ISHARES TR RUSSELL 2000 ETF 464287655 74400000 3000 SH Put SOLE 3000 0 0 WORLD KINECT CORPORATION COM 981475106 21685800 940000 SH SOLE 940000 0 0 COOPER-STANDARD HOLDINGS INC COM 21676P103 12123450 435000 SH SOLE 435000 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 11684000 230000 SH SOLE 230000 0 0 MAYVILLE ENGR CO INC COM 578605107 11129000 620000 SH SOLE 620000 0 0 GREIF INC CL A 397624107 10731200 160000 SH SOLE 160000 0 0 NATIONAL PRESTO INDS INC COM 637215104 8908900 65000 SH SOLE 65000 0 0 TITAN MACHY INC COM 88830R101 7106000 425000 SH SOLE 425000 0 0 SELECT WATER SOLUTIONS INC CL A COM 81617J301 6885000 450000 SH SOLE 450000 0 0 DRIVEN BRANDS HLDGS INC COM 26210V102 6809400 540000 SH SOLE 540000 0 0 DANA INC COM 235825205 6730000 200000 SH SOLE 200000 0 0 OMNICELL COM COM 68213N109 5774740 173000 SH SOLE 173000 0 0 COSTAR GROUP INC COM 22160N109 5244200 130000 SH SOLE 130000 0 0 ENOVIS CORPORATION COM 194014502 5118750 225000 SH SOLE 225000 0 0 TECHTARGET INC COM NEW 87874R308 4966400 1280000 SH SOLE 1280000 0 0 WEYERHAEUSER CO COM NEW 962166104 4886000 200000 SH SOLE 200000 0 0 SONOCO PRODS CO COM 835495102 4327200 80000 SH SOLE 80000 0 0 SCHOLASTIC CORP COM 807066105 4296600 110000 SH SOLE 110000 0 0 STANDARDAERO INC COM 85423L103 4261950 165000 SH SOLE 165000 0 0 LITHIA MTRS INC COM 536797103 3745800 15000 SH SOLE 15000 0 0 STONERIDGE INC COM 86183P102 3719100 770000 SH SOLE 770000 0 0 GATES INDL CORP PLC ORD SHS G39108108 3617600 160000 SH SOLE 160000 0 0 SENECA FOODS CORP NEW CL A 817070501 3475760 23000 SH SOLE 23000 0 0 NATIONAL CINEMEDIA INC COM NEW 635309206 3446500 1130000 SH SOLE 1130000 0 0 HEARTLAND EXPRESS INC COM 422347104 3432000 330000 SH SOLE 330000 0 0 ARHAUS INC COM CL A 04035M102 3390000 500000 SH SOLE 500000 0 0 CELANESE CORP DEL COM 150870103 2630800 40000 SH SOLE 40000 0 0 MASTERBRAND INC COMMON STOCK 57638P104 2493000 300000 SH SOLE 300000 0 0 AMERICAN VANGUARD CORP COM 030371108 1792800 720000 SH SOLE 720000 0 0 CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 1149450 485000 SH SOLE 485000 0 0