The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| CASELLA WASTE SYS INC | CL A | 147448104 | 1,820 | 330,987 | SH | SOLE | 330,987 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 2,302 | 27,547 | SH | SOLE | 27,547 | 0 | 0 | ||
| KEMET CORP | COM NEW | 488360207 | 5,741 | 1,386,626 | SH | SOLE | 1,386,626 | 0 | 0 | ||
| PLY GEM HLDGS INC | COM | 72941W100 | 5,549 | 426,876 | SH | SOLE | 426,876 | 0 | 0 | ||
| SANDRIDGE ENERGY INC | COM | 80007P307 | 739 | 415,377 | SH | SOLE | 415,377 | 0 | 0 | ||
| U S CONCRETE INC | COM NEW | 90333L201 | 30,605 | 903,334 | SH | SOLE | 903,334 | 0 | 0 | ||