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 |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 75,340,800 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 95,524,533 | 12,891,300 | SH | SOLE | 12,891,300 | 0 | 0 | ||
| ATKORE INC | COM | 047649108 | 55,061,020 | 724,106 | SH | SOLE | 724,106 | 0 | 0 | ||
| ATS CORPORATION | COM | 00217Y104 | 47,482,884 | 1,649,857 | SH | SOLE | 1,649,857 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 134,554,072 | 621,583 | SH | SOLE | 621,583 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 53,264,088 | 802,170 | SH | SOLE | 802,170 | 0 | 0 | ||
| CEMEX SA EURO MTN BE 144A | SPON ADR NEW | 151290889 | 129,633,000 | 10,802,750 | SH | SOLE | 10,802,750 | 0 | 0 | ||
| CENTURI HOLDINGS INC | COM SHS | 155923105 | 121,867,200 | 4,030,000 | SH | SOLE | 4,030,000 | 0 | 0 | ||
| CORE & MAIN INC | CL A | 21874C102 | 49,632,363 | 1,028,650 | SH | SOLE | 1,028,650 | 0 | 0 | ||
| CRH PLC | ORD | G25508105 | 118,384,800 | 1,106,400 | SH | SOLE | 1,106,400 | 0 | 0 | ||
| DPC HOLDINGS PLC | ORDINARY SHARES | G2R11M108 | 377,448,261 | 7,693,605 | SH | SOLE | 7,693,605 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 510,536,693 | 1,009,784 | SH | SOLE | 1,009,784 | 0 | 0 | ||
| ENERSYS | COM | 29275Y102 | 44,425,800 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| EROCK INC | CL A COM | 296013105 | 1,595,000 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 620,133,555 | 2,628,130 | SH | SOLE | 2,628,130 | 0 | 0 | ||
| GARRETT MOTION INC | COM | 366505105 | 18,115,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| GRANITE CONSTR INC | COM | 387328107 | 175,508,004 | 1,110,248 | SH | SOLE | 1,110,248 | 0 | 0 | ||
| INTERNATIONAL PAPER CO | COM | 460146103 | 194,310,000 | 5,100,000 | SH | SOLE | 5,100,000 | 0 | 0 | ||
| JAMES HARDIE INDS PLC | ORD SHS | G4253H101 | 149,851,702 | 5,723,900 | SH | SOLE | 5,723,900 | 0 | 0 | ||
| LITTELFUSE INC | COM | 537008104 | 54,639,600 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 896,609,300 | 2,155,000 | SH | SOLE | 2,155,000 | 0 | 0 | ||
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 331,789 | 2,900 | SH | SOLE | 2,900 | 0 | 0 | ||
| SOLV ENERGY INC | COM SHS CL A | 78475V103 | 8,512,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 232,159,000 | 3,100,000 | SH | SOLE | 3,100,000 | 0 | 0 | ||
| TFI INTERNATIONAL INC | COM | 87241L109 | 20,817,650 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| TREX INC | COM | 89531P105 | 27,522,000 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| WATERBRIDGE INFRASTRUCTURE L | CL A SHS REPSTG | 940923105 | 23,989,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| WOLFSPEED INC | COMMON STOCK | 97785W106 | 45,113,750 | 935,000 | SH | SOLE | 935,000 | 0 | 0 | ||