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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 30,260 500,662 SH   SOLE 0 500,662 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 13,911 300,000 SH   SOLE 0 300,000 0 0
CARGURUS INC COM CL A 141788109 10,533 442,000 SH   SOLE 0 442,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 7,312 99,500 SH   SOLE 0 99,500 0 0
DYCOM INDS INC COM 267475101 51,439 554,000 SH   SOLE 0 554,000 0 0
EAGLE MATLS INC COM 26969P108 3,226 24,000 SH   SOLE 0 24,000 0 0
ENERSYS COM 29275Y102 19,976 220,000 SH   SOLE 0 220,000 0 0
MASONITE INTL CORP COM 575385109 8,931 77,500 SH   SOLE 0 77,500 0 0
PDC ENERGY INC COM 69327R101 4,472 130,000 SH   SOLE 0 130,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 7,906 310,022 SH   SOLE 0 310,022 0 0
ROGERS CORP COM 775133101 95,045 50,500 SH   SOLE 0 50,500 0 0
SABRE CORP COM 78573M104 25,133 1,697,000 SH   SOLE 0 1,697,000 0 0
SM ENERGY CO COM 78454L100 9,004 550,000 SH   SOLE 0 550,000 0 0
TFI INTL INC COM 87241L109 10,868 145,000 SH   SOLE 0 145,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 17,737 965,000 SH   SOLE 0 965,000 0 0
U S SILICA HLDGS INC COM 90346E103 2,458 200,000 SH   SOLE 0 200,000 0 0
WEX INC COM 96208T104 8,369 40,000 SH   SOLE 0 40,000 0 0