ALTERYX INC NOTE 1.000% 8/0 02156BAF0 846198 1000000 PRN SOLE 0 0 1000000 BEAZER HOMES USA INC COM NEW 07556Q881 4011522 141800 SH SOLE 141800 0 0 BELDEN INC COM 077454106 2152125 22500 SH SOLE 22500 0 0 BIOTE CORP CLASS A COM 090683103 4816500 712500 SH SOLE 712500 0 0 BLUELINX HLDGS INC COM NEW 09624H208 2916558 31100 SH SOLE 31100 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 1987830 39000 SH SOLE 39000 0 0 CHEGG INC NOTE 0.125% 3/1 163092AD1 1331823 1500000 PRN SOLE 0 0 1500000 CONSTELLATION ACQUISITN CORP UNIT 99/99/9999 G2R18K121 528000 50000 SH SOLE 50000 0 0 EBIX INC COM NEW 278715206 1008000 40000 SH SOLE 40000 0 0 FORESTAR GROUP INC COM 346232101 4821190 213800 SH SOLE 213800 0 0 JELD-WEN HLDG INC COM 47580P103 2192500 125000 SH SOLE 125000 0 0 KB HOME COM 48666K109 2357976 45600 SH SOLE 45600 0 0 LOVESAC COMPANY COM 54738L109 2964500 110000 SH SOLE 110000 0 0 LOWES COS INC COM 548661107 3385500 15000 SH SOLE 15000 0 0 M/I HOMES INC COM 55305B101 6704911 76900 SH SOLE 76900 0 0 MASONITE INTL CORP COM 575385109 2274168 22200 SH SOLE 22200 0 0 MERITAGE HOMES CORP COM 59001A102 2205185 15500 SH SOLE 15500 0 0 META PLATFORMS INC CL A 30303M102 3730740 13000 SH SOLE 13000 0 0 MICROSOFT CORP COM 594918104 3696562 10855 SH SOLE 10855 0 0 PREFORMED LINE PRODS CO COM 740444104 3137610 20100 SH SOLE 20100 0 0 RADIANT LOGISTICS INC COM 75025X100 3059004 455209 SH SOLE 455209 0 0 SKECHERS U S A INC CL A 830566105 3854712 73200 SH SOLE 73200 0 0 SPLUNK INC COM 848637104 1973274 18600 SH SOLE 18600 0 0 TOLL BROTHERS INC COM 889478103 1937215 24500 SH SOLE 24500 0 0 UBER TECHNOLOGIES INC COM 90353T100 4942965 114500 SH SOLE 114500 0 0 WAYFAIR INC CL A 94419L101 2483382 38200 SH SOLE 38200 0 0 WAYFAIR INC NOTE 0.625%10/0 94419LAM3 2152030 2500000 PRN SOLE 0 0 2500000 WESCO INTL INC COM 95082P105 5103210 28500 SH SOLE 28500 0 0