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 |
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 |