<?xml version="1.0" ?>
<proxyVoteTable xmlns="http://www.sec.gov/edgar/document/npxproxy/informationtable">
  <proxyTable>
    <issuerName>ADVANCED DRAINAGE SYSTEMS, INC.</issuerName>
    <cusip>00790R104</cusip>
    <isin>US00790R1041</isin>
    <meetingDate>07/17/2025</meetingDate>
    <voteDescription>Approval, in a non-binding advisory vote, of the compensation for named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>36308</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>36308</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MR. COOPER GROUP INC.</issuerName>
    <cusip>62482R107</cusip>
    <isin>US62482R1077</isin>
    <meetingDate>09/03/2025</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Mr. Cooper's named executive officers that is based on or otherwise related to the mergers (the &quot;merger-related compensation proposal&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>236090</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>236090</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>VIASAT, INC.</issuerName>
    <cusip>92552V100</cusip>
    <isin>US92552V1008</isin>
    <meetingDate>09/04/2025</meetingDate>
    <voteDescription>Advisory Vote on Executive Compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>780593</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>780593</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MALIBU BOATS, INC.</issuerName>
    <cusip>56117J100</cusip>
    <isin>US56117J1007</isin>
    <meetingDate>10/24/2025</meetingDate>
    <voteDescription>Approve, on an advisory basis, the frequency of future advisory votes on the compensation of the Company's named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>400117</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>NO VOTE</howVoted>
        <sharesVoted>0</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
      <voteRecord>
        <howVoted>ONE YEAR</howVoted>
        <sharesVoted>400117</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MALIBU BOATS, INC.</issuerName>
    <cusip>56117J100</cusip>
    <isin>US56117J1007</isin>
    <meetingDate>10/24/2025</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>400117</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>NO VOTE</howVoted>
        <sharesVoted>0</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>400117</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>OWENS CORNING</issuerName>
    <cusip>690742101</cusip>
    <isin>US6907421019</isin>
    <meetingDate>04/14/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, our named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>253853</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>253853</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>AMRIZE LTD</issuerName>
    <cusip>H2927K103</cusip>
    <isin>CH1430134226</isin>
    <meetingDate>04/21/2026</meetingDate>
    <voteDescription>Advisory vote on the frequency of &quot;Say on Pay Vote&quot;</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>160898</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>ONE YEAR</howVoted>
        <sharesVoted>43448</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
      <voteRecord>
        <howVoted>AGAINST</howVoted>
        <sharesVoted>117450</sharesVoted>
        <managementRecommendation>AGAINST</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>AMRIZE LTD</issuerName>
    <cusip>H2927K103</cusip>
    <isin>CH1430134226</isin>
    <meetingDate>04/21/2026</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of the Named Executive Officers for fiscal year 2025 (&quot;Say on Pay Vote&quot;)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>160898</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>160898</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>AMRIZE LTD</issuerName>
    <cusip>H2927K103</cusip>
    <isin>CH1430134226</isin>
    <meetingDate>04/21/2026</meetingDate>
    <voteDescription>Approval of the maximum aggregate compensation for the Board for the period from the 2026 Annual General Meeting to the 2027 Annual General Meeting</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>160898</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>160898</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>AMRIZE LTD</issuerName>
    <cusip>H2927K103</cusip>
    <isin>CH1430134226</isin>
    <meetingDate>04/21/2026</meetingDate>
    <voteDescription>Approval of the maximum aggregate compensation for the Executive Management for fiscal year 2027</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>160898</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>160898</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DANA INCORPORATED</issuerName>
    <cusip>235825205</cusip>
    <isin>US2358252052</isin>
    <meetingDate>04/22/2026</meetingDate>
    <voteDescription>Approval of a non-binding advisory proposal approving executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>294302</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>294302</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>THE BRINK'S COMPANY</issuerName>
    <cusip>109696104</cusip>
    <isin>US1096961040</isin>
    <meetingDate>04/28/2026</meetingDate>
    <voteDescription>Approval of a non-binding advisory resolution on named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>197857</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>197857</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CARLISLE COMPANIES INCORPORATED</issuerName>
    <cusip>142339100</cusip>
    <isin>US1423391002</isin>
    <meetingDate>04/29/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the Company's named executive officer compensation in 2025.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>11105</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>NO VOTE</howVoted>
