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 | 3,324 | 114,000 | SH | SOLE | 114,000 | 0 | 0 | ||
AMOT | COM | 019330109 | 19,033 | 695,324 | SH | SOLE | 695,324 | 0 | 0 | ||
ATA CN | COM | 001940105 | 17,241 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
ATCX | COM | 049430101 | 10,847 | 1,237,720 | SH | SOLE | 1,237,720 | 0 | 0 | ||
BLDR | COM | 12008R107 | 10,980 | 550,559 | SH | SOLE | 550,559 | 0 | 0 | ||
ENS | COM | 29275Y102 | 41,125 | 559,400 | SH | SOLE | 559,400 | 0 | 0 | ||
EVI | COM | 26929N102 | 4,781 | 156,330 | SH | SOLE | 156,330 | 0 | 0 | ||
EVLV | COM | 30049H102 | 10,450 | 1,161,000 | SH | SOLE | 1,161,000 | 0 | 0 | ||
FTCI | COM | 30320C103 | 12,205 | 1,515,020 | SH | SOLE | 1,515,020 | 0 | 0 | ||
JBT | COM | 477839104 | 9,319 | 79,277 | SH | SOLE | 79,277 | 0 | 0 | ||
LUNA | COM | 550351100 | 13,931 | 1,735,000 | SH | SOLE | 1,735,000 | 0 | 0 | ||
MBUU | COM | 56117J100 | 15,631 | 211,400 | SH | SOLE | 211,400 | 0 | 0 | ||
MCFT | COM | 57637H103 | 16,236 | 763,000 | SH | SOLE | 763,000 | 0 | 0 | ||
MDA CN | COM | 55292X108 | 13,070 | 1,059,700 | SH | SOLE | 1,059,700 | 0 | 0 | ||
MTRN | COM | 576690101 | 26,402 | 415,000 | SH | SOLE | 415,000 | 0 | 0 | ||
NVEC | COM | 629445206 | 8,621 | 132,700 | SH | SOLE | 132,700 | 0 | 0 | ||
ONEW | COM | 68280L101 | 20,115 | 454,500 | SH | SOLE | 454,500 | 0 | 0 | ||
RMBL | COM | 781386305 | 25,933 | 715,800 | SH | SOLE | 715,800 | 0 | 0 | ||
SLCA | COM | 90346E103 | 10,886 | 1,972,600 | SH | SOLE | 1,972,600 | 0 | 0 | ||
SMRT | COM | 83193G107 | 14,068 | 1,253,600 | SH | SOLE | 1,253,600 | 0 | 0 | ||
SNPO | COM | 83303Y105 | 10,534 | 515,000 | SH | SOLE | 515,000 | 0 | 0 | ||
SWIM | COM | 51819L107 | 16,545 | 1,035,000 | SH | SOLE | 1,035,000 | 0 | 0 | ||
TGI | COM | 896818101 | 25,838 | 1,601,100 | SH | SOLE | 1,601,100 | 0 | 0 | ||
THRM | COM | 37253A103 | 23,051 | 370,600 | SH | SOLE | 370,600 | 0 | 0 | ||
THRY | COM | 886029206 | 13,901 | 570,100 | SH | SOLE | 570,100 | 0 | 0 | ||
TITN | COM | 88830R101 | 10,600 | 577,500 | SH | SOLE | 577,500 | 0 | 0 | ||
VMI | COM | 920253101 | 19,223 | 107,900 | SH | SOLE | 107,900 | 0 | 0 |