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 |
AIMC | COM | 02208R106 | 11,189 | 187,271 | SH | SOLE | 187,271 | 0 | 0 | ||
AMOT | COM | 019330109 | 28,106 | 807,400 | SH | SOLE | 807,400 | 0 | 0 | ||
ATCX | COM | 049430101 | 6,640 | 1,289,266 | SH | SOLE | 1,289,266 | 0 | 0 | ||
ATKR | COM | 047649108 | 27,788 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
ATRO | COM | 046433108 | 9,013 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
ATS | COM | 00217Y104 | 33,420 | 1,075,000 | SH | SOLE | 1,075,000 | 0 | 0 | ||
BLDR | COM | 12008R107 | 6,566 | 101,200 | SH | SOLE | 101,200 | 0 | 0 | ||
CTS | COM | 126501105 | 6,169 | 156,500 | SH | SOLE | 156,500 | 0 | 0 | ||
DY | COM | 267475101 | 38,844 | 415,000 | SH | SOLE | 415,000 | 0 | 0 | ||
EME | COM | 29084Q100 | 44,433 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
ENS | COM | 29275Y102 | 40,723 | 551,500 | SH | SOLE | 551,500 | 0 | 0 | ||
ERII | COM | 29270J100 | 14,904 | 727,400 | SH | SOLE | 727,400 | 0 | 0 | ||
HLIO | COM | 42328H109 | 13,882 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
LUNA | COM | 550351100 | 16,208 | 1,843,859 | SH | SOLE | 1,843,859 | 0 | 0 | ||
MCFT | COM | 57637H103 | 14,397 | 556,500 | SH | SOLE | 556,500 | 0 | 0 | ||
MDA | COM | 55292X108 | 6,685 | 1,414,100 | SH | SOLE | 1,414,100 | 0 | 0 | ||
MTRN | COM | 576690101 | 45,111 | 515,500 | SH | SOLE | 515,500 | 0 | 0 | ||
MTZ | COM | 576323109 | 37,562 | 440,200 | SH | SOLE | 440,200 | 0 | 0 | ||
ONEW | COM | 68280L101 | 8,998 | 314,600 | SH | SOLE | 314,600 | 0 | 0 | ||
POWL | COM | 739128106 | 2,902 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
ROG | COM | 775133101 | 44,156 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
THRM | COM | 37253A103 | 25,415 | 389,258 | SH | SOLE | 389,258 | 0 | 0 | ||
THRY | COM | 886029206 | 16,635 | 875,509 | SH | SOLE | 875,509 | 0 | 0 | ||
TITN | COM | 88830R101 | 27,004 | 679,700 | SH | SOLE | 679,700 | 0 | 0 | ||
ZWS | COM | 98983L108 | 17,865 | 844,700 | SH | SOLE | 844,700 | 0 | 0 |