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 2,409 60,412 SH   SOLE   60,412 0 0
AMOT COM 019330109 22,181 743,324 SH   SOLE   743,324 0 0
ATA CN COM 001940105 30,139 835,800 SH   SOLE   835,800 0 0
ATCX COM 049430101 11,286 937,335 SH   SOLE   937,335 0 0
BLDR COM 12008R107 35,533 550,559 SH   SOLE   550,559 0 0
CHGG COM 163092109 8,163 225,000 SH   SOLE   225,000 0 0
ENS COM 29275Y102 41,797 560,501 SH   SOLE   560,501 0 0
EVI COM 26929N102 3,426 184,300 SH   SOLE   184,300 0 0
FTCI COM 30320C103 8,125 1,648,112 SH   SOLE   1,648,112 0 0
JBT COM 477839104 9,489 80,100 SH   SOLE   80,100 0 0
LUNA COM 550351100 14,130 1,832,647 SH   SOLE   1,832,647 0 0
MBUU COM 56117J100 10,291 177,400 SH   SOLE   177,400 0 0
MCFT COM 57637H103 18,989 771,600 SH   SOLE   771,600 0 0
MDA CN COM 55292X108 8,858 1,073,500 SH   SOLE   1,073,500 0 0
MTRN COM 576690101 35,985 419,700 SH   SOLE   419,700 0 0
ONEW COM 68280L101 15,833 459,600 SH   SOLE   459,600 0 0
RMBL COM 781386305 24,765 723,900 SH   SOLE   723,900 0 0
SNPO COM 83303Y105 3,522 238,800 SH   SOLE   238,800 0 0
SWIM COM 51819L107 25,269 1,908,500 SH   SOLE   1,908,500 0 0
TGI COM 896818101 33,097 1,309,200 SH   SOLE   1,309,200 0 0
THRM COM 37253A103 27,375 374,800 SH   SOLE   374,800 0 0
THRY COM 886029206 21,793 775,000 SH   SOLE   775,000 0 0
TITN COM 88830R101 16,504 584,000 SH   SOLE   584,000 0 0
VMI COM 920253101 31,996 134,100 SH   SOLE   134,100 0 0