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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CECO Environmental Corp | $33.9M | 568527 | 15.83% |
| 2 | Ranger Energy Services Inc | $29.1M | 1696438 | 13.59% |
| 3 | Coterra Energy Inc | $20.2M | 575000 | 9.44% |
| 4 | RPC Inc | $17.8M | 2511895 | 8.31% |
| 5 | American Tower Corp | $16.8M | 97500 | 7.86% |
| 6 | Mistras Group Inc | $16.6M | 1120545 | 7.74% |
| 7 | Manitowoc Co Inc/The | $15.9M | 1362485 | 7.42% |
| 8 | Quanex Building Products Corp | $15.5M | 861169 | 7.23% |
| 9 | Antero Resources Corp | $13.8M | 325000 | 6.45% |
| 10 | Range Resources Corp | $13.4M | 296882 | 6.27% |
| 11 | Forum Energy Technologies Inc | $13.2M | 225000 | 6.17% |
| 12 | Unisys Corp | $6.7M | 3240000 | 3.13% |
| 13 | Team Inc | $1.2M | 75002 | 0.56% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.