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 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 4,039 | 27,800 | SH | SOLE | 27,800 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 3,085 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 2,964 | 46,500 | SH | SOLE | 46,500 | 0 | 0 | ||
| BWX TECHNOLOGIES INC | COM | 05605H100 | 4,847 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | ||
| CONDOR HOSPITALITY TR INC | COM NEW | 20676Y403 | 1,165 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 2,485 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | ||
| GREAT LAKES DREDGE & DOCK CO | COM | 390607109 | 1,683 | 271,500 | SH | SOLE | 271,500 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 2,750 | 63,360 | SH | SOLE | 63,360 | 0 | 0 | ||
| INSPIRED ENTMT INC | COM | 45782N108 | 485 | 79,499 | SH | SOLE | 79,499 | 0 | 0 | ||
| INVACARE CORP | COM | 461203101 | 1,995 | 137,084 | SH | SOLE | 137,084 | 0 | 0 | ||
| KOPPERS HOLDINGS INC | COM | 50060P106 | 4,470 | 143,500 | SH | SOLE | 143,500 | 0 | 0 | ||
| LIMELIGHT NETWORKS INC | COM | 53261M104 | 1,750 | 348,700 | SH | SOLE | 348,700 | 0 | 0 | ||
| LIQUIDITY SERVICES INC | COM | 53635B107 | 1,920 | 302,342 | SH | SOLE | 302,342 | 0 | 0 | ||
| OIL DRI CORP AMER | COM | 677864100 | 4,107 | 106,500 | SH | SOLE | 106,500 | 0 | 0 | ||
| ORION ENGINEERED CARBONS S A | COM | L72967109 | 6,902 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| POWELL INDS INC | COM | 739128106 | 2,861 | 78,900 | SH | SOLE | 78,900 | 0 | 0 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 4,147 | 55,500 | SH | SOLE | 55,500 | 0 | 0 | ||
| SUPERIOR INDS INTL INC | COM | 868168105 | 3,325 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| TILE SHOP HLDGS INC | COM | 88677Q109 | 493 | 68,906 | SH | SOLE | 68,906 | 0 | 0 | ||
| TREEHOUSE FOODS INC | COM | 89469A104 | 1,866 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
| VALMONT INDS INC | COM | 920253101 | 4,252 | 30,700 | SH | SOLE | 30,700 | 0 | 0 | ||
| VISHAY PRECISION GROUP INC | COM | 92835K103 | 6,171 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| XPERI CORP | COM | 98421B100 | 4,084 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||