The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
AMERCO | COM | 023586100 | 16,461 | 26,871 | SH | SOLE | 26,871 | 0 | 0 | ||
CARGURUS INC | COM CL A | 141788109 | 30,670 | 1,287,054 | SH | SOLE | 1,287,054 | 0 | 0 | ||
EQUITRANS MIDSTREAM CORP | COM | 294600101 | 25,841 | 3,166,772 | SH | SOLE | 3,166,772 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 32,451 | 272,604 | SH | SOLE | 272,604 | 0 | 0 | ||
GMS INC | COM | 36251C103 | 23,750 | 568,860 | SH | SOLE | 568,860 | 0 | 0 | ||
HARMONIC INC | COM | 413160102 | 75,993 | 9,692,935 | SH | SOLE | 9,692,935 | 0 | 0 | ||
KBR INC | COM | 48242W106 | 93,038 | 2,423,486 | SH | SOLE | 2,423,486 | 0 | 0 | ||
LANDCADIA HOLDINGS IV INC | UNIT 05/01/2025 | 51477A203 | 198 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
MANNKIND CORP | COM NEW | 56400P706 | 2,724 | 694,961 | SH | SOLE | 694,961 | 0 | 0 | ||
MARATHON PETE CORP | COM | 56585A102 | 16,162 | 302,152 | SH | SOLE | 302,152 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 61,228 | 318,382 | SH | SOLE | 318,382 | 0 | 0 | ||
REGAL BELOIT CORP | COM | 758750103 | 49,831 | 349,248 | SH | SOLE | 349,248 | 0 | 0 | ||
REXNORD CORP | COM | 76169B102 | 44,947 | 954,485 | SH | SOLE | 954,485 | 0 | 0 | ||
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 209,526 | 4,306,809 | SH | SOLE | 4,306,809 | 0 | 0 | ||
TRIUMPH GROUP INC NEW | COM | 896818101 | 860 | 46,766 | SH | SOLE | 46,766 | 0 | 0 | ||
UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 35,007 | 209,285 | SH | SOLE | 209,285 | 0 | 0 | ||
VERRA MOBILITY CORP | COM | 92511U102 | 87,781 | 6,485,446 | SH | SOLE | 6,485,446 | 0 | 0 |