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 |
| ARCBEST CORP | COM | 03937C105 | 1,619 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| TOPBUILD CORP | COM | 89055F103 | 8,619 | 289,800 | SH | SOLE | 289,800 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 6,353 | 563,700 | SH | SOLE | 563,700 | 0 | 0 | ||
| CONTINENTAL BUILDING PRODUCT | COM | 211171103 | 9,540 | 514,000 | SH | SOLE | 514,000 | 0 | 0 | ||
| CENTRAL GARDEN AND PET CO-A | COM | 153527205 | 5,376 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| CAPITAL SENIOR LIVING CORP | COM | 140475104 | 15,001 | 810,000 | SH | SOLE | 810,000 | 0 | 0 | ||
| DYCOM INDUSTRIES INC | COM | 267475101 | 25,616 | 396,100 | SH | SOLE | 396,100 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 25,941 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 2,287 | 195,100 | SH | SOLE | 195,100 | 0 | 0 | ||
| HEICO CORP-CLASS A | COM | 422806208 | 7,330 | 154,000 | SH | SOLE | 154,000 | 0 | 0 | ||
| HEADWATERS INC | COM | 42210P102 | 5,952 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| KENNEDY-WILSON HOLDINGS INC | COM | 489398107 | 11,169 | 510,000 | SH | SOLE | 510,000 | 0 | 0 | ||
| LSI INDUSTRIES INC | COM | 50216C108 | 588 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MALIBU BOATS INC - A | COM | 56117J100 | 5,436 | 331,484 | SH | SOLE | 331,484 | 0 | 0 | ||
| MERCURY SYSTEMS INC | COM | 589378108 | 22,561 | 1,111,400 | SH | SOLE | 1,111,400 | 0 | 0 | ||
| NN INC | COM | 629337106 | 2,873 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| PLY GEM HOLDINGS INC | COM | 72941W100 | 5,797 | 412,600 | SH | SOLE | 412,600 | 0 | 0 | ||
| STONERIDGE INC | COM | 86183P102 | 12,324 | 846,402 | SH | SOLE | 846,402 | 0 | 0 | ||
| BMC STOCK HOLDINGS INC | COM | 05591B109 | 12,950 | 779,196 | SH | SOLE | 779,196 | 0 | 0 | ||
| DEL TACO RESTAURANTS INC | COM | 245496104 | 3,638 | 352,200 | SH | SOLE | 352,200 | 0 | 0 | ||
| TRINITY BIOTECH PLC-SPON ADR | COM | 896438306 | 11,422 | 979,600 | SH | SOLE | 979,600 | 0 | 0 | ||
| UNIFI INC | COM | 904677200 | 5,398 | 235,632 | SH | SOLE | 235,632 | 0 | 0 | ||
| US CONCRETE INC | COM | 90333L201 | 7,030 | 118,000 | SH | SOLE | 118,000 | 0 | 0 | ||
| WAGEWORKS INC | COM | 930427109 | 19,085 | 377,100 | SH | SOLE | 377,100 | 0 | 0 | ||
| ADVANCED DRAINAGE SYSTEMS IN | COM | 00790R104 | 16,934 | 795,000 | SH | SOLE | 795,000 | 0 | 0 | ||
| YRC WORLDWIDE INC | COM | 984249607 | 3,309 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||