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 6,775 164,044 SH   SOLE   164,044 0 0
BEACON ROOFING SUPPLY INC COM 073685109 9,189 253,903 SH   SOLE   253,903 0 0
BLUE BIRD CORP COM 095306106 35,358 1,443,194 SH   SOLE   1,443,194 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 10,897 742,294 SH   SOLE   742,294 0 0
CISION LTD SHS G1992S109 11,365 676,500 SH   SOLE   676,500 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 11,606 293,528 SH   SOLE   293,528 0 0
SPX FLOW INC COM 78469X107 10,711 205,982 SH   SOLE   205,982 0 0
GTT COMMUNICATIONS INC COM 362393100 15,128 348,564 SH   SOLE   348,564 0 0
HORIZON GLOBAL CORP COM 44052W104 9,908 1,389,683 SH   SOLE   1,389,683 0 0
LEAR CORP COM NEW 521865204 8,501 58,627 SH   SOLE   58,627 0 0
LIBBEY INC COM 529898108 8,442 964,837 SH   SOLE   964,837 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 8,324 394,497 SH   SOLE   394,497 0 0
NATIONAL RESH CORP COM NEW 637372202 8,910 230,829 SH   SOLE   230,829 0 0
NEWELL BRANDS INC COM 651229106 3,351 165,058 SH   SOLE   165,058 0 0
OWENS ILL INC COM NEW 690768403 11,879 632,223 SH   SOLE   632,223 0 0
US FOODS HLDG CORP COM 912008109 8,725 283,100 SH   SOLE   283,100 0 0
VALMONT INDS INC COM 920253101 5,574 40,249 SH   SOLE   40,249 0 0
WHIRLPOOL CORP COM 963320106 7,778 65,498 SH   SOLE   65,498 0 0