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 |
| Ascena Retail Group Inc | Common stock | 04351G101 | 66,316 | 4,986,184 | SH | SOLE | 4,986,184 | 0 | 0 | ||
| Big 5 Sporting Goods Corp | Common stock | 08915P101 | 23,549 | 2,513,220 | SH | SOLE | 2,513,220 | 0 | 0 | ||
| Builders FirstSource Inc | Common stock | 12008R107 | 67,558 | 12,396,015 | SH | SOLE | 12,396,015 | 0 | 0 | ||
| BlueLinx Holdings Inc | Common stock | 09624H109 | 6,564 | 5,010,895 | SH | SOLE | 5,010,895 | 0 | 0 | ||
| Commercial Vehicle Group Inc | Common stock | 202608105 | 7,102 | 1,149,154 | SH | SOLE | 1,149,154 | 0 | 0 | ||
| Express Inc | Common stock | 30219E103 | 27,787 | 1,780,067 | SH | SOLE | 1,780,067 | 0 | 0 | ||
| Intermountain Community Bancorp | Common stock | 45881M308 | 7,268 | 387,822 | SH | SOLE | 387,822 | 0 | 0 | ||
| Insperity Inc | Common stock | 45778Q107 | 65,035 | 2,378,766 | SH | SOLE | 2,378,766 | 0 | 0 | ||
| Children's Place Retail Stores Inc/The | Common stock | 168905107 | 9,619 | 201,825 | SH | SOLE | 201,825 | 0 | 0 | ||
| First Financial Corp/IN | Common stock | 320218100 | 383 | 12,366 | SH | SOLE | 12,366 | 0 | 0 | ||
| Universal Technical Institute Inc | Common stock | 913915104 | 33,724 | 3,606,894 | SH | SOLE | 3,606,894 | 0 | 0 | ||
| WSFS Financial Corp | Common stock | 929328102 | 350 | 4,894 | SH | SOLE | 4,894 | 0 | 0 | ||