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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 1,543,931 17,936 SH   SOLE   17,936 0 0
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 2,261,500 32,563 SH   SOLE   32,563 0 0
APA CORPORATION COM 03743Q108 BBG00YTS96H1 764,810 33,123 SH   SOLE   33,123 0 0
BKV CORP COM 05603J108 BBG00YNGK494 475,599 20,000 SH   SOLE   20,000 0 0
CACI INTL INC CL A 127190304 BBG001SF9NK1 1,659,879 4,108 SH   SOLE   4,108 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG001S7F4Z8 4,373,029 60,426 SH   SOLE   60,426 0 0
CARLISLE COS INC COM 142339100 BBG001S5Q6R4 911,404 2,471 SH   SOLE   2,471 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 BBG001S5Q5M1 1,875,466 11,051 SH   SOLE   11,051 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 3,986,333 21,819 SH   SOLE   21,819 0 0
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 2,505,534 10,887 SH   SOLE   10,887 0 0
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 1,312,465 3,095 SH   SOLE   3,095 0 0
CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 2,050,863 22,984 SH   SOLE   22,984 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 BBG00KK0CFZ7 1,091,154 12,335 SH   SOLE   12,335 0 0
CORTEVA INC COM 22052L104 BBG00BN969D0 2,488,298 43,685 SH   SOLE   43,685 0 0
CRH PLC ORD G25508105 BBG001S61NK9 3,964,760 42,853 SH   SOLE   42,853 0 0
DOW INC COM 260557103 BBG00BN96931 1,519,923 37,875 SH   SOLE   37,875 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 BBG00YN8ND71 1,317,702 81,642 SH   SOLE   81,642 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 2,145,142 28,133 SH   SOLE   28,133 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 218,702 659 SH   SOLE   659 0 0
ELEMENT SOLUTIONS INC COM 28618M106 BBG004KDL523 2,205,264 86,719 SH   SOLE   86,719 0 0
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 1,530,096 3,371 SH   SOLE   3,371 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 1,466,093 11,830 SH   SOLE   11,830 0 0
ENTEGRIS INC COM 29362U104 BBG001SF9YL6 2,336,726 23,589 SH   SOLE   23,589 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 1,180,970 25,612 SH   SOLE   25,612 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 1,152,889 4,098 SH   SOLE   4,098 0 0
FLOWSERVE CORP COM 34354P105 BBG001SB3F87 869,932 15,124 SH   SOLE   15,124 0 0
FTAI AVIATION LTD SHS G3730V105 BBG019M62R54 1,435,792 9,968 SH   SOLE   9,968 0 0
GRAINGER W W INC COM 384802104 BBG001S5RRD2 1,788,723 1,697 SH   SOLE   1,697 0 0
GRANITE CONSTR INC COM 387328107 BBG001S8WD96 1,491,420 17,004 SH   SOLE   17,004 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 BBG001S5RV43 2,236,762 229,883 SH   SOLE   229,883 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 3,252,752 14,721 SH   SOLE   14,721 0 0
KNIFE RIVER CORP COMMON STOCK 498894104 BBG002N3N2W8 2,751,598 27,072 SH   SOLE   27,072 0 0
LENNOX INTL INC COM 526107107 BBG001S5SST2 2,502,395 4,107 SH   SOLE   4,107 0 0
LIBERTY ENERGY INC COM CL A 53115L104 BBG00GK831C5 497,250 25,000 SH   SOLE   25,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG001T8LMY9 1,515,850 20,410 SH   SOLE   20,410 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 BBG00GNC8DM1 975,178 41,710 SH   SOLE   41,710 0 0
MODINE MFG CO COM 607828100 BBG001S5T913 3,630,000 31,312 SH   SOLE   31,312 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 BBG005Q29V07 1,188,629 64,077 SH   SOLE   64,077 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 BBG005Q29V07 1,113,000 60,000 SH Call SOLE   60,000 0 0
MUELLER INDS INC COM 624756102 BBG001S6PVC4 3,495,887 44,051 SH   SOLE   44,051 0 0
NANO NUCLEAR ENERGY INC COM 63010H108 BBG01F7QNWH6 432,924 17,390 SH   SOLE   17,390 0 0
NISOURCE INC COM 65473P105 BBG001S5TMF9 1,589,062 43,228 SH   SOLE   43,228 0 0
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT7B03 2,993,452 43,918 SH   SOLE   43,918 0 0
PACCAR INC COM 693718108 BBG001S5V1S8 1,197,790 11,515 SH   SOLE   11,515 0 0
PACKAGING CORP AMER COM 695156109 BBG001S5V741 4,026,226 17,884 SH   SOLE   17,884 0 0
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 5,259,332 8,269 SH   SOLE   8,269 0 0
PATTERSON-UTI ENERGY INC COM 703481101 BBG001S7GWF7 799,932 96,844 SH   SOLE   96,844 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 844,049 58,696 SH   SOLE   58,696 0 0
PG&E CORP COM 69331C108 BBG001S5V206 2,445,837 121,201 SH   SOLE   121,201 0 0
PPG INDS INC COM 693506107 BBG001S5VC13 2,022,049 16,928 SH   SOLE   16,928 0 0
PRIMORIS SVCS CORP COM 74164F103 BBG001S64801 2,223,698 29,106 SH   SOLE   29,106 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 2,792,817 33,055 SH   SOLE   33,055 0 0
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 3,682,196 18,303 SH   SOLE   18,303 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 2,928,914 5,881 SH   SOLE   5,881 0 0
SM ENERGY CO COM 78454L100 BBG001S6W0J7 930,239 24,000 SH   SOLE   24,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 689,230 1,176 SH   SOLE   1,176 0 0
SPX TECHNOLOGIES INC COM 78473E103 BBG001S5W9N5 2,420,142 16,631 SH   SOLE   16,631 0 0
STANLEY BLACK & DECKER INC COM 854502101 BBG001S5WHT1 1,005,713 12,526 SH   SOLE   12,526 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 2,434,754 6,592 SH   SOLE   6,592 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 2,145,505 1,693 SH   SOLE   1,693 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 1,826,053 16,073 SH   SOLE   16,073 0 0
VIPER ENERGY INC CL A 927959106 BBG006G57XH9 2,126,890 43,344 SH   SOLE   43,344 0 0
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 3,482,216 20,295 SH   SOLE   20,295 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 BBG001S5XL11 1,506,026 53,500 SH   SOLE   53,500 0 0
WILLIAMS COS INC COM 969457100 BBG001S5XH10 2,956,196 54,623 SH   SOLE   54,623 0 0
WILLSCOT HLDGS CORP COM CL A 971378104 BBG00B0FS9V7 1,705,382 50,983 SH   SOLE   50,983 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 BBG001S6SX73 1,039,704 2,692 SH   SOLE   2,692 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 BBG00YQ7XRV1 2,239,171 104,293 SH   SOLE   104,293 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108 BBG001T36GB5 1,370,178 36,734 SH   SOLE   36,734 0 0