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
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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
ADEIA INC COM 00676P107   33,855,750 3,075,000 SH   SOLE   3,075,000 0 0
ADTRAN HOLDINGS INC COM 00486H105   11,514,555 1,093,500 SH   SOLE   1,093,500 0 0
AIR PRODS & CHEMS INC COM 009158106   13,928,145 46,500 SH   SOLE   46,500 0 0
ANALOG DEVICES INC COM 032654105   29,318,905 150,500 SH   SOLE   150,500 0 0
APPLIED DIGITAL CORP COM NEW 038169207   4,048,961 433,044 SH   SOLE   433,044 0 0
AZZ INC COM 002474104   30,639,300 705,000 SH   SOLE   705,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   4,464,000 40,000 SH   SOLE   40,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   40,794,900 570,000 SH   SOLE   570,000 0 0
CABOT CORP COM 127055101   19,264,320 288,000 SH   SOLE   288,000 0 0
CHART INDS INC COM 16115Q308   33,875,480 212,000 SH   SOLE   212,000 0 0
COMPASS MINERALS INTL INC COM 20451N101   22,780,000 670,000 SH   SOLE   670,000 0 0
COPART INC COM 217204106   20,339,830 223,000 SH   SOLE   223,000 0 0
CROWN HLDGS INC COM 228368106   22,759,940 262,000 SH   SOLE   262,000 0 0
CTS CORP COM 126501105   14,110,530 331,000 SH   SOLE   331,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   5,158,890 33,000 SH   SOLE   33,000 0 0
ENPRO INDS INC COM 29355X107   26,973,060 202,000 SH   SOLE   202,000 0 0
EVENTBRITE INC COM CL A 29975E109   18,049,500 1,890,000 SH   SOLE   1,890,000 0 0
EVERBRIDGE INC COM 29978A104   19,717,700 733,000 SH   SOLE   733,000 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109   27,376,800 3,355,000 SH   SOLE   3,355,000 0 0
HARVARD BIOSCIENCE INC COM 416906105   13,856,760 2,524,000 SH   SOLE   2,524,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   29,132,800 128,000 SH   SOLE   128,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   9,235,500 25,000 SH Put SOLE   25,000 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106   4,266,500 175,000 SH   SOLE   175,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   14,081,545 30,500 SH   SOLE   30,500 0 0
MATRIX SVC CO COM 576853105   9,759,730 1,657,000 SH   SOLE   1,657,000 0 0
MKS INSTRS INC COM 55306N104   16,755,500 155,000 SH   SOLE   155,000 0 0
MRC GLOBAL INC COM 55345K103   19,686,850 1,955,000 SH   SOLE   1,955,000 0 0
NLIGHT INC COM 65487K100   10,470,180 679,000 SH   SOLE   679,000 0 0
ORION S.A. COM L72967109   42,641,590 2,009,500 SH   SOLE   2,009,500 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   23,113,425 592,500 SH   SOLE   592,500 0 0
RISKIFIED LTD SHS CL A M8216R109   7,290,000 1,500,000 SH   SOLE   1,500,000 0 0
SEALED AIR CORP NEW COM 81211K100   15,300,000 382,500 SH   SOLE   382,500 0 0
STERICYCLE INC COM 858912108   13,932,000 300,000 SH   SOLE   300,000 0 0
SUMMIT MATLS INC CL A 86614U100   16,994,650 449,000 SH   SOLE   449,000 0 0
THERMON GROUP HLDGS INC COM 88362T103   44,860,900 1,686,500 SH   SOLE   1,686,500 0 0
VALMONT INDS INC COM 920253101   16,298,800 56,000 SH   SOLE   56,000 0 0
VARONIS SYS INC COM 922280102   32,193,200 1,208,000 SH   SOLE   1,208,000 0 0
VIMEO INC COMMON STOCK 92719V100   14,914,400 3,620,000 SH   SOLE   3,620,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103   24,649,025 663,500 SH   SOLE   663,500 0 0
WASTE CONNECTIONS INC COM 94106B101   29,800,905 208,500 SH   SOLE   208,500 0 0
XPERI INC COMMON STOCK 98423J101   9,533,750 725,000 SH   SOLE   725,000 0 0