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

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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
C&J ENERGY SVCS LTD SHS G3164Q101 5,894 1,674,388 SH   DFND 1 1,568,795 105,593 0
ELECTRO SCIENTIFIC INDS COM 285229100 12,811 2,761,080 SH   DFND 1 2,608,177 152,903 0
FLOTEK INDS INC DEL COM 343389102 11,807 707,000 SH   DFND 1 664,989 42,011 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109 5,451 394,748 SH   DFND 1 371,422 23,326 0
HOUSTON WIRE AND CABLE CO COM 44244K109 6,019 949,422 SH   DFND 1 892,006 57,416 0
MALIBU BOATS INC COM CL A 56117J100 7,413 530,249 SH   DFND 1 495,132 35,117 0
RADISYS CORP COM 750459109 9,410 3,485,055 SH   DFND 1 3,485,055 0 0
ROSETTA STONE INC COM 777780107 10,142 1,513,795 SH   DFND 1 1,425,797 87,998 0