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 2,366 346,351 SH   SOLE   346,351 0 0
CANNAE HLDGS INC COM 13765N107 7,429 359,584 SH   SOLE   359,584 0 0
CONSTELLIUM SE CL A SHS F21107101 9,352 922,258 SH   SOLE   922,258 0 0
DXP ENTERPRISES INC COM NEW 233377407 6,833 288,552 SH   SOLE   288,552 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 12,280 433,317 SH   SOLE   433,317 0 0
MARCUS CORP DEL COM 566330106 5,563 400,469 SH   SOLE   400,469 0 0
NORTHWEST PIPE CO COM 667746101 5,137 182,810 SH   SOLE   182,810 0 0
ORION ENGINEERED CARBONS S A COM L72967109 12,427 930,864 SH   SOLE   930,864 0 0
TECNOGLASS INC ORD SHS G87264100 14,207 676,864 SH   SOLE   676,864 0 0
TORTOISE ENERGY INFRA CORP COM 89147L886 7,167 239,301 SH   SOLE   239,301 0 0
VIVINT SMART HOME INC COM CL A 928542109 2,463 374,280 SH   SOLE   374,280 0 0
VONTIER CORPORATION COM 928881101 836 50,000 SH   SOLE   50,000 0 0
WARRIOR MET COAL INC COM 93627C101 9,090 319,637 SH   SOLE   319,637 0 0