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 |
| ADTRAN INC | COM | 00738A106 | 4,041 | 177,000 | SH | SOLE | 177,000 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 6,679 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 4,534 | 289,000 | SH | SOLE | 289,000 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 3,983 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| AZZ INC | COM | 002474104 | 995 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| BABCOCK & WILCOX ENTERPRISES | COM | 05614L209 | 3,401 | 377,000 | SH | SOLE | 377,000 | 0 | 0 | ||
| BLUE APRON HLDGS INC | CL A NEW | 09523Q200 | 2,692 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| BWX TECHNOLOGIES INC | COM | 05605H100 | 4,118 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||
| CABOT CORP | COM | 127055101 | 10,116 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| COMPASS MINERALS INTL INC | COM | 20451N101 | 5,414 | 106,000 | SH | SOLE | 106,000 | 0 | 0 | ||
| CROWN HLDGS INC | COM | 228368106 | 8,297 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| CTS CORP | COM | 126501105 | 6,096 | 166,000 | SH | SOLE | 166,000 | 0 | 0 | ||
| ENPRO INDS INC | COM | 29355X107 | 9,576 | 87,000 | SH | SOLE | 87,000 | 0 | 0 | ||
| FORD MTR CO DEL | COM | 345370860 | 12,524 | 603,000 | SH | SOLE | 603,000 | 0 | 0 | ||
| GREAT LAKES DREDGE & DOCK CO | COM | 390607109 | 8,955 | 569,648 | SH | SOLE | 569,648 | 0 | 0 | ||
| HARVARD BIOSCIENCE INC | COM | 416906105 | 8,918 | 1,265,000 | SH | SOLE | 1,265,000 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 8,898 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 11,123 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 13,347 | 60,000 | SH | Put | SOLE | 60,000 | 0 | 0 | |
| MATRIX SVC CO | COM | 576853105 | 3,790 | 504,000 | SH | SOLE | 504,000 | 0 | 0 | ||
| MRC GLOBAL INC | COM | 55345K103 | 5,353 | 778,000 | SH | SOLE | 778,000 | 0 | 0 | ||
| NEENAH INC | COM | 640079109 | 4,721 | 102,000 | SH | SOLE | 102,000 | 0 | 0 | ||
| ON24 INC | COM | 68339B104 | 4,164 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| ORION ENGINEERED CARBONS S A | COM | L72967109 | 8,042 | 438,000 | SH | SOLE | 438,000 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 6,680 | 99,000 | SH | SOLE | 99,000 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | 8,209 | 204,500 | SH | SOLE | 204,500 | 0 | 0 | ||
| THERMON GROUP HLDGS INC | COM | 88362T103 | 8,313 | 491,000 | SH | SOLE | 491,000 | 0 | 0 | ||
| TILE SHOP HLDGS INC | COM | 88677Q109 | 6,310 | 885,000 | SH | SOLE | 885,000 | 0 | 0 | ||
| TUFIN SOFTWARE TECHNOLOGIE | SHS | M8893U102 | 11,271 | 1,068,325 | SH | SOLE | 1,068,325 | 0 | 0 | ||
| UNISYS CORP | COM NEW | 909214306 | 13,638 | 663,000 | SH | SOLE | 663,000 | 0 | 0 | ||
| VALMONT INDS INC | COM | 920253101 | 6,764 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| VISHAY PRECISION GROUP INC | COM | 92835K103 | 15,145 | 408,000 | SH | SOLE | 408,000 | 0 | 0 | ||
| XPERI HOLDING CORP | COM | 98390M103 | 10,003 | 529,000 | SH | SOLE | 529,000 | 0 | 0 | ||