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
ALTRA INDL MOTION CORP COM 02208R106 7,070 164,044 SH   SOLE   164,044 0 0
BEACON ROOFING SUPPLY INC COM 073685109 10,608 248,903 SH   SOLE   248,903 0 0
BLUE BIRD CORP COM 095306106 32,277 1,444,152 SH   SOLE   1,444,152 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 13,577 742,294 SH   SOLE   742,294 0 0
CISION LTD SHS G1992S109 10,114 676,500 SH   SOLE   676,500 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 14,176 326,946 SH   SOLE   326,946 0 0
SPX FLOW INC COM 78469X107 9,624 219,883 SH   SOLE   219,883 0 0
GTT COMMUNICATIONS INC COM 362393100 15,235 338,564 SH   SOLE   338,564 0 0
HORIZON GLOBAL CORP COM 44052W104 8,447 1,417,283 SH   SOLE   1,417,283 0 0
LEAR CORP COM NEW 521865204 10,429 56,127 SH   SOLE   56,127 0 0
LIBBEY INC COM 529898108 7,844 964,837 SH   SOLE   964,837 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 9,310 394,497 SH   SOLE   394,497 0 0
NATIONAL RESH CORP COM NEW 637372202 13,048 348,876 SH   SOLE   348,876 0 0
NEWELL BRANDS INC COM 651229106 4,022 155,958 SH   SOLE   155,958 0 0
OWENS ILL INC COM NEW 690768403 10,365 616,623 SH   SOLE   616,623 0 0
STEELCASE INC CL A 858155203 4,306 318,987 SH   SOLE   318,987 0 0
US FOODS HLDG CORP COM 912008109 12,938 342,100 SH   SOLE   342,100 0 0
VALMONT INDS INC COM 920253101 5,148 34,149 SH   SOLE   34,149 0 0
WHIRLPOOL CORP COM 963320106 9,432 64,498 SH   SOLE   64,498 0 0