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 |
|
||||||||||||||||
| 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 | COM | Y0017S102 | 2,538 | 176,600 | SH | SOLE | 176,600 | 0 | 0 | ||
| BLACK DIAMOND INC | COM | 09202G101 | 3,880 | 410,634 | SH | SOLE | 410,634 | 0 | 0 | ||
| BEACON ROOFING SUPPLY INC | COM | 073685109 | 5,791 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| CAMBRIDGE CAPITAL ACQUISITIO | COM | 13215Q106 | 6,132 | 610,188 | SH | SOLE | 610,188 | 0 | 0 | ||
| CELADON GROUP INC | COM | 150838100 | 5,145 | 189,000 | SH | SOLE | 189,000 | 0 | 0 | ||
| CLEAN HARBORS INC | COM | 184496107 | 24,132 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| CAPITAL SENIOR LIVING CORP | COM | 140475104 | 11,284 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | ||
| DYCOM INDUSTRIES INC | COM | 267475101 | 30,159 | 617,500 | SH | SOLE | 617,500 | 0 | 0 | ||
| ENGILITY HOLDINGS INC | COM | 29286C107 | 8,875 | 295,426 | SH | SOLE | 295,426 | 0 | 0 | ||
| ETHAN ALLEN INTERIORS INC | COM | 297602104 | 2,316 | 83,800 | SH | SOLE | 83,800 | 0 | 0 | ||
| FTD COS INC | COM | 30281V108 | 4,889 | 163,282 | SH | SOLE | 163,282 | 0 | 0 | ||
| GREENBRIER COMPANIES INC | COM | 393657101 | 3,277 | 56,500 | SH | SOLE | 56,500 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 11,033 | 798,300 | SH | SOLE | 798,300 | 0 | 0 | ||
| ICF INTERNATIONAL INC | COM | 44925C103 | 10,670 | 261,201 | SH | SOLE | 261,201 | 0 | 0 | ||
| KIMBALL INTERNATIONAL-B | COM | 494274103 | 4,456 | 425,200 | SH | SOLE | 425,200 | 0 | 0 | ||
| KENNEDY-WILSON HOLDINGS INC | COM | 489398107 | 8,041 | 307,600 | SH | SOLE | 307,600 | 0 | 0 | ||
| LIBBEY INC | COM | 529898108 | 34,658 | 868,400 | SH | SOLE | 868,400 | 0 | 0 | ||
| MERCURY SYSTEMS INC | COM | 589378108 | 6,430 | 413,532 | SH | SOLE | 413,532 | 0 | 0 | ||
| ORION MARINE GROUP INC | COM | 68628V308 | 9,563 | 1,079,400 | SH | SOLE | 1,079,400 | 0 | 0 | ||
| PGT INC | COM | 69336V101 | 13,410 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| QUALITY DISTRIBUTION INC | COM | 74756M102 | 5,537 | 536,000 | SH | SOLE | 536,000 | 0 | 0 | ||
| STOCK BUILDING SUPPLY HOLDIN | COM | 86101X104 | 9,734 | 539,000 | SH | SOLE | 539,000 | 0 | 0 | ||
| TOWER INTERNATIONAL INC | COM | 891826109 | 7,581 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
| TRINITY BIOTECH PLC-SPON ADR | COM | 896438306 | 15,690 | 815,041 | SH | SOLE | 815,041 | 0 | 0 | ||
| US CONCRETE INC | COM | 90333L201 | 23,516 | 694,100 | SH | SOLE | 694,100 | 0 | 0 | ||
| WCI COMMUNITIES INC | COM | 92923C807 | 8,636 | 360,600 | SH | SOLE | 360,600 | 0 | 0 | ||
| ADVANCED DRAINAGE SYSTEMS IN | COM | 00790R104 | 32,638 | 1,090,100 | SH | SOLE | 1,090,100 | 0 | 0 | ||
| XERIUM TECHNOLOGIES INC | COM | 98416J118 | 6,381 | 393,400 | SH | SOLE | 393,400 | 0 | 0 | ||
| Call ATLAS AIR WORLD 04/17/2015 50.00 | CALL | 049164905 | 21 | 600 | SH | SOLE | 600 | 0 | 0 | ||
| Call CON-WAY INC 05/15/2015 50.00 | CALL | 205944901 | 16 | 500 | SH | SOLE | 500 | 0 | 0 | ||
| Call LANDSTAR SYSTEM 04/17/2015 75.00 | CALL | 515098901 | 19 | 700 | SH | SOLE | 700 | 0 | 0 | ||
| Call NORFOLK SOUTHER 04/17/2015 115.00 | CALL | 655844908 | 2 | 400 | SH | SOLE | 400 | 0 | 0 | ||
| Call PACCAR INC 04/17/2015 65.00 | CALL | 693718908 | 28 | 800 | SH | SOLE | 800 | 0 | 0 | ||
| Call WABASH NATIONAL 04/17/2015 15.00 | CALL | 929566907 | 16 | 1,250 | SH | SOLE | 1,250 | 0 | 0 | ||
| CAMBRIDGE CAPITAL ACQUI-CW18 | WAR | 13215Q114 | 109 | 453,288 | SH | SOLE | 453,288 | 0 | 0 | ||