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 |
| 8X8 INC NEW | COM | 282914100 | 7,806 | 418,530 | SH | SOLE | 418,530 | 0 | 0 | ||
| AEROJET ROCKETDYNE HLDGS INC | COM | 007800105 | 2,797 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BLUE RIDGE MOUNTAIN RESOURCES INC | COM | 095877106 | 1,392 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| BRINKS CO | COM | 109696104 | 11,773 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 6,150 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| CENTURY CMNTYS INC | COM | 156504300 | 15,257 | 509,400 | SH | SOLE | 509,400 | 0 | 0 | ||
| CENTURY CMNTYS INC | COM | 99OWYHZR5 | 187 | 856 | SH | Call | SOLE | 856 | 0 | 0 | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 4,508 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| CONTURA ENERGY INC | COM | 21241B100 | 5,662 | 84,500 | SH | SOLE | 84,500 | 0 | 0 | ||
| COOPER STD HLDGS INC | COM | 21676P103 | 1,474 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 4,520 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 4,359 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
| EURONET WORLDWIDE INC | COM | 298736109 | 5,130 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| FORESTAR GROUP INC | COM | 346232101 | 8,988 | 424,953 | SH | SOLE | 424,953 | 0 | 0 | ||
| GRAND CANYON ED INC | COM | 38526M106 | 8,394 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| INDUSTRIAL LOGISTICS PPTYS | COM | 456237106 | 5,900 | 290,045 | SH | SOLE | 290,045 | 0 | 0 | ||
| KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 6,902 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| MANITEX INTL INC | COM | 563420108 | 3,502 | 306,400 | SH | SOLE | 306,400 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 4,326 | 1,545 | SH | SOLE | 1,545 | 0 | 0 | ||
| PACKAGING CORP AMER | COM | 695156109 | 8,453 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| ST JOE CO | COM | 99V6RJTX2 | 41 | 1,000 | SH | Call | SOLE | 1,000 | 0 | 0 | |
| TURNING PT BRANDS INC | COM | 90041L105 | 9,662 | 496,993 | SH | SOLE | 496,993 | 0 | 0 | ||
| UPLAND SOFTWARE INC | COM | 91544A109 | 7,843 | 272,413 | SH | SOLE | 272,413 | 0 | 0 | ||
| VOYA FINL INC | COM | 929089100 | 4,293 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| WABASH NATL CORP | COM | 929566107 | 1,561 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||