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
AGYS COM 00847J105 2,312 95,560 SH   SOLE   95,560 0 0
AMOT COM 019330109 17,092 647,752 SH   SOLE   647,752 0 0
ATA CN COM 001940105 17,187 825,000 SH   SOLE   825,000 0 0
ATCX COM 049430101 10,837 1,237,720 SH   SOLE   1,237,720 0 0
BLDR COM 12008R107 10,699 578,559 SH   SOLE   578,559 0 0
ENS COM 29275Y102 24,787 352,000 SH   SOLE   352,000 0 0
EVI COM 26929N102 1,029 38,311 SH   SOLE   38,311 0 0
EVLV COM 30049H102 10,509 1,161,000 SH   SOLE   1,161,000 0 0
JBT COM 477839104 7,464 66,477 SH   SOLE   66,477 0 0
LDL COM 550819106 720 43,190 SH   SOLE   43,190 0 0
LUNA COM 550351100 10,599 1,360,000 SH   SOLE   1,360,000 0 0
MBUU COM 56117J100 10,054 135,232 SH   SOLE   135,232 0 0
MCFT COM 57637H103 12,802 639,064 SH   SOLE   639,064 0 0
MDA CN COM 55292X108 12,330 971,600 SH   SOLE   971,600 0 0
MTRN COM 576690101 20,390 344,300 SH   SOLE   344,300 0 0
NVEC COM 629445206 8,632 132,700 SH   SOLE   132,700 0 0
ONEW COM 68280L101 13,300 310,104 SH   SOLE   310,104 0 0
RMBL COM 781386305 23,588 656,335 SH   SOLE   656,335 0 0
ROG COM 775133101 24,581 189,700 SH   SOLE   189,700 0 0
SLCA COM 90345E103 9,878 1,847,600 SH   SOLE   1,847,600 0 0
SMRT COM 83193G107 11,645 1,050,000 SH   SOLE   1,050,000 0 0
TGI COM 896818101 24,392 1,527,500 SH   SOLE   1,527,500 0 0
THRM COM 37253A103 18,318 314,300 SH   SOLE   314,300 0 0
THRY COM 886029206 12,666 530,000 SH   SOLE   530,000 0 0
TITN COM 88830R101 10,609 577,500 SH   SOLE   577,500 0 0
VMI COM 920253101 15,140 90,900 SH   SOLE   90,900 0 0