The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 36,788 | 3,341,335 | SH | SOLE | 3,341,335 | 0 | 0 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 88,509 | 1,434,268 | SH | SOLE | 1,434,268 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 16,110 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 17,880 | 832,000 | SH | SOLE | 832,000 | 0 | 0 | ||
| CSI COMPRESSCO LP | COM UNIT | 12637A103 | 9,772 | 7,459,259 | SH | SOLE | 7,459,259 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 19,202 | 158,500 | SH | SOLE | 158,500 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 52,931 | 568,904 | SH | SOLE | 568,904 | 0 | 0 | ||
| ENERSYS | COM | 29275Y102 | 15,919 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| FTC SOLAR INC | COM | 30320C103 | 13,575 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 | ||
| GENTHERM INC | COM | 37253A103 | 4,531 | 72,600 | SH | SOLE | 72,600 | 0 | 0 | ||
| LAREDO PETROLEUM INC | COM | 516806205 | 12,409 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| MASONITE INTL CORP | COM | 575385109 | 6,146 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| PDC ENERGY INC | COM | 69327R101 | 11,589 | 188,100 | SH | SOLE | 188,100 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 16,132 | 2,767,000 | SH | SOLE | 2,767,000 | 0 | 0 | ||
| SM ENERGY CO | COM | 78454L100 | 9,231 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 43,950 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| TALOS ENERGY INC | COM | 87484T108 | 464 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| TFI INTL INC | COM | 87241L109 | 11,641 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 32,707 | 2,461,000 | SH | SOLE | 2,461,000 | 0 | 0 | ||
| WEX INC | COM | 96208T104 | 12,756 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
| XOMETRY INC | CLASS A COM | 98423F109 | 1,866 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||