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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
AMOT COM 019330109   32,248 807,400 SH   SOLE   807,400 0 0
ATKR COM 047649108   56,138 360,000 SH   SOLE   360,000 0 0
ATRO COM 046433108   28,301 1,425,000 SH   SOLE   1,425,000 0 0
ATS COM 00217Y104   56,292 1,221,341 SH   SOLE   1,221,341 0 0
CNM COM 21874C102   36,198 1,155,000 SH   SOLE   1,155,000 0 0
EME COM 29084Q100   55,434 300,000 SH   SOLE   300,000 0 0
ENS COM 29275Y102   62,128 572,500 SH   SOLE   572,500 0 0
ERII COM 29270J100   24,523 877,400 SH   SOLE   877,400 0 0
HLIO COM 42328H109   41,967 635,000 SH   SOLE   635,000 0 0
LUNA COM 550351100   16,816 1,843,859 SH   SOLE   1,843,859 0 0
MCFT COM 57637H103   16,045 523,500 SH   SOLE   523,500 0 0
MDA COM 55292X108   12,768 2,070,000 SH   SOLE   2,070,000 0 0
MTRN COM 576690101   54,873 480,500 SH   SOLE   480,500 0 0
MTZ COM 576323109   60,755 515,000 SH   SOLE   515,000 0 0
NEOG COM 640491106   43,500 2,000,000 SH   SOLE   2,000,000 0 0
ONEW COM 68280L101   11,401 314,600 SH   SOLE   314,600 0 0
ROG COM 775133101   59,914 370,000 SH   SOLE   370,000 0 0
SLCA COM 90346E107   9,098 750,000 SH   SOLE   750,000 0 0
SMRT COM 83193G107   22,616 5,905,000 SH   SOLE   5,905,000 0 0
THRY COM 886029206   22,153 900,509 SH   SOLE   900,509 0 0
TITN COM 88830R101   19,470 660,000 SH   SOLE   660,000 0 0
VMI COM 920253101   14,553 50,000 SH   SOLE   50,000 0 0
ZWS COM 98983L108   45,713 1,700,000 SH   SOLE   1,700,000 0 0