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
ADVANCED DRAIN SYS INC DEL COM 00790R104 8,129,333 64,157 SH SOLE 64,157 0 0
ADVANCED ENERGY INDS COM 007973100 15,285,917 54,240 SH SOLE 54,240 0 0
AMERICAN PUB ED INC COM 02913V103 7,868,890 186,555 SH SOLE 186,555 0 0
API GROUP CORP COM STK 00187Y100 56,928,515 1,474,832 SH SOLE 1,474,832 0 0
API GROUP CORP COM STK 00187Y100 19,300,000 500,000 SH Put SOLE 500,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 11,385,252 34,263 SH SOLE 34,263 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 17,563,899 108,466 SH SOLE 108,466 0 0
ARROW ELECTRS INC COM 042735100 13,251,125 58,375 SH SOLE 58,375 0 0
ARTIVION INC COM 228903100 11,045,953 484,047 SH SOLE 484,047 0 0
ASTRONICS CORP COM 046433108 1,983,227 29,416 SH SOLE 29,416 0 0
AVANTOR INC COM 05352A100 6,922,383 459,959 SH SOLE 459,959 0 0
AVNET INC COM 053807103 4,892,153 48,946 SH SOLE 48,946 0 0
AZZ INC COM 002474104 3,339,188 24,847 SH SOLE 24,847 0 0
BEL FUSE INC CL B 077347300 7,276,241 29,806 SH SOLE 29,806 0 0
BELDEN INC COM 077454106 11,576,464 107,259 SH SOLE 107,259 0 0
BENCHMARK ELECTRS INC COM 08160H101 18,560,398 223,862 SH SOLE 223,862 0 0
BRADY CORP CL A 104674106 9,927,629 118,908 SH SOLE 118,908 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 2,799,504 7,200 SH SOLE 7,200 0 0
CASELLA WASTE SYS INC CL A 147448104 1,970,664 24,526 SH SOLE 24,526 0 0
CAVCO INDS INC DEL COM 149568107 2,800,740 4,999 SH SOLE 4,999 0 0
CECO ENVIRONMENTAL CORP COM 125141101 34,826,825 500,098 SH SOLE 500,098 0 0
CECO ENVIRONMENTAL CORP COM 125141101 24,374,000 350,000 SH Put SOLE 350,000 0 0
CHAMPION HOMES INC COM 830830105 8,829,157 103,024 SH SOLE 103,024 0 0
CLEAN HARBORS INC COM 184496107 15,400,748 49,643 SH SOLE 49,643 0 0
CNH INDL N V SHS N20944109 7,411,173 576,745 SH SOLE 576,745 0 0
COHU INC COM 192576106 7,208,735 105,793 SH SOLE 105,793 0 0
COMPASS DIVERSIFIED SH BEN INT 20451Q104 26,587,146 2,436,952 SH SOLE 2,436,952 0 0
COVISTA INC COM 00737L103 16,768,406 137,221 SH SOLE 137,221 0 0
CRANE NXT CO COM 224441105 28,264,145 600,088 SH SOLE 600,088 0 0
CULP INC COM 230215105 192,794 51,966 SH SOLE 51,966 0 0
ELEMENT SOLUTIONS INC COM 28618M106 767,757 21,162 SH SOLE 21,162 0 0
ELEMENT SOLUTIONS INC COM 28618M106 10,884,000 300,000 SH Put SOLE 300,000 0 0
ENERPAC TOOL GROUP CORP CL A COM 292765104 12,694,657 363,848 SH SOLE 363,848 0 0
ESAB CORPORATION COM 29605J106 58,325,738 885,333 SH SOLE 885,333 0 0
ESAB CORPORATION COM 29605J106 32,940,000 500,000 SH Put SOLE 500,000 0 0
EXLSERVICE HLDGS INC COM 302081104 29,994,556 872,442 SH SOLE 872,442 0 0
EXLSERVICE HLDGS INC COM 302081104 17,190,000 500,000 SH Put SOLE 500,000 0 0
EZCORP INC CL A NON VTG 302301106 6,024,585 202,439 SH SOLE 202,439 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 24,244,979 114,780 SH SOLE 114,780 0 0
FLYWIRE CORPORATION COM VTG 302492103 12,711,563 726,375 SH SOLE 726,375 0 0
GLOBAL PMTS INC COM 37940X102 10,065,011 123,240 SH SOLE 123,240 0 0
GRACO INC COM 384109104 44,426,275 578,166 SH SOLE 578,166 0 0
GRACO INC COM 384109104 19,210,000 250,000 SH Put SOLE 250,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 52,635,690 1,184,155 SH SOLE 1,184,155 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 44,450,000 1,000,000 SH Put SOLE 1,000,000 0 0
HAVERTY FURNITURE COS INC COM 419596101 1,569,940 56,738 SH SOLE 56,738 0 0
HELIOS TECHNOLOGIES INC COM 42328H109 4,966,175 73,118 SH SOLE 73,118 0 0
HELMERICH & PAYNE INC COM 423452101 1,235,871 33,276 SH SOLE 33,276 0 0
HOOKER FURNISHINGS CORPORATI COM 439038100 190,923 14,709 SH SOLE 14,709 0 0
IDT CORP CL B NEW 448947507 9,151,847 114,441 SH SOLE 114,441 0 0
INNOSPEC INC COM 45768S105 951,961 9,987 SH SOLE 9,987 0 0
INTERFACE INC COM 458665304 2,254,266 65,531 SH SOLE 65,531 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 17,299,087 272,041 SH SOLE 272,041 0 0
KNOWLES CORP COM 49926D109 231,259 6,225 SH SOLE 6,225 0 0
LINCOLN ELEC HLDGS INC COM 533900106 8,668,699 32,764 SH SOLE 32,764 0 0
LOUISIANA PAC CORP COM 546347105 34,126,165 528,678 SH SOLE 528,678 0 0
LOUISIANA PAC CORP COM 546347105 32,275,000 500,000 SH Put SOLE 500,000 0 0
MARZETTI COMPANY COM 513847103 3,834,586 38,659 SH SOLE 38,659 0 0
MIDDLEBY CORP COM 596278101 36,910,837 356,351 SH SOLE 356,351 0 0
MSC INDL DIRECT INC CL A 553530106 3,962,628 32,029 SH SOLE 32,029 0 0
MUELLER INDS INC COM 624756102 11,070,962 182,659 SH SOLE 182,659 0 0
NEOGEN CORP COM 640491106 35,704,282 2,789,397 SH SOLE 2,789,397 0 0
OLD NATL BANCORP IND COM 680033107 6,196,640 251,487 SH SOLE 251,487 0 0
OPENLANE INC COM 48238T109 7,316,824 214,381 SH SOLE 214,381 0 0
OPORTUN FINL CORP COM 68376D104 1,541,521 189,376 SH SOLE 189,376 0 0
ORTHOPEDIATRICS CORP COM 68752L100 842,006 37,809 SH SOLE 37,809 0 0
OSHKOSH CORP COM 688239201 40,927,016 317,707 SH SOLE 317,707 0 0
OSHKOSH CORP COM 688239201 38,646,000 300,000 SH Put SOLE 300,000 0 0
OSI SYSTEMS INC COM 671044105 20,355,787 104,727 SH SOLE 104,727 0 0
PATTERSON-UTI ENERGY INC COM 703481101 1,620,157 148,366 SH SOLE 148,366 0 0
RALLIANT CORP COM 750940108 63,235,698 914,207 SH SOLE 914,207 0 0
REVVITY INC COM 714046109 10,814,215 70,732 SH SOLE 70,732 0 0
RICHARDSON ELECTRS LTD COM 763165107 1,668,588 94,111 SH SOLE 94,111 0 0
SAIA INC COM 78709Y105 8,169,621 24,479 SH SOLE 24,479 0 0
SELECT WATER SOLUTIONS INC CL A COM 81617J301 27,620,626 1,395,686 SH SOLE 1,395,686 0 0
SEMTECH CORP COM 816850101 11,309,887 63,414 SH SOLE 63,414 0 0
SILGAN HLDGS INC COM 827048109 16,695,082 480,434 SH SOLE 480,434 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 8,837,920 31,564 SH SOLE 31,564 0 0
SPDR SERIES TRUST ST STR SP REGBNK 78464A698 5,034,122 72,496 SH SOLE 72,496 0 0
TITAN MACHY INC COM 88830R101 2,466,860 106,883 SH SOLE 106,883 0 0
TTM TECHNOLOGIES INC COM 87305R109 64,453,657 524,696 SH SOLE 524,696 0 0
VALVOLINE INC COM 92047W101 17,718,040 587,858 SH SOLE 587,858 0 0
VERICEL CORP COM 92346J108 20,735,120 516,570 SH SOLE 516,570 0 0
VSE CORP COM 918284100 31,124,512 188,977 SH SOLE 188,977 0 0
VSE CORP COM 918284100 32,940,000 200,000 SH Put SOLE 200,000 0 0