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 3,775 175,000 SH   SOLE   175,000 0 0
AMOT COM 019330109 15,025 418,700 SH   SOLE   418,700 0 0
ATA CN COM 001940105 11,684 725,000 SH   SOLE   725,000 0 0
ATCX COM 049430101 12,270 1,500,000 SH   SOLE   1,500,000 0 0
BLDR COM 12008R107 11,421 771,253 SH   SOLE   771,253 0 0
DOOR COM 575385109 8,130 90,000 SH   SOLE   90,000 0 0
DY COM 267475101 18,144 435,225 SH   SOLE   435,225 0 0
ENS COM 29275Y102 17,030 280,000 SH   SOLE   280,000 0 0
GNPK COM G38245109 4,774 450,200 SH   SOLE   450,200 0 0
JBT COM 477839104 8,665 80,000 SH   SOLE   80,000 0 0
LDL COM 550819106 8,621 550,000 SH   SOLE   550,000 0 0
LUNA COM 550351100 7,991 1,212,400 SH   SOLE   1,212,400 0 0
MCFT COM 57637H103 6,387 435,965 SH   SOLE   435,965 0 0
MTRN COM 576690101 14,007 270,000 SH   SOLE   270,000 0 0
NVEC COM 629445206 7,613 119,000 SH   SOLE   119,000 0 0
ROG COM 775133101 20,472 191,000 SH   SOLE   191,000 0 0
SLCA COM 90346E103 7,476 1,825,000 SH   SOLE   1,825,000 0 0
TGI COM 896818101 19,785 1,340,000 SH   SOLE   1,340,000 0 0
THRM COM 37253A103 14,068 290,000 SH   SOLE   290,000 0 0
THRY COM 886029206 13,156 675,000 SH   SOLE   675,000 0 0
TITN COM 88830R101 7,480 520,000 SH   SOLE   520,000 0 0
TRNS COM 893529107 2,017 125,000 SH   SOLE   125,000 0 0
VMI COM 920253101 11,389 83,690 SH   SOLE   83,690 0 0