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 |
ALLEGO N V | ORD SHS | N0796A100 | 907 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 17,130 | 1,520,000 | SH | SOLE | 1,520,000 | 0 | 0 | ||
ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 123,878 | 1,434,268 | SH | SOLE | 1,434,268 | 0 | 0 | ||
BRC INC | COM CL A | 05601U105 | 1,044 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 19,362 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
CARGURUS INC | COM CL A | 141788109 | 22,164 | 522,000 | SH | SOLE | 522,000 | 0 | 0 | ||
CSI COMPRESSCO LP | COM UNIT | 12637A103 | 10,443 | 7,459,259 | SH | SOLE | 7,459,259 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 21,727 | 158,500 | SH | SOLE | 158,500 | 0 | 0 | ||
DYCOM INDS INC | COM | 267475101 | 54,194 | 568,904 | SH | SOLE | 568,904 | 0 | 0 | ||
ENERSYS | COM | 29275Y102 | 20,134 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
FTC SOLAR INC | COM | 30320C103 | 10,107 | 2,050,000 | SH | SOLE | 2,050,000 | 0 | 0 | ||
GENTHERM INC | COM | 37253A103 | 7,377 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
LAREDO PETROLEUM INC | COM | 516806205 | 12,662 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
MASONITE INTL CORP | COM | 575385109 | 7,115 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
PDC ENERGY INC | COM | 69327R101 | 13,308 | 183,100 | SH | SOLE | 183,100 | 0 | 0 | ||
SABRE CORP | COM | 78573M104 | 35,627 | 3,117,000 | SH | SOLE | 3,117,000 | 0 | 0 | ||
SM ENERGY CO | COM | 78454L100 | 10,517 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 52,068 | 1,065,000 | SH | SOLE | 1,065,000 | 0 | 0 | ||
TALOS ENERGY INC | COM | 87484T108 | 1,342 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
TFI INTL INC | COM | 87241L109 | 15,444 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
TRIUMPH GROUP INC NEW | COM | 896818101 | 51,217 | 2,026,000 | SH | SOLE | 2,026,000 | 0 | 0 | ||
WEX INC | COM | 96208T104 | 14,633 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
XOMETRY INC | CLASS A COM | 98423F109 | 2,021 | 55,000 | SH | SOLE | 55,000 | 0 | 0 |