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
ATLAS AIR WORLDWIDE HLDGS IN COM 049164205 16,016 293,662 SH   SOLE 0 293,662 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 12,243 300,000 SH   SOLE 0 300,000 0 0
CARGURUS INC COM CL A 141788109 14,025 442,000 SH   SOLE 0 442,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,816 99,500 SH   SOLE 0 99,500 0 0
DYCOM INDS INC COM 267475101 41,083 544,000 SH   SOLE 0 544,000 0 0
EAGLE MATLS INC COM 26969P108 6,486 64,000 SH   SOLE 0 64,000 0 0
ENERSYS COM 29275Y102 18,273 220,000 SH   SOLE 0 220,000 0 0
KAR AUCTION SVCS INC COM 48238T109 7,444 400,000 SH   SOLE 0 400,000 0 0
MASONITE INTL CORP COM 575385109 7,621 77,500 SH   SOLE 0 77,500 0 0
PDC ENERGY INC COM 69327R101 2,464 120,000 SH   SOLE 0 120,000 0 0
QUANTA SVCS INC COM 74762E102 7,202 100,000 SH   SOLE 0 100,000 0 0
ROGERS CORP COM 775133101 7,842 50,500 SH   SOLE 0 50,500 0 0
ROTH CH ACQUISITION I CO COM 778675108 5,291 328,022 SH   SOLE 0 328,022 0 0
SABRE CORP COM 78573M104 16,552 1,377,000 SH   SOLE 0 1,377,000 0 0
SM ENERGY CO COM 78454L100 3,366 550,000 SH   SOLE 0 550,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 4,145 330,000 SH   SOLE 0 330,000 0 0
U S SILICA HLDGS INC COM 90346E103 1,404 200,000 SH   SOLE 0 200,000 0 0
WEX INC COM 96208T104 8,141 40,000 SH   SOLE 0 40,000 0 0