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
ALTRA INDL MOTION CORP COM 02208R106 7,538 164,044 SH   SOLE   164,044 0 0
BAKER HUGHES A GE CO CL A 05722G100 2,134 76,850 SH   SOLE   76,850 0 0
BEACON ROOFING SUPPLY INC COM 073685109 10,641 200,503 SH   SOLE   200,503 0 0
BLUE BIRD CORP COM 095306106 34,226 1,444,152 SH   SOLE   1,444,152 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 14,727 742,294 SH   SOLE   742,294 0 0
CISION LTD SHS G1992S109 7,022 606,900 SH   SOLE   606,900 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 12,940 361,061 SH   SOLE   361,061 0 0
SPX FLOW INC COM 78469X107 10,816 219,883 SH   SOLE   219,883 0 0
GTT COMMUNICATIONS INC COM 362393100 19,197 338,564 SH   SOLE   338,564 0 0
HORIZON GLOBAL CORP COM 44052W104 10,620 1,288,888 SH   SOLE   1,288,888 0 0
LEAR CORP COM NEW 521865204 10,687 57,427 SH   SOLE   57,427 0 0
LIBBEY INC COM 529898108 4,434 906,737 SH   SOLE   906,737 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 9,409 394,497 SH   SOLE   394,497 0 0
NATIONAL RESH CORP CL A 637372202 8,804 300,990 SH   SOLE   300,990 0 0
NATIONAL RESH CORP CL B 637372301 3,449 69,206 SH   SOLE   69,206 0 0
NEWELL BRANDS INC COM 651229106 3,974 155,958 SH   SOLE   155,958 0 0
OWENS ILL INC COM NEW 690768403 11,907 549,723 SH   SOLE   549,723 0 0
STEELCASE INC CL A 858155203 4,984 366,441 SH   SOLE   366,441 0 0
US FOODS HLDG CORP COM 912008109 11,211 342,100 SH   SOLE   342,100 0 0
VALMONT INDS INC COM 920253101 4,835 33,049 SH   SOLE   33,049 0 0
WHIRLPOOL CORP COM 963320106 8,804 57,498 SH   SOLE   57,498 0 0