The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ANALOG DEVICES INC COM 032654105   1,919,281 9,666 SH   SOLE   9,666 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   9,031,120 54,098 SH   SOLE   54,098 0 0
CATERPILLAR INC COM 149123101   1,330,515 4,500 SH Put SOLE   4,500 0 0
CHESAPEAKE ENERGY CORP COM 165167735   769,400 10,000 SH Put SOLE   10,000 0 0
CRH PLC ORD G25508105   9,036,930 130,667 SH   SOLE   130,667 0 0
ELEMENT SOLUTIONS INC COM 28618M106   9,424,482 407,281 SH   SOLE   407,281 0 0
ENTEGRIS INC COM 29362U104   2,396,400 20,000 SH Put SOLE   20,000 0 0
ENTEGRIS INC COM 29362U104   6,375,742 53,211 SH   SOLE   53,211 0 0
FLEX LTD ORD Y2573F102   8,077,992 265,200 SH   SOLE   265,200 0 0
FORD MTR CO DEL COM 345370860   609,500 50,000 SH Put SOLE   50,000 0 0
GENERAC HLDGS INC COM 368736104   3,579,948 27,700 SH   SOLE   27,700 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   5,264,064 39,520 SH   SOLE   39,520 0 0
LINDE PLC SHS G54950103   8,024,452 19,538 SH   SOLE   19,538 0 0
NVENT ELECTRIC PLC SHS G6700G107   1,276,344 21,600 SH   SOLE   21,600 0 0
NVIDIA CORPORATION COM 67066G104   5,150,288 10,400 SH   SOLE   10,400 0 0
PTC INC COM 69370C100   8,409,277 48,064 SH   SOLE   48,064 0 0
QUANTA SVCS INC COM 74762E102   3,107,520 14,400 SH   SOLE   14,400 0 0
SAIA INC COM 78709Y105   3,111,362 7,100 SH   SOLE   7,100 0 0
SPDR SER TR S&P METALS MNG 78464A755   598,300 10,000 SH Put SOLE   10,000 0 0
TE CONNECTIVITY LTD SHS H84989104   7,654,862 54,483 SH   SOLE   54,483 0 0
TECHNIPFMC PLC COM G87110105   1,812,600 90,000 SH Put SOLE   90,000 0 0
TECHNIPFMC PLC COM G87110105   1,815,198 90,129 SH   SOLE   90,129 0 0
TECK RESOURCES LTD CL B 878742204   5,037,781 119,181 SH   SOLE   119,181 0 0
TFI INTL INC COM 87241L109   8,634,866 63,501 SH   SOLE   63,501 0 0
TRANSDIGM GROUP INC COM 893641100   1,315,080 1,300 SH Put SOLE   1,300 0 0
TRANSDIGM GROUP INC COM 893641100   3,011,533 2,977 SH   SOLE   2,977 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   1,238,080 4,000 SH Put SOLE   4,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   5,383,827 112,093 SH   SOLE   112,093 0 0
WABTEC COM 929740108   4,175,010 32,900 SH   SOLE   32,900 0 0