The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
Estimated average burden
hours per response: 23.8
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
ADEIA INC COM 00676P107   26,580,000 3,000,000 SH   SOLE   3,000,000 0 0
ADTRAN HOLDINGS INC COM 00486H105   17,342,910 1,093,500 SH   SOLE   1,093,500 0 0
AIR PRODS & CHEMS INC COM 009158106   24,125,640 84,000 SH   SOLE   84,000 0 0
ANALOG DEVICES INC COM 032654105   33,132,960 168,000 SH   SOLE   168,000 0 0
APPLIED DIGITAL CORP COM NEW 038169207   1,545,600 690,000 SH   SOLE   690,000 0 0
AZZ INC COM 002474104   27,651,420 670,500 SH   SOLE   670,500 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   9,315,345 100,500 SH   SOLE   100,500 0 0
BWX TECHNOLOGIES INC COM 05605H100   35,932,800 570,000 SH   SOLE   570,000 0 0
CABOT CORP COM 127055101   22,072,320 288,000 SH   SOLE   288,000 0 0
CHART INDS INC COM 16115Q308   26,584,800 212,000 SH   SOLE   212,000 0 0
COMPASS MINERALS INTL INC COM 20451N101   31,461,075 917,500 SH   SOLE   917,500 0 0
COPART INC COM 217204106   16,771,830 223,000 SH   SOLE   223,000 0 0
CROWN HLDGS INC COM 228368106   27,294,300 330,000 SH   SOLE   330,000 0 0
CTS CORP COM 126501105   16,525,971 334,128 SH   SOLE   334,128 0 0
ENPRO INDS INC COM 29355X107   20,674,110 199,000 SH   SOLE   199,000 0 0
EVENTBRITE INC COM CL A 29975E109   16,216,200 1,890,000 SH   SOLE   1,890,000 0 0
EVERBRIDGE INC COM 29978A104   23,714,280 684,000 SH   SOLE   684,000 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109   18,136,200 3,340,000 SH   SOLE   3,340,000 0 0
HARVARD BIOSCIENCE INC COM 416906105   11,393,340 2,712,700 SH   SOLE   2,712,700 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   21,530,080 104,000 SH   SOLE   104,000 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106   5,703,625 257,500 SH   SOLE   257,500 0 0
MATIV HOLDINGS INC COM 808541106   16,016,620 746,000 SH   SOLE   746,000 0 0
MATRIX SVC CO COM 576853105   8,947,800 1,657,000 SH   SOLE   1,657,000 0 0
MRC GLOBAL INC COM 55345K103   18,934,560 1,948,000 SH   SOLE   1,948,000 0 0
NLIGHT INC COM 65487K100   6,108,000 600,000 SH   SOLE   600,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109   52,978,354 2,030,600 SH   SOLE   2,030,600 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   21,559,155 590,500 SH   SOLE   590,500 0 0
RISKIFIED LTD SHS CL A M8216R109   4,997,040 886,000 SH   SOLE   886,000 0 0
SEALED AIR CORP NEW COM 81211K100   15,930,770 347,000 SH   SOLE   347,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   16,784,990 41,000 SH Put SOLE   41,000 0 0
SUMMIT MATLS INC CL A 86614U100   12,051,270 423,000 SH   SOLE   423,000 0 0
THERMON GROUP HLDGS INC COM 88362T103   41,180,300 1,652,500 SH   SOLE   1,652,500 0 0
UNDER ARMOUR INC CL A 904311107   22,206,600 2,340,000 SH   SOLE   2,340,000 0 0
VALMONT INDS INC COM 920253101   32,726,200 102,500 SH   SOLE   102,500 0 0
VARONIS SYS INC COM 922280102   27,648,630 1,063,000 SH   SOLE   1,063,000 0 0
VIMEO INC COMMON STOCK 92719V100   11,687,245 3,051,500 SH   SOLE   3,051,500 0 0
VISHAY PRECISION GROUP INC COM 92835K103   27,707,760 663,500 SH   SOLE   663,500 0 0
WASTE CONNECTIONS INC COM 94106B101   28,996,095 208,500 SH   SOLE   208,500 0 0
XPERI INC COMMON STOCK 98423J101   7,924,250 725,000 SH   SOLE   725,000 0 0