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 |
| ALLIED MOTION TECHNOLOGIES | COM | 019330109 | 8,120 | 320,443 | SH | SOLE | 320,443 | 0 | 0 | ||
| ASTRONICS CORP | COM | 046433108 | 23,345 | 784,700 | SH | SOLE | 784,700 | 0 | 0 | ||
| AIR TRANSPORT SERVICES GROUP | COM | 00922R105 | 11,542 | 474,195 | SH | SOLE | 474,195 | 0 | 0 | ||
| AMERICAN VANGUARD CORP | COM | 030371108 | 9,483 | 414,100 | SH | SOLE | 414,100 | 0 | 0 | ||
| CAE INC | COM | 124765108 | 9,203 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| CONTINENTAL BUILDING PRODUCT | COM | 211171103 | 13,970 | 537,300 | SH | SOLE | 537,300 | 0 | 0 | ||
| CENTRAL GARDEN AND PET CO-A | COM | 153527205 | 8,026 | 215,800 | SH | SOLE | 215,800 | 0 | 0 | ||
| COVENANT TRANSPORT GRP-CL A | COM | 22284P105 | 4,327 | 149,300 | SH | SOLE | 149,300 | 0 | 0 | ||
| DYCOM INDUSTRIES INC | COM | 267475101 | 38,865 | 452,550 | SH | SOLE | 452,550 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 25,075 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| FARO TECHNOLOGIES INC | COM | 311642102 | 5,355 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| GUARANTY BANCSHARES INC | COM | 400764106 | 8,637 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| GENESEE & WYOMING INC-CL A | COM | 371559105 | 16,282 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| HUB GROUP INC-CL A | COM | 443320106 | 10,308 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| KNIGHT-SWIFT TRANSPORTATION | COM | 499049104 | 4,155 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| KENNEDY-WILSON HOLDINGS INC | COM | 489398107 | 22,724 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
| LIMBACH HOLDINGS INC | COM | 53263P105 | 2,694 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MANTECH INTERNATIONAL CORP-A | COM | 564563104 | 8,389 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| MILACRON HOLDINGS CORP | COM | 59870L106 | 14,280 | 847,000 | SH | SOLE | 847,000 | 0 | 0 | ||
| MERCURY SYSTEMS INC | COM | 589378108 | 4,150 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| MATERION CORP | COM | 576690101 | 5,515 | 127,817 | SH | SOLE | 127,817 | 0 | 0 | ||
| ORION ENGINEERED CARBONS SA | COM | L72967109 | 4,569 | 203,500 | SH | SOLE | 203,500 | 0 | 0 | ||
| PLAYA HOTELS & RESORTS NV | COM | N70544106 | 11,995 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| ROGERS CORP | COM | 775133101 | 18,659 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| DEL TACO RESTAURANTS INC | COM | 245496104 | 17,764 | 1,158,000 | SH | SOLE | 1,158,000 | 0 | 0 | ||
| USA TRUCK INC | COM | 902925106 | 2,128 | 151,440 | SH | SOLE | 151,440 | 0 | 0 | ||
| VALMONT INDUSTRIES | COM | 920253101 | 16,917 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | ||
| VERINT SYSTEMS INC | COM | 92343X100 | 14,438 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
| WERNER ENTERPRISES INC | COM | 950755108 | 4,569 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| ADVANCED DRAINAGE SYSTEMS IN | COM | 00790R104 | 16,706 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||