The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALLEGION PLC | ORD SHS | G0176J109 | 17,230 | 130,350 | SH | SOLE | 130,350 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 15,684 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 9,021 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
| CANADIAN NATL RY CO | COM | 136375102 | 21,395 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | 11,073 | 55,700 | SH | SOLE | 55,700 | 0 | 0 | ||
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | 14,099 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 7,422 | 53,500 | SH | SOLE | 53,500 | 0 | 0 | ||
| COURSERA INC | COM | 22266M104 | 11,457 | 362,000 | SH | SOLE | 362,000 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 5,799 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 5,864 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 13,349 | 75,500 | SH | SOLE | 75,500 | 0 | 0 | ||
| FORTIVE CORP | COM | 34959J108 | 10,938 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| HOWMET AEROSPACE INC | COM | 443201108 | 319 | 2,500 | SH | Call | SOLE | 2,500 | 0 | 0 | |
| HOWMET AEROSPACE INC | COM | 443201108 | 17,862 | 572,500 | SH | SOLE | 572,500 | 0 | 0 | ||
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | 9,058 | 740,000 | SH | SOLE | 740,000 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 10,252 | 260,200 | SH | SOLE | 260,200 | 0 | 0 | ||
| LITHIA MTRS INC | COM | 536797103 | 11,905 | 37,550 | SH | SOLE | 37,550 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 17,084 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 3,904 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| PURECYCLE TECHNOLOGIES INC | *W EXP 03/17/202 | 74623V111 | 1,116 | 217,500 | SH | SOLE | 217,500 | 0 | 0 | ||
| SAIA INC | COM | 78709Y105 | 10,711 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| TE CONNECTIVITY LTD | REG SHS | H84989104 | 7,547 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 7,588 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 4,704 | 252,500 | SH | SOLE | 252,500 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 7,019 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 8,793 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 9,053 | 78,500 | SH | SOLE | 78,500 | 0 | 0 | ||