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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIR PRODUCTS AND CHEMICALS I COM 009158106 2,157,805 7,360 SH SOLE 7,360 0 0
AMETEK INC COM 031100100 8,276,767 34,210 SH SOLE 34,210 0 0
ATI INC COM 01741R102 5,790,798 29,380 SH SOLE 29,380 0 0
BLOOM ENERGY CORP COM CL A 093712107 6,686,643 22,090 SH SOLE 22,090 0 0
BORGWARNER INC COM 099724106 3,431,552 51,680 SH SOLE 51,680 0 0
BWX TECHNOLOGIES INC COM 05605H100 3,114,400 16,000 SH SOLE 16,000 0 0
CAMECO CORP COM 13321L108 4,074,400 40,000 SH SOLE 40,000 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 2,208,287 3,580 SH SOLE 3,580 0 0
CORNING INC COM 219350105 2,349,956 9,200 SH SOLE 9,200 0 0
CSX CORP COM 126408103 7,980,287 167,900 SH SOLE 167,900 0 0
CURTISS WRIGHT CORP COM 231561101 4,296,499 5,670 SH SOLE 5,670 0 0
DPC HOLDINGS PLC ORDINARY SHARES G2R11M108 3,105,498 63,300 SH SOLE 63,300 0 0
DYCOM INDS INC COM 267475101 2,947,590 5,830 SH SOLE 5,830 0 0
FEDEX CORP COM 31428X106 7,386,737 23,590 SH SOLE 23,590 0 0
FERMI INC COM 314911108 981,952 107,200 SH SOLE 107,200 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 3,614,142 64,700 SH SOLE 64,700 0 0
FTAI AVIATION LTD SHS G3730V105 3,754,956 13,880 SH SOLE 13,880 0 0
GE VERNOVA INC COM 36828A101 5,933,043 5,050 SH SOLE 5,050 0 0
HONEYWELL INTL INC COM 438516205 3,985,420 17,800 SH SOLE 17,800 0 0
KARMAN HLDGS INC COMMON STOCK 485924104 3,204,864 64,200 SH SOLE 64,200 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,934,787 11,240 SH SOLE 11,240 0 0
MASTEC INC COM 576323109 3,178,698 7,640 SH SOLE 7,640 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 4,705,008 51,590 SH SOLE 51,590 0 0
MICRON TECHNOLOGY INC COM 595112103 3,889,957 3,370 SH SOLE 3,370 0 0
OKLO INC COM CL A 02156V109 5,233,000 100,000 SH Call SOLE 100,000 0 0
PARKER-HANNIFIN CORP COM 701094104 7,101,151 7,260 SH SOLE 7,260 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100 7,469,799 45,740 SH SOLE 45,740 0 0
RBC BEARINGS INC COM 75524B104 4,811,128 7,470 SH SOLE 7,470 0 0
RPM INTL INC COM 749685103 5,968,755 53,700 SH SOLE 53,700 0 0
SANDISK CORP COM 80004C200 5,559,270 2,445 SH SOLE 2,445 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 4,429,350 4,590 SH SOLE 4,590 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 93,346,250 125,000 SH Put SOLE 125,000 0 0
TIMKEN CO COM 887389104 6,033,686 41,520 SH SOLE 41,520 0 0
WOODWARD INC COM 980745103 5,751,949 13,520 SH SOLE 13,520 0 0