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 |
| AEGEAN MARINE PETROLEUM NETW | SHS | Y0017S102 | 1,735 | 315,403 | SH | SOLE | 315,403 | 0 | 0 | ||
| AMERICAN WOODMARK CORP | COM | 030506109 | 1,991 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 1,762 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| BGC PARTNERS INC | CL A | 05541T101 | 5,709 | 655,500 | SH | SOLE | 655,500 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 1,466 | 130,345 | SH | SOLE | 130,345 | 0 | 0 | ||
| ENTRAVISION COMMUNICATIONS C | CL A | 29382R107 | 1,921 | 285,883 | SH | SOLE | 285,883 | 0 | 0 | ||
| EVERI HLDGS INC | COM | 30034T103 | 839 | 729,443 | SH | SOLE | 729,443 | 0 | 0 | ||
| GENTHERM INC | COM | 37253A103 | 1,713 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 3,517 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
| NORBORD INC | COM NEW | 65548P403 | 4,122 | 163,200 | SH | SOLE | 163,200 | 0 | 0 | ||
| PGT INC | COM | 69336V101 | 1,635 | 158,702 | SH | SOLE | 158,702 | 0 | 0 | ||
| WP GLIMCHER IN | COM | 92939N102 | 1,790 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 1,313 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||