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 | 13,010 | 352,706 | SH | SOLE | 352,706 | 0 | 0 | ||
ATRO | COM | 046433108 | 19,214 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
ATSG | COM | 00922R105 | 24,705 | 1,185,000 | SH | SOLE | 1,185,000 | 0 | 0 | ||
BBCP | COM | 206704108 | 22,892 | 5,165,800 | SH | SOLE | 5,165,800 | 0 | 0 | ||
BLDR | COM | 12008R107 | 16,866 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
BMCH | COM | 05591B109 | 21,298 | 1,007,900 | SH | SOLE | 1,007,900 | 0 | 0 | ||
DY | COM | 267475101 | 21,420 | 415,000 | SH | SOLE | 415,000 | 0 | 0 | ||
ENS | COM | 29275Y102 | 27,986 | 436,200 | SH | SOLE | 436,200 | 0 | 0 | ||
FIX | COM | 199908104 | 20,536 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
HRI | COM | 42704L104 | 12,525 | 341,300 | SH | SOLE | 341,300 | 0 | 0 | ||
HUBG | COM | 443320106 | 5,162 | 114,250 | SH | SOLE | 114,250 | 0 | 0 | ||
IIIV | COM | 46571Y107 | 8,748 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
KEX | COM | 497266106 | 14,916 | 194,500 | SH | SOLE | 194,500 | 0 | 0 | ||
KNX | COM | 499049104 | 8,828 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
KW | COM | 489398107 | 4,166 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
LGIH | COM | 50187T106 | 11,813 | 179,000 | SH | SOLE | 179,000 | 0 | 0 | ||
MG | COM | 60649T107 | 4,271 | 262,000 | SH | SOLE | 262,000 | 0 | 0 | ||
MOBL | COM | 60739U204 | 2,601 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | ||
PGTI | COM | 69336V101 | 11,287 | 694,900 | SH | SOLE | 694,900 | 0 | 0 | ||
PWR | COM | 74762E102 | 23,620 | 690,000 | SH | SOLE | 690,000 | 0 | 0 | ||
TFII CN | COM | 87241L109 | 13,525 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
TISI | COM | 878155100 | 2,413 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
TRNS | COM | 893529107 | 8,308 | 440,100 | SH | SOLE | 440,100 | 0 | 0 | ||
USCR | COM | 90333L201 | 6,270 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
WMS | COM | 00790R104 | 29,335 | 1,233,300 | SH | SOLE | 1,233,300 | 0 | 0 |