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
ANSYS INC COM 03662Q105   17,989,489 51,220 SH   SOLE   51,220 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   2,420,619 66,464 SH   SOLE   66,464 0 0
CLEAN HARBORS INC COM 184496107   14,930,992 64,586 SH   SOLE   64,586 0 0
CORNING INC COM 219350105   14,717,207 279,848 SH   SOLE   279,848 0 0
CRANE COMPANY COMMON STOCK 224408104   5,418,512 28,535 SH   SOLE   28,535 0 0
EOS ENERGY ENTERPRISES INC *W EXP 11/17/202 29415C119   141,000 300,000 SH   SOLE   300,000 0 0
GODADDY INC CL A 380237107   13,711,750 76,151 SH   SOLE   76,151 0 0
GOLAR LNG LTD SHS G9456A100   10,828,810 262,899 SH   SOLE   262,899 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   5,261,920 28,680 SH   SOLE   28,680 0 0
KBR INC COM 48242W106   11,866,637 247,531 SH   SOLE   247,531 0 0
MODINE MFG CO COM 607828100   1,439,676 14,616 SH   SOLE   14,616 0 0
PENTAIR PLC SHS G7S00T104   4,960,326 48,318 SH   SOLE   48,318 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   61,785,000 100,000 SH Put SOLE   100,000 0 0
TALEN ENERGY CORP COM 87422Q109   54,441,740 187,233 SH   SOLE   187,233 0 0
VALVOLINE INC COM 92047W101   4,437,266 117,171 SH   SOLE   117,171 0 0