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 |
ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 75,734,010 | 3,461,335 | SH | SOLE | - | 3,461,335 | 0 | 0 | |
ATKORE INC | COM | 047649108 | 43,374,464 | 308,759 | SH | SOLE | - | 308,759 | 0 | 0 | |
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 26,634,000 | 300,000 | SH | SOLE | - | 300,000 | 0 | 0 | |
CSI COMPRESSCO LP | COM UNIT | 12637A103 | 9,174,889 | 7,459,259 | SH | SOLE | - | 7,459,259 | 0 | 0 | |
DIAMONDBACK ENERGY INC | COM | 25278X109 | 21,424,445 | 158,500 | SH | SOLE | - | 158,500 | 0 | 0 | |
DIVERSEY HLDGS LTD | ORD SHS | G28923103 | 15,613,700 | 1,930,000 | SH | SOLE | - | 1,930,000 | 0 | 0 | |
DYCOM INDS INC | COM | 267475101 | 56,087,360 | 598,904 | SH | SOLE | - | 598,904 | 0 | 0 | |
EMCOR GROUP INC | COM | 29084Q100 | 16,259,000 | 100,000 | SH | SOLE | - | 100,000 | 0 | 0 | |
ENERSYS | COM | 29275Y102 | 52,779,600 | 607,500 | SH | SOLE | - | 607,500 | 0 | 0 | |
FTC SOLAR INC | COM | 30320C103 | 9,742,500 | 4,330,000 | SH | SOLE | - | 4,330,000 | 0 | 0 | |
GENTHERM INC | COM | 37253A103 | 761,292 | 12,600 | SH | SOLE | - | 12,600 | 0 | 0 | |
MASONITE INTL CORP | COM | 575385109 | 7,261,600 | 80,000 | SH | SOLE | - | 80,000 | 0 | 0 | |
MASTEC INC | COM | 576323109 | 45,331,200 | 480,000 | SH | SOLE | - | 480,000 | 0 | 0 | |
PDC ENERGY INC | COM | 69327R101 | 10,146,858 | 158,100 | SH | SOLE | - | 158,100 | 0 | 0 | |
ROGERS CORP | COM | 775133101 | 13,074,400 | 80,000 | SH | SOLE | - | 80,000 | 0 | 0 | |
SABRE CORP | COM | 78573M104 | 18,648,630 | 4,347,000 | SH | SOLE | - | 4,347,000 | 0 | 0 | |
SM ENERGY CO | COM | 78454L100 | 7,603,200 | 270,000 | SH | SOLE | - | 270,000 | 0 | 0 | |
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 1,726,500 | 50,000 | SH | SOLE | - | 50,000 | 0 | 0 | |
TFI INTL INC | COM | 87241L109 | 17,297,050 | 145,000 | SH | SOLE | - | 145,000 | 0 | 0 | |
TRIUMPH GROUP INC NEW | COM | 896818101 | 36,693,940 | 3,166,000 | SH | SOLE | - | 3,166,000 | 0 | 0 | |
VITAL ENERGY INC | COM | 516806205 | 7,286,400 | 160,000 | SH | SOLE | - | 160,000 | 0 | 0 | |
WEX INC | COM | 96208T104 | 15,630,650 | 85,000 | SH | SOLE | - | 85,000 | 0 | 0 | |
XOMETRY INC | CLASS A COM | 98423F109 | 823,350 | 55,000 | SH | SOLE | - | 55,000 | 0 | 0 |