The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 66,907,606 | 3,461,335 | SH | SOLE | - | 0 | 0 | 0 | ||
| ATKORE INC | COM | 047649108 | 33,885,246 | 298,759 | SH | SOLE | - | 0 | 0 | 0 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 144,574,214 | 1,434,268 | SH | SOLE | - | 0 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 19,464,000 | 300,000 | SH | SOLE | - | 0 | 0 | 0 | ||
| CSI COMPRESSCO LP | COM UNIT | 12637A103 | 9,920,814 | 7,459,259 | SH | SOLE | - | 0 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 21,679,630 | 158,500 | SH | SOLE | - | 0 | 0 | 0 | ||
| DIVERSEY HLDGS LTD | ORD SHS | G28923103 | 7,795,800 | 1,830,000 | SH | SOLE | - | 0 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 56,057,414 | 598,904 | SH | SOLE | - | 0 | 0 | 0 | ||
| EMCOR GROUP INC | COM | 29084Q100 | 14,811,000 | 100,000 | SH | SOLE | - | 0 | 0 | 0 | ||
| ENERSYS | COM | 29275Y102 | 43,381,000 | 587,500 | SH | SOLE | - | 0 | 0 | 0 | ||
| FTC SOLAR INC | COM | 30320C103 | 11,202,400 | 4,180,000 | SH | SOLE | - | 0 | 0 | 0 | ||
| GENTHERM INC | COM | 37253A103 | 4,740,054 | 72,600 | SH | SOLE | - | 0 | 0 | 0 | ||
| LAREDO PETROLEUM INC | COM | 516806205 | 8,227,200 | 160,000 | SH | SOLE | - | 0 | 0 | 0 | ||
| MASONITE INTL CORP | COM | 575385109 | 6,448,800 | 80,000 | SH | SOLE | - | 0 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 29,865,500 | 350,000 | SH | SOLE | - | 0 | 0 | 0 | ||
| PDC ENERGY INC | COM | 69327R101 | 10,036,188 | 158,100 | SH | SOLE | - | 0 | 0 | 0 | ||
| ROGERS CORP | COM | 775133101 | 9,547,200 | 80,000 | SH | SOLE | - | 0 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 19,881,060 | 3,217,000 | SH | SOLE | - | 0 | 0 | 0 | ||
| SM ENERGY CO | COM | 78454L100 | 9,404,100 | 270,000 | SH | SOLE | - | 0 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 16,369,120 | 1,556,000 | SH | SOLE | - | 0 | 0 | 0 | ||
| TFI INTL INC | COM | 87241L109 | 14,534,800 | 145,000 | SH | SOLE | - | 0 | 0 | 0 | ||
| WEX INC | COM | 96208T104 | 13,910,250 | 85,000 | SH | SOLE | - | 0 | 0 | 0 | ||
| XOMETRY INC | CLASS A COM | 98423F109 | 1,772,650 | 55,000 | SH | SOLE | - | 0 | 0 | 0 | ||