The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
AMOT | COM | 019330109 | 31,206 | 807,400 | SH | SOLE | 807,400 | 0 | 0 | ||
ATKR | COM | 047649108 | 40,037 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
ATRO | COM | 046433108 | 16,967 | 1,270,000 | SH | SOLE | 1,270,000 | 0 | 0 | ||
ATS | COM | 00217Y104 | 45,011 | 1,075,000 | SH | SOLE | 1,075,000 | 0 | 0 | ||
BLDR | COM | 12008R107 | 6,218 | 70,033 | SH | SOLE | 70,033 | 0 | 0 | ||
CNM | COM | 21874C102 | 19,058 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
DY | COM | 267475101 | 45,420 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
EME | COM | 29084Q100 | 48,777 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
ENS | COM | 29275Y102 | 49,739 | 572,500 | SH | SOLE | 572,500 | 0 | 0 | ||
ERII | COM | 29270J100 | 20,224 | 877,400 | SH | SOLE | 877,400 | 0 | 0 | ||
HLIO | COM | 42328H109 | 16,677 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
LUNA | COM | 550351100 | 13,257 | 1,843,859 | SH | SOLE | 1,843,859 | 0 | 0 | ||
MCFT | COM | 57637H103 | 15,930 | 523,500 | SH | SOLE | 523,500 | 0 | 0 | ||
MDA | COM | 55292X108 | 7,324 | 1,414,100 | SH | SOLE | 1,414,100 | 0 | 0 | ||
MTRN | COM | 576690101 | 55,738 | 480,500 | SH | SOLE | 480,500 | 0 | 0 | ||
MTZ | COM | 576323109 | 45,350 | 480,200 | SH | SOLE | 480,200 | 0 | 0 | ||
NEOG | COM | 640491106 | 29,447 | 1,590,000 | SH | SOLE | 1,590,000 | 0 | 0 | ||
ONEW | COM | 68280L101 | 8,799 | 314,600 | SH | SOLE | 314,600 | 0 | 0 | ||
ROG | COM | 775133101 | 60,469 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
SMRT | COM | 83193G107 | 15,058 | 5,905,000 | SH | SOLE | 5,905,000 | 0 | 0 | ||
THRY | COM | 886029206 | 20,766 | 900,509 | SH | SOLE | 900,509 | 0 | 0 | ||
TITN | COM | 88830R101 | 16,067 | 527,649 | SH | SOLE | 527,649 | 0 | 0 | ||
ZWS | COM | 98983L108 | 27,574 | 1,290,904 | SH | SOLE | 1,290,904 | 0 | 0 |