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
AIMC COM 02208R106 12,338 350,000 SH   SOLE   350,000 0 0
AMOT COM 019330109 17,735 776,500 SH   SOLE   776,500 0 0
ATA CN COM 001940105 26,378 960,800 SH   SOLE   960,800 0 0
ATCX COM 049430101 4,924 936,102 SH   SOLE   936,102 0 0
ATSG COM 00922R105 13,647 475,000 SH   SOLE   475,000 0 0
BLDR COM 12008R107 19,332 360,000 SH   SOLE   360,000 0 0
DY COM 267475101 7,720 82,979 SH   SOLE   82,979 0 0
EME COM 29084Q100 27,799 270,000 SH   SOLE   270,000 0 0
ENS COM 29275Y102 12,971 220,000 SH   SOLE   220,000 0 0
ERII COM 29270J100 13,932 717,400 SH   SOLE   717,400 0 0
JBT COM 477839104 24,292 220,000 SH   SOLE   220,000 0 0
LUNA COM 550351100 10,684 1,832,647 SH   SOLE   1,832,647 0 0
MCFT COM 57637H103 16,242 771,600 SH   SOLE   771,600 0 0
MDA CN COM 55292X108 8,646 1,395,000 SH   SOLE   1,395,000 0 0
MTRN COM 576690101 30,944 419,700 SH   SOLE   419,700 0 0
ONEW COM 68280L101 15,190 459,600 SH   SOLE   459,600 0 0
SWIM COM 51819L107 10,395 1,500,000 SH   SOLE   1,500,000 0 0
THRM COM 37253A103 22,780 365,000 SH   SOLE   365,000 0 0
THRY COM 886029206 17,352 775,000 SH   SOLE   775,000 0 0
TITN COM 88830R101 13,894 620,000 SH   SOLE   620,000 0 0
VMI COM 920253101 30,123 134,100 SH   SOLE   134,100 0 0