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 | 3,347 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
AMOT | COM | 019330109 | 13,067 | 352,722 | SH | SOLE | 352,722 | 0 | 0 | ||
BBCP | COM | 206704108 | 18,589 | 4,289,163 | SH | SOLE | 4,289,163 | 0 | 0 | ||
BLDR | COM | 12008R107 | 10,365 | 533,380 | SH | SOLE | 533,380 | 0 | 0 | ||
BMCH | COM | 05591B109 | 15,629 | 783,000 | SH | SOLE | 783,000 | 0 | 0 | ||
DY | COM | 267475101 | 24,778 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
ENS | COM | 29275Y102 | 18,061 | 292,200 | SH | SOLE | 292,200 | 0 | 0 | ||
KW | COM | 489398107 | 6,663 | 487,800 | SH | SOLE | 487,800 | 0 | 0 | ||
LUNA | COM | 550351100 | 7,517 | 1,080,000 | SH | SOLE | 1,080,000 | 0 | 0 | ||
MCFT | COM | 57637H103 | 4,203 | 244,324 | SH | SOLE | 244,324 | 0 | 0 | ||
MTRN | COM | 576690101 | 1,233 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
PRSP | COM | 715347100 | 8,733 | 353,772 | SH | SOLE | 353,772 | 0 | 0 | ||
PSN | COM | 70202L102 | 1,674 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
PWR | COM | 74762E102 | 16,384 | 490,600 | SH | SOLE | 490,600 | 0 | 0 | ||
ROG | COM | 775133101 | 21,865 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
RP | COM | 75606N109 | 3,511 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
SNDR | COM | 80689H102 | 1,378 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
TRNS | COM | 893529107 | 8,667 | 438,928 | SH | SOLE | 438,928 | 0 | 0 | ||
VPG | COM | 92835K103 | 8,345 | 247,891 | SH | SOLE | 247,891 | 0 | 0 | ||
WMS | COM | 00790R104 | 6,198 | 286,500 | SH | SOLE | 286,500 | 0 | 0 |