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 | 2,409 | 60,412 | SH | SOLE | 60,412 | 0 | 0 | ||
AMOT | COM | 019330109 | 22,181 | 743,324 | SH | SOLE | 743,324 | 0 | 0 | ||
ATA CN | COM | 001940105 | 30,139 | 835,800 | SH | SOLE | 835,800 | 0 | 0 | ||
ATCX | COM | 049430101 | 11,286 | 937,335 | SH | SOLE | 937,335 | 0 | 0 | ||
BLDR | COM | 12008R107 | 35,533 | 550,559 | SH | SOLE | 550,559 | 0 | 0 | ||
CHGG | COM | 163092109 | 8,163 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
ENS | COM | 29275Y102 | 41,797 | 560,501 | SH | SOLE | 560,501 | 0 | 0 | ||
EVI | COM | 26929N102 | 3,426 | 184,300 | SH | SOLE | 184,300 | 0 | 0 | ||
FTCI | COM | 30320C103 | 8,125 | 1,648,112 | SH | SOLE | 1,648,112 | 0 | 0 | ||
JBT | COM | 477839104 | 9,489 | 80,100 | SH | SOLE | 80,100 | 0 | 0 | ||
LUNA | COM | 550351100 | 14,130 | 1,832,647 | SH | SOLE | 1,832,647 | 0 | 0 | ||
MBUU | COM | 56117J100 | 10,291 | 177,400 | SH | SOLE | 177,400 | 0 | 0 | ||
MCFT | COM | 57637H103 | 18,989 | 771,600 | SH | SOLE | 771,600 | 0 | 0 | ||
MDA CN | COM | 55292X108 | 8,858 | 1,073,500 | SH | SOLE | 1,073,500 | 0 | 0 | ||
MTRN | COM | 576690101 | 35,985 | 419,700 | SH | SOLE | 419,700 | 0 | 0 | ||
ONEW | COM | 68280L101 | 15,833 | 459,600 | SH | SOLE | 459,600 | 0 | 0 | ||
RMBL | COM | 781386305 | 24,765 | 723,900 | SH | SOLE | 723,900 | 0 | 0 | ||
SNPO | COM | 83303Y105 | 3,522 | 238,800 | SH | SOLE | 238,800 | 0 | 0 | ||
SWIM | COM | 51819L107 | 25,269 | 1,908,500 | SH | SOLE | 1,908,500 | 0 | 0 | ||
TGI | COM | 896818101 | 33,097 | 1,309,200 | SH | SOLE | 1,309,200 | 0 | 0 | ||
THRM | COM | 37253A103 | 27,375 | 374,800 | SH | SOLE | 374,800 | 0 | 0 | ||
THRY | COM | 886029206 | 21,793 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
TITN | COM | 88830R101 | 16,504 | 584,000 | SH | SOLE | 584,000 | 0 | 0 | ||
VMI | COM | 920253101 | 31,996 | 134,100 | SH | SOLE | 134,100 | 0 | 0 |