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 |
AAXN | COM | 05464C101 | 5,565 | 210,010 | SH | SOLE | 210,010 | 0 | 0 | ||
AGYS | COM | 00847J105 | 3,980 | 324,100 | SH | SOLE | 324,100 | 0 | 0 | ||
AMOT | COM | 019330109 | 12,624 | 381,500 | SH | SOLE | 381,500 | 0 | 0 | ||
ATRO | COM | 046433108 | 38,430 | 926,700 | SH | SOLE | 926,700 | 0 | 0 | ||
ATSG | COM | 00922R105 | 3,322 | 143,572 | SH | SOLE | 143,572 | 0 | 0 | ||
AVD | COM | 030371108 | 3,140 | 159,800 | SH | SOLE | 159,800 | 0 | 0 | ||
CBPX | COM | 211171103 | 15,125 | 537,300 | SH | SOLE | 537,300 | 0 | 0 | ||
CRAY | COM | 225223304 | 5,445 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
CVTI | COM | 22284P105 | 9,533 | 331,806 | SH | SOLE | 331,806 | 0 | 0 | ||
DY | COM | 267475101 | 40,115 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
EXP | COM | 26969P108 | 11,330 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
FARO | COM | 311642102 | 5,640 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
GNTY | COM | 400764106 | 8,429 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
GWR | COM | 371559105 | 23,225 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
KNX | COM | 499049104 | 17,488 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
KW | COM | 489398107 | 14,314 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
LMB | COM | 53263P105 | 2,766 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
MANT | COM | 564563104 | 9,536 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
MCRN | COM | 59870L106 | 26,796 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
MRCY | COM | 589378108 | 4,108 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
MTRN | COM | 576690101 | 15,066 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
MTZ | COM | 576323109 | 19,580 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
OEC | COM | L72967109 | 14,874 | 581,000 | SH | SOLE | 581,000 | 0 | 0 | ||
PLYA | COM | N70544106 | 19,458 | 1,803,300 | SH | SOLE | 1,803,300 | 0 | 0 | ||
ROG | COM | 775133101 | 9,017 | 55,685 | SH | SOLE | 55,685 | 0 | 0 | ||
SPB | COM | 84763R101 | 11,240 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
TFII CN | COM | 87241L109 | 5,878 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
USAK | COM | 902925106 | 3,941 | 217,400 | SH | SOLE | 217,400 | 0 | 0 | ||
VC | COM | 92839U206 | 21,900 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
VMI | COM | 920253101 | 17,746 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | ||
WAGE | COM | 930427109 | 9,976 | 160,900 | SH | SOLE | 160,900 | 0 | 0 | ||
WMS | COM | 00790R104 | 35,775 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 |