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
AMC ENTMT HLDGS INC CL A COM 00165C104 6,243 424,725 SH   SOLE   424,725 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 11,925 181,228 SH   SOLE   181,228 0 0
AVIS BUDGET GROUP COM 053774105 9,129 239,848 SH   SOLE   239,848 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 6,192 226,411 SH   SOLE   226,411 0 0
CALAVO GROWERS INC COM 128246105 3,322 45,384 SH   SOLE   45,384 0 0
CAVCO INDS INC DEL COM 149568107 870 5,898 SH   SOLE   5,898 0 0
CHART INDS INC COM PAR $0.01 16115Q308 13,381 341,092 SH   SOLE   341,092 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 13,222 787,022 SH   SOLE   787,022 0 0
CRANE CO COM 224399105 15,998 20,000,000 SH Call SOLE   20,000,000 0 0
CUBIC CORP COM 229669106 9,140 179,212 SH   SOLE   179,212 0 0
DENTSPLY SIRONA INC COM 24906P109 921 15,398 SH   SOLE   15,398 0 0
DYCOM INDS INC COM 267475101 15,925 185,430 SH   SOLE   185,430 0 0
EASTMAN CHEM CO COM 277432100 8,617 95,231 SH   SOLE   95,231 0 0
ELDORADO RESORTS INC COM 28470R102 13,014 507,376 SH   SOLE   507,376 0 0
ELLIS PERRY INTL INC COM 288853104 755 31,891 SH   SOLE   31,891 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 1,244 150,989 SH   SOLE   150,989 0 0
ENERSYS COM 29275Y102 5,805 83,928 SH   SOLE   83,928 0 0
ETHAN ALLEN INTERIORS INC COM 297602104 47,188 1,456,405 SH   SOLE   1,456,405 0 0
ETHAN ALLEN INTERIORS INC COM 297602104 353,112 10,898,500 SH Put SOLE   10,898,500 0 0
FINISAR CORP COM NEW 31787A507 9,713 438,097 SH   SOLE   438,097 0 0
FORTERRA INC COM 34960W106 2,664 592,034 SH   SOLE   592,034 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 5,752 361,734 SH   SOLE   361,734 0 0
GRAND CANYON ED INC COM 38526M106 6,916 76,153 SH   SOLE   76,153 0 0
GROUPON INC COM 399473107 16,741 3,219,512 SH   SOLE   3,219,512 0 0
HERC HLDGS INC COM 42704L104 4,358 88,712 SH   SOLE   88,712 0 0
HOMESTREET INC COM 43785V102 4,220 156,290 SH   SOLE   156,290 0 0
HUB GROUP INC CL A 443320106 15,654 364,473 SH   SOLE   364,473 0 0
INTREPID POTASH INC COM 46121Y102 947 217,214 SH   SOLE   217,214 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 128,991 870,500 SH Put SOLE   870,500 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 5,070 387,619 SH   SOLE   387,619 0 0
MASTEC INC COM 576323109 22,695 489,121 SH   SOLE   489,121 0 0
MCGRATH RENTCORP COM 580589109 1,934 44,212 SH   SOLE   44,212 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 5,235 366,117 SH   SOLE   366,117 0 0
MOBILE MINI INC COM 60740F105 10,835 314,512 SH   SOLE   314,512 0 0
MTS SYS CORP COM 553777103 5,001 93,571 SH   SOLE   93,571 0 0
NOBLE CORP PLC SHS USD G65431101 9,696 2,107,843 SH   SOLE   2,107,843 0 0
OLYMPIC STEEL INC COM 68162K106 2,050 93,162 SH   SOLE   93,162 0 0
ORASURE TECHNOLOGIES INC COM 68554V108 9,205 409,104 SH   SOLE   409,104 0 0
OXFORD INDS INC COM 691497309 519 8,169 SH   SOLE   8,169 0 0
PC-TEL INC COM 69325Q105 177 28,108 SH   SOLE   28,108 0 0
PENN NATL GAMING INC COM 707569109 8,728 373,141 SH   SOLE   373,141 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 15,129 318,027 SH   SOLE   318,027 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 2,842 42,412 SH   SOLE   42,412 0 0
REGAL ENTMT GROUP CL A 758766109 6,437 402,334 SH   SOLE   402,334 0 0
SANCHEZ ENERGY CORP COM 79970Y105 1,958 406,271 SH   SOLE   406,271 0 0
SELECT COMFORT CORP COM 81616X103 858 27,642 SH   SOLE   27,642 0 0
SKYWEST INC COM 830879102 8,295 188,947 SH   SOLE   188,947 0 0
TEXTRON INC COM 883203101 1,144 21,224 SH   SOLE   21,224 0 0
TUESDAY MORNING CORP COM NEW 899035505 583 182,300 SH   SOLE   182,300 0 0
U S SILICA HLDGS INC COM 90346E103 19,881 639,873 SH   SOLE   639,873 0 0
UNITED RENTALS INC COM 911363109 21,375 154,064 SH   SOLE   154,064 0 0
VENATOR MATLS PLC SHS G9329Z100 4,497 198,999 SH   SOLE   198,999 0 0
VERIFONE SYS INC COM 92342Y109 1,161 57,267 SH   SOLE   57,267 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 13,619 730,632 SH   SOLE   730,632 0 0
WINNEBAGO INDS INC COM 974637100 4,882 109,099 SH   SOLE   109,099 0 0
XPO LOGISTICS INC COM 983793100 8,953 132,082 SH   SOLE   132,082 0 0