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 |
| CME GROUP INC | COM | 12572Q105 | 1,142 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 6,929 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DATTO HLDG CORP | COM | 23821D100 | 15,547 | 590,000 | SH | SOLE | 590,000 | 0 | 0 | ||
| DELUXE CORP | COM | 248019101 | 3,083 | 96,000 | SH | SOLE | 96,000 | 0 | 0 | ||
| ENERGY RECOVERY INC | COM | 29270J100 | 2,541 | 118,233 | SH | SOLE | 118,233 | 0 | 0 | ||
| ENVIVA PARTNERS LP | COM UNIT | 29414J107 | 17,607 | 250,025 | SH | SOLE | 250,025 | 0 | 0 | ||
| GARRETT MOTION INC | PFD CONV SER A | 366505204 | 2,422 | 289,000 | SH | SOLE | 289,000 | 0 | 0 | ||
| GARRETT MOTION INC | COM | 366505105 | 3,374 | 420,200 | SH | SOLE | 420,200 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 12,643 | 593,000 | SH | SOLE | 593,000 | 0 | 0 | ||
| GREEN PLAINS PARTNERS LP | COM REP PTR IN | 393221106 | 8,993 | 633,300 | SH | SOLE | 633,300 | 0 | 0 | ||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 9,777 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
| MONEYGRAM INTL INC | COM NEW | 60935Y208 | 11,046 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| MRC GLOBAL INC | COM | 55345K103 | 3,440 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ON24 INC | COM | 68339B104 | 10,150 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
| PACTIV EVERGREEN INC | COM | 69526K105 | 9,231 | 728,000 | SH | SOLE | 728,000 | 0 | 0 | ||
| PRIMO WATER CORPORATION | COM | 74167P108 | 3,526 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SHOTSPOTTER INC | COM | 82536T107 | 5,314 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| SONIC AUTOMOTIVE INC | CL A | 83545G102 | 29,670 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| SPECTRUM BRANDS HLDGS INC NE | COM | 84790A105 | 12,105 | 119,000 | SH | SOLE | 119,000 | 0 | 0 | ||
| TUFIN SOFTWARE TECHNOLOGIES | SHS | M8893U102 | 12,027 | 1,140,000 | SH | SOLE | 1,140,000 | 0 | 0 | ||
| VALVOLINE INC | COM | 92047W101 | 11,187 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 6,489 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 15,791 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||