The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ARCBEST CORP | COM | 03937C105 | 2,238 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
ASPEN AEROGELS INC | COM | 04523Y105 | 2,057 | 204,100 | SH | SOLE | 204,100 | 0 | 0 | ||
BLACK DIAMOND INC | COM | 09202G101 | 8,383 | 1,108,923 | SH | SOLE | 1,108,923 | 0 | 0 | ||
BROOKDALE SENIOR LIVING INC | COM | 112463104 | 22,167 | 688,000 | SH | SOLE | 688,000 | 0 | 0 | ||
CAMBRIDGE CAPITAL ACQUISITIO | COM | 13215Q205 | 6,258 | 617,200 | SH | SOLE | 617,200 | 0 | 0 | ||
DYCOM INDUSTRIES INC | COM | 267475101 | 23,748 | 773,300 | SH | SOLE | 773,300 | 0 | 0 | ||
FTD COS INC | COM | 30281V108 | 6,027 | 176,682 | SH | SOLE | 176,682 | 0 | 0 | ||
FORWARD AIR CORP | COM | 349853101 | 2,017 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
GREENBRIER COMPANIES INC | COM | 393657101 | 6,836 | 93,159 | SH | SOLE | 93,159 | 0 | 0 | ||
GLOBAL POWER EQUIPMENT GROUP | COM | 37941P306 | 5,172 | 347,093 | SH | SOLE | 347,093 | 0 | 0 | ||
GSI GROUP INC | COM | 36191C205 | 8,215 | 715,000 | SH | SOLE | 715,000 | 0 | 0 | ||
H&E EQUIPMENT SERVICES INC | COM | 404030108 | 6,368 | 158,100 | SH | SOLE | 158,100 | 0 | 0 | ||
KNIGHT TRANSPORTATION INC | COM | 499064103 | 6,946 | 253,600 | SH | SOLE | 253,600 | 0 | 0 | ||
KENNEDY-WILSON HOLDINGS INC | COM | 489398107 | 12,833 | 535,600 | SH | SOLE | 535,600 | 0 | 0 | ||
LIBBEY INC | COM | 529898108 | 23,148 | 881,500 | SH | SOLE | 881,500 | 0 | 0 | ||
MACQUARIE INFRASTRUCTURE CO | COM | 55608B105 | 8,004 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
ORION MARINE GROUP INC | COM | 68628V308 | 12,377 | 1,240,200 | SH | SOLE | 1,240,200 | 0 | 0 | ||
PGT INC | COM | 69336V101 | 8,672 | 930,500 | SH | SOLE | 930,500 | 0 | 0 | ||
QUALITY DISTRIBUTION INC | COM | 74756M102 | 12,253 | 958,780 | SH | SOLE | 958,780 | 0 | 0 | ||
ROGERS CORP | COM | 775133101 | 20,568 | 375,600 | SH | SOLE | 375,600 | 0 | 0 | ||
INVENTURE FOODS INC | COM | 461212102 | 1,752 | 135,220 | SH | SOLE | 135,220 | 0 | 0 | ||
STOCK BUILDING SUPPLY HOLDIN | COM | 86101X104 | 11,159 | 710,315 | SH | SOLE | 710,315 | 0 | 0 | ||
LIBERTY TAX INC | COM | 53128T102 | 8,237 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
TRINITY BIOTECH PLC-SPON ADR | COM | 896438306 | 13,700 | 749,867 | SH | SOLE | 749,867 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWRE | COM | 874054109 | 2,256 | 97,800 | SH | SOLE | 97,800 | 0 | 0 | ||
TUESDAY MORNING CORP | COM | 899035505 | 4,366 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
US CONCRETE INC | COM | 90333L201 | 17,767 | 679,700 | SH | SOLE | 679,700 | 0 | 0 | ||
WESTMORELAND COAL CO | COM | 960878106 | 6,064 | 162,100 | SH | SOLE | 162,100 | 0 | 0 | ||
ADVANCED DRAINAGE SYSTEMS IN | COM | 00790R104 | 8,789 | 419,500 | SH | SOLE | 419,500 | 0 | 0 |