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 |
AMOT | COM | 019330109 | 2,946 | 79,407 | SH | SOLE | 79,407 | 0 | 0 | ||
ATRO | COM | 046433108 | 20,580 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
ATSG | COM | 00922R105 | 17,656 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
BBCP | COM | 206704108 | 23,253 | 5,165,800 | SH | SOLE | 5,165,800 | 0 | 0 | ||
BLD | COM | 89055F103 | 18,201 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
BMCH | COM | 05591B109 | 19,149 | 935,000 | SH | SOLE | 935,000 | 0 | 0 | ||
DY | COM | 267475101 | 16,666 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
ENS | COM | 29275Y102 | 20,475 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
FORR | COM | 346563109 | 8,506 | 193,400 | SH | SOLE | 193,400 | 0 | 0 | ||
GMS | COM | 36251C103 | 10,647 | 595,000 | SH | SOLE | 595,000 | 0 | 0 | ||
HRI | COM | 42704L104 | 11,776 | 333,100 | SH | SOLE | 333,100 | 0 | 0 | ||
IIIV | COM | 46571Y107 | 15,257 | 645,000 | SH | SOLE | 645,000 | 0 | 0 | ||
KEX | COM | 497266106 | 14,335 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
KW | COM | 489398107 | 8,264 | 558,200 | SH | SOLE | 558,200 | 0 | 0 | ||
LASR | COM | 65487K100 | 7,861 | 371,700 | SH | SOLE | 371,700 | 0 | 0 | ||
LGIH | COM | 50187T106 | 15,179 | 227,700 | SH | SOLE | 227,700 | 0 | 0 | ||
MCRN | COM | 59870L106 | 9,502 | 680,000 | SH | SOLE | 680,000 | 0 | 0 | ||
MEC | COM | 578605107 | 1,686 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
MIXT | COM | 60688N102 | 10,353 | 648,300 | SH | SOLE | 648,300 | 0 | 0 | ||
MOBL | COM | 60739U204 | 11,482 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | ||
PGTI | COM | 69336V101 | 11,099 | 685,600 | SH | SOLE | 685,600 | 0 | 0 | ||
RTEC | COM | 781270103 | 5,735 | 236,000 | SH | SOLE | 236,000 | 0 | 0 | ||
SAIC | COM | 808625107 | 11,145 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
TRNS | COM | 893529107 | 7,432 | 410,400 | SH | SOLE | 410,400 | 0 | 0 | ||
USCR | COM | 90333L201 | 20,362 | 472,200 | SH | SOLE | 472,200 | 0 | 0 | ||
WMS | COM | 00790R104 | 24,764 | 1,131,500 | SH | SOLE | 1,131,500 | 0 | 0 |