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
ADEIA INC COM 00676P107   32,257,540 2,884,000 SH   SOLE   2,884,000 0 0
APPLIED DIGITAL CORP COM NEW 038169207   1,487,500 250,000 SH   SOLE   250,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   25,988,580 229,500 SH   SOLE   229,500 0 0
ASPEN AEROGELS INC COM 04523Y105   4,364,550 183,000 SH   SOLE   183,000 0 0
ASTEC INDS INC COM 046224101   4,152,400 140,000 SH   SOLE   140,000 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   17,452,200 442,500 SH   SOLE   442,500 0 0
AZZ INC COM 002474104   50,521,500 654,000 SH   SOLE   654,000 0 0
BRIGHTVIEW HLDGS INC COM 10948C107   22,789,550 1,713,500 SH   SOLE   1,713,500 0 0
BWX TECHNOLOGIES INC COM 05605H100   36,622,500 385,500 SH   SOLE   385,500 0 0
CHART INDS INC COM 16115Q308   17,970,330 124,500 SH   SOLE   124,500 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   15,840,000 96,000 SH   SOLE   96,000 0 0
COMPASS MINERALS INTL INC COM 20451N101   7,231,000 700,000 SH   SOLE   700,000 0 0
COPART INC COM 217204106   28,813,120 532,000 SH   SOLE   532,000 0 0
CTS CORP COM 126501105   19,062,195 376,500 SH   SOLE   376,500 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   10,936,800 40,000 SH   SOLE   40,000 0 0
ENPRO INC COM 29355X107   30,351,345 208,500 SH   SOLE   208,500 0 0
FARO TECHNOLOGIES INC COM 311642102   13,664,000 854,000 SH   SOLE   854,000 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109   29,167,160 3,322,000 SH   SOLE   3,322,000 0 0
HARVARD BIOSCIENCE INC COM 416906105   7,288,875 2,557,500 SH   SOLE   2,557,500 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   35,348,355 143,500 SH   SOLE   143,500 0 0
LITTELFUSE INC COM 537008104   24,281,050 95,000 SH   SOLE   95,000 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106   4,648,320 288,000 SH   SOLE   288,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   24,787,350 45,750 SH   SOLE   45,750 0 0
MATRIX SVC CO COM 576853105   13,902,000 1,400,000 SH   SOLE   1,400,000 0 0
MKS INSTRS INC COM 55306N104   18,999,390 145,500 SH   SOLE   145,500 0 0
MRC GLOBAL INC COM 55345K103   16,453,795 1,274,500 SH   SOLE   1,274,500 0 0
NLIGHT INC COM 65487K100   12,115,905 1,108,500 SH   SOLE   1,108,500 0 0
ORION S.A. COM L72967109   33,996,030 1,549,500 SH   SOLE   1,549,500 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   28,597,425 964,500 SH   SOLE   964,500 0 0
RISKIFIED LTD SHS CL A M8216R109   18,792,990 2,941,000 SH   SOLE   2,941,000 0 0
SEALED AIR CORP NEW COM 81211K100   19,012,735 546,500 SH   SOLE   546,500 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   5,298,600 60,000 SH Put SOLE   60,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   17,687,150 32,500 SH Put SOLE   32,500 0 0
STERICYCLE INC COM 858912108   22,380,050 385,000 SH   SOLE   385,000 0 0
SUMMIT MATLS INC CL A 86614U100   26,999,875 737,500 SH   SOLE   737,500 0 0
THERMON GROUP HLDGS INC COM 88362T103   27,530,200 895,000 SH   SOLE   895,000 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107   8,395,810 199,000 SH   SOLE   199,000 0 0
VARONIS SYS INC COM 922280102   29,309,670 611,000 SH   SOLE   611,000 0 0
VIMEO INC COMMON STOCK 92719V100   14,062,100 3,770,000 SH   SOLE   3,770,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103   15,326,540 503,500 SH   SOLE   503,500 0 0
WASTE CONNECTIONS INC COM 94106B101   37,702,400 215,000 SH   SOLE   215,000 0 0