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 |
ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 97,688 | 1,434,268 | SH | SOLE | 1,434,268 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 12,798 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
CARGURUS INC | COM CL A | 141788109 | 11,594 | 442,000 | SH | SOLE | 442,000 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 9,342 | 99,500 | SH | SOLE | 99,500 | 0 | 0 | ||
DYCOM INDS INC | COM | 267475101 | 43,451 | 583,000 | SH | SOLE | 583,000 | 0 | 0 | ||
EAGLE MATLS INC | COM | 26969P108 | 3,411 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
ENERSYS | COM | 29275Y102 | 21,501 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
GENTHERM INC | COM | 37253A103 | 3,197 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
MASONITE INTL CORP | COM | 575385109 | 8,664 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | ||
PDC ENERGY INC | COM | 69327R101 | 8,013 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
ROGERS CORP | COM | 775133101 | 10,140 | 50,500 | SH | SOLE | 50,500 | 0 | 0 | ||
SABRE CORP | COM | 78573M104 | 30,601 | 2,452,000 | SH | SOLE | 2,452,000 | 0 | 0 | ||
SM ENERGY CO | COM | 78454L100 | 9,852 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
TFI INTL INC | COM | 87241L109 | 13,236 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
TRIUMPH GROUP INC NEW | COM | 896818101 | 31,146 | 1,501,000 | SH | SOLE | 1,501,000 | 0 | 0 | ||
U S SILICA HLDGS INC | COM | 90346E103 | 4,913 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
WEX INC | COM | 96208T104 | 7,756 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
XOMETRY INC | CLASS A COM | 98423F109 | 2,622 | 30,000 | SH | SOLE | 30,000 | 0 | 0 |