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 |
BLACK DIAMOND INC | COM | 09202G101 | 4,620 | 500,000 | SH | SOLE | 4,620 | 0 | 0 | ||
BEACON ROOFING SUPPLY INC | COM | 073685109 | 8,969 | 270,000 | SH | SOLE | 8,969 | 0 | 0 | ||
BOULEVARD ACQUISITION CORP | COM | 10157P104 | 3,206 | 256,500 | SH | SOLE | 3,206 | 0 | 0 | ||
CELADON GROUP INC | COM | 150838100 | 672 | 32,500 | SH | SOLE | 672 | 0 | 0 | ||
CLEAN HARBORS INC | COM | 184496107 | 28,482 | 530,000 | SH | SOLE | 28,482 | 0 | 0 | ||
CENTURY CASINOS INC | COM | 156492100 | 1,759 | 279,200 | SH | SOLE | 1,759 | 0 | 0 | ||
CAPITAL SENIOR LIVING CORP | COM | 140475104 | 12,373 | 505,000 | SH | SOLE | 12,373 | 0 | 0 | ||
DYCOM INDUSTRIES INC | COM | 267475101 | 33,974 | 577,300 | SH | SOLE | 33,974 | 0 | 0 | ||
ENGILITY HOLDINGS INC | COM | 29286C107 | 9,926 | 394,500 | SH | SOLE | 9,926 | 0 | 0 | ||
EAGLE MATERIALS INC | COM | 26969P108 | 12,976 | 170,000 | SH | SOLE | 12,976 | 0 | 0 | ||
1-800-FLOWERS.COM INC-CL A | COM | 68243Q106 | 1,861 | 177,900 | SH | SOLE | 1,861 | 0 | 0 | ||
FTD COS INC | COM | 30281V108 | 5,661 | 200,800 | SH | SOLE | 5,661 | 0 | 0 | ||
GRAY TELEVISION INC | COM | 389375106 | 15,994 | 1,020,000 | SH | SOLE | 15,994 | 0 | 0 | ||
HUB GROUP INC-CL A | COM | 443320106 | 10,488 | 260,000 | SH | SOLE | 10,488 | 0 | 0 | ||
KIMBALL INTERNATIONAL-B | COM | 494274103 | 5,135 | 422,300 | SH | SOLE | 5,135 | 0 | 0 | ||
KIRBY CORP | COM | 497266106 | 4,600 | 60,000 | SH | SOLE | 4,600 | 0 | 0 | ||
KENNEDY-WILSON HOLDINGS INC | COM | 489398107 | 8,262 | 336,000 | SH | SOLE | 8,262 | 0 | 0 | ||
LIBBEY INC | COM | 529898108 | 28,580 | 691,500 | SH | SOLE | 28,580 | 0 | 0 | ||
MERCURY SYSTEMS INC | COM | 589378108 | 12,709 | 868,100 | SH | SOLE | 12,709 | 0 | 0 | ||
NN INC | COM | 629337106 | 6,380 | 250,000 | SH | SOLE | 6,380 | 0 | 0 | ||
ORION MARINE GROUP INC | COM | 68628V308 | 8,123 | 1,125,000 | SH | SOLE | 8,123 | 0 | 0 | ||
PGT INC | COM | 69336V101 | 5,898 | 406,500 | SH | SOLE | 5,898 | 0 | 0 | ||
PRICESMART INC | COM | 741511109 | 12,135 | 133,000 | SH | SOLE | 12,135 | 0 | 0 | ||
QUANTA SERVICES INC | COM | 74762E102 | 20,174 | 700,000 | SH | SOLE | 20,174 | 0 | 0 | ||
STOCK BUILDING SUPPLY HOLDIN | COM | 86101X104 | 13,165 | 673,400 | SH | SOLE | 13,165 | 0 | 0 | ||
TEAM INC | COM | 878155100 | 2,818 | 70,000 | SH | SOLE | 2,818 | 0 | 0 | ||
TOWER INTERNATIONAL INC | COM | 891826109 | 8,086 | 310,400 | SH | SOLE | 8,086 | 0 | 0 | ||
TRINITY BIOTECH PLC-SPON ADR | COM | 896438306 | 16,218 | 898,000 | SH | SOLE | 16,218 | 0 | 0 | ||
US CONCRETE INC | COM | 90333L201 | 28,679 | 756,890 | SH | SOLE | 28,679 | 0 | 0 | ||
WCI COMMUNITIES INC | COM | 92923C807 | 17,171 | 704,000 | SH | SOLE | 17,171 | 0 | 0 | ||
XERIUM TECHNOLOGIES INC | COM | 98416J118 | 8,652 | 475,400 | SH | SOLE | 8,652 | 0 | 0 | ||
Call WABTEC CORP 07/17/2015 110.00 | CALL | 929740908 | 3 | 500 | SH | SOLE | 3 | 0 | 0 |