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
ARLINGTON ASSET INVT CORP COM NEW 041356955 1,868 200,000 SH Put SOLE NONE 200,000 0 0
IMMERSION CORP COM NEW 452521907 2,907 275,000 SH Call SOLE NONE 275,000 0 0
PAPA JOHNS INTERNATIONAL COM NEW 698813902 12,820 250,000 SH Call SOLE NONE 250,000 0 0
STANDARD MOTOR PRODUCTS COM NEW 853666955 2,953 60,000 SH Put SOLE NONE 60,000 0 0
AMERICAN OUTDOOR BRANDS COM NEW 02874P103 1,882 121,198 SH   SOLE NONE 121,198 0 0
ASHLAND GLOBAL HOLDINGS COM NEW 044186104 5,032 60,000 SH   SOLE NONE 60,000 0 0
AXCELIS TECHNOLOGIES COM NEW 054540208 3,044 154,898 SH   SOLE NONE 154,898 0 0
BIG LOTS COM NEW 089302103 5,800 138,800 SH   SOLE NONE 138,800 0 0
CLOUDERA COM NEW 18914U100 6,125 347,000 SH   SOLE NONE 347,000 0 0
FUSION TELECOM COM NEW 36116X102 3,211 1,249,588 SH   SOLE NONE 1,249,588 0 0
GILDAN ACTIVEWEAR COM NEW 375916103 988 32,460 SH   SOLE NONE 32,460 0 0
GMS INC COM NEW 36251C103 5,266 226,972 SH   SOLE NONE 226,972 0 0
HUDSON TECHNOLGIES COM NEW 444144109 5,364 4,190,568 SH   SOLE NONE 4,190,568 0 0
IMAX CORPORATION COM NEW 45245E109 4,427 171,600 SH   SOLE NONE 171,600 0 0
IMMERSION CORP COM NEW 452521107 13,432 1,270,749 SH   SOLE NONE 1,270,749 0 0
INFRA AND ENERGY COM NEW 45686J104 1,548 147,445 SH   SOLE NONE 147,445 0 0
INFRA AND ENERGY WARRANT COM NEW 45686J112 362 213,968 SH   SOLE NONE 213,968 0 0
INTERNATIONAL GAME TECH COM NEW G4863A108 9,938 503,200 SH   SOLE NONE 503,200 0 0
KEYW HOLDINGS COM NEW 493723100 8,172 943,686 SH   SOLE NONE 943,686 0 0
MCDERMOTT INTL COM NEW 580037703 2,116 114,809 SH   SOLE NONE 114,809 0 0
MICHAELS COS COM NEW 59408Q106 6,193 381,583 SH   SOLE NONE 381,583 0 0
NEOPHOTONICS COM NEW 64051T100 8,819 1,062,565 SH   SOLE NONE 1,062,565 0 0
NOODLES AND COMPANY COM NEW 65540B105 1,792 148,121 SH   SOLE NONE 148,121 0 0
NORWEGIAN CRUISE LINES COM NEW G66721104 1,838 32,000 SH   SOLE NONE 32,000 0 0
PAPA JOHNS INTL COM NEW 698813102 296 5,774 SH   SOLE NONE 5,774 0 0
SERVICEMASTER GLOBAL HOLDINGS COM NEW 81761R109 9,184 148,051 SH   SOLE NONE 148,051 0 0
SPORTSMANS WAREHOUSE COM NEW 84920Y106 8,112 1,386,709 SH   SOLE NONE 1,386,709 0 0
STONERIDGE COM NEW 86183P102 5,359 180,300 SH   SOLE NONE 180,300 0 0
TEMPUR SEALY INTL COM NEW 88023U101 8,558 161,783 SH   SOLE NONE 161,783 0 0
TILLYS COM NEW 886885102 853 45,000 SH   SOLE NONE 45,000 0 0
TUTOR PERINI COM NEW 901109108 5,352 284,660 SH   SOLE NONE 284,660 0 0
WIDEOPENWEST INC COM NEW 96758W101 1,436 128,140 SH   SOLE NONE 128,140 0 0