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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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIR TRANSPORT SERVICES GRP I COM 00922R105   12,739,074 723,400 SH   SOLE   723,400 0 0
DASEKE INC COM 23753F107   8,222,310 1,015,100 SH   SOLE   1,015,100 0 0
ENERGY RECOVERY INC COM 29270J100   4,813,620 255,500 SH   SOLE   255,500 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   17,449,412 423,941 SH   SOLE   423,941 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   4,346,839 385,700 SH   SOLE   385,700 0 0
MCGRATH RENTCORP COM 580589109   13,155,210 109,975 SH   SOLE   109,975 0 0
PATRICK INDS INC COM 703343103   10,417,233 103,809 SH   SOLE   103,809 0 0
PGT INNOVATIONS INC COM 69336V101   10,017,165 246,122 SH   SOLE   246,122 0 0
STANDEX INTL CORP COM 854231107   14,165,507 89,440 SH   SOLE   89,440 0 0
UNISYS CORP COM NEW 909214306   9,949,648 1,770,400 SH   SOLE   1,770,400 0 0