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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARAMARK COM 03852U106 20,212 548,494 SH   SOLE   548,494 0 0
CHEESECAKE FACTORY INC COM 163072101 24,578 627,799 SH   SOLE   627,799 0 0
ENERSYS COM 29275Y102 59,194 748,718 SH   SOLE   748,718 0 0
FISERV INC COM 337738108 61,770 595,147 SH   SOLE   595,147 0 0
GMS INC COM 36251C103 35,247 586,367 SH   SOLE   586,367 0 0
HARMONIC INC COM 413160102 98,224 8,352,387 SH   SOLE   8,352,387 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J148 178,745 7,152,673 SH   SOLE   7,152,673 0 0
KBR INC COM 48242W106 85,012 1,785,214 SH   SOLE   1,785,214 0 0
MANNKIND CORP COM NEW 56400P706 3,037 694,961 SH   SOLE   694,961 0 0
MOHAWK INDS INC COM 608190104 84,857 465,786 SH   SOLE   465,786 0 0
OKTA INC CL A 679295105 35,195 157,000 SH Put SOLE   157,000 0 0
REGAL REXNORD CORPORATION COM 758750103 80,547 473,306 SH   SOLE   473,306 0 0
SONOS INC COM 83570H108 67,291 2,258,102 SH   SOLE   2,258,102 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 89,809 2,084,212 SH   SOLE   2,084,212 0 0
VERRA MOBILITY CORP COM 92511U102 115,838 7,507,350 SH   SOLE   7,507,350 0 0
ZOGENIX INC COM NEW 98978L204 20,876 1,284,705 SH   SOLE   1,284,705 0 0