0001837343-21-000008.txt : 20211115 0001837343-21-000008.hdr.sgml : 20211115 20211115111553 ACCESSION NUMBER: 0001837343-21-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hill City Capital, LP CENTRAL INDEX KEY: 0001837343 IRS NUMBER: 843419878 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20893 FILM NUMBER: 211407603 BUSINESS ADDRESS: STREET 1: 16 PINEGROVE ROAD CITY: HINGHAM STATE: MA ZIP: 02043 BUSINESS PHONE: (508) 524-6440 MAIL ADDRESS: STREET 1: 16 PINEGROVE ROAD CITY: HINGHAM STATE: MA ZIP: 02043 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001837343 XXXXXXXX 09-30-2021 09-30-2021 Hill City Capital, LP

16 PINEGROVE ROAD HINGHAM MA 02043

13F HOLDINGS REPORT 028-20893 N Michael Richards 617-702-7408 Michael Richards Hingham MA 11-15-2021 0 24 394148 false INFORMATION TABLE 2 Hillcity13F09302021.xml ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 117151 1434268 SH SOLE 1434268 0 0 BLACKSKY TECHNOLOGY INC COM CL A 09263B108 725 70000 SH SOLE 70000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 15522 300000 SH SOLE 300000 0 0 CARGURUS INC COM CL A 141788109 13883 442000 SH SOLE 442000 0 0 DIAMONDBACK ENERGY INC COM 25278X109 15005 158500 SH SOLE 158500 0 0 DYCOM INDS INC COM 267475101 41533 583000 SH SOLE 583000 0 0 EAGLE MATLS INC COM 26969P108 3148 24000 SH SOLE 24000 0 0 ENERSYS COM 29275Y102 16377 220000 SH SOLE 220000 0 0 FRESHWORKS INC CLASS A COM 358054104 213 5000 SH SOLE 5000 0 0 GENTHERM INC COM 37253A103 4047 50000 SH SOLE 50000 0 0 KENSINGTON CAPITAL ACQUISITI COM CL A 49006L104 207 25000 SH SOLE 25000 0 0 LILIUM N V CLASS A ORD SHS N52586109 683 65000 SH SOLE 65000 0 0 LIVE OAK ACQUISITION CORP II COM CL A 53804W106 1996 200000 SH SOLE 200000 0 0 MASONITE INTL CORP COM 575385109 8225 77500 SH SOLE 77500 0 0 PDC ENERGY INC COM 69327R101 12321 260000 SH SOLE 260000 0 0 ROGERS CORP COM 775133101 9417 50500 SH SOLE 50500 0 0 SABRE CORP COM 78573M104 36905 3117000 SH SOLE 3117000 0 0 SM ENERGY CO COM 78454L100 15300 580000 SH SOLE 580000 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 21874 495000 SH SOLE 495000 0 0 TFI INTERNATIONAL INC COM 87241L109 14816 145000 SH SOLE 145000 0 0 TRIUMPH GROUP INC NEW COM 896818101 28988 1556000 SH SOLE 1556000 0 0 U S SILICA HLDGS INC COM 90346E103 4395 550000 SH SOLE 550000 0 0 WEX INC COM 96208T104 9688 55000 SH SOLE 55000 0 0 XOMETRY INC CLASS A COM 98423F109 1730 30000 SH SOLE 30000 0 0