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 | 3,830,022 | 85,000 | SH | SOLE | 3,830,022 | 0 | 0 | ||
AGYS | COM | 00847J105 | 4,582,423 | 368,029 | SH | SOLE | 4,582,423 | 0 | 0 | ||
ATI | COM | 01741R102 | 12,624,672 | 475,000 | SH | SOLE | 12,624,672 | 0 | 0 | ||
ATRO | COM | 046433108 | 31,922,716 | 1,180,000 | SH | SOLE | 31,922,716 | 0 | 0 | ||
ATSG | COM | 00922R105 | 17,613,270 | 850,000 | SH | SOLE | 17,613,270 | 0 | 0 | ||
COHR | COM | 192479103 | 12,200,731 | 90,000 | SH | SOLE | 12,200,731 | 0 | 0 | ||
CRAY | COM | 225223304 | 14,382,120 | 605,000 | SH | SOLE | 14,382,120 | 0 | 0 | ||
EME | COM | 29084Q100 | 15,896,958 | 240,000 | SH | SOLE | 15,896,958 | 0 | 0 | ||
ENS | COM | 29275Y102 | 14,144,809 | 200,000 | SH | SOLE | 14,144,809 | 0 | 0 | ||
FORR | COM | 346563109 | 9,289,785 | 210,000 | SH | SOLE | 9,289,785 | 0 | 0 | ||
GNTY | COM | 400764106 | 5,628,141 | 201,200 | SH | SOLE | 5,628,141 | 0 | 0 | ||
HRI | COM | 42704L104 | 13,638,501 | 380,000 | SH | SOLE | 13,638,501 | 0 | 0 | ||
HUBG | COM | 443320106 | 7,925,870 | 175,000 | SH | SOLE | 7,925,870 | 0 | 0 | ||
KNX | COM | 499049104 | 3,224,668 | 100,000 | SH | SOLE | 3,224,668 | 0 | 0 | ||
KW | COM | 489398107 | 15,410,293 | 940,791 | SH | SOLE | 15,410,293 | 0 | 0 | ||
LASR | COM | 65487K100 | 9,076,298 | 425,000 | SH | SOLE | 9,076,298 | 0 | 0 | ||
LEGH | COM | 52472M101 | 4,648,309 | 385,000 | SH | SOLE | 4,648,309 | 0 | 0 | ||
MCRN | COM | 59870L106 | 12,179,819 | 870,000 | SH | SOLE | 12,179,819 | 0 | 0 | ||
MIXT | COM | 60688N102 | 11,410,040 | 700,400 | SH | SOLE | 11,410,040 | 0 | 0 | ||
MOBL | COM | 60739U204 | 10,129,702 | 2,056,700 | SH | SOLE | 10,129,702 | 0 | 0 | ||
MTZ | COM | 576323109 | 3,983,243 | 100,000 | SH | SOLE | 3,983,243 | 0 | 0 | ||
PGTI | COM | 69336V101 | 7,330,353 | 435,000 | SH | SOLE | 7,330,353 | 0 | 0 | ||
PWR | COM | 74762E102 | 23,830,675 | 745,000 | SH | SOLE | 23,830,675 | 0 | 0 | ||
ROG | COM | 775133101 | 27,104,152 | 203,500 | SH | SOLE | 27,104,152 | 0 | 0 | ||
SAIC | COM | 808625107 | 19,126,327 | 254,000 | SH | SOLE | 19,126,327 | 0 | 0 | ||
TRNS | COM | 893529107 | 5,672,611 | 344,400 | SH | SOLE | 5,672,611 | 0 | 0 | ||
USCR | COM | 90333L201 | 10,618,046 | 260,000 | SH | SOLE | 10,618,046 | 0 | 0 | ||
VRRM | COM | 92511U102 | 7,360,000 | 800,000 | SH | SOLE | 7,360,000 | 0 | 0 | ||
WMS | COM | 00790R104 | 26,867,592 | 1,217,000 | SH | SOLE | 26,867,592 | 0 | 0 | ||
PWR 190418P00036000 | PUT | P00036000 | 94,363 | 1,000 | PRN | SOLE | 94,363 | 0 | 0 |