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 | 2,312 | 95,560 | SH | SOLE | 95,560 | 0 | 0 | ||
AMOT | COM | 019330109 | 17,092 | 647,752 | SH | SOLE | 647,752 | 0 | 0 | ||
ATA CN | COM | 001940105 | 17,187 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
ATCX | COM | 049430101 | 10,837 | 1,237,720 | SH | SOLE | 1,237,720 | 0 | 0 | ||
BLDR | COM | 12008R107 | 10,699 | 578,559 | SH | SOLE | 578,559 | 0 | 0 | ||
ENS | COM | 29275Y102 | 24,787 | 352,000 | SH | SOLE | 352,000 | 0 | 0 | ||
EVI | COM | 26929N102 | 1,029 | 38,311 | SH | SOLE | 38,311 | 0 | 0 | ||
EVLV | COM | 30049H102 | 10,509 | 1,161,000 | SH | SOLE | 1,161,000 | 0 | 0 | ||
JBT | COM | 477839104 | 7,464 | 66,477 | SH | SOLE | 66,477 | 0 | 0 | ||
LDL | COM | 550819106 | 720 | 43,190 | SH | SOLE | 43,190 | 0 | 0 | ||
LUNA | COM | 550351100 | 10,599 | 1,360,000 | SH | SOLE | 1,360,000 | 0 | 0 | ||
MBUU | COM | 56117J100 | 10,054 | 135,232 | SH | SOLE | 135,232 | 0 | 0 | ||
MCFT | COM | 57637H103 | 12,802 | 639,064 | SH | SOLE | 639,064 | 0 | 0 | ||
MDA CN | COM | 55292X108 | 12,330 | 971,600 | SH | SOLE | 971,600 | 0 | 0 | ||
MTRN | COM | 576690101 | 20,390 | 344,300 | SH | SOLE | 344,300 | 0 | 0 | ||
NVEC | COM | 629445206 | 8,632 | 132,700 | SH | SOLE | 132,700 | 0 | 0 | ||
ONEW | COM | 68280L101 | 13,300 | 310,104 | SH | SOLE | 310,104 | 0 | 0 | ||
RMBL | COM | 781386305 | 23,588 | 656,335 | SH | SOLE | 656,335 | 0 | 0 | ||
ROG | COM | 775133101 | 24,581 | 189,700 | SH | SOLE | 189,700 | 0 | 0 | ||
SLCA | COM | 90345E103 | 9,878 | 1,847,600 | SH | SOLE | 1,847,600 | 0 | 0 | ||
SMRT | COM | 83193G107 | 11,645 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
TGI | COM | 896818101 | 24,392 | 1,527,500 | SH | SOLE | 1,527,500 | 0 | 0 | ||
THRM | COM | 37253A103 | 18,318 | 314,300 | SH | SOLE | 314,300 | 0 | 0 | ||
THRY | COM | 886029206 | 12,666 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | ||
TITN | COM | 88830R101 | 10,609 | 577,500 | SH | SOLE | 577,500 | 0 | 0 | ||
VMI | COM | 920253101 | 15,140 | 90,900 | SH | SOLE | 90,900 | 0 | 0 |