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 | 168,487,995 | 11,300,335 | SH | SOLE | 11,300,335 | 0 | 0 | ||
ATKORE INC | COM | 047649108 | 87,738,637 | 460,909 | SH | SOLE | 460,909 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 62,565,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
CORE & MAIN INC | CL A | 21874C102 | 34,201,150 | 597,400 | SH | SOLE | 597,400 | 0 | 0 | ||
CRH PLC | ORD | G25508105 | 94,627,220 | 1,097,000 | SH | SOLE | 1,097,000 | 0 | 0 | ||
CSI COMPRESSCO LP | COM UNIT | 12637A103 | 17,380,073 | 7,459,259 | SH | SOLE | 7,459,259 | 0 | 0 | ||
DYCOM INDS INC | COM | 267475101 | 92,545,848 | 644,784 | SH | SOLE | 644,784 | 0 | 0 | ||
ENERSYS | COM | 29275Y102 | 62,107,450 | 657,500 | SH | SOLE | 657,500 | 0 | 0 | ||
FIRST SOLAR INC | COM | 336433107 | 77,648,000 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
GRANITE CONSTR INC | COM | 387328107 | 29,007,415 | 507,744 | SH | SOLE | 507,744 | 0 | 0 | ||
JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | 12,220,819 | 807,721 | SH | SOLE | 807,721 | 0 | 0 | ||
MASONITE INTL CORP | COM | 575385109 | 10,516,000 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 198,622,500 | 2,130,000 | SH | SOLE | 2,130,000 | 0 | 0 | ||
RH | COM | 74967X103 | 20,984,406 | 60,255 | SH | SOLE | 60,255 | 0 | 0 | ||
ROGERS CORP | COM | 775133101 | 9,495,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
SABRE CORP | COM | 78573M104 | 19,159,140 | 7,917,000 | SH | SOLE | 7,917,000 | 0 | 0 | ||
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 213,714,750 | 5,925,000 | SH | SOLE | 5,925,000 | 0 | 0 | ||
TFI INTL INC | COM | 87241L109 | 23,121,700 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
TRIUMPH GROUP INC NEW | COM | 896818101 | 89,509,612 | 5,951,437 | SH | SOLE | 5,951,437 | 0 | 0 | ||
WEX INC | COM | 96208T104 | 20,190,050 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
XOMETRY INC | CLASS A COM | 98423F109 | 928,950 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
XPO INC | COM | 983793100 | 12,203,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |