The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADVANCED DRAINAGE SYSTEMS IN | Common Stock | 00790R104 | 10,073 | 348,179 | SH | SOLE | 348,179 | 0 | 0 | ||
| APOGEE ENTERPRISES INC(NSM) | Common Stock | 37598109 | 2,634 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | Common Stock | 12008R107 | 2,977 | 234,757 | SH | SOLE | 234,757 | 0 | 0 | ||
| CENTURY COMMUNITIES INC | Common Stock | 156504300 | 7,399 | 372,741 | SH | SOLE | 372,741 | 0 | 0 | ||
| CENVEO INC(NYS) | Common Stock | 15670S105 | 6,817 | 3,626,124 | SH | SOLE | 3,626,124 | 0 | 0 | ||
| CONTINENTAL BUILDING PRODUCT(NYS) | Common Stock | 211171103 | 10,019 | 487,804 | SH | SOLE | 487,804 | 0 | 0 | ||
| DIXIE GROUP INC(NMS) | Common Stock | 255519100 | 5,762 | 689,205 | SH | SOLE | 689,205 | 0 | 0 | ||
| HD SUPPLY HOLDINGS INC(NSM) | Common Stock | 40416M105 | 4,293 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| HEADWATERS INC(NYS) | Common Stock | 42210P102 | 24,239 | 1,289,294 | SH | SOLE | 1,289,294 | 0 | 0 | ||
| LGI HOMES INC(NSM) | Common Stock | 50187T106 | 2,971 | 109,250 | SH | SOLE | 109,250 | 0 | 0 | ||
| LOUISIANA-PACIFIC CORP(NYS) | Common Stock | 546347105 | 1,655 | 116,214 | SH | SOLE | 116,214 | 0 | 0 | ||
| MASONITE INTERNATIONAL CORP(NYS) | Common Stock | 575385109 | 5,979 | 98,704 | SH | SOLE | 98,704 | 0 | 0 | ||
| NCI BUILDING SYSTEMS INC(NYS) | Common Stock | 628852204 | 6,595 | 623,942 | SH | SOLE | 623,942 | 0 | 0 | ||
| NEFF CORP-CLASS A(NYS) | Common Stock | 640094207 | 4,469 | 799,470 | SH | SOLE | 799,470 | 0 | 0 | ||
| NEWTEK BUSINESS SERVICES INC | Common Stock | 652526203 | 3,882 | 236,300 | SH | SOLE | 236,300 | 0 | 0 | ||
| NORTEK INC(NSM) | Common Stock | 656559309 | 871 | 13,753 | SH | SOLE | 13,753 | 0 | 0 | ||
| NORTHSTAR ASSET MANAGEMENT | Common Stock | 66705Y104 | 1,436 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PGT INC(NMS) | Common Stock | 69336V101 | 16,726 | 1,362,028 | SH | SOLE | 1,362,028 | 0 | 0 | ||
| PPG INDUSTRIES INC(NYS) | Common Stock | 693506107 | 8,769 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PRIMO WATER CORP | Common Stock | 74165N105 | 14,595 | 1,933,148 | SH | SOLE | 1,933,148 | 0 | 0 | ||
| SUMMIT MATERIALS INC -CL A | Common Stock | 86614U100 | 9,786 | 521,375 | SH | SOLE | 521,375 | 0 | 0 | ||
| TECNOGLASS INC | Common Stock | G87264100 | 6,208 | 452,501 | SH | SOLE | 452,501 | 0 | 0 | ||
| US CONCRETE INC (NAS) | Common Stock | 90333L201 | 18,013 | 376,927 | SH | SOLE | 376,927 | 0 | 0 | ||
| ISHARES RUSSELL 2000 ETF | Common Stock | 464287655 | 109,200 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |