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 |
| ALLEGIANCE BANCSHARES INC | COM | 01748H107 | 3,623 | 96,546 | SH | SOLE | 96,546 | 0 | 0 | ||
| ALLIED MOTION TECHNOLOGIES | COM | 019330109 | 5,225 | 244,809 | SH | SOLE | 244,809 | 0 | 0 | ||
| ASTRONICS CORP | COM | 046433108 | 13,238 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | ||
| AIR TRANSPORT SERVICES GROUP | COM | 00922R105 | 11,908 | 835,000 | SH | SOLE | 835,000 | 0 | 0 | ||
| BMC STOCK HOLDINGS INC | COM | 05591B109 | 23,579 | 1,340,000 | SH | SOLE | 1,340,000 | 0 | 0 | ||
| CONTINENTAL BUILDING PRODUCT | COM | 211171103 | 12,590 | 629,500 | SH | SOLE | 629,500 | 0 | 0 | ||
| DIEBOLD NIXDORF INC | COM | 253651103 | 11,485 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| DYCOM INDUSTRIES INC | COM | 267475101 | 24,001 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| GENESEE & WYOMING INC-CL A | COM | 371559105 | 21,381 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| HUDSON TECHNOLOGIES INC | COM | 444144109 | 5,645 | 795,000 | SH | SOLE | 795,000 | 0 | 0 | ||
| HERC HOLDINGS INC | COM | 42704L104 | 3,506 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| ILG INC | COM | 44967H101 | 7,137 | 366,509 | SH | SOLE | 366,509 | 0 | 0 | ||
| KENNEDY-WILSON HOLDINGS INC | COM | 489398107 | 17,137 | 920,000 | SH | SOLE | 920,000 | 0 | 0 | ||
| LIMBACH HOLDINGS INC | COM | 53263P105 | 2,701 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MILACRON HOLDINGS CORP | COM | 59870L106 | 5,599 | 344,200 | SH | SOLE | 344,200 | 0 | 0 | ||
| MERCURY SYSTEMS INC | COM | 589378108 | 4,088 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
| NCI BUILDING SYSTEMS INC | COM | 628852204 | 15,669 | 950,650 | SH | SOLE | 950,650 | 0 | 0 | ||
| PGT INNOVATIONS INC | COM | 69336V101 | 13,541 | 1,200,500 | SH | SOLE | 1,200,500 | 0 | 0 | ||
| ROGERS CORP | COM | 775133101 | 28,294 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| RUSH ENTERPRISES INC-CL A | COM | 781846209 | 6,204 | 177,690 | SH | SOLE | 177,690 | 0 | 0 | ||
| DEL TACO RESTAURANTS INC | COM | 245496104 | 12,285 | 1,119,900 | SH | SOLE | 1,119,900 | 0 | 0 | ||
| TRINITY INDUSTRIES INC | COM | 896522109 | 5,622 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| US CONCRETE INC | COM | 90333L201 | 16,053 | 252,174 | SH | SOLE | 252,174 | 0 | 0 | ||
| VISTEON CORP | COM | 92839U206 | 10,126 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| VALMONT INDUSTRIES | COM | 920253101 | 20,312 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| VERINT SYSTEMS INC | COM | 92343X100 | 7,485 | 200,100 | SH | SOLE | 200,100 | 0 | 0 | ||
| ADVANCED DRAINAGE SYSTEMS IN | COM | 00790R104 | 28,959 | 1,335,000 | SH | SOLE | 1,335,000 | 0 | 0 | ||