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
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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
ATKR COM 047649108   74,240,400 390,000 SH   SOLE   390,000 0 0
ROG COM 775133101   61,718,800 520,000 SH   SOLE   520,000 0 0
DY COM 267475101   76,860,315 535,500 SH   SOLE   535,500 0 0
ENS COM 29275Y102   67,538,900 715,000 SH   SOLE   715,000 0 0
MTZ COM 576323109   72,016,975 772,300 SH   SOLE   772,300 0 0
MTRN COM 576690101   63,305,875 480,500 SH   SOLE   480,500 0 0
ATS COM 00217Y104   51,928,800 1,540,000 SH   SOLE   1,540,000 0 0
CLFD COM 18482P103   20,508,600 665,000 SH   SOLE   665,000 0 0
ALNT COM 019330109   18,803,360 527,000 SH   SOLE   527,000 0 0
CNM COM 21874C102   77,402,000 1,352,000 SH   SOLE   1,352,000 0 0
THRY COM 886029206   16,945,662 762,288 SH   SOLE   762,288 0 0
ZWS COM 98983L108   42,172,200 1,260,000 SH   SOLE   1,260,000 0 0
NEOG COM 640491106   32,497,332 2,059,400 SH   SOLE   2,059,400 0 0
TITN COM 88830R101   12,653,100 510,000 SH   SOLE   510,000 0 0
ARRY COM 04271T100   39,237,156 2,631,600 SH   SOLE   2,631,600 0 0
ATRO COM 046433108   31,892,000 1,675,000 SH   SOLE   1,675,000 0 0
MDA-TC COM 55292X108   32,110,176 2,950,000 SH   SOLE   2,950,000 0 0
JBI COM 47103N106   51,357,272 3,394,400 SH   SOLE   3,394,400 0 0
LUNA COM 550351100   3,938,945 1,229,000 SH   SOLE   1,229,000 0 0
SMRT COM 83193G107   11,175,600 4,170,000 SH   SOLE   4,170,000 0 0