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 |
ALLEGIANCE BANCSHARES INC | COM | 01748H107 | 4,485 | 117,100 | SH | SOLE | 117,100 | 0 | 0 | ||
ALLIED MOTION TECHNOLOGIES | COM | 019330109 | 8,722 | 320,443 | SH | SOLE | 320,443 | 0 | 0 | ||
ASTRONICS CORP | COM | 046433108 | 17,977 | 590,000 | SH | SOLE | 590,000 | 0 | 0 | ||
AIR TRANSPORT SERVICES GROUP | COM | 00922R105 | 9,050 | 415,500 | SH | SOLE | 415,500 | 0 | 0 | ||
BMC STOCK HOLDINGS INC | COM | 05591B109 | 11,581 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | ||
CAE INC | COM | 124765108 | 12,963 | 751,900 | SH | SOLE | 751,900 | 0 | 0 | ||
CONTINENTAL BUILDING PRODUCT | COM | 211171103 | 11,172 | 479,500 | SH | SOLE | 479,500 | 0 | 0 | ||
CHEFS' WAREHOUSE INC/THE | COM | 163086101 | 4,984 | 383,400 | SH | SOLE | 383,400 | 0 | 0 | ||
DYCOM INDUSTRIES INC | COM | 267475101 | 37,598 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
EAGLE MATERIALS INC | COM | 26969P108 | 16,174 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
FARO TECHNOLOGIES INC | COM | 311642102 | 4,725 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
GREENBRIER COMPANIES INC | COM | 393657101 | 9,713 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
GUARANTY BANCSHARES INC | COM | 400764106 | 6,317 | 197,705 | SH | SOLE | 197,705 | 0 | 0 | ||
GENESEE & WYOMING INC-CL A | COM | 371559105 | 22,911 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
HUDSON TECHNOLOGIES INC | COM | 444144109 | 7,292 | 863,000 | SH | SOLE | 863,000 | 0 | 0 | ||
KENNEDY-WILSON HOLDINGS INC | COM | 489398107 | 23,336 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
LIMBACH HOLDINGS INC | COM | 53263P105 | 2,398 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
LANDSTAR SYSTEM INC | COM | 515098101 | 7,338 | 85,721 | SH | SOLE | 85,721 | 0 | 0 | ||
MILACRON HOLDINGS CORP | COM | 59870L106 | 11,557 | 657,000 | SH | SOLE | 657,000 | 0 | 0 | ||
MERCURY SYSTEMS INC | COM | 589378108 | 3,367 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
NCI BUILDING SYSTEMS INC | COM | 628852204 | 20,374 | 1,220,000 | SH | SOLE | 1,220,000 | 0 | 0 | ||
PGT INNOVATIONS INC | COM | 69336V101 | 15,366 | 1,200,500 | SH | SOLE | 1,200,500 | 0 | 0 | ||
PLAYA HOTELS & RESORTS NV | COM | N70544106 | 10,062 | 842,000 | SH | SOLE | 842,000 | 0 | 0 | ||
PACIFIC PREMIER BANCORP INC | COM | 69478X105 | 4,613 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
ROGERS CORP | COM | 775133101 | 29,784 | 274,200 | SH | SOLE | 274,200 | 0 | 0 | ||
SPS COMMERCE INC | COM | 78463M107 | 5,439 | 85,300 | SH | SOLE | 85,300 | 0 | 0 | ||
DEL TACO RESTAURANTS INC | COM | 245496104 | 15,686 | 1,140,800 | SH | SOLE | 1,140,800 | 0 | 0 | ||
US CONCRETE INC | COM | 90333L201 | 28,671 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
VISTEON CORP | COM | 92839U206 | 13,268 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
VALMONT INDUSTRIES | COM | 920253101 | 22,141 | 148,000 | SH | SOLE | 148,000 | 0 | 0 | ||
VAREX IMAGING CORP | COM | 92214X106 | 5,746 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
VERINT SYSTEMS INC | COM | 92343X100 | 10,724 | 263,500 | SH | SOLE | 263,500 | 0 | 0 | ||
ADVANCED DRAINAGE SYSTEMS IN | COM | 00790R104 | 27,638 | 1,375,000 | SH | SOLE | 1,375,000 | 0 | 0 |