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
ADEIA INC COM 00676P107   33,818,220 3,166,500 SH   SOLE   3,166,500 0 0
AIR PRODS & CHEMS INC COM 009158106   13,603,200 48,000 SH   SOLE   48,000 0 0
ANALOG DEVICES INC COM 032654105   18,034,270 103,000 SH   SOLE   103,000 0 0
APPLIED DIGITAL CORP COM NEW 038169207   2,449,200 392,500 SH   SOLE   392,500 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   13,068,000 181,500 SH   SOLE   181,500 0 0
ASPEN AEROGELS INC COM 04523Y105   2,601,500 302,500 SH   SOLE   302,500 0 0
AZZ INC COM 002474104   32,133,900 705,000 SH   SOLE   705,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   43,863,300 585,000 SH   SOLE   585,000 0 0
CABOT CORP COM 127055101   7,836,169 113,125 SH   SOLE   113,125 0 0
CHART INDS INC COM 16115Q308   35,938,000 212,500 SH   SOLE   212,500 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   11,062,240 83,000 SH   SOLE   83,000 0 0
COMPASS MINERALS INTL INC COM 20451N101   19,229,600 688,000 SH   SOLE   688,000 0 0
COPART INC COM 217204106   20,112,258 466,750 SH   SOLE   466,750 0 0
CROWN HLDGS INC COM 228368106   23,181,760 262,000 SH   SOLE   262,000 0 0
CTS CORP COM 126501105   14,285,515 342,250 SH   SOLE   342,250 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   5,731,950 35,000 SH   SOLE   35,000 0 0
ENPRO INDS INC COM 29355X107   25,086,330 207,000 SH   SOLE   207,000 0 0
EVENTBRITE INC COM CL A 29975E109   19,830,925 2,011,250 SH   SOLE   2,011,250 0 0
EVERBRIDGE INC COM 29978A104   17,005,570 758,500 SH   SOLE   758,500 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109   27,337,100 3,430,000 SH   SOLE   3,430,000 0 0
HARVARD BIOSCIENCE INC COM 416906105   10,997,250 2,557,500 SH   SOLE   2,557,500 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   28,283,185 138,250 SH   SOLE   138,250 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   8,061,075 22,500 SH Put SOLE   22,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   1,767,400 10,000 SH Call SOLE   10,000 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106   3,463,250 175,000 SH   SOLE   175,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   15,187,760 37,000 SH   SOLE   37,000 0 0
MATRIX SVC CO COM 576853105   19,552,600 1,657,000 SH   SOLE   1,657,000 0 0
MKS INSTRS INC COM 55306N104   14,235,830 164,500 SH   SOLE   164,500 0 0
MRC GLOBAL INC COM 55345K103   20,038,750 1,955,000 SH   SOLE   1,955,000 0 0
NLIGHT INC COM 65487K100   7,711,600 741,500 SH   SOLE   741,500 0 0
ORION S.A. COM L72967109   33,643,680 1,581,000 SH   SOLE   1,581,000 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   23,915,775 645,500 SH   SOLE   645,500 0 0
RISKIFIED LTD SHS CL A M8216R109   10,931,200 2,440,000 SH   SOLE   2,440,000 0 0
SEALED AIR CORP NEW COM 81211K100   14,343,390 436,500 SH   SOLE   436,500 0 0
STERICYCLE INC COM 858912108   21,192,540 474,000 SH   SOLE   474,000 0 0
SUMMIT MATLS INC CL A 86614U100   16,223,940 521,000 SH   SOLE   521,000 0 0
THERMON GROUP HLDGS INC COM 88362T103   41,526,399 1,511,700 SH   SOLE   1,511,700 0 0
VARONIS SYS INC COM 922280102   38,648,370 1,265,500 SH   SOLE   1,265,500 0 0
VIMEO INC COMMON STOCK 92719V100   14,160,000 4,000,000 SH   SOLE   4,000,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103   22,280,330 663,500 SH   SOLE   663,500 0 0
WASTE CONNECTIONS INC COM 94106B101   29,210,250 217,500 SH   SOLE   217,500 0 0
XPERI INC COMMON STOCK 98423J101   7,148,500 725,000 SH   SOLE   725,000 0 0