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 | 6,486 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
AGYS | COM | 00847J105 | 5,651 | 474,100 | SH | SOLE | 474,100 | 0 | 0 | ||
AMOT | COM | 019330109 | 15,165 | 381,500 | SH | SOLE | 381,500 | 0 | 0 | ||
ATRO | COM | 046433108 | 36,927 | 990,000 | SH | SOLE | 990,000 | 0 | 0 | ||
ATSG | COM | 00922R105 | 1,109 | 47,572 | SH | SOLE | 47,572 | 0 | 0 | ||
CBPX | COM | 211171103 | 19,557 | 685,000 | SH | SOLE | 685,000 | 0 | 0 | ||
CBZ | COM | 124805102 | 9,404 | 515,300 | SH | SOLE | 515,300 | 0 | 0 | ||
CPS | COM | 21676P103 | 4,912 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
CRAY | COM | 225223304 | 12,524 | 605,000 | SH | SOLE | 605,000 | 0 | 0 | ||
CVTI | COM | 22284P105 | 10,575 | 354,500 | SH | SOLE | 354,500 | 0 | 0 | ||
DY | COM | 267475101 | 38,747 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
ENS | COM | 29275Y102 | 27,262 | 393,000 | SH | SOLE | 393,000 | 0 | 0 | ||
GNTY | COM | 400764106 | 11,145 | 334,596 | SH | SOLE | 334,596 | 0 | 0 | ||
GWR | COM | 371559105 | 23,007 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
KW | COM | 489398107 | 16,704 | 960,000 | SH | SOLE | 960,000 | 0 | 0 | ||
MCRN | COM | 59870L106 | 25,376 | 1,260,000 | SH | SOLE | 1,260,000 | 0 | 0 | ||
MIXT | COM | 60688N102 | 4,625 | 297,400 | SH | SOLE | 297,400 | 0 | 0 | ||
MRCY | COM | 589378108 | 3,866 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
MTZ | COM | 576323109 | 15,527 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
PLYA | COM | N70544106 | 19,520 | 1,910,000 | SH | SOLE | 1,910,000 | 0 | 0 | ||
RLGT | COM | 75025X100 | 1,815 | 469,078 | SH | SOLE | 469,078 | 0 | 0 | ||
RUSHA | COM | 781846209 | 9,985 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
TFII CN | COM | 87241L109 | 16,321 | 635,000 | SH | SOLE | 635,000 | 0 | 0 | ||
THRM | COM | 37253A103 | 1,327 | 39,100 | SH | SOLE | 39,100 | 0 | 0 | ||
TISI | COM | 878155100 | 3,779 | 274,800 | SH | SOLE | 274,800 | 0 | 0 | ||
TRNS | COM | 893529107 | 1,150 | 73,500 | SH | SOLE | 73,500 | 0 | 0 | ||
VMI | COM | 920253101 | 14,191 | 97,000 | SH | SOLE | 97,000 | 0 | 0 | ||
WMS | COM | 00790R104 | 40,800 | 1,575,300 | SH | SOLE | 1,575,300 | 0 | 0 | ||
MRCY | PUT | 589378958 | 192 | 800 | PRN | Put | SOLE | 800 | 0 | 0 |