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 |
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 117,151 | 1,434,268 | SH | SOLE | 1,434,268 | 0 | 0 | ||
| BLACKSKY TECHNOLOGY INC | COM CL A | 09263B108 | 725 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 15,522 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 13,883 | 442,000 | SH | SOLE | 442,000 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 15,005 | 158,500 | SH | SOLE | 158,500 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 41,533 | 583,000 | SH | SOLE | 583,000 | 0 | 0 | ||
| EAGLE MATLS INC | COM | 26969P108 | 3,148 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| ENERSYS | COM | 29275Y102 | 16,377 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| FRESHWORKS INC | CLASS A COM | 358054104 | 213 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| GENTHERM INC | COM | 37253A103 | 4,047 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| KENSINGTON CAPITAL ACQUISITI | COM CL A | 49006L104 | 207 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| LILIUM N V | CLASS A ORD SHS | N52586109 | 683 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| LIVE OAK ACQUISITION CORP II | COM CL A | 53804W106 | 1,996 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MASONITE INTL CORP | COM | 575385109 | 8,225 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | ||
| PDC ENERGY INC | COM | 69327R101 | 12,321 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| ROGERS CORP | COM | 775133101 | 9,417 | 50,500 | SH | SOLE | 50,500 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 36,905 | 3,117,000 | SH | SOLE | 3,117,000 | 0 | 0 | ||
| SM ENERGY CO | COM | 78454L100 | 15,300 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 21,874 | 495,000 | SH | SOLE | 495,000 | 0 | 0 | ||
| TFI INTERNATIONAL INC | COM | 87241L109 | 14,816 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 28,988 | 1,556,000 | SH | SOLE | 1,556,000 | 0 | 0 | ||
| U S SILICA HLDGS INC | COM | 90346E103 | 4,395 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| WEX INC | COM | 96208T104 | 9,688 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| XOMETRY INC | CLASS A COM | 98423F109 | 1,730 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||