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
AAXN COM 05464C101 5,565 210,010 SH   SOLE   210,010 0 0
AGYS COM 00847J105 3,980 324,100 SH   SOLE   324,100 0 0
AMOT COM 019330109 12,624 381,500 SH   SOLE   381,500 0 0
ATRO COM 046433108 38,430 926,700 SH   SOLE   926,700 0 0
ATSG COM 00922R105 3,322 143,572 SH   SOLE   143,572 0 0
AVD COM 030371108 3,140 159,800 SH   SOLE   159,800 0 0
CBPX COM 211171103 15,125 537,300 SH   SOLE   537,300 0 0
CRAY COM 225223304 5,445 225,000 SH   SOLE   225,000 0 0
CVTI COM 22284P105 9,533 331,806 SH   SOLE   331,806 0 0
DY COM 267475101 40,115 360,000 SH   SOLE   360,000 0 0
EXP COM 26969P108 11,330 100,000 SH   SOLE   100,000 0 0
FARO COM 311642102 5,640 120,000 SH   SOLE   120,000 0 0
GNTY COM 400764106 8,429 275,000 SH   SOLE   275,000 0 0
GWR COM 371559105 23,225 295,000 SH   SOLE   295,000 0 0
KNX COM 499049104 17,488 400,000 SH   SOLE   400,000 0 0
KW COM 489398107 14,314 825,000 SH   SOLE   825,000 0 0
LMB COM 53263P105 2,766 200,000 SH   SOLE   200,000 0 0
MANT COM 564563104 9,536 190,000 SH   SOLE   190,000 0 0
MCRN COM 59870L106 26,796 1,400,000 SH   SOLE   1,400,000 0 0
MRCY COM 589378108 4,108 80,000 SH   SOLE   80,000 0 0
MTRN COM 576690101 15,066 310,000 SH   SOLE   310,000 0 0
MTZ COM 576323109 19,580 400,000 SH   SOLE   400,000 0 0
OEC COM L72967109 14,874 581,000 SH   SOLE   581,000 0 0
PLYA COM N70544106 19,458 1,803,300 SH   SOLE   1,803,300 0 0
ROG COM 775133101 9,017 55,685 SH   SOLE   55,685 0 0
SPB COM 84763R101 11,240 100,000 SH   SOLE   100,000 0 0
TFII CN COM 87241L109 5,878 225,000 SH   SOLE   225,000 0 0
USAK COM 902925106 3,941 217,400 SH   SOLE   217,400 0 0
VC COM 92839U206 21,900 175,000 SH   SOLE   175,000 0 0
VMI COM 920253101 17,746 107,000 SH   SOLE   107,000 0 0
WAGE COM 930427109 9,976 160,900 SH   SOLE   160,900 0 0
WMS COM 00790R104 35,775 1,500,000 SH   SOLE   1,500,000 0 0