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 |
| AEGEAN MARINE PETROLEUM NETW | SHS | Y0017S102 | 3,403 | 449,478 | SH | SOLE | 449,478 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 5,321 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| BERRY PLASTICS GROUP INC | COM | 08579W103 | 5,423 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| BGC PARTNERS INC | CL A | 05541T101 | 9,587 | 1,059,300 | SH | SOLE | 1,059,300 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 8,024 | 711,945 | SH | SOLE | 711,945 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 4,382 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | ||
| ENPRO INDS INC | COM | 29355X107 | 840 | 14,570 | SH | SOLE | 14,570 | 0 | 0 | ||
| ENTRAVISION COMMUNICATIONS C | CL A | 29382R107 | 4,430 | 595,433 | SH | SOLE | 595,433 | 0 | 0 | ||
| EVERI HLDGS INC | COM | 30034T103 | 2,128 | 929,443 | SH | SOLE | 929,443 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 9,745 | 144,500 | SH | SOLE | 144,500 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 1,718 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| PGT INC | COM | 69336V101 | 5,312 | 539,876 | SH | SOLE | 539,876 | 0 | 0 | ||
| WP GLIMCHER IN | COM | 92939N102 | 2,847 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||