The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADT INC DEL | COM | 00090Q103 | 4,208 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| AVID TECHNOLOGY INC | COM | 05367P100 | 5,677 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| CME GROUP INC | COM | 12572Q105 | 3,616 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| COOPER STD HLDGS INC | COM | 21676P103 | 4,060 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| COMMVAULT SYS INC | COM | 204166102 | 5,863 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 6,885 | 102,000 | SH | SOLE | 102,000 | 0 | 0 | ||
| DELUXE CORP | COM | 248019101 | 5,732 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| ENVIVA PARTNERS LP | COM UNIT | 29414J107 | 15,644 | 298,500 | SH | SOLE | 298,500 | 0 | 0 | ||
| GREEN PLAINS PARTNERS LP | COM REP PTR IN | 393221106 | 4,544 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| FERROGLOBE PLC | SHS | G33856108 | 2,373 | 387,695 | SH | SOLE | 387,695 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 6,517 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| HYSTER YALE MATLS HANDLING I | CL A | 449172105 | 4,926 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | ||
| ICU MED INC | COM | 44930G107 | 4,528 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| LEE ENTERPRISES INC | COM | 523768406 | 4,981 | 176,000 | SH | SOLE | 176,000 | 0 | 0 | ||
| DATTO HLDG CORP | COM | 23821D100 | 7,033 | 252,625 | SH | SOLE | 252,625 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 3,813 | 154,569 | SH | SOLE | 154,569 | 0 | 0 | ||
| PATRICK INDS INC | COM | 703343103 | 8,574 | 117,455 | SH | SOLE | 117,455 | 0 | 0 | ||
| PACTIV EVERGREEN INC | COM | 69526K105 | 6,405 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| DONNELLEY R R & SONS CO | COM | 257867200 | 7,567 | 1,205,000 | SH | SOLE | 1,205,000 | 0 | 0 | ||
| SONIC AUTOMOTIVE INC | CL A | 83545G102 | 17,896 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ISTAR INC | COM | 45031U101 | 1,057 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
| UNITI GROUP INC | COM | 91325V108 | 1,059 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 5,576 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| TUFIN SOFTWARE TECHNOLOGIE | SHS | M8893U102 | 3,667 | 402,079 | SH | SOLE | 402,079 | 0 | 0 | ||
| VERSO CORP | CL A | 92531L207 | 3,485 | 196,911 | SH | SOLE | 196,911 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 6,585 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| VALVOLINE INC | COM | 92047W101 | 5,753 | 177,224 | SH | SOLE | 177,224 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 12,177 | 118,431 | SH | SOLE | 118,431 | 0 | 0 | ||
| YEXT INC | COM | 98585N106 | 2,001 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||