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 | 12,338 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
AMOT | COM | 019330109 | 17,735 | 776,500 | SH | SOLE | 776,500 | 0 | 0 | ||
ATA CN | COM | 001940105 | 26,378 | 960,800 | SH | SOLE | 960,800 | 0 | 0 | ||
ATCX | COM | 049430101 | 4,924 | 936,102 | SH | SOLE | 936,102 | 0 | 0 | ||
ATSG | COM | 00922R105 | 13,647 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
BLDR | COM | 12008R107 | 19,332 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
DY | COM | 267475101 | 7,720 | 82,979 | SH | SOLE | 82,979 | 0 | 0 | ||
EME | COM | 29084Q100 | 27,799 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
ENS | COM | 29275Y102 | 12,971 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
ERII | COM | 29270J100 | 13,932 | 717,400 | SH | SOLE | 717,400 | 0 | 0 | ||
JBT | COM | 477839104 | 24,292 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
LUNA | COM | 550351100 | 10,684 | 1,832,647 | SH | SOLE | 1,832,647 | 0 | 0 | ||
MCFT | COM | 57637H103 | 16,242 | 771,600 | SH | SOLE | 771,600 | 0 | 0 | ||
MDA CN | COM | 55292X108 | 8,646 | 1,395,000 | SH | SOLE | 1,395,000 | 0 | 0 | ||
MTRN | COM | 576690101 | 30,944 | 419,700 | SH | SOLE | 419,700 | 0 | 0 | ||
ONEW | COM | 68280L101 | 15,190 | 459,600 | SH | SOLE | 459,600 | 0 | 0 | ||
SWIM | COM | 51819L107 | 10,395 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
THRM | COM | 37253A103 | 22,780 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
THRY | COM | 886029206 | 17,352 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
TITN | COM | 88830R101 | 13,894 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
VMI | COM | 920253101 | 30,123 | 134,100 | SH | SOLE | 134,100 | 0 | 0 |