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 6,486 165,000 SH   SOLE   165,000 0 0
AGYS COM 00847J105 5,651 474,100 SH   SOLE   474,100 0 0
AMOT COM 019330109 15,165 381,500 SH   SOLE   381,500 0 0
ATRO COM 046433108 36,927 990,000 SH   SOLE   990,000 0 0
ATSG COM 00922R105 1,109 47,572 SH   SOLE   47,572 0 0
CBPX COM 211171103 19,557 685,000 SH   SOLE   685,000 0 0
CBZ COM 124805102 9,404 515,300 SH   SOLE   515,300 0 0
CPS COM 21676P103 4,912 40,000 SH   SOLE   40,000 0 0
CRAY COM 225223304 12,524 605,000 SH   SOLE   605,000 0 0
CVTI COM 22284P105 10,575 354,500 SH   SOLE   354,500 0 0
DY COM 267475101 38,747 360,000 SH   SOLE   360,000 0 0
ENS COM 29275Y102 27,262 393,000 SH   SOLE   393,000 0 0
GNTY COM 400764106 11,145 334,596 SH   SOLE   334,596 0 0
GWR COM 371559105 23,007 325,000 SH   SOLE   325,000 0 0
KW COM 489398107 16,704 960,000 SH   SOLE   960,000 0 0
MCRN COM 59870L106 25,376 1,260,000 SH   SOLE   1,260,000 0 0
MIXT COM 60688N102 4,625 297,400 SH   SOLE   297,400 0 0
MRCY COM 589378108 3,866 80,000 SH   SOLE   80,000 0 0
MTZ COM 576323109 15,527 330,000 SH   SOLE   330,000 0 0
PLYA COM N70544106 19,520 1,910,000 SH   SOLE   1,910,000 0 0
RLGT COM 75025X100 1,815 469,078 SH   SOLE   469,078 0 0
RUSHA COM 781846209 9,985 235,000 SH   SOLE   235,000 0 0
TFII CN COM 87241L109 16,321 635,000 SH   SOLE   635,000 0 0
THRM COM 37253A103 1,327 39,100 SH   SOLE   39,100 0 0
TISI COM 878155100 3,779 274,800 SH   SOLE   274,800 0 0
TRNS COM 893529107 1,150 73,500 SH   SOLE   73,500 0 0
VMI COM 920253101 14,191 97,000 SH   SOLE   97,000 0 0
WMS COM 00790R104 40,800 1,575,300 SH   SOLE   1,575,300 0 0
MRCY PUT 589378958 192 800 PRN Put SOLE   800 0 0