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 |
ALNT | COM | 019330109 | 21,147,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
ARRY | COM | 04271T100 | 37,154,880 | 2,211,600 | SH | SOLE | 2,211,600 | 0 | 0 | ||
ATKR | COM | 047649108 | 57,600,000 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
ATRO | COM | 046433108 | 26,635,180 | 1,529,000 | SH | SOLE | 1,529,000 | 0 | 0 | ||
ATS | COM | 00217Y104 | 56,205,489 | 1,304,980 | SH | SOLE | 1,304,980 | 0 | 0 | ||
CLFD | COM | 18482P103 | 13,024,932 | 447,900 | SH | SOLE | 447,900 | 0 | 0 | ||
CNM | COM | 21874C102 | 54,634,320 | 1,352,000 | SH | SOLE | 1,352,000 | 0 | 0 | ||
DY | COM | 267475101 | 61,630,695 | 535,500 | SH | SOLE | 535,500 | 0 | 0 | ||
EME | COM | 29084Q100 | 38,777,400 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
ENS | COM | 29275Y102 | 57,799,600 | 572,500 | SH | SOLE | 572,500 | 0 | 0 | ||
JBI | COM | 47103N106 | 44,296,920 | 3,394,400 | SH | SOLE | 3,394,400 | 0 | 0 | ||
LUNA | COM | 550351100 | 12,435,500 | 1,870,000 | SH | SOLE | 1,870,000 | 0 | 0 | ||
MDA-TC | COM | 55292X108 | 25,689,534 | 2,950,000 | SH | SOLE | 2,950,000 | 0 | 0 | ||
MTRN | COM | 576690101 | 62,527,465 | 480,500 | SH | SOLE | 480,500 | 0 | 0 | ||
MTZ | COM | 576323109 | 58,478,556 | 772,300 | SH | SOLE | 772,300 | 0 | 0 | ||
NEOG | COM | 640491106 | 41,414,534 | 2,059,400 | SH | SOLE | 2,059,400 | 0 | 0 | ||
ROG | COM | 775133101 | 54,175,114 | 410,200 | SH | SOLE | 410,200 | 0 | 0 | ||
SMRT | COM | 83193G107 | 19,396,476 | 6,080,400 | SH | SOLE | 6,080,400 | 0 | 0 | ||
THRY | COM | 886029206 | 19,241,108 | 945,509 | SH | SOLE | 945,509 | 0 | 0 | ||
TITN | COM | 88830R101 | 19,060,800 | 660,000 | SH | SOLE | 660,000 | 0 | 0 | ||
ZWS | COM | 98983L108 | 49,997,000 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 |