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
AAON INC COM PAR $0.004 000360206 975 29,316 SH   SOLE   29,316 0 0
ADTRAN INC COM 00738A106 5,791 389,993 SH   SOLE   389,993 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 7,701 340,885 SH   SOLE   340,885 0 0
ALARM COM HLDGS INC COM 011642105 4,806 119,023 SH   SOLE   119,023 0 0
AMERICAS CAR MART INC COM 03062T105 6,616 106,883 SH   SOLE   106,883 0 0
ASTEC INDS INC COM 046224101 7,085 118,470 SH   SOLE   118,470 0 0
BEACON ROOFING SUPPLY INC COM 073685109 4,100 96,205 SH   SOLE   96,205 0 0
CARLISLE COS INC COM 142339100 5,027 46,415 SH   SOLE   46,415 0 0
CARLISLE COS INC COM 142339100 15,976 147,500 SH Put SOLE   147,500 0 0
CAVCO INDS INC DEL COM 149568107 3,738 18,001 SH   SOLE   18,001 0 0
CONCHO RES INC COM 20605P101 2,657 19,207 SH   SOLE   19,207 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 929 29,446 SH   SOLE   29,446 0 0
CREDIT ACCEP CORP MICH COM 225310101 7,011 19,838 SH   SOLE   19,838 0 0
EVERI HLDGS INC COM 30034T103 7,682 1,066,987 SH   SOLE   1,066,987 0 0
GREIF INC CL A 397624107 2,890 54,640 SH   SOLE   54,640 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 11,081 294,642 SH   SOLE   294,642 0 0
HARSCO CORP COM 415864107 27,828 1,259,184 SH   SOLE   1,259,184 0 0
HARSCO CORP COM 415864107 4,752 215,000 SH Put SOLE   215,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 7,959 185,562 SH   SOLE   185,562 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 6,190 829,724 SH   SOLE   829,724 0 0
HOUSTON WIRE & CABLE CO COM 44244K109 1,118 131,497 SH   SOLE   131,497 0 0
HUBBELL INC COM 443510607 35,946 339,950 SH   SOLE   339,950 0 0
HUBBELL INC COM 443510607 22,798 215,600 SH Put SOLE   215,600 0 0
HURON CONSULTING GROUP INC COM 447462102 6,360 155,506 SH   SOLE   155,506 0 0
II VI INC COM 902104108 1,150 26,470 SH   SOLE   26,470 0 0
INTREPID POTASH INC COM 46121Y102 3,211 783,076 SH   SOLE   783,076 0 0
KEMET CORP COM NEW 488360207 2,190 90,677 SH   SOLE   90,677 0 0
KEYW HLDG CORP COM 493723100 6,639 759,620 SH   SOLE   759,620 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 1,366 62,046 SH   SOLE   62,046 0 0
KMG CHEMICALS INC COM 482564101 12,308 166,819 SH   SOLE   166,819 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 10,321 896,666 SH   SOLE   896,666 0 0
LEGGETT & PLATT INC COM 524660107 60,170 1,347,905 SH   SOLE   1,347,905 0 0
LEGGETT & PLATT INC COM 524660107 31,056 695,700 SH Put SOLE   695,700 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 22,862 938,897 SH   SOLE   938,897 0 0
MASTEC INC COM 576323109 46,753 921,235 SH   SOLE   921,235 0 0
MASTEC INC COM 576323109 24,893 490,500 SH Put SOLE   490,500 0 0
MCGRATH RENTCORP COM 580589109 5,959 94,188 SH   SOLE   94,188 0 0
MERITOR INC COM 59001K100 1,242 60,387 SH   SOLE   60,387 0 0
MOBILE MINI INC COM 60740F105 1,085 23,124 SH   SOLE   23,124 0 0
MOTORCAR PTS AMER INC COM 620071100 11,205 598,899 SH   SOLE   598,899 0 0
MOTORCAR PTS AMER INC COM 620071100 8,043 429,900 SH Put SOLE   429,900 0 0
MSA SAFETY INC COM 553498106 15,112 156,862 SH   SOLE   156,862 0 0
NUVASIVE INC COM 670704105 1,150 22,059 SH   SOLE   22,059 0 0
OLD NATL BANCORP IND COM 680033107 11,733 630,806 SH   SOLE   630,806 0 0
OLYMPIC STEEL INC COM 68162K106 1,032 50,564 SH   SOLE   50,564 0 0
OWENS CORNING NEW COM 690742101 758 11,954 SH   SOLE   11,954 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 5,592 119,349 SH   SOLE   119,349 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 9,714 120,030 SH   SOLE   120,030 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 8,181 154,674 SH   SOLE   154,674 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 30,082 429,438 SH   SOLE   429,438 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 1,652 47,157 SH   SOLE   47,157 0 0
STEEL DYNAMICS INC COM 858119100 9,652 210,063 SH   SOLE   210,063 0 0
SUN CMNTYS INC COM 866674104 28,472 290,882 SH   SOLE   290,882 0 0
TEREX CORP NEW COM 880779103 4,413 104,607 SH   SOLE   104,607 0 0
TILE SHOP HLDGS INC COM 88677Q109 9,572 1,243,083 SH   SOLE   1,243,083 0 0
TUESDAY MORNING CORP COM NEW 899035505 411 134,715 SH   SOLE   134,715 0 0
UNIVERSAL FST PRODS INC COM 913543104 10,849 296,258 SH   SOLE   296,258 0 0