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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADTRAN INCCOM00738A1061,743170,000SH SOLE 170,00000
ANALOG DEVICES INCCOM0326541052,80224,000SH SOLE 24,00000
ARCOSA INCCOM0396531001,32330,000SH SOLE 30,00000
ARLO TECHNOLOGIES INCCOM04206A101921175,000SH SOLE 175,00000
ASPEN AEROGELS INCCOM04523Y1054,581418,375SH SOLE 418,37500
ASTEC INDS INCCOM0462241013,36462,000SH SOLE 62,00000
BLUE BIRD CORPCOM09530610679064,999SH SOLE 64,99900
BROOKS AUTOMATION INC NEWCOM1143401021,85040,000SH SOLE 40,00000
CARLISLE COS INCCOM1423391001,71314,000SH SOLE 14,00000
COMPASS MINERALS INTL INCCOM20451N1012,04834,500SH SOLE 34,50000
CTS CORPCOM12650110589140,444SH SOLE 40,44400
EDGEWELL PERS CARE COCOM28035Q1021,39450,000SH SOLE 50,00000
ENPRO INDS INCCOM29355X1071,13020,034SH SOLE 20,03400
FORD MTR CO DELCOM3453708601,332200,000SH SOLE 200,00000
FREEPORT-MCMORAN INCCL B35671D8573,128200,000SH SOLE 200,00000
GREAT LAKES DREDGE & DOCK COCOM3906071093,138330,000SH SOLE 330,00000
HARVARD BIOSCIENCE INCCOM4169061052,378790,000SH SOLE 790,00000
INSPIRED ENTMT INCCOM45782N108574194,000SH SOLE 194,00000
INTL GNRL INSURANCE HLDNGS LSHSG4809J1061,430200,000SH SOLE 200,00000
LIMELIGHT NETWORKS INCCOM53261M1041,440250,000SH SOLE 250,00000
MRC GLOBAL INCCOM55345K103471110,100SH SOLE 110,10000
MUELLER WTR PRODS INCCOM SER A62475810888385,000SH SOLE 85,00000
NATIONAL INSTRS CORPCOM6365181021,10731,000SH SOLE 31,00000
ORION ENGINEERED CARBONS S ACOML729671092,439195,000SH SOLE 195,00000
PENTAIR PLCSHSG7S00T1041,52333,272SH SOLE 33,27200
QUANTA SVCS INCCOM74762E1021,79734,000SH SOLE 34,00000
RAVEN INDS INCCOM7542121081,14153,000SH SOLE 53,00000
SCHWEITZER-MAUDUIT INTL INCCOM8085411061,21639,999SH SOLE 39,99900
SEALED AIR CORP NEWCOM81211K1001,74645,000SH SOLE 45,00000
SECUREWORKS CORPCL A81374A10574065,000SH SOLE 65,00000
SOFTWARE ACQUISITION GROUP I*W EXP 10/01/20283406B1196365,614SH SOLE 65,61400
SOFTWARE ACQUISITION GROUP ICOM CL A83406B1012,057206,498SH SOLE 206,49800
SOFTWARE ACQUISITION GROUP IUNIT 10/01/202683406B200212SH SOLE 200
SONIM TECHNOLOGIES INCCOM83548F1018731,125,000SH SOLE 1,125,00000
STRATASYS LTDSHSM8554810124920,000SH SOLE 20,00000
THERMON GROUP HLDGS INCCOM88362T1031,247110,999SH SOLE 110,99900
TUFIN SOFTWARE TECHNOLOGIS LSHSM8893U1021,279155,000SH SOLE 155,00000
UNISYS CORPCOM NEW909214306272,500SHCallSOLE 2,50000
UNISYS CORPCOM NEW9092143064,348407,500SH SOLE 407,50000
UNITED PARCEL SERVICE INCCL B9113121062,49915,000SH SOLE 15,00000
VALMONT INDS INCCOM9202531014,53336,500SH SOLE 36,50000
VISHAY PRECISION GROUP INCCOM92835K1033,747148,000SH SOLE 148,00000
XPERI HOLDING CORPCOM98390M10374765,000SHCallSOLE 65,00000
XPERI HOLDING CORPCOM98390M1034,251370,000SH SOLE 370,00000