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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 148,517,628 | 8,840,335 | SH | SOLE | 8,840,335 | 0 | 0 | |||
| ATKORE INC | COM | 047649108 | 71,801,440 | 448,759 | SH | SOLE | 448,759 | 0 | 0 | |||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 50,082,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| CORE & MAIN INC | CL A | 21874C102 | 24,043,950 | 595,000 | SH | SOLE | 595,000 | 0 | 0 | |||
| CRH PLC | ORD | G25508105 | 70,889,000 | 1,025,000 | SH | SOLE | 1,025,000 | 0 | 0 | |||
| CSI COMPRESSCO LP | COM UNIT | 12637A103 | 12,158,592 | 7,459,259 | SH | SOLE | 7,459,259 | 0 | 0 | |||
| DYCOM INDS INC | COM | 267475101 | 69,316,866 | 602,284 | SH | SOLE | 602,284 | 0 | 0 | |||
| ENERSYS | COM | 29275Y102 | 66,381,200 | 657,500 | SH | SOLE | 657,500 | 0 | 0 | |||
| FIRST SOLAR INC | COM | 336433107 | 79,248,800 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | |||
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | 9,786,469 | 749,921 | SH | SOLE | 749,921 | 0 | 0 | |||
| MASONITE INTL CORP | COM | 575385109 | 6,772,800 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| MASTEC INC | COM | 576323109 | 156,740,400 | 2,070,000 | SH | SOLE | 2,070,000 | 0 | 0 | |||
| ROGERS CORP | COM | 775133101 | 10,565,600 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| SABRE CORP | COM | 78573M104 | 34,834,800 | 7,917,000 | SH | SOLE | 7,917,000 | 0 | 0 | |||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 181,146,000 | 5,700,000 | SH | SOLE | 5,700,000 | 0 | 0 | |||
| TFI INTL INC | COM | 87241L109 | 19,717,100 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | |||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 92,871,825 | 5,601,437 | SH | SOLE | 5,601,437 | 0 | 0 | |||
| WEX INC | COM | 96208T104 | 16,536,750 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| XOMETRY INC | CLASS A COM | 98423F109 | 1,975,050 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| XPO INC | COM | 983793100 | 8,759,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||