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 |
3M CO | COM | 88579Y101 | 15,328,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 136,615,337 | 13,315,335 | SH | SOLE | 13,315,335 | 0 | 0 | ||
ATKORE INC | COM | 047649108 | 62,190,451 | 460,909 | SH | SOLE | 460,909 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 41,523,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
CORE & MAIN INC | CL A | 21874C102 | 37,889,348 | 774,200 | SH | SOLE | 774,200 | 0 | 0 | ||
CRH PLC | ORD | G25508105 | 82,253,060 | 1,097,000 | SH | SOLE | 1,097,000 | 0 | 0 | ||
DYCOM INDS INC | COM | 267475101 | 112,188,948 | 664,784 | SH | SOLE | 664,784 | 0 | 0 | ||
ENERSYS | COM | 29275Y102 | 68,064,400 | 657,500 | SH | SOLE | 657,500 | 0 | 0 | ||
FIRST SOLAR INC | COM | 336433107 | 103,711,600 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
GRANITE CONSTR INC | COM | 387328107 | 57,662,961 | 930,498 | SH | SOLE | 930,498 | 0 | 0 | ||
INTERNATIONAL PAPER CO | COM | 460146103 | 17,260,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | 10,264,666 | 812,721 | SH | SOLE | 812,721 | 0 | 0 | ||
LANDBRIDGE COMPANY LLC | CL A | 514952100 | 23,150,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
LOAR HOLDINGS INC | COM SHS | 53947R105 | 801,150 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 227,888,700 | 2,130,000 | SH | SOLE | 2,130,000 | 0 | 0 | ||
RH | COM | 74967X103 | 14,728,732 | 60,255 | SH | SOLE | 60,255 | 0 | 0 | ||
ROGERS CORP | COM | 775133101 | 9,648,800 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
SABRE CORP | COM | 78573M104 | 21,138,390 | 7,917,000 | SH | SOLE | 7,917,000 | 0 | 0 | ||
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 209,546,250 | 6,375,000 | SH | SOLE | 6,375,000 | 0 | 0 | ||
TFI INTL INC | COM | 87241L109 | 21,048,200 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
TRIUMPH GROUP INC NEW | COM | 896818101 | 91,711,644 | 5,951,437 | SH | SOLE | 5,951,437 | 0 | 0 | ||
UL SOLUTIONS INC | CLASS A COM SHS | 903731107 | 1,265,700 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
WEX INC | COM | 96208T104 | 15,056,900 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
XPO INC | COM | 983793100 | 10,615,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |