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
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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
ADEIA INC COM 00676P107   36,349,320 3,052,000 SH   SOLE   3,052,000 0 0
APPLIED DIGITAL CORP COM NEW 038169207   2,062,500 250,000 SH   SOLE   250,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   30,294,615 230,500 SH   SOLE   230,500 0 0
ASTEC INDS INC COM 046224101   9,007,080 282,000 SH   SOLE   282,000 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   20,178,600 507,000 SH   SOLE   507,000 0 0
AZZ INC COM 002474104   55,018,260 666,000 SH   SOLE   666,000 0 0
BRIGHTVIEW HLDGS INC COM 10948C107   29,433,800 1,870,000 SH   SOLE   1,870,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   44,349,600 408,000 SH   SOLE   408,000 0 0
CHART INDS INC COM 16115Q308   10,086,375 81,250 SH   SOLE   81,250 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   16,822,673 87,250 SH   SOLE   87,250 0 0
COPART INC COM 217204106   9,432,000 180,000 SH   SOLE   180,000 0 0
CTS CORP COM 126501105   16,787,860 347,000 SH   SOLE   347,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   11,008,278 37,750 SH   SOLE   37,750 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   356,750 25,000 SH   SOLE   25,000 0 0
ENPRO INC COM 29355X107   34,463,250 212,500 SH   SOLE   212,500 0 0
FARO TECHNOLOGIES INC COM 311642102   19,254,840 1,006,000 SH   SOLE   1,006,000 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109   38,408,175 3,647,500 SH   SOLE   3,647,500 0 0
HARVARD BIOSCIENCE INC COM 416906105   7,303,350 2,715,000 SH   SOLE   2,715,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   28,553,040 108,000 SH   SOLE   108,000 0 0
INGEVITY CORP COM 45688C107   7,878,000 202,000 SH   SOLE   202,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   8,835,600 40,000 SH Put SOLE   40,000 0 0
LITTELFUSE INC COM 537008104   35,145,625 132,500 SH   SOLE   132,500 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106   11,973,200 740,000 SH   SOLE   740,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   9,150,250 17,000 SH   SOLE   17,000 0 0
MATRIX SVC CO COM 576853105   17,467,950 1,515,000 SH   SOLE   1,515,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   20,554,240 256,000 SH   SOLE   256,000 0 0
MKS INSTRS INC COM 55306N104   18,480,700 170,000 SH   SOLE   170,000 0 0
MRC GLOBAL INC COM 55345K103   16,867,760 1,324,000 SH   SOLE   1,324,000 0 0
NLIGHT INC COM 65487K100   18,547,150 1,735,000 SH   SOLE   1,735,000 0 0
ONESTREAM INC CL A 68278B107   1,457,700 43,000 SH   SOLE   43,000 0 0
ORION S.A. COM L72967109   30,205,760 1,696,000 SH   SOLE   1,696,000 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   35,649,900 1,430,000 SH   SOLE   1,430,000 0 0
RISKIFIED LTD SHS CL A M8216R109   15,266,075 3,227,500 SH   SOLE   3,227,500 0 0
SEALED AIR CORP NEW COM 81211K100   11,670,450 321,500 SH   SOLE   321,500 0 0
SOLARWINDS CORP COM NEW 83417Q204   1,957,500 150,000 SH   SOLE   150,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   19,836,690 208,500 SH   SOLE   208,500 0 0
SUMMIT MATLS INC CL A 86614U100   31,477,695 806,500 SH   SOLE   806,500 0 0
THERMON GROUP HLDGS INC COM 88362T103   25,097,081 841,055 SH   SOLE   841,055 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107   12,891,950 261,500 SH   SOLE   261,500 0 0
VARONIS SYS INC COM 922280102   32,883,000 582,000 SH   SOLE   582,000 0 0
VIMEO INC COMMON STOCK 92719V100   20,376,750 4,035,000 SH   SOLE   4,035,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103   10,334,100 399,000 SH   SOLE   399,000 0 0
WASTE CONNECTIONS INC COM 94106B101   45,152,050 252,500 SH   SOLE   252,500 0 0