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 |
|
||||||||||||||||
| 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 |
| ATLAS AIR WORLDWIDE HOLDINGS | COM | 049164205 | 7,394 | 141,788 | SH | SOLE | 141,788 | 0 | 0 | ||
| AIR TRANSPORT SERVICES GROUP | COM | 00922R105 | 9,736 | 610,000 | SH | SOLE | 610,000 | 0 | 0 | ||
| BMC STOCK HOLDINGS INC | COM | 05591B109 | 23,164 | 1,187,900 | SH | SOLE | 1,187,900 | 0 | 0 | ||
| CONTINENTAL BUILDING PRODUCT | COM | 211171103 | 13,283 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| CHEFS' WAREHOUSE INC/THE | COM | 163086101 | 4,503 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
| CSRA INC | COM | 12650T104 | 15,920 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| DIEBOLD NIXDORF INC | COM | 253651103 | 4,401 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| DYCOM INDUSTRIES INC | COM | 267475101 | 27,299 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| FERRO CORP | COM | 315405100 | 507 | 35,378 | SH | SOLE | 35,378 | 0 | 0 | ||
| HUDSON TECHNOLOGIES INC | COM | 444144109 | 5,727 | 715,000 | SH | SOLE | 715,000 | 0 | 0 | ||
| HEADWATERS INC | COM | 42210P102 | 16,817 | 715,000 | SH | SOLE | 715,000 | 0 | 0 | ||
| JOHN B. SANFILIPPO & SON INC | COM | 800422107 | 19,005 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| KENNEDY-WILSON HOLDINGS INC | COM | 489398107 | 14,350 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| LEIDOS HOLDINGS INC | COM | 525327102 | 25,059 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
| LIMBACH HOLDINGS INC | COM | 53263P105 | 2,820 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MERCURY SYSTEMS INC | COM | 589378108 | 25,536 | 845,000 | SH | SOLE | 845,000 | 0 | 0 | ||
| NCI BUILDING SYSTEMS INC | COM | 628852204 | 7,927 | 506,507 | SH | SOLE | 506,507 | 0 | 0 | ||
| ROGERS CORP | COM | 775133101 | 18,818 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
| SPROUTS FARMERS MARKET INC | COM | 85208M102 | 5,203 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| SMART & FINAL STORES INC | COM | 83190B101 | 5,341 | 378,800 | SH | SOLE | 378,800 | 0 | 0 | ||
| SWIFT TRANSPORTATION CO | COM | 87074U101 | 4,872 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DEL TACO RESTAURANTS INC | COM | 245496104 | 14,776 | 1,046,479 | SH | SOLE | 1,046,479 | 0 | 0 | ||
| TRAVELPORT WORLDWIDE LTD | COM | G9019D104 | 1,763 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| UNIFI INC | COM | 904677200 | 4,166 | 127,688 | SH | SOLE | 127,688 | 0 | 0 | ||
| VISTEON CORP | COM | 92839U206 | 10,444 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| MERIDIAN BIOSCIENCE INC | COM | 589584101 | 2,468 | 139,450 | SH | SOLE | 139,450 | 0 | 0 | ||
| VALMONT INDUSTRIES | COM | 920253101 | 14,795 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| VERINT SYSTEMS INC | COM | 92343X100 | 7,054 | 200,100 | SH | SOLE | 200,100 | 0 | 0 | ||
| VERSUM MATERIALS INC | COM | 92532W103 | 5,628 | 200,500 | SH | SOLE | 200,500 | 0 | 0 | ||
| ADVANCED DRAINAGE SYSTEMS IN | COM | 00790R104 | 21,218 | 1,030,000 | SH | SOLE | 1,030,000 | 0 | 0 | ||