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
AMETEK INC COM 031100100 5,128,160 21,196 SH SOLE 21,196 0 0
ANALOG DEVICES INC COM 032654105 4,267,592 10,745 SH SOLE 10,745 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 6,070,469 17,952 SH SOLE 17,952 0 0
APPLIED MATLS INC COM 038222105 3,470,400 4,800 SH SOLE 4,800 0 0
APPLIED MATLS INC COM 038222105 3,615,000 5,000 SH Put SOLE 5,000 0 0
ATI INC COM 01741R102 5,449,618 27,649 SH SOLE 27,649 0 0
ATS CORPORATION COM 00217Y104 4,758,549 165,100 SH SOLE 165,100 0 0
CENTURI HOLDINGS INC COM SHS 155923105 7,586,037 250,861 SH SOLE 250,861 0 0
CIPHER DIGITAL INC COM 17253J106 906,500 37,000 SH SOLE 37,000 0 0
CIPHER DIGITAL INC COM 17253J106 980,000 40,000 SH Put SOLE 40,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,490,220 6,000 SH Put SOLE 6,000 0 0
CORNING INC COM 219350105 2,078,945 8,139 SH SOLE 8,139 0 0
CORNING INC COM 219350105 2,043,440 8,000 SH Put SOLE 8,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 5,329,473 111,612 SH SOLE 111,612 0 0
ENTEGRIS INC COM 29362U104 1,978,460 11,000 SH Put SOLE 11,000 0 0
GRANITE CONSTR INC COM 387328107 8,498,697 53,762 SH SOLE 53,762 0 0
KODIAK GAS SVCS INC COM 50012A108 5,362,629 71,378 SH SOLE 71,378 0 0
LINDE PLC SHS G54950103 5,739,476 11,060 SH SOLE 11,060 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 3,031,549 7,970 SH SOLE 7,970 0 0
MERCURY SYS INC COM 589378108 6,613,160 54,060 SH SOLE 54,060 0 0
MODINE MFG CO COM 607828100 4,299,022 16,100 SH SOLE 16,100 0 0
PARKER-HANNIFIN CORP COM 701094104 7,120,714 7,280 SH SOLE 7,280 0 0
QUANTA SVCS INC COM 74762E102 3,231,540 4,488 SH SOLE 4,488 0 0
QUANTA SVCS INC COM 74762E102 2,880,160 4,000 SH Put SOLE 4,000 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 5,307,463 65,964 SH SOLE 65,964 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 4,281,893 8,966 SH SOLE 8,966 0 0
TALEN ENERGY CORP COM 87422Q109 4,495,842 11,700 SH SOLE 11,700 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 9,184,547 13,772 SH SOLE 13,772 0 0
TFI INTERNATIONAL INC COM 87241L109 4,917,703 34,253 SH SOLE 34,253 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,231,478 8,440 SH SOLE 8,440 0 0
TIMKEN CO COM 887389104 4,607,371 31,705 SH SOLE 31,705 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 13,117,800 20,000 SH Put SOLE 20,000 0 0
WILLIAMS COS INC COM 969457100 5,327,279 71,661 SH SOLE 71,661 0 0
WOODWARD INC COM 980745103 4,884,051 11,480 SH SOLE 11,480 0 0