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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIMC COM 02208R106   11,189 187,271 SH   SOLE   187,271 0 0
AMOT COM 019330109   28,106 807,400 SH   SOLE   807,400 0 0
ATCX COM 049430101   6,640 1,289,266 SH   SOLE   1,289,266 0 0
ATKR COM 047649108   27,788 245,000 SH   SOLE   245,000 0 0
ATRO COM 046433108   9,013 875,000 SH   SOLE   875,000 0 0
ATS COM 00217Y104   33,420 1,075,000 SH   SOLE   1,075,000 0 0
BLDR COM 12008R107   6,566 101,200 SH   SOLE   101,200 0 0
CTS COM 126501105   6,169 156,500 SH   SOLE   156,500 0 0
DY COM 267475101   38,844 415,000 SH   SOLE   415,000 0 0
EME COM 29084Q100   44,433 300,000 SH   SOLE   300,000 0 0
ENS COM 29275Y102   40,723 551,500 SH   SOLE   551,500 0 0
ERII COM 29270J100   14,904 727,400 SH   SOLE   727,400 0 0
HLIO COM 42328H109   13,882 255,000 SH   SOLE   255,000 0 0
LUNA COM 550351100   16,208 1,843,859 SH   SOLE   1,843,859 0 0
MCFT COM 57637H103   14,397 556,500 SH   SOLE   556,500 0 0
MDA COM 55292X108   6,685 1,414,100 SH   SOLE   1,414,100 0 0
MTRN COM 576690101   45,111 515,500 SH   SOLE   515,500 0 0
MTZ COM 576323109   37,562 440,200 SH   SOLE   440,200 0 0
ONEW COM 68280L101   8,998 314,600 SH   SOLE   314,600 0 0
POWL COM 739128106   2,902 82,500 SH   SOLE   82,500 0 0
ROG COM 775133101   44,156 370,000 SH   SOLE   370,000 0 0
THRM COM 37253A103   25,415 389,258 SH   SOLE   389,258 0 0
THRY COM 886029206   16,635 875,509 SH   SOLE   875,509 0 0
TITN COM 88830R101   27,004 679,700 SH   SOLE   679,700 0 0
ZWS COM 98983L108   17,865 844,700 SH   SOLE   844,700 0 0