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 |
AIMC | COM | 02208R106 | 15,367 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
AMOT | COM | 019330109 | 14,040 | 376,106 | SH | SOLE | 376,106 | 0 | 0 | ||
ATSG | COM | 00922R105 | 24,592 | 1,179,400 | SH | SOLE | 1,179,400 | 0 | 0 | ||
BBCP | COM | 206704108 | 22,778 | 5,141,765 | SH | SOLE | 5,141,765 | 0 | 0 | ||
BLDR | COM | 12008R107 | 16,786 | 846,000 | SH | SOLE | 846,000 | 0 | 0 | ||
BMCH | COM | 05591B109 | 19,787 | 946,600 | SH | SOLE | 946,600 | 0 | 0 | ||
DY | COM | 267475101 | 35,760 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
ENS | COM | 29275Y102 | 24,788 | 389,200 | SH | SOLE | 389,200 | 0 | 0 | ||
FIX | COM | 199908104 | 19,876 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
HRI | COM | 42704L104 | 7,961 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
KEX | COM | 497266106 | 21,665 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
LUNA | COM | 550351100 | 4,490 | 681,560 | SH | SOLE | 681,560 | 0 | 0 | ||
MCFT | COM | 57637H103 | 2,536 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
MG | COM | 60649T107 | 9,669 | 633,000 | SH | SOLE | 633,000 | 0 | 0 | ||
NVEE | COM | 62945V109 | 16,497 | 347,500 | SH | SOLE | 347,500 | 0 | 0 | ||
PWR | COM | 74762E102 | 23,510 | 686,800 | SH | SOLE | 686,800 | 0 | 0 | ||
TBK | COM | 89679E300 | 12,561 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
TFII CN | COM | 87241L109 | 13,525 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
TRNS | COM | 893529107 | 7,883 | 421,500 | SH | SOLE | 421,500 | 0 | 0 | ||
VPG | COM | 92835K103 | 11,791 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
WMS | COM | 00790R104 | 18,508 | 860,000 | SH | SOLE | 860,000 | 0 | 0 | ||
LEG 200117C00055000 | CALL | 200117C00 | 96 | 1,800 | SH | SOLE | 1,800 | 0 | 0 | ||
STZ 200110C00195000 | CALL | 200110C00 | 146 | 600 | SH | SOLE | 600 | 0 | 0 |