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 6,179 172,224 SH   SOLE   172,224 0 0
BEACON ROOFING SUPPLY INC COM 073685109 3,984 108,490 SH   SOLE   108,490 0 0
BLUE BIRD CORP COM 095306106 18,685 948,966 SH   SOLE   948,966 0 0
CISION LTD SHS G1992S109 6,016 512,900 SH   SOLE   512,900 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 4,927 117,389 SH   SOLE   117,389 0 0
SPX FLOW INC COM 78469X107 6,768 161,682 SH   SOLE   161,682 0 0
GTT COMMUNICATIONS INC COM 362393100 4,408 250,445 SH   SOLE   250,445 0 0
LEAR CORP COM NEW 521865204 4,892 35,127 SH   SOLE   35,127 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 4,234 256,581 SH   SOLE   256,581 0 0
NATIONAL RESH CORP COM NEW 637372202 6,332 109,951 SH   SOLE   109,951 0 0
OWENS ILL INC COM NEW 690768403 7,789 451,002 SH   SOLE   451,002 0 0
PGT INNOVATIONS INC COM 69336V101 4,582 274,047 SH   SOLE   274,047 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 5,613 205,000 SH   SOLE   205,000 0 0
US FOODS HLDG CORP COM 912008109 6,204 173,500 SH   SOLE   173,500 0 0
VALMONT INDS INC COM 920253101 4,930 38,879 SH   SOLE   38,879 0 0