company's named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1874000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1874000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MRC GLOBAL INC.</issuerName>
    <cusip>55345K103</cusip>
    <isin>US55345K1034</isin>
    <meetingDate>05/29/2025</meetingDate>
    <voteDescription>Recommend, on an advisory basis, the frequency of an advisory vote on the Company's named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1874000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>ONE YEAR</howVoted>
        <sharesVoted>1874000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>HARVARD BIOSCIENCE, INC.</issuerName>
    <cusip>416906105</cusip>
    <isin>US4169061052</isin>
    <meetingDate>06/02/2025</meetingDate>
    <voteDescription>Approval, by a non-binding advisory vote, of the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2150000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2150000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SOUNDTHINKING, INC.</issuerName>
    <cusip>82536T107</cusip>
    <isin>US82536T1079</isin>
    <meetingDate>06/04/2025</meetingDate>
    <voteDescription>Advisory approval of the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>269272</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>269272</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>VARONIS SYSTEMS, INC.</issuerName>
    <cusip>922280102</cusip>
    <isin>US9222801022</isin>
    <meetingDate>06/05/2025</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the executive compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>463000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>463000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CASELLA WASTE SYSTEMS, INC.</issuerName>
    <cusip>147448104</cusip>
    <isin>US1474481041</isin>
    <meetingDate>06/05/2025</meetingDate>
    <voteDescription>To approve, in an advisory &quot;say-on- pay&quot; vote, the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>114166</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>114166</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>VIMEO, INC.</issuerName>
    <cusip>92719V100</cusip>
    <isin>US92719V1008</isin>
    <meetingDate>06/09/2025</meetingDate>
    <voteDescription>Approve a non-binding advisory resolution to approve the compensation of the Company's named executive officers (say on pay).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1954000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1954000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NLIGHT, INC.</issuerName>
    <cusip>65487K100</cusip>
    <isin>US65487K1007</isin>
    <meetingDate>06/10/2025</meetingDate>
    <voteDescription>To approve, on an advisory, non- binding basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2073000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2073000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ARMSTRONG WORLD INDUSTRIES, INC.</issuerName>
    <cusip>04247X102</cusip>
    <isin>US04247X1028</isin>
    <meetingDate>06/12/2025</meetingDate>
    <voteDescription>To approve, on an advisory basis, our executive compensation program.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>213500</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>213500</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CYBERARK SOFTWARE LTD.</issuerName>
    <cusip>M2682V108</cusip>
    <isin>IL0011334468</isin>
    <meetingDate>06/24/2025</meetingDate>
    <voteDescription>To approve a compensation policy for the Company's executives and directors, in accordance with the requirements of the Companies Law.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>39023</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>39023</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ORION S A</issuerName>
    <cusip>L72967109</cusip>
    <isin>LU1092234845</isin>
    <meetingDate>06/26/2025</meetingDate>
    <voteDescription>Approval, on a non-binding advisory basis, of the compensation paid to the Company's named executive officers for 2024 (Say-on-Pay vote) as disclosed in the accompanying proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2410000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2410000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
</proxyVoteTable>
