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
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
C&J ENERGY SVCS INC COM 12467B304 19,014 622,388 SH   DFND 1 535,205 87,183 0
ELECTRO SCIENTIFIC INDS COM 285229100 20,466 3,014,164 SH   DFND 1 2,611,789 402,375 0
HOUSTON WIRE AND CABLE CO COM 44244K109 4,648 387,957 SH   DFND 1 333,656 54,301 0
MALIBU BOATS INC COM CL A 56117J100 8,926 481,947 SH   DFND 1 414,295 67,652 0
RADISYS CORP COM 750459109 11,444 4,286,231 SH   DFND 1 3,485,055 801,176 0
ROSETTA STONE INC COM 777780107 13,604 1,689,887 SH   DFND 1 1,425,797 264,090 0
TECUMSEH PRODS CO COM 878895309 3,500 813,910 SH   DFND 1 683,797 130,113 0