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 |
| ALIGHT INC | COM CL A | 01626W101 | 14,150,000 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| AMERICAN VANGUARD CORP | COM | 030371108 | 563,633 | 143,784 | SH | SOLE | 143,784 | 0 | 0 | ||
| AST SPACEMOBILE INC | COM CL A | 00217D100 | 15,420,900 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| BLUE BIRD CORP | COM | 095306106 | 3,452,800 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| C3 AI INC | CL A | 12468P104 | 3,142,503 | 127,900 | SH | SOLE | 127,900 | 0 | 0 | ||
| DANA INC | COM | 235825205 | 15,263,500 | 890,000 | SH | SOLE | 890,000 | 0 | 0 | ||
| ECOVYST INC | COM | 27923Q109 | 4,938,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 | 3,891,200 | 760,000 | SH | SOLE | 760,000 | 0 | 0 | ||
| GATES INDL CORP PLC | ORD SHS | G39108108 | 13,242,250 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 10,370,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 32,368,500 | 150,000 | SH | Put | SOLE | 0 | 0 | 0 | |
| JAMF HLDG CORP | COM | 47074L105 | 6,847,200 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
| MYERS INDS INC | COM | 628464109 | 1,449,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NEWELL BRANDS INC | COM | 651229106 | 4,050,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| NEWELL BRANDS INC | COM | 651229106 | 1,350,000 | 250,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| NUSCALE PWR CORP | CL A COM | 67079K100 | 3,560,400 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| PROS HOLDINGS INC | COM | 74346Y103 | 28,188,000 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| PROS HOLDINGS INC | COM | 74346Y103 | 5,481,000 | 350,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| REDWIRE CORPORATION | COM | 75776W103 | 1,711,500 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| ROCKET COS INC | COM CL A | 77311W101 | 4,254,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SCHOLASTIC CORP | COM | 807066105 | 2,511,935 | 119,730 | SH | SOLE | 119,730 | 0 | 0 | ||
| SELECT WATER SOLUTIONS INC | CL A COM | 81617J301 | 6,739,200 | 780,000 | SH | SOLE | 780,000 | 0 | 0 | ||
| SHOE CARNIVAL INC | COM | 824889109 | 1,216,150 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| STAR HLDGS | SHS BEN INT | 85512G106 | 546,700 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| TITAN INTL INC ILL | COM | 88830M102 | 14,378,000 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| TITAN MACHY INC | COM | 88830R101 | 3,962,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| UFP TECHNOLOGIES INC | COM | 902673102 | 5,037,997 | 20,634 | SH | SOLE | 20,634 | 0 | 0 | ||
| UNITY SOFTWARE INC | COM | 91332U101 | 1,452,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| UWM HOLDINGS CORPORATION | COM CL A | 91823B109 | 4,188,956 | 1,011,825 | SH | SOLE | 1,011,825 | 0 | 0 | ||
| WORLD KINECT CORPORATION | COM | 981475106 | 16,443,000 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||