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 | 9,772 | 376,000 | SH | SOLE | 376,000 | 0 | 0 | ||
AMOT | COM | 019330109 | 14,245 | 403,000 | SH | SOLE | 403,000 | 0 | 0 | ||
BBCP | COM | 206704108 | 13,456 | 3,132,061 | SH | SOLE | 3,132,061 | 0 | 0 | ||
BLDR | COM | 12008R107 | 11,231 | 595,200 | SH | SOLE | 595,200 | 0 | 0 | ||
BMCH | COM | 05591B109 | 14,101 | 721,800 | SH | SOLE | 721,800 | 0 | 0 | ||
CCS | COM | 156504300 | 4,997 | 260,500 | SH | SOLE | 260,500 | 0 | 0 | ||
DOOR | COM | 575385109 | 6,436 | 116,000 | SH | SOLE | 116,000 | 0 | 0 | ||
DY | COM | 267475101 | 22,817 | 527,700 | SH | SOLE | 527,700 | 0 | 0 | ||
ENS | COM | 29275Y102 | 18,204 | 306,300 | SH | SOLE | 306,300 | 0 | 0 | ||
HLIO | COM | 42328H109 | 9,592 | 308,000 | SH | SOLE | 308,000 | 0 | 0 | ||
KW | COM | 489398107 | 11,584 | 853,800 | SH | SOLE | 853,800 | 0 | 0 | ||
LDL | COM | 550819106 | 5,755 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
LUNA | COM | 550351100 | 7,373 | 1,096,100 | SH | SOLE | 1,096,100 | 0 | 0 | ||
MCFT | COM | 57637H103 | 7,293 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
MTRN | COM | 576690101 | 8,776 | 198,800 | SH | SOLE | 198,800 | 0 | 0 | ||
PSN | COM | 70202L102 | 5,228 | 154,300 | SH | SOLE | 154,300 | 0 | 0 | ||
PWR | COM | 74762E102 | 15,326 | 462,200 | SH | SOLE | 462,200 | 0 | 0 | ||
ROG | COM | 775133101 | 18,729 | 172,388 | SH | SOLE | 172,388 | 0 | 0 | ||
THO | COM | 885160101 | 6,826 | 69,200 | SH | SOLE | 69,200 | 0 | 0 | ||
TRNS | COM | 893529107 | 8,901 | 450,518 | SH | SOLE | 450,518 | 0 | 0 |