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 3,778 150,224 SH   SOLE   150,224 0 0
BEACON ROOFING SUPPLY INC COM 073685109 4,920 155,103 SH   SOLE   155,103 0 0
BLUE BIRD CORP COM 095306106 17,315 951,875 SH   SOLE   951,875 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 442 40,549 SH   SOLE   40,549 0 0
CISION LTD SHS G1992S109 5,784 494,400 SH   SOLE   494,400 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 5,835 193,597 SH   SOLE   193,597 0 0
SPX FLOW INC COM 78469X107 4,648 152,782 SH   SOLE   152,782 0 0
GTT COMMUNICATIONS INC COM 362393100 6,028 254,765 SH   SOLE   254,765 0 0
LEAR CORP COM NEW 521865204 4,795 39,027 SH   SOLE   39,027 0 0
LIBBEY INC COM 529898108 3,033 781,637 SH   SOLE   781,637 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 4,548 276,622 SH   SOLE   276,622 0 0
NATIONAL RESH CORP COM NEW 637372202 4,830 126,633 SH   SOLE   126,633 0 0
OWENS ILL INC COM NEW 690768403 8,472 491,423 SH   SOLE   491,423 0 0
US FOODS HLDG CORP COM 912008109 6,230 196,900 SH   SOLE   196,900 0 0
VALMONT INDS INC COM 920253101 3,609 32,529 SH   SOLE   32,529 0 0
WHIRLPOOL CORP COM 963320106 4,848 45,368 SH   SOLE   45,368 0 0