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 |
| AAXN | COM | 05464C101 | 4,057,581 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| AGYS | COM | 00847J105 | 8,378,924 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| ATRO | COM | 046433108 | 32,043,312 | 1,180,000 | SH | SOLE | 1,180,000 | 0 | 0 | ||
| ATSG | COM | 00922R105 | 26,219,208 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
| CRAY | COM | 225223304 | 14,449,839 | 605,000 | SH | SOLE | 605,000 | 0 | 0 | ||
| DY | COM | 267475101 | 26,438,353 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| ENS | COM | 29275Y102 | 25,804,929 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| ESIO | COM | 285229100 | 2,641,890 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| FORR | COM | 346563109 | 9,319,614 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| GNTY | COM | 400764106 | 8,634,364 | 297,700 | SH | SOLE | 297,700 | 0 | 0 | ||
| HXL | COM | 428291108 | 5,756,604 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| KW | COM | 489398107 | 13,149,497 | 822,034 | SH | SOLE | 822,034 | 0 | 0 | ||
| LEGH | COM | 52472M101 | 3,601,516 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| MANH | COM | 562750109 | 2,321,084 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MIXT | COM | 60688N102 | 10,194,235 | 630,000 | SH | SOLE | 630,000 | 0 | 0 | ||
| MOBL | COM | 60739U204 | 5,443,250 | 1,070,000 | SH | SOLE | 1,070,000 | 0 | 0 | ||
| MTZ | COM | 576323109 | 7,225,955 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| PWR | COM | 74762E102 | 14,200,480 | 455,000 | SH | SOLE | 455,000 | 0 | 0 | ||
| ROG | COM | 775133101 | 11,819,971 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| RUSHA | COM | 781846209 | 5,197,250 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| THRM | COM | 37253A103 | 10,206,589 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| TRNS | COM | 893529107 | 6,489,771 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| VRRM | COM | 92511U102 | 15,000,011 | 1,630,436 | SH | SOLE | 1,630,436 | 0 | 0 | ||
| WMS | COM | 00790R104 | 25,748,523 | 1,171,400 | SH | SOLE | 1,171,400 | 0 | 0 | ||
| CLH | CALL | C00050000 | 68,272 | 500 | PRN | SOLE | 500 | 0 | 0 | ||
| ESIO | PUT | P00025000 | 82,105 | 1,600 | PRN | SOLE | 1,600 | 0 | 0 | ||
| LLL | CALL | C00175000 | 57,949 | 150 | PRN | SOLE | 150 | 0 | 0 | ||
| THRM | PUT | P00040000 | 150,970 | 1,750 | PRN | SOLE | 1,750 | 0 | 0 | ||
| VNE | CAL | C00025000 | 148,059 | 800 | PRN | SOLE | 800 | 0 | 0 | ||