The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 2,425 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| AMOT | COM | 019330109 | 15,174 | 628,049 | SH | SOLE | 628,049 | 0 | 0 | ||
| ATA CN | COM | 001940105 | 14,130 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| ATCX | COM | 049430101 | 12,370 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| BLDR | COM | 12008R107 | 10,396 | 696,253 | SH | SOLE | 696,253 | 0 | 0 | ||
| ENS | COM | 29275Y102 | 22,234 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
| FWAA | COM | 316790104 | 11,072 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| JBT | COM | 477839104 | 8,726 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| LDL | COM | 550819106 | 3,266 | 214,071 | SH | SOLE | 214,071 | 0 | 0 | ||
| LUNA | COM | 550351100 | 8,114 | 1,212,400 | SH | SOLE | 1,212,400 | 0 | 0 | ||
| MCFT | COM | 57637H103 | 6,544 | 435,965 | SH | SOLE | 435,965 | 0 | 0 | ||
| MDA CN | COM | 55292X108 | 11,803 | 931,500 | SH | SOLE | 931,500 | 0 | 0 | ||
| MTRN | COM | 576690101 | 16,718 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| NHIC | COM | 651448102 | 3,109 | 308,333 | SH | SOLE | 308,333 | 0 | 0 | ||
| NVEC | COM | 629445206 | 7,624 | 119,000 | SH | SOLE | 119,000 | 0 | 0 | ||
| RMBL | COM | 781386305 | 8,300 | 216,000 | SH | SOLE | 216,000 | 0 | 0 | ||
| ROG | COM | 775133101 | 20,997 | 191,000 | SH | SOLE | 191,000 | 0 | 0 | ||
| SLCA | COM | 90346E103 | 7,762 | 1,825,000 | SH | SOLE | 1,825,000 | 0 | 0 | ||
| TGI | COM | 896818101 | 21,870 | 1,460,000 | SH | SOLE | 1,460,000 | 0 | 0 | ||
| THRM | COM | 37253A103 | 15,587 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| THRY | COM | 886029206 | 12,767 | 655,000 | SH | SOLE | 655,000 | 0 | 0 | ||
| TITN | COM | 88830R101 | 7,599 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| TWCT | COM | 90117G105 | 10,072 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| VMI | COM | 920253101 | 13,056 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||