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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALTERYX INC NOTE 1.000% 8/0 02156BAF0   846,198 1,000,000 PRN   SOLE   0 0 1,000,000
BEAZER HOMES USA INC COM NEW 07556Q881   4,011,522 141,800 SH   SOLE   141,800 0 0
BELDEN INC COM 077454106   2,152,125 22,500 SH   SOLE   22,500 0 0
BIOTE CORP CLASS A COM 090683103   4,816,500 712,500 SH   SOLE   712,500 0 0
BLUELINX HLDGS INC COM NEW 09624H208   2,916,558 31,100 SH   SOLE   31,100 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   1,987,830 39,000 SH   SOLE   39,000 0 0
CHEGG INC NOTE 0.125% 3/1 163092AD1   1,331,823 1,500,000 PRN   SOLE   0 0 1,500,000
CONSTELLATION ACQUISITN CORP UNIT 99/99/9999 G2R18K121   528,000 50,000 SH   SOLE   50,000 0 0
EBIX INC COM NEW 278715206   1,008,000 40,000 SH   SOLE   40,000 0 0
FORESTAR GROUP INC COM 346232101   4,821,190 213,800 SH   SOLE   213,800 0 0
JELD-WEN HLDG INC COM 47580P103   2,192,500 125,000 SH   SOLE   125,000 0 0
KB HOME COM 48666K109   2,357,976 45,600 SH   SOLE   45,600 0 0
LOVESAC COMPANY COM 54738L109   2,964,500 110,000 SH   SOLE   110,000 0 0
LOWES COS INC COM 548661107   3,385,500 15,000 SH   SOLE   15,000 0 0
M/I HOMES INC COM 55305B101   6,704,911 76,900 SH   SOLE   76,900 0 0
MASONITE INTL CORP COM 575385109   2,274,168 22,200 SH   SOLE   22,200 0 0
MERITAGE HOMES CORP COM 59001A102   2,205,185 15,500 SH   SOLE   15,500 0 0
META PLATFORMS INC CL A 30303M102   3,730,740 13,000 SH   SOLE   13,000 0 0
MICROSOFT CORP COM 594918104   3,696,562 10,855 SH   SOLE   10,855 0 0
PREFORMED LINE PRODS CO COM 740444104   3,137,610 20,100 SH   SOLE   20,100 0 0
RADIANT LOGISTICS INC COM 75025X100   3,059,004 455,209 SH   SOLE   455,209 0 0
SKECHERS U S A INC CL A 830566105   3,854,712 73,200 SH   SOLE   73,200 0 0
SPLUNK INC COM 848637104   1,973,274 18,600 SH   SOLE   18,600 0 0
TOLL BROTHERS INC COM 889478103   1,937,215 24,500 SH   SOLE   24,500 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,942,965 114,500 SH   SOLE   114,500 0 0
WAYFAIR INC CL A 94419L101   2,483,382 38,200 SH   SOLE   38,200 0 0
WAYFAIR INC NOTE 0.625%10/0 94419LAM3   2,152,030 2,500,000 PRN   SOLE   0 0 2,500,000
WESCO INTL INC COM 95082P105   5,103,210 28,500 SH   SOLE   28,500 0 0