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
Estimated average burden
hours per response: 23.8
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
AMERICAN AXLE & MFG HLDGS IN COM 024061103 5,115 679,229 SH   SOLE   679,229 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 5,814 129,164 SH   SOLE   129,164 0 0
CANNAE HLDGS INC COM 13765N107 6,954 359,584 SH   SOLE   359,584 0 0
CAZOO GROUP LTD COM G2007L105 120 165,981 SH   SOLE   165,981 0 0
CONSTELLIUM SE CL A SHS F21107101 11,433 865,453 SH   SOLE   865,453 0 0
DXP ENTERPRISES INC COM NEW 233377407 7,087 231,369 SH   SOLE   231,369 0 0
ECOVYST INC COM 27923Q109 8,250 837,588 SH   SOLE   837,588 0 0
GMS INC COM 36251C103 1,668 37,490 SH   SOLE   37,490 0 0
GREENBRIER COS INC COM 393657101 9,974 277,143 SH   SOLE   277,143 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 11,147 384,790 SH   SOLE   384,790 0 0
MASONITE INTL CORP COM 575385109 1,554 20,224 SH   SOLE   20,224 0 0
NORTHWEST PIPE CO COM 667746101 5,473 182,810 SH   SOLE   182,810 0 0
ORION ENGINEERED CARBONS S A COM L72967109 14,456 930,864 SH   SOLE   930,864 0 0
TECNOGLASS INC ORD SHS G87264100 10,426 594,084 SH   SOLE   594,084 0 0
TOPBUILD CORP COM 89055F103 1,600 9,570 SH   SOLE   9,570 0 0
TORTOISE ENERGY INFRA CORP COM 89147L886 1,049 35,470 SH   SOLE   35,470 0 0
TRINSEO PLC SHS G9059U107 4,856 126,267 SH   SOLE   126,267 0 0
VIVINT SMART HOME INC COM CL A 928542109 1,302 374,280 SH   SOLE   374,280 0 0
WARRIOR MET COAL INC COM 93627C101 8,779 286,795 SH   SOLE   286,795 0 0