The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ARAMARK | COM | 03852U106 | 20,212 | 548,494 | SH | SOLE | 548,494 | 0 | 0 | ||
CHEESECAKE FACTORY INC | COM | 163072101 | 24,578 | 627,799 | SH | SOLE | 627,799 | 0 | 0 | ||
ENERSYS | COM | 29275Y102 | 59,194 | 748,718 | SH | SOLE | 748,718 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 61,770 | 595,147 | SH | SOLE | 595,147 | 0 | 0 | ||
GMS INC | COM | 36251C103 | 35,247 | 586,367 | SH | SOLE | 586,367 | 0 | 0 | ||
HARMONIC INC | COM | 413160102 | 98,224 | 8,352,387 | SH | SOLE | 8,352,387 | 0 | 0 | ||
HERTZ GLOBAL HLDGS INC | COM NEW | 42806J148 | 178,745 | 7,152,673 | SH | SOLE | 7,152,673 | 0 | 0 | ||
KBR INC | COM | 48242W106 | 85,012 | 1,785,214 | SH | SOLE | 1,785,214 | 0 | 0 | ||
MANNKIND CORP | COM NEW | 56400P706 | 3,037 | 694,961 | SH | SOLE | 694,961 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 84,857 | 465,786 | SH | SOLE | 465,786 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 35,195 | 157,000 | SH | Put | SOLE | 157,000 | 0 | 0 | |
REGAL REXNORD CORPORATION | COM | 758750103 | 80,547 | 473,306 | SH | SOLE | 473,306 | 0 | 0 | ||
SONOS INC | COM | 83570H108 | 67,291 | 2,258,102 | SH | SOLE | 2,258,102 | 0 | 0 | ||
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 89,809 | 2,084,212 | SH | SOLE | 2,084,212 | 0 | 0 | ||
VERRA MOBILITY CORP | COM | 92511U102 | 115,838 | 7,507,350 | SH | SOLE | 7,507,350 | 0 | 0 | ||
ZOGENIX INC | COM NEW | 98978L204 | 20,876 | 1,284,705 | SH | SOLE | 1,284,705 | 0 | 0 |