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 |
| EQUITRANS MIDSTREAM CORP | COM | 294600101 | 13,428 | 1,577,920 | SH | SOLE | 1,577,920 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 44,320 | 414,632 | SH | SOLE | 414,632 | 0 | 0 | ||
| GMS INC | COM | 36251C103 | 29,481 | 612,391 | SH | SOLE | 612,391 | 0 | 0 | ||
| HARMONIC INC | COM | 413160102 | 77,550 | 9,102,093 | SH | SOLE | 9,102,093 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 84,590 | 2,217,299 | SH | SOLE | 2,217,299 | 0 | 0 | ||
| MANNKIND CORP | COM NEW | 56400P706 | 3,788 | 694,961 | SH | SOLE | 694,961 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 51,605 | 268,512 | SH | SOLE | 268,512 | 0 | 0 | ||
| REGAL BELOIT CORP | COM | 758750103 | 64,806 | 485,402 | SH | SOLE | 485,402 | 0 | 0 | ||
| REXNORD CORP | COM | 76169B102 | 43,395 | 867,215 | SH | SOLE | 867,215 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 153,465 | 3,252,076 | SH | SOLE | 3,252,076 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 970 | 46,766 | SH | SOLE | 46,766 | 0 | 0 | ||
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 48,343 | 269,455 | SH | SOLE | 269,455 | 0 | 0 | ||
| VERRA MOBILITY CORP | COM | 92511U102 | 104,042 | 6,769,144 | SH | SOLE | 6,769,144 | 0 | 0 | ||
| XOMETRY INC | CLASS A COM | 98423F109 | 17,478 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||