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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 | 47,763,300 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | |||
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 86,162,623 | 14,265,335 | SH | SOLE | 14,265,335 | 0 | 0 | |||
| ATKORE INC | COM | 047649108 | 38,462,773 | 460,908 | SH | SOLE | 460,908 | 0 | 0 | |||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 34,303,200 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | |||
| CORE & MAIN INC | CL A | 21874C102 | 39,414,522 | 774,200 | SH | SOLE | 774,200 | 0 | 0 | |||
| CRH PLC | ORD | G25508105 | 101,494,440 | 1,097,000 | SH | SOLE | 1,097,000 | 0 | 0 | |||
| DYCOM INDS INC | COM | 267475101 | 147,913,403 | 849,784 | SH | SOLE | 849,784 | 0 | 0 | |||
| ENERSYS | COM | 29275Y102 | 25,649,325 | 277,500 | SH | SOLE | 277,500 | 0 | 0 | |||
| FIRST SOLAR INC | COM | 336433107 | 149,804,000 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | |||
| GRANITE CONSTR INC | COM | 387328107 | 92,002,352 | 1,048,938 | SH | SOLE | 1,048,938 | 0 | 0 | |||
| INTERNATIONAL PAPER CO | COM | 460146103 | 83,421,000 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | |||
| LANDBRIDGE COMPANY LLC | CL A | 514952100 | 38,437,000 | 595,000 | SH | SOLE | 595,000 | 0 | 0 | |||
| MASTEC INC | COM | 576323109 | 289,978,200 | 2,130,000 | SH | SOLE | 2,130,000 | 0 | 0 | |||
| SABRE CORP | COM | 78573M104 | 24,152,050 | 6,617,000 | SH | SOLE | 6,617,000 | 0 | 0 | |||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 203,628,000 | 5,975,000 | SH | SOLE | 5,975,000 | 0 | 0 | |||
| TFI INTL INC | COM | 87241L109 | 19,588,050 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | |||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 111,053,814 | 5,951,437 | SH | SOLE | 5,951,437 | 0 | 0 | |||
| WEX INC | COM | 96208T104 | 14,902,200 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| XPO INC | COM | 983793100 | 13,115,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||