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 |
AIR TRANSPORT SERVICES GROUP | COM | 00922R105 | 8,251 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
BMC STOCK HOLDINGS INC | COM | 05591B109 | 20,060 | 1,131,400 | SH | SOLE | 1,131,400 | 0 | 0 | ||
CONTINENTAL BUILDING PRODUCT | COM | 211171103 | 6,591 | 314,000 | SH | SOLE | 314,000 | 0 | 0 | ||
CENTRAL GARDEN AND PET CO-A | COM | 153527205 | 5,934 | 239,290 | SH | SOLE | 239,290 | 0 | 0 | ||
DYCOM INDUSTRIES INC | COM | 267475101 | 32,802 | 401,100 | SH | SOLE | 401,100 | 0 | 0 | ||
EAGLE MATERIALS INC | COM | 26969P108 | 8,503 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
FIESTA RESTAURANT GROUP | COM | 31660B101 | 5,160 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
HUDSON TECHNOLOGIES INC | COM | 444144109 | 9 | 1,400 | SH | SOLE | 1,400 | 0 | 0 | ||
HEADWATERS INC | COM | 42210P102 | 6,683 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
JOHN B. SANFILIPPO & SON INC | COM | 800422107 | 13,237 | 257,889 | SH | SOLE | 257,889 | 0 | 0 | ||
KIRBY CORP | COM | 497266106 | 2,797 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
KRATON CORP | COM | 50077C106 | 13,666 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
KENNEDY-WILSON HOLDINGS INC | COM | 489398107 | 14,252 | 632,000 | SH | SOLE | 632,000 | 0 | 0 | ||
LEIDOS HOLDINGS INC | COM | 525327102 | 8,223 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
LSI INDUSTRIES INC | COM | 50216C108 | 8,198 | 730,000 | SH | SOLE | 730,000 | 0 | 0 | ||
MOOG INC-CLASS A | COM | 615394202 | 11,610 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
MERCURY SYSTEMS INC | COM | 589378108 | 29,048 | 1,182,241 | SH | SOLE | 1,182,241 | 0 | 0 | ||
NN INC | COM | 629337106 | 13,231 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
ROGERS CORP | COM | 775133101 | 19,546 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
REXNORD CORP | COM | 76169B102 | 10,705 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
STONERIDGE INC | COM | 86183P102 | 3,860 | 209,792 | SH | SOLE | 209,792 | 0 | 0 | ||
DEL TACO RESTAURANTS INC | COM | 245496104 | 11,622 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||
TRINITY BIOTECH PLC-SPON ADR | COM | 896438306 | 12,950 | 979,600 | SH | SOLE | 979,600 | 0 | 0 | ||
UNIFI INC | COM | 904677200 | 10,207 | 346,822 | SH | SOLE | 346,822 | 0 | 0 | ||
MERIDIAN BIOSCIENCE INC | COM | 589584101 | 2,603 | 134,950 | SH | SOLE | 134,950 | 0 | 0 | ||
VALMONT INDUSTRIES | COM | 920253101 | 5,652 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
VERINT SYSTEMS INC | COM | 92343X100 | 5,456 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
VERSUM MATERIALS INC - W/I | COM | 92532W103 | 4,540 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
ADVANCED DRAINAGE SYSTEMS IN | COM | 00790R104 | 27,866 | 1,158,200 | SH | SOLE | 1,158,200 | 0 | 0 | ||
YRC WORLDWIDE INC | COM | 984249607 | 6,519 | 529,100 | SH | SOLE | 529,100 | 0 | 0 | ||
MOHAWK INDS INC | CALL | 608190904 | 127 | 410 | SH | SOLE | 410 | 0 | 0 |