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
AMOT COM 019330109 2,946 79,407 SH   SOLE   79,407 0 0
ATRO COM 046433108 20,580 775,000 SH   SOLE   775,000 0 0
ATSG COM 00922R105 17,656 850,000 SH   SOLE   850,000 0 0
BBCP COM 206704108 23,253 5,165,800 SH   SOLE   5,165,800 0 0
BLD COM 89055F103 18,201 255,000 SH   SOLE   255,000 0 0
BMCH COM 05591B109 19,149 935,000 SH   SOLE   935,000 0 0
DY COM 267475101 16,666 315,000 SH   SOLE   315,000 0 0
ENS COM 29275Y102 20,475 315,000 SH   SOLE   315,000 0 0
FORR COM 346563109 8,506 193,400 SH   SOLE   193,400 0 0
GMS COM 36251C103 10,647 595,000 SH   SOLE   595,000 0 0
HRI COM 42704L104 11,776 333,100 SH   SOLE   333,100 0 0
IIIV COM 46571Y107 15,257 645,000 SH   SOLE   645,000 0 0
KEX COM 497266106 14,335 180,000 SH   SOLE   180,000 0 0
KW COM 489398107 8,264 558,200 SH   SOLE   558,200 0 0
LASR COM 65487K100 7,861 371,700 SH   SOLE   371,700 0 0
LGIH COM 50187T106 15,179 227,700 SH   SOLE   227,700 0 0
MCRN COM 59870L106 9,502 680,000 SH   SOLE   680,000 0 0
MEC COM 578605107 1,686 100,000 SH   SOLE   100,000 0 0
MIXT COM 60688N102 10,353 648,300 SH   SOLE   648,300 0 0
MOBL COM 60739U204 11,482 2,300,000 SH   SOLE   2,300,000 0 0
PGTI COM 69336V101 11,099 685,600 SH   SOLE   685,600 0 0
RTEC COM 781270103 5,735 236,000 SH   SOLE   236,000 0 0
SAIC COM 808625107 11,145 150,000 SH   SOLE   150,000 0 0
TRNS COM 893529107 7,432 410,400 SH   SOLE   410,400 0 0
USCR COM 90333L201 20,362 472,200 SH   SOLE   472,200 0 0
WMS COM 00790R104 24,764 1,131,500 SH   SOLE   1,131,500 0 0