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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ANSYS INC | COM | 03662Q105 | 17,989,489 | 51,220 | SH | SOLE | 51,220 | 0 | 0 | ||
| ATMUS FILTRATION TECHNOLOGIE | COM | 04956D107 | 2,420,619 | 66,464 | SH | SOLE | 66,464 | 0 | 0 | ||
| CLEAN HARBORS INC | COM | 184496107 | 14,930,992 | 64,586 | SH | SOLE | 64,586 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 14,717,207 | 279,848 | SH | SOLE | 279,848 | 0 | 0 | ||
| CRANE COMPANY | COMMON STOCK | 224408104 | 5,418,512 | 28,535 | SH | SOLE | 28,535 | 0 | 0 | ||
| EOS ENERGY ENTERPRISES INC | *W EXP 11/17/202 | 29415C119 | 141,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 13,711,750 | 76,151 | SH | SOLE | 76,151 | 0 | 0 | ||
| GOLAR LNG LTD | SHS | G9456A100 | 10,828,810 | 262,899 | SH | SOLE | 262,899 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 5,261,920 | 28,680 | SH | SOLE | 28,680 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 11,866,637 | 247,531 | SH | SOLE | 247,531 | 0 | 0 | ||
| MODINE MFG CO | COM | 607828100 | 1,439,676 | 14,616 | SH | SOLE | 14,616 | 0 | 0 | ||
| PENTAIR PLC | SHS | G7S00T104 | 4,960,326 | 48,318 | SH | SOLE | 48,318 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 61,785,000 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| TALEN ENERGY CORP | COM | 87422Q109 | 54,441,740 | 187,233 | SH | SOLE | 187,233 | 0 | 0 | ||
| VALVOLINE INC | COM | 92047W101 | 4,437,266 | 117,171 | SH | SOLE | 117,171 | 0 | 0 | ||