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 |
AGYS | COM | 00847J105 | 4,716 | 214,400 | SH | SOLE | 214,400 | 0 | 0 | ||
AIMC | COM | 02208R106 | 8,634 | 339,300 | SH | SOLE | 339,300 | 0 | 0 | ||
AMOT | COM | 019330109 | 15,184 | 423,700 | SH | SOLE | 423,700 | 0 | 0 | ||
BBCP | COM | 206704108 | 10,409 | 2,454,885 | SH | SOLE | 2,454,885 | 0 | 0 | ||
BLDR | COM | 12008R107 | 9,449 | 505,800 | SH | SOLE | 505,800 | 0 | 0 | ||
BMCH | COM | 05591B109 | 12,006 | 621,800 | SH | SOLE | 621,800 | 0 | 0 | ||
DY | COM | 267475101 | 20,305 | 478,625 | SH | SOLE | 478,625 | 0 | 0 | ||
EME | COM | 29084Q100 | 9,725 | 148,549 | SH | SOLE | 148,549 | 0 | 0 | ||
ENS | COM | 29275Y102 | 16,507 | 280,250 | SH | SOLE | 280,250 | 0 | 0 | ||
HLIO | COM | 42328H109 | 8,886 | 286,300 | SH | SOLE | 286,300 | 0 | 0 | ||
KW | COM | 489398107 | 2,311 | 180,800 | SH | SOLE | 180,800 | 0 | 0 | ||
LDL | COM | 550819106 | 8,038 | 518,578 | SH | SOLE | 518,578 | 0 | 0 | ||
LUNA | COM | 550351100 | 7,957 | 1,212,400 | SH | SOLE | 1,212,400 | 0 | 0 | ||
MCFT | COM | 57637H103 | 7,077 | 478,650 | SH | SOLE | 478,650 | 0 | 0 | ||
MTRN | COM | 576690101 | 7,902 | 182,150 | SH | SOLE | 182,150 | 0 | 0 | ||
PWR | COM | 74762E102 | 12,296 | 372,100 | SH | SOLE | 372,100 | 0 | 0 | ||
ROG | COM | 775133101 | 17,148 | 158,788 | SH | SOLE | 158,788 | 0 | 0 | ||
THRM | COM | 37253A103 | 8,363 | 188,700 | SH | SOLE | 188,700 | 0 | 0 | ||
TRNS | COM | 893529107 | 7,670 | 400,518 | SH | SOLE | 400,518 | 0 | 0 |