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 |
| AZZ INC | COM | 002474104 | 1,550,500 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| CENTURI HOLDINGS INC | COM SHS | 155923105 | 24,192,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| HUB GROUP INC | CL A | 443320106 | 7,663,250 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| KIRBY CORP | COM | 497266106 | 6,798,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MYR GROUP INC | COM | 55405W104 | 5,004,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| MALIBU BOATS INC | COM CL A | 56117J100 | 1,759,717 | 64,153 | SH | SOLE | 64,153 | 0 | 0 | ||
| MASTERCRAFT BOAT HLDGS INC | COM | 57637H103 | 1,936,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| PRIMORIS SVCS CORP | COM | 74164F103 | 12,390,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| XPO INC | COM | 983793100 | 4,105,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| GENIUS SPORTS LIMITED | SHARES CL A | G3934V109 | 5,454,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||