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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
ALNT COM 019330109   24,965 807,400 SH   SOLE   807,400 0 0
ARRY COM 04271T100   18,862 850,000 SH   SOLE   850,000 0 0
ATKR COM 047649108   53,708 360,000 SH   SOLE   360,000 0 0
ATRO COM 046433108   23,869 1,505,000 SH   SOLE   1,505,000 0 0
ATS COM 00217Y104   52,054 1,221,341 SH   SOLE   1,221,341 0 0
CNM COM 21874C102   37,649 1,305,000 SH   SOLE   1,305,000 0 0
EME COM 29084Q100   48,390 230,000 SH   SOLE   230,000 0 0
ENS COM 29275Y102   54,199 572,500 SH   SOLE   572,500 0 0
ERII COM 29270J100   18,610 877,400 SH   SOLE   877,400 0 0
HLIO COM 42328H109   29,682 535,000 SH   SOLE   535,000 0 0
LUNA COM 550351100   10,805 1,843,859 SH   SOLE   1,843,859 0 0
MDA-TC COM 55292X108   20,498 2,419,200 SH   SOLE   2,419,200 0 0
MTRN COM 576690101   48,968 480,500 SH   SOLE   480,500 0 0
MTZ COM 576323109   36,345 505,000 SH   SOLE   505,000 0 0
NEOG COM 640491106   37,080 2,000,000 SH   SOLE   2,000,000 0 0
ROG COM 775133101   48,644 370,000 SH   SOLE   370,000 0 0
SMRT COM 83193G107   15,412 5,905,000 SH   SOLE   5,905,000 0 0
THRY COM 886029206   16,903 900,509 SH   SOLE   900,509 0 0
TITN COM 88830R101   17,543 660,000 SH   SOLE   660,000 0 0
VMI COM 920253101   26,423 110,000 SH   SOLE   110,000 0 0
ZWS COM 98983L108   47,634 1,700,000 SH   SOLE   1,700,000 0 0