The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ATKORE INTERNATIONAL GROUP I COM 047649108 4,915 307,200 SH   SOLE   307,200 0 0
AIR TRANSPORT SERVICES GROUP COM 00922R105 5,592 431,500 SH   SOLE   431,500 0 0
TOPBUILD CORP COM 89055F103 10,491 289,800 SH   SOLE   289,800 0 0
BMC STOCK HOLDINGS INC COM 05591B109 19,271 1,081,400 SH   SOLE   1,081,400 0 0
CONTINENTAL BUILDING PRODUCT COM 211171103 11,426 514,000 SH   SOLE   514,000 0 0
CENTRAL GARDEN AND PET CO-A COM 153527205 16,044 739,000 SH   SOLE   739,000 0 0
CAPITAL SENIOR LIVING CORP COM 140475104 13,164 745,000 SH   SOLE   745,000 0 0
DYCOM INDUSTRIES INC COM 267475101 36,003 401,100 SH   SOLE   401,100 0 0
EAGLE MATERIALS INC COM 26969P108 23,762 308,000 SH   SOLE   308,000 0 0
HEADWATERS INC COM 42210P102 6,448 359,400 SH   SOLE   359,400 0 0
KLX INC COM 482539103 5,382 173,600 SH   SOLE   173,600 0 0
KRATON PERFORMANCE POLYMERS COM 50077C106 2,793 100,000 SH   SOLE   100,000 0 0
KENNEDY-WILSON HOLDINGS INC COM 489398107 9,933 523,900 SH   SOLE   523,900 0 0
LSI INDUSTRIES INC COM 50216C108 8,081 730,000 SH   SOLE   730,000 0 0
METHODE ELECTRONICS INC COM 591520200 10,522 307,400 SH   SOLE   307,400 0 0
MOOG INC-CLASS A COM 615394202 5,662 105,000 SH   SOLE   105,000 0 0
MERCURY SYSTEMS INC COM 589378108 27,629 1,111,400 SH   SOLE   1,111,400 0 0
INGEVITY CORP COM 45688C107 6,468 190,000 SH   SOLE   190,000 0 0
NN INC COM 629337106 8,870 634,000 SH   SOLE   634,000 0 0
ROGERS CORP COM 775133101 17,108 280,000 SH   SOLE   280,000 0 0
REXNORD CORP COM 76169B102 7,236 368,600 SH   SOLE   368,600 0 0
STONERIDGE INC COM 86183P102 7,321 490,000 SH   SOLE   490,000 0 0
DEL TACO RESTAURANTS INC COM 245496104 5,845 642,300 SH   SOLE   642,300 0 0
TRINITY BIOTECH PLC-SPON ADR COM 896438306 11,109 979,600 SH   SOLE   979,600 0 0
UNIFI INC COM 904677200 8,724 320,400 SH   SOLE   320,400 0 0
WAGEWORKS INC COM 930427109 14,953 250,000 SH   SOLE   250,000 0 0
ADVANCED DRAINAGE SYSTEMS IN COM 00790R104 31,700 1,158,200 SH   SOLE   1,158,200 0 0