        <sharesVoted>0</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>11105</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>APTIV PLC</issuerName>
    <cusip>G3265R107</cusip>
    <isin>JE00BTDN8H13</isin>
    <meetingDate>04/29/2026</meetingDate>
    <voteDescription>Say-on-Pay - To approve, by advisory vote, executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>25616</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>25616</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>OSHKOSH CORPORATION</issuerName>
    <cusip>688239201</cusip>
    <isin>US6882392011</isin>
    <meetingDate>05/05/2026</meetingDate>
    <voteDescription>Approval, by advisory vote, of the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>67451</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>67451</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>BRUNSWICK CORPORATION</issuerName>
    <cusip>117043109</cusip>
    <isin>US1170431092</isin>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of our Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>213009</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>NO VOTE</howVoted>
        <sharesVoted>0</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>213009</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ALASKA AIR GROUP, INC.</issuerName>
    <cusip>011659109</cusip>
    <isin>US0116591092</isin>
    <meetingDate>05/12/2026</meetingDate>
    <voteDescription>Approval (on an advisory basis) of the compensation of the Company's Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>227978</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>227978</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>BUILDERS FIRSTSOURCE, INC.</issuerName>
    <cusip>12008R107</cusip>
    <isin>US12008R1077</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>An advisory vote on the compensation of the named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>91616</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>NO VOTE</howVoted>
        <sharesVoted>0</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>91616</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>PATRICK INDUSTRIES, INC.</issuerName>
    <cusip>703343103</cusip>
    <isin>US7033431039</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>To approve, in an advisory and non-binding vote, the compensation of the Company's named executive officers for fiscal year 2025.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>116894</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>116894</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>RELIANCE, INC.</issuerName>
    <cusip>759509102</cusip>
    <isin>US7595091023</isin>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>To consider a non-binding, advisory vote to approve the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>44245</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>NO VOTE</howVoted>
        <sharesVoted>0</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>44245</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MERITAGE HOMES CORPORATION</issuerName>
    <cusip>59001A102</cusip>
    <isin>US59001A1025</isin>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>Advisory vote to approve compensation of the Company's Named Executive Officers (&quot;Say on Pay&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>26375</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>26375</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MOHAWK INDUSTRIES, INC.</issuerName>
    <cusip>608190104</cusip>
    <isin>US6081901042</isin>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation, as disclosed in the Company's Proxy Statement for the 2026 Annual Meeting of Stockholders.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>218381</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>218381</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>APOLLO GLOBAL MANAGEMENT, INC.</issuerName>
    <cusip>03769M106</cusip>
    <isin>US03769M1062</isin>
    <meetingDate>06/08/2026</meetingDate>
    <voteDescription>An advisory vote on the frequency of future advisory votes to approve the compensation of AGM's named executive officers (Say on Frequency).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>98760</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>THREE YEARS</howVoted>
        <sharesVoted>98760</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>APOLLO GLOBAL MANAGEMENT, INC.</issuerName>
    <cusip>03769M106</cusip>
    <isin>US03769M1062</isin>
    <meetingDate>06/08/2026</meetingDate>
    <voteDescription>An advisory vote to approve the compensation of AGM's named executive officers (Say on Pay).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>98760</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>98760</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>RH</issuerName>
    <cusip>74967X103</cusip>
    <isin>US74967X1037</isin>
    <meetingDate>06/18/2026</meetingDate>
    <voteDescription>Advisory vote on frequency of future advisory votes to approve named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>60199</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>ONE YEAR</howVoted>
        <sharesVoted>60199</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>RH</issuerName>
    <cusip>74967X103</cusip>
    <isin>US74967X1037</isin>
    <meetingDate>06/18/2026</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>60199</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>60199</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
</proxyVoteTable>
