The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADVANCED DRAINAGE SYSTEMS IN | Common Stock | 00790R104 | 14,531 | 530,899 | SH | SOLE | 530,899 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | Common Stock | 12008R107 | 23,976 | 2,131,162 | SH | SOLE | 2,131,162 | 0 | 0 | ||
| CENTURY COMMUNITIES INC | Common Stock | 156504300 | 6,752 | 389,386 | SH | SOLE | 389,386 | 0 | 0 | ||
| CENVEO INC(NYS) | Common Stock | 15670S105 | 3,251 | 3,984,624 | SH | SOLE | 3,984,624 | 0 | 0 | ||
| CONTINENTAL BUILDING PRODUCT(NYS) | Common Stock | 211171103 | 12,724 | 572,395 | SH | SOLE | 572,395 | 0 | 0 | ||
| DIXIE GROUP INC(NMS) | Common Stock | 255519100 | 1,568 | 440,467 | SH | SOLE | 440,467 | 0 | 0 | ||
| GMS INC | Common Stock | 36251C103 | 3,560 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| HEADWATERS INC(NYS) | Common Stock | 42210P102 | 25,839 | 1,440,294 | SH | SOLE | 1,440,294 | 0 | 0 | ||
| INTERVAL LEISURE GROUP(NSM) | Common Stock | 46113M108 | 795 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| LENDINGTREE INC | Common Stock | 52603B107 | 5,300 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| MASONITE INTERNATIONAL CORP(NYS) | Common Stock | 575385109 | 14,161 | 214,110 | SH | SOLE | 214,110 | 0 | 0 | ||
| NCI BUILDING SYSTEMS INC(NYS) | Common Stock | 628852204 | 10,952 | 684,907 | SH | SOLE | 684,907 | 0 | 0 | ||
| NEWTEK BUSINESS SERVICES COR | Common Stock | 652526203 | 1,508 | 118,575 | SH | SOLE | 118,575 | 0 | 0 | ||
| PGT INC(NMS) | Common Stock | 69336V101 | 7,350 | 713,631 | SH | SOLE | 713,631 | 0 | 0 | ||
| PRIMO WATER CORP | Common Stock | 74165N105 | 17,203 | 1,456,641 | SH | SOLE | 1,456,641 | 0 | 0 | ||
| QUANEX BUILDING PRODUCTS | Common Stock | 747619104 | 3,942 | 212,033 | SH | SOLE | 212,033 | 0 | 0 | ||
| SUMMIT MATERIALS INC -CL A | Common Stock | 86614U100 | 12,408 | 606,434 | SH | SOLE | 606,434 | 0 | 0 | ||
| TECNOGLASS INC | Common Stock | G87264100 | 5,449 | 481,801 | SH | SOLE | 481,801 | 0 | 0 | ||
| TILE SHOP HLDGS INC | Common Stock | 88677Q109 | 951 | 47,825 | SH | SOLE | 47,825 | 0 | 0 | ||
| US CONCRETE INC (NAS) | Common Stock | 90333L201 | 18,362 | 301,469 | SH | SOLE | 301,469 | 0 | 0 | ||
| WYNDHAM WORLDWIDE CORP (NYS) | Common Stock | 98310W108 | 3,562 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ISHARES RUSSELL 2000 ETF | Common Stock | 464287655 | 316,195 | 2,750,000 | SH | Put | SOLE | 2,750,000 | 0 | 0 | |
| SPDR S&P 500 ETF | Common Stock | 78462F103 | 52,370 | 250,000 | SH | Put | SOLE | 250,000 | 0 | 0 | |