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
ADIENT PLC ORD SHS G0084W101   7,782,400 190,000 SH   SOLE   190,000 0 0
C3 AI INC CL A 12468P104   14,435,100 430,000 SH   SOLE   430,000 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109   4,478,020 86,000 SH   SOLE   86,000 0 0
AUDIOCODES LTD ORD M15342104   6,021,369 399,295 SH   SOLE   399,295 0 0
AVEPOINT INC CALL 053604904   1,442,000 350,000 SH Call SOLE   0 0 0
AVEPOINT INC COM CL A 053604104   22,289,200 5,410,000 SH   SOLE   5,410,000 0 0
AXALTA COATING SYS LTD COM G0750C108   12,418,900 410,000 SH   SOLE   410,000 0 0
AZENTA INC COM 114340102   3,346,500 75,000 SH   SOLE   75,000 0 0
COUCHBASE INC COM 22207T101   37,005,920 2,632,000 SH   SOLE   2,632,000 0 0
BABCOCK & WILCOX ENTERPRISES COM 05614L209   7,438,650 1,227,500 SH   SOLE   1,227,500 0 0
COOPER STD HLDGS INC COM 21676P103   2,259,447 158,669 SH   SOLE   158,669 0 0
CUTERA INC COM 232109108   3,543,000 150,000 SH   SOLE   150,000 0 0
SPRINKLR INC CL A 85208T107   14,445,216 1,114,600 SH   SOLE   1,114,600 0 0
DESIGNER BRANDS INC CL A 250565108   8,740,000 1,000,000 SH   SOLE   1,000,000 0 0
ECOVYST INC COM 27923Q109   17,017,000 1,540,000 SH   SOLE   1,540,000 0 0
GRIFFON CORP COM 398433102   5,761,800 180,000 SH   SOLE   180,000 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109   2,932,200 540,000 SH   SOLE   540,000 0 0
GARRETT MOTION INC COM 366505105   13,098,600 1,710,000 SH   SOLE   1,710,000 0 0
GARRETT MOTION INC PFD CONV SER A 366505204   2,702,560 304,000 SH   SOLE   304,000 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108   5,279,900 370,000 SH   SOLE   370,000 0 0
MONEYGRAM INTL INC COM NEW 60935Y208   18,823,522 1,806,480 SH   SOLE   1,806,480 0 0
NEWELL BRANDS INC COM 651229106   5,349,200 430,000 SH   SOLE   430,000 0 0
CHILDRENS PL INC NEW COM 168905107   10,666,250 265,000 SH   SOLE   265,000 0 0
PACTIV EVERGREEN INC COM 69526K105   12,960,000 1,620,000 SH   SOLE   1,620,000 0 0
RISKIFIED LTD SHS CL A M8216R109   15,792,000 2,800,000 SH   SOLE   2,800,000 0 0
SONIC AUTOMOTIVE INC CL A 83545G102   14,671,800 270,000 SH   SOLE   270,000 0 0
SMARTSHEET INC COM CL A 83200N103   26,768,000 560,000 SH   SOLE   560,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   10,595,200 160,000 SH   SOLE   160,000 0 0
STONERIDGE INC COM 86183P102   6,451,500 345,000 SH   SOLE   345,000 0 0
SHOTSPOTTER INC COM 82536T107   20,449,467 520,078 SH   SOLE   520,078 0 0
SHUTTERSTOCK INC COM 825690100   5,808,000 80,000 SH   SOLE   80,000 0 0
STANLEY BLACK & DECKER INC COM 854502101   7,091,040 88,000 SH   SOLE   88,000 0 0
WALKME LTD ORD SHS M97628107   32,026,400 3,010,000 SH   SOLE   3,010,000 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301   18,235,200 2,620,000 SH   SOLE   2,620,000 0 0
WOLVERINE WORLD WIDE INC COM 978097103   3,495,250 205,000 SH   SOLE   205,000 0 0