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 |
ATA | COM | 001940105 | 25,357 | 960,800 | SH | SOLE | 960,800 | 0 | 0 | ||
MDA | COM | 55292X108 | 7,321 | 1,395,000 | SH | SOLE | 1,395,000 | 0 | 0 | ||
AIMC | COM | 02208R106 | 19,668 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
AMOT | COM | 019330109 | 22,653 | 791,500 | SH | SOLE | 791,500 | 0 | 0 | ||
ATCX | COM | 049430101 | 8,298 | 1,247,854 | SH | SOLE | 1,247,854 | 0 | 0 | ||
BLDR | COM | 12008R107 | 10,606 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
DY | COM | 267475101 | 12,419 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
EME | COM | 29084Q100 | 34,644 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
ENS | COM | 29275Y102 | 26,758 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
ERII | COM | 29270J100 | 15,596 | 717,400 | SH | SOLE | 717,400 | 0 | 0 | ||
HLIO | COM | 42328H109 | 8,602 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
IEA | COM | 45686J104 | 6,243 | 461,100 | SH | SOLE | 461,100 | 0 | 0 | ||
JBT | COM | 477839104 | 21,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
LUNA | COM | 550351100 | 8,137 | 1,832,647 | SH | SOLE | 1,832,647 | 0 | 0 | ||
MCFT | COM | 57637H103 | 10,773 | 571,500 | SH | SOLE | 571,500 | 0 | 0 | ||
MTRN | COM | 576690101 | 33,576 | 419,700 | SH | SOLE | 419,700 | 0 | 0 | ||
MTZ | COM | 576323109 | 19,368 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
ONEW | COM | 68280L101 | 9,924 | 329,600 | SH | SOLE | 329,600 | 0 | 0 | ||
SLCA | COM | 90346E103 | 7,118 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
THRM | COM | 37253A103 | 17,281 | 347,500 | SH | SOLE | 347,500 | 0 | 0 | ||
THRY | COM | 886029206 | 19,712 | 863,409 | SH | SOLE | 863,409 | 0 | 0 | ||
TITN | COM | 88830R101 | 18,934 | 670,000 | SH | SOLE | 670,000 | 0 | 0 | ||
VMI | COM | 920253101 | 13,028 | 48,500 | SH | SOLE | 48,500 | 0 | 0 |