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   34,851,180 3,191,500 SH   SOLE   3,191,500 0 0
APPLIED DIGITAL CORP COM NEW 038169207   1,070,000 250,000 SH   SOLE   250,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   30,620,230 246,500 SH   SOLE   246,500 0 0
ASPEN AEROGELS INC COM 04523Y105   4,884,000 277,500 SH   SOLE   277,500 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   13,475,700 345,000 SH   SOLE   345,000 0 0
AZZ INC COM 002474104   55,547,235 718,500 SH   SOLE   718,500 0 0
BRIGHTVIEW HLDGS INC COM 10948C107   11,900,000 1,000,000 SH   SOLE   1,000,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   41,561,100 405,000 SH   SOLE   405,000 0 0
CHART INDS INC COM 16115Q308   24,708,000 150,000 SH   SOLE   150,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   16,729,020 102,000 SH   SOLE   102,000 0 0
COMPASS MINERALS INTL INC COM 20451N101   15,094,660 959,000 SH   SOLE   959,000 0 0
COPART INC COM 217204106   33,188,160 573,000 SH   SOLE   573,000 0 0
CTS CORP COM 126501105   20,002,725 427,500 SH   SOLE   427,500 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   11,090,052 41,750 SH   SOLE   41,750 0 0
DRIL-QUIP INC COM 262037104   3,424,560 152,000 SH   SOLE   152,000 0 0
ENPRO INC COM 29355X107   38,985,870 231,000 SH   SOLE   231,000 0 0
EVENTBRITE INC COM CL A 29975E109   14,001,400 2,555,000 SH   SOLE   2,555,000 0 0
EVERBRIDGE INC COM 29978A104   22,552,425 647,500 SH   SOLE   647,500 0 0
FARO TECHNOLOGIES INC COM 311642102   10,324,800 480,000 SH   SOLE   480,000 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109   29,916,250 3,419,000 SH   SOLE   3,419,000 0 0
HARVARD BIOSCIENCE INC COM 416906105   10,843,800 2,557,500 SH   SOLE   2,557,500 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   40,805,800 140,000 SH   SOLE   140,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   22,081,500 105,000 SH Put SOLE   105,000 0 0
LITTELFUSE INC COM 537008104   16,964,500 70,000 SH   SOLE   70,000 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106   3,664,500 262,500 SH   SOLE   262,500 0 0
MARTIN MARIETTA MATLS INC COM 573284106   29,776,090 48,500 SH   SOLE   48,500 0 0
MATRIX SVC CO COM 576853105   17,655,650 1,355,000 SH   SOLE   1,355,000 0 0
MKS INSTRS INC COM 55306N104   20,615,000 155,000 SH   SOLE   155,000 0 0
MRC GLOBAL INC COM 55345K103   18,855,000 1,500,000 SH   SOLE   1,500,000 0 0
NLIGHT INC COM 65487K100   14,729,000 1,133,000 SH   SOLE   1,133,000 0 0
ORION S.A. COM L72967109   39,301,920 1,671,000 SH   SOLE   1,671,000 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   25,627,500 850,000 SH   SOLE   850,000 0 0
RISKIFIED LTD SHS CL A M8216R109   17,041,500 3,150,000 SH   SOLE   3,150,000 0 0
SEALED AIR CORP NEW COM 81211K100   26,598,000 715,000 SH   SOLE   715,000 0 0
STERICYCLE INC COM 858912108   21,627,500 410,000 SH   SOLE   410,000 0 0
SUMMIT MATLS INC CL A 86614U100   33,494,355 751,500 SH   SOLE   751,500 0 0
THERMON GROUP HLDGS INC COM 88362T103   37,349,880 1,141,500 SH   SOLE   1,141,500 0 0
VARONIS SYS INC COM 922280102   39,622,800 840,000 SH   SOLE   840,000 0 0
VIMEO INC COMMON STOCK 92719V100   16,360,000 4,000,000 SH   SOLE   4,000,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103   17,806,320 504,000 SH   SOLE   504,000 0 0
WASTE CONNECTIONS INC COM 94106B101   39,218,280 228,000 SH   SOLE   228,000 0 0