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
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGYS COM 00847J105 7,379 600,000 SH   SOLE   600,000 0 0
AMOT COM 019330109 5,236 246,441 SH   SOLE   246,441 0 0
ATRO COM 046433108 31,647 1,010,000 SH   SOLE   1,010,000 0 0
ATSG COM 00922R105 17,737 800,000 SH   SOLE   800,000 0 0
CBPX COM 211171103 15,693 731,891 SH   SOLE   731,891 0 0
CPS COM 21676P103 4,927 40,000 SH   SOLE   40,000 0 0
CRAY COM 225223304 14,465 605,000 SH   SOLE   605,000 0 0
CVTI COM 22284P105 6,624 255,000 SH   SOLE   255,000 0 0
DWCH COM 237917208 4,151 435,000 SH   SOLE   435,000 0 0
DY COM 267475101 27,930 402,700 SH   SOLE   402,700 0 0
ENS COM 29275Y102 28,300 393,000 SH   SOLE   393,000 0 0
FORR COM 346563109 3,299 75,000 SH   SOLE   75,000 0 0
GNTY COM 400764106 9,849 334,596 SH   SOLE   334,596 0 0
GWR COM 371559105 5,369 80,000 SH   SOLE   80,000 0 0
IIIV COM 46571Y107 685 50,000 SH   SOLE   50,000 0 0
KW COM 489398107 16,973 1,000,000 SH   SOLE   1,000,000 0 0
MANH COM 562750109 5,236 110,000 SH   SOLE   110,000 0 0
MCRN COM 59870L106 12,987 801,800 SH   SOLE   801,800 0 0
MIXT COM 60688N102 8,122 491,835 SH   SOLE   491,835 0 0
MRCY COM 589378108 1,200 80,000 SH   SOLE   80,000 0 0
MTZ COM 576323109 8,863 200,000 SH   SOLE   200,000 0 0
PLYA COM N70544106 21,360 1,910,000 SH   SOLE   1,910,000 0 0
RLGT COM 75025X100 2,253 450,002 SH   SOLE   450,002 0 0
ROG COM 775133101 24,168 210,000 SH   SOLE   210,000 0 0
RUSHA COM 781846209 13,273 310,000 SH   SOLE   310,000 0 0
TFII CN COM 87241L109 11,753 460,000 SH   SOLE   460,000 0 0
THRM COM 37253A103 10,176 290,000 SH   SOLE   290,000 0 0
TRNS COM 893529107 5,820 353,000 SH   SOLE   353,000 0 0
TSC COM 89678F100 5,263 210,000 SH   SOLE   210,000 0 0
USX COM 90338N202 5,445 334,600 SH   SOLE   334,600 0 0
VMI COM 920253101 12,815 97,000 SH   SOLE   97,000 0 0
WMS COM 00790R104 25,536 1,175,300 SH   SOLE   1,175,300 0 0