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 |
AGYS | COM | 00847J105 | 9,030 | 554,000 | SH | SOLE | 554,000 | 0 | 0 | ||
ATRO | COM | 046433108 | 42,765 | 983,099 | SH | SOLE | 983,099 | 0 | 0 | ||
ATSG | COM | 00922R105 | 20,611 | 960,000 | SH | SOLE | 960,000 | 0 | 0 | ||
CCS | COM | 156504300 | 4,200 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
CRAY | COM | 225223304 | 13,008 | 605,000 | SH | SOLE | 605,000 | 0 | 0 | ||
CVTI | COM | 22284P105 | 2,906 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
DWCH | COM | 237917208 | 6,757 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
DY | COM | 267475101 | 25,608 | 302,700 | SH | SOLE | 302,700 | 0 | 0 | ||
ENS | COM | 29275Y102 | 37,589 | 431,411 | SH | SOLE | 431,411 | 0 | 0 | ||
FORR | COM | 346563109 | 8,886 | 193,600 | SH | SOLE | 193,600 | 0 | 0 | ||
GNTY | COM | 400764106 | 8,999 | 297,700 | SH | SOLE | 297,700 | 0 | 0 | ||
IDSY | COM | 449489103 | 79 | 11,434 | SH | SOLE | 11,434 | 0 | 0 | ||
KW | COM | 489398107 | 10,445 | 485,800 | SH | SOLE | 485,800 | 0 | 0 | ||
MANH | COM | 562750109 | 2,730 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
MIXT | COM | 60688N102 | 7,879 | 545,620 | SH | SOLE | 545,620 | 0 | 0 | ||
MOBL | COM | 60739U204 | 2,541 | 479,400 | SH | SOLE | 479,400 | 0 | 0 | ||
PLYA | COM | N70544106 | 18,393 | 1,910,000 | SH | SOLE | 1,910,000 | 0 | 0 | ||
RLGT | COM | 75025X100 | 2,660 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
ROG | COM | 775133101 | 33,884 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
RUSHA | COM | 781846209 | 12,186 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
THRM | COM | 37253A103 | 13,181 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
TPIC | COM | 87266J104 | 9,279 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
TRNS | COM | 893529107 | 8,066 | 353,000 | SH | SOLE | 353,000 | 0 | 0 | ||
TSC | COM | 89678F100 | 8,280 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
VMI | COM | 920253101 | 19,390 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
WMS | COM | 00790R104 | 34,608 | 1,120,000 | SH | SOLE | 1,120,000 | 0 | 0 |