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
EDGEWELL PERS CARE CO COM 28035Q102 41,912 1,122,136 SH   SOLE   1,122,136 0 0
GENESCO INC COM 371532102 34,959 789,144 SH   SOLE   789,144 0 0
FOSTER L B CO COM 350060109 16,727 1,052,002 SH   SOLE   1,052,002 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 6,492 755,797 SH   SOLE   755,797 0 0
NEXEO SOLUTIONS INC *W EXP 06/09/202 65342H110 30,505 3,551,167 SH   SOLE   3,551,167 0 0
NN INC COM 629337106 14,097 2,100,908 SH   SOLE   2,100,908 0 0
ONESPAN INC COM 68287N100 27,056 2,089,261 SH   SOLE   2,089,261 0 0
PAPA JOHNS INTL INC COM 698813102 68,715 1,726,086 SH   SOLE   1,726,086 0 0
PRIMO WTR CORP COM 74165N105 37,017 2,642,171 SH   SOLE   2,642,171 0 0
SPS COMM INC COM 78463M107 6,657 80,809 SH   SOLE   80,809 0 0
USA TECHNOLOGIES INC CONV PFD SER A 90328S203 763 44,250 SH   SOLE   44,250 0 0
VONAGE HLDGS CORP COM 92886T201 32,424 3,714,131 SH   SOLE   3,714,131 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 9,830 255,000 SH   SOLE   255,000 0 0