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 5,006 161,224 SH   SOLE   161,224 0 0
BEACON ROOFING SUPPLY INC COM 073685109 4,132 128,490 SH   SOLE   128,490 0 0
BLUE BIRD CORP COM 095306106 16,903 998,414 SH   SOLE   998,414 0 0
CISION LTD SHS G1992S109 6,808 494,400 SH   SOLE   494,400 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 4,565 132,889 SH   SOLE   132,889 0 0
SPX FLOW INC COM 78469X107 5,027 157,582 SH   SOLE   157,582 0 0
GTT COMMUNICATIONS INC COM 362393100 9,465 272,765 SH   SOLE   272,765 0 0
LEAR CORP COM NEW 521865204 4,360 32,127 SH   SOLE   32,127 0 0
LIBBEY INC COM 529898108 2,023 712,296 SH   SOLE   712,296 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 4,545 262,581 SH   SOLE   262,581 0 0
NATIONAL RESH CORP COM NEW 637372202 4,475 115,939 SH   SOLE   115,939 0 0
OWENS ILL INC COM NEW 690768403 8,828 465,102 SH   SOLE   465,102 0 0
PGT INNOVATIONS INC COM 69336V101 3,772 272,347 SH   SOLE   272,347 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 4,133 217,500 SH   SOLE   217,500 0 0
US FOODS HLDG CORP COM 912008109 7,101 203,400 SH   SOLE   203,400 0 0
VALMONT INDS INC COM 920253101 4,544 34,929 SH   SOLE   34,929 0 0