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 |
AECOM | COM | 00766T100 | 8,159 | 229,006 | SH | SOLE | 229,006 | 0 | 0 | ||
APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | 1,968 | 26,990 | SH | SOLE | 26,990 | 0 | 0 | ||
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 21,026 | 543,020 | SH | SOLE | 543,020 | 0 | 0 | ||
BRUNSWICK CORP | PUT | 117046959 | 4,959 | 83,500 | SH | Put | SOLE | 83,500 | 0 | 0 | |
CACI INTL INC | CL A | 127190304 | 22,428 | 148,188 | SH | SOLE | 148,188 | 0 | 0 | ||
CONAGRA BRANDS INC | PUT | 205887952 | 3,688 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
DECKERS OUTDOOR CORP | COM | 243537107 | 14,855 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
DYCOM INDS INC | COM | 267475101 | 11,969 | 111,202 | SH | SOLE | 111,202 | 0 | 0 | ||
ENGILITY HLDGS INC NEW | COM | 29286C107 | 5,169 | 211,862 | SH | SOLE | 211,862 | 0 | 0 | ||
FORTERRA INC | COM | 34960W106 | 1,248 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
HEARTLAND EXPRESS INC | COM | 422347104 | 13,995 | 777,957 | SH | SOLE | 777,957 | 0 | 0 | ||
HERC HLDGS INC | COM | 42704L104 | 7,190 | 110,706 | SH | SOLE | 110,706 | 0 | 0 | ||
HERSHA HOSPITALITY TR | PR SHS BEN INT | 427825500 | 18,950 | 1,058,675 | SH | SOLE | 1,058,675 | 0 | 0 | ||
HUB GROUP INC | CL A | 443320106 | 18,583 | 444,036 | SH | SOLE | 444,036 | 0 | 0 | ||
PENNEY J C INC | COM | 708160106 | 5,587 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 14,953 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
LEIDOS HLDGS INC | COM | 525327102 | 6,540 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
LINDSAY CORP | COM | 535555106 | 5,225 | 57,138 | SH | SOLE | 57,138 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 17,550 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
MANTECH INTL CORP | CL A | 564563104 | 14,664 | 264,358 | SH | SOLE | 264,358 | 0 | 0 | ||
MARTEN TRANS LTD | COM | 573075108 | 11,400 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 14,172 | 301,207 | SH | SOLE | 301,207 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 9,966 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
REXFORD INDL RLTY INC | COM | 76169C100 | 19,443 | 675,323 | SH | SOLE | 675,323 | 0 | 0 | ||
SCHNEIDER NATIONAL INC | CL B | 80689H102 | 12,797 | 491,040 | SH | SOLE | 491,040 | 0 | 0 | ||
SCIENCE APPLICATNS INTL CP N | COM | 808625107 | 11,710 | 148,604 | SH | SOLE | 148,604 | 0 | 0 | ||
TETRA TECHNOLOGIES INC DEL | COM | 88162F105 | 1,500 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
TIFFANY & CO NEW | COM | 886547108 | 12,852 | 131,600 | SH | SOLE | 131,600 | 0 | 0 | ||
WERNER ENTERPRISES INC | COM | 950755108 | 13,551 | 371,265 | SH | SOLE | 371,265 | 0 | 0 | ||
WESCO AIRCRAFT HLDGS INC | COM | 950814103 | 5,754 | 561,348 | SH | SOLE | 561,348 | 0 | 0 |