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   42,002,100 3,390,000 SH   SOLE   3,390,000 0 0
ANALOG DEVICES INC COM 032654105   1,254,502 6,318 SH   SOLE   6,318 0 0
APPLIED DIGITAL CORP COM NEW 038169207   2,645,450 392,500 SH   SOLE   392,500 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   23,596,800 240,000 SH   SOLE   240,000 0 0
ASPEN AEROGELS INC COM 04523Y105   4,773,450 302,500 SH   SOLE   302,500 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   6,451,540 163,000 SH   SOLE   163,000 0 0
AZZ INC COM 002474104   41,737,665 718,500 SH   SOLE   718,500 0 0
BWX TECHNOLOGIES INC COM 05605H100   33,991,390 443,000 SH   SOLE   443,000 0 0
CHART INDS INC COM 16115Q308   30,537,920 224,000 SH   SOLE   224,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   14,209,470 93,000 SH   SOLE   93,000 0 0
COMPASS MINERALS INTL INC COM 20451N101   21,015,600 830,000 SH   SOLE   830,000 0 0
COPART INC COM 217204106   24,083,500 491,500 SH   SOLE   491,500 0 0
CROWN HLDGS INC COM 228368106   24,772,210 269,000 SH   SOLE   269,000 0 0
CTS CORP COM 126501105   18,698,850 427,500 SH   SOLE   427,500 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   7,831,038 35,750 SH   SOLE   35,750 0 0
DRIL-QUIP INC COM 262037104   2,792,400 120,000 SH   SOLE   120,000 0 0
ENPRO INC COM 29355X107   36,206,940 231,000 SH   SOLE   231,000 0 0
EVENTBRITE INC COM CL A 29975E109   18,392,000 2,200,000 SH   SOLE   2,200,000 0 0
EVERBRIDGE INC COM 29978A104   15,072,200 620,000 SH   SOLE   620,000 0 0
FARO TECHNOLOGIES INC COM 311642102   2,185,410 97,000 SH   SOLE   97,000 0 0
FOX FACTORY HLDG CORP COM 35138V102   4,892,300 72,500 SH   SOLE   72,500 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109   26,257,920 3,419,000 SH   SOLE   3,419,000 0 0
HARVARD BIOSCIENCE INC COM 416906105   13,682,625 2,557,500 SH   SOLE   2,557,500 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   43,230,060 166,500 SH   SOLE   166,500 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106   3,566,500 175,000 SH   SOLE   175,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   19,956,400 40,000 SH   SOLE   40,000 0 0
MATRIX SVC CO COM 576853105   13,960,950 1,427,500 SH   SOLE   1,427,500 0 0
MKS INSTRS INC COM 55306N104   15,379,065 149,500 SH   SOLE   149,500 0 0
MRC GLOBAL INC COM 55345K103   16,515,000 1,500,000 SH   SOLE   1,500,000 0 0
NLIGHT INC COM 65487K100   11,002,500 815,000 SH   SOLE   815,000 0 0
ORION S.A. COM L72967109   44,922,600 1,620,000 SH   SOLE   1,620,000 0 0
REGAL REXNORD CORPORATION COM 758750103   3,166,740 21,394 SH   SOLE   21,394 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   23,463,719 820,123 SH   SOLE   820,123 0 0
RISKIFIED LTD SHS CL A M8216R109   12,168,000 2,600,000 SH   SOLE   2,600,000 0 0
SEALED AIR CORP NEW COM 81211K100   23,190,200 635,000 SH   SOLE   635,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   23,765,500 50,000 SH Put SOLE   50,000 0 0
STERICYCLE INC COM 858912108   20,319,600 410,000 SH   SOLE   410,000 0 0
SUMMIT MATLS INC CL A 86614U100   24,614,400 640,000 SH   SOLE   640,000 0 0
THERMON GROUP HLDGS INC COM 88362T103   48,366,450 1,485,000 SH   SOLE   1,485,000 0 0
VARONIS SYS INC COM 922280102   46,457,280 1,026,000 SH   SOLE   1,026,000 0 0
VIMEO INC COMMON STOCK 92719V100   13,720,000 3,500,000 SH   SOLE   3,500,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103   19,130,305 561,500 SH   SOLE   561,500 0 0
WASTE CONNECTIONS INC COM 94106B101   36,421,880 244,000 SH   SOLE   244,000 0 0