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 3,324 114,000 SH   SOLE   114,000 0 0
AMOT COM 019330109 19,033 695,324 SH   SOLE   695,324 0 0
ATA CN COM 001940105 17,241 825,000 SH   SOLE   825,000 0 0
ATCX COM 049430101 10,847 1,237,720 SH   SOLE   1,237,720 0 0
BLDR COM 12008R107 10,980 550,559 SH   SOLE   550,559 0 0
ENS COM 29275Y102 41,125 559,400 SH   SOLE   559,400 0 0
EVI COM 26929N102 4,781 156,330 SH   SOLE   156,330 0 0
EVLV COM 30049H102 10,450 1,161,000 SH   SOLE   1,161,000 0 0
FTCI COM 30320C103 12,205 1,515,020 SH   SOLE   1,515,020 0 0
JBT COM 477839104 9,319 79,277 SH   SOLE   79,277 0 0
LUNA COM 550351100 13,931 1,735,000 SH   SOLE   1,735,000 0 0
MBUU COM 56117J100 15,631 211,400 SH   SOLE   211,400 0 0
MCFT COM 57637H103 16,236 763,000 SH   SOLE   763,000 0 0
MDA CN COM 55292X108 13,070 1,059,700 SH   SOLE   1,059,700 0 0
MTRN COM 576690101 26,402 415,000 SH   SOLE   415,000 0 0
NVEC COM 629445206 8,621 132,700 SH   SOLE   132,700 0 0
ONEW COM 68280L101 20,115 454,500 SH   SOLE   454,500 0 0
RMBL COM 781386305 25,933 715,800 SH   SOLE   715,800 0 0
SLCA COM 90346E103 10,886 1,972,600 SH   SOLE   1,972,600 0 0
SMRT COM 83193G107 14,068 1,253,600 SH   SOLE   1,253,600 0 0
SNPO COM 83303Y105 10,534 515,000 SH   SOLE   515,000 0 0
SWIM COM 51819L107 16,545 1,035,000 SH   SOLE   1,035,000 0 0
TGI COM 896818101 25,838 1,601,100 SH   SOLE   1,601,100 0 0
THRM COM 37253A103 23,051 370,600 SH   SOLE   370,600 0 0
THRY COM 886029206 13,901 570,100 SH   SOLE   570,100 0 0
TITN COM 88830R101 10,600 577,500 SH   SOLE   577,500 0 0
VMI COM 920253101 19,223 107,900 SH   SOLE   107,900 0 0