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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 80,260,171 | 3,551,335 | SH | SOLE | 3,551,335 | 0 | 0 | |||
| ATKORE INC | COM | 047649108 | 66,860,678 | 428,759 | SH | SOLE | 428,759 | 0 | 0 | |||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 40,800,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| CORE & MAIN INC | CL A | 21874C102 | 9,402,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| CSI COMPRESSCO LP | COM UNIT | 12637A103 | 9,398,666 | 7,459,259 | SH | SOLE | 7,459,259 | 0 | 0 | |||
| DIVERSEY HLDGS LTD | ORD SHS | G28923103 | 16,192,700 | 1,930,000 | SH | SOLE | 1,930,000 | 0 | 0 | |||
| DYCOM INDS INC | COM | 267475101 | 68,449,577 | 602,284 | SH | SOLE | 602,284 | 0 | 0 | |||
| EMCOR GROUP INC | COM | 29084Q100 | 18,478,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| ENERSYS | COM | 29275Y102 | 65,925,900 | 607,500 | SH | SOLE | 607,500 | 0 | 0 | |||
| FIRST SOLAR INC | COM | 336433107 | 41,819,800 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | |||
| FTC SOLAR INC | COM | 30320C103 | 13,942,600 | 4,330,000 | SH | SOLE | 4,330,000 | 0 | 0 | |||
| MASONITE INTL CORP | COM | 575385109 | 8,195,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| MASTEC INC | COM | 576323109 | 62,524,100 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | |||
| ROGERS CORP | COM | 775133101 | 12,954,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| SABRE CORP | COM | 78573M104 | 19,991,730 | 6,267,000 | SH | SOLE | 6,267,000 | 0 | 0 | |||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 45,682,350 | 1,565,000 | SH | SOLE | 1,565,000 | 0 | 0 | |||
| TFI INTL INC | COM | 87241L109 | 16,524,200 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | |||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 39,905,620 | 3,226,000 | SH | SOLE | 3,226,000 | 0 | 0 | |||
| WEX INC | COM | 96208T104 | 15,475,950 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| XOMETRY INC | CLASS A COM | 98423F109 | 1,164,900 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||