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 | 3,631 | 150,899 | SH | SOLE | 150,899 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | Common Stock | 12008R107 | 16,355 | 1,420,906 | SH | SOLE | 1,420,906 | 0 | 0 | ||
| CENTURY COMMUNITIES INC | Common Stock | 156504300 | 7,754 | 360,486 | SH | SOLE | 360,486 | 0 | 0 | ||
| CENVEO INC(NYS) | Common Stock | 15670S402 | 3,437 | 487,531 | SH | SOLE | 487,531 | 0 | 0 | ||
| CONTINENTAL BUILDING PRODUCT(NYS) | Common Stock | 211171103 | 5,021 | 239,217 | SH | SOLE | 239,217 | 0 | 0 | ||
| CONYERS PARK ACQUISIT - UNIT | Common Stock | 212894208 | 538 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DIXIE GROUP INC(NMS) | Common Stock | 255519100 | 1,019 | 203,722 | SH | SOLE | 203,722 | 0 | 0 | ||
| GORES HOLDINGS INC-A | Common Stock | 382866101 | 5,923 | 548,464 | SH | SOLE | 548,464 | 0 | 0 | ||
| HEADWATERS INC(NYS) | Common Stock | 42210P102 | 14,755 | 872,035 | SH | SOLE | 872,035 | 0 | 0 | ||
| LENDINGTREE INC | Common Stock | 52603B107 | 6,784 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| MASONITE INTERNATIONAL CORP(NYS) | Common Stock | 575385109 | 8,407 | 135,229 | SH | SOLE | 135,229 | 0 | 0 | ||
| MEDEQUITIES REALTY TRUST INC(NYS) | Common Stock | 58409L306 | 2,350 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| NCI BUILDING SYSTEMS INC(NYS) | Common Stock | 628852204 | 14,057 | 963,446 | SH | SOLE | 963,446 | 0 | 0 | ||
| PGT INC(NMS) | Common Stock | 69336V101 | 8,761 | 821,116 | SH | SOLE | 821,116 | 0 | 0 | ||
| PRIMO WATER CORP | Common Stock | 74165N105 | 11,636 | 959,248 | SH | SOLE | 959,248 | 0 | 0 | ||
| REIS INC(NSM) | Common Stock | 75936P105 | 1,858 | 90,820 | SH | SOLE | 90,820 | 0 | 0 | ||
| SUMMIT MATERIALS INC -CL A | Common Stock | 86614U100 | 6,873 | 370,500 | SH | SOLE | 370,500 | 0 | 0 | ||
| TECNOGLASS INC | Common Stock | G87264100 | 7,200 | 598,006 | SH | SOLE | 598,006 | 0 | 0 | ||
| US CONCRETE INC (NAS) | Common Stock | 90333L201 | 10,150 | 220,340 | SH | SOLE | 220,340 | 0 | 0 | ||
| ISHARES RUSSELL 2000 ETF | Common Stock | 464287655 | 372,630 | 3,000,000 | SH | Put | SOLE | 3,000,000 | 0 | 0 | |
| US CONCRETE INC (NAS) | Common Stock | 90333L201 | 4,606 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |