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
GFL ENVIRONMENTAL INC SUB VTG SHS Common Stock 36168Q104 10,431,482 249,378 SH SOLE 249,378 0 0
CASELLA WASTE SYS INC CL A Common Stock 147448104 14,630,851 182,089 SH SOLE 182,089 0 0
SOLARIS ENERGY INFRAS INC COM CL A Common Stock 83418M103 12,858,596 180,649 SH SOLE 180,649 0 0
CENTURI HOLDINGS INC COM SHS Common Stock 155923105 2,941,591 146,786 SH SOLE 146,786 0 0
GRANITE CONSTR INC Common Stock 387328107 16,116,474 139,043 SH SOLE 139,043 0 0
CENTURY ALUM CO Common Stock 156431108 4,022,276 111,792 SH SOLE 111,792 0 0
AMPHENOL CORP CL A Common Stock 032095101 8,981,659 106,544 SH SOLE 106,544 0 0
TE CONNECTIVITY PLC ORD SHS Common Stock G87052109 14,425,207 68,340 SH SOLE 68,340 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH Common Stock 03938L203 4,267,956 63,949 SH SOLE 63,949 0 0
CLEAN HARBORS INC Common Stock 184496107 9,108,353 29,360 SH SOLE 29,360 0 0
EAGLE MATLS INC Common Stock 26969P108 4,034,362 23,590 SH SOLE 23,590 0 0
TALEN ENERGY CORP Common Stock 87422Q109 5,858,873 18,737 SH SOLE 18,737 0 0
SPX TECHNOLOGIES INC Common Stock 78473E103 2,905,750 17,137 SH SOLE 17,137 0 0