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
ADVANCED MICRO DEVICES INC COM 007903107 951 185,000 SH   SOLE   185,000 0 0
APPLIED MATLS INC COM 038222105 3,715 155,000 SH   SOLE   155,000 0 0
ASPEN AEROGELS INC COM 04523Y105 1,069 215,000 SH   SOLE   215,000 0 0
ASTEC INDS INC COM 046224101 2,190 39,000 SH   SOLE   39,000 0 0
ATKORE INTL GROUP INC COM 047649108 2,160 135,000 SH   SOLE   135,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06742E711 1,726 1,250 SH Call SOLE   1,250 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 3,428 304,700 SH   SOLE   304,700 0 0
CANADIAN PAC RY LTD COM 13645T100 3,091 240 SH Call SOLE   240 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 1,658 375 SH Put SOLE   375 0 0
CBS CORP NEW CL B 124857202 2,586 47,500 SH   SOLE   47,500 0 0
COMMUNICATIONS SALES&LEAS IN COM 20341J104 4,263 147,500 SH   SOLE   147,500 0 0
DONALDSON INC COM 257651109 1,701 49,500 SH   SOLE   49,500 0 0
ENTEGRIS INC COM 29362U104 4,811 332,500 SH   SOLE   332,500 0 0
ENTRAVISION COMMUNICATIONS C CL A 29382R107 2,064 307,201 SH   SOLE   307,201 0 0
F M C CORP COM NEW 302491303 2,362 51,000 SH   SOLE   51,000 0 0
FEDERAL SIGNAL CORP COM 313855108 771 59,855 SH   SOLE   59,855 0 0
GTT COMMUNICATIONS INC COM 362393100 2,218 120,000 SH   SOLE   120,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 3,025 18,000 SH   SOLE   18,000 0 0
INTELIQUENT INC COM 45825N107 3,978 200,000 SH   SOLE   200,000 0 0
INTRALINKS HLDGS INC COM 46118H104 1,463 225,000 SH   SOLE   225,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 8,624 750 SH Put SOLE   750 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 5,749 500 SH Call SOLE   500 0 0
KVH INDS INC COM 482738101 2,811 365,000 SH   SOLE   365,000 0 0
LANDAUER INC COM 51476K103 2,470 60,000 SH   SOLE   60,000 0 0
LIBBEY INC COM 529898108 795 50,000 SH   SOLE   50,000 0 0
LIMELIGHT NETWORKS INC COM 53261M104 1,184 794,808 SH   SOLE   794,808 0 0
MONOTYPE IMAGING HOLDINGS IN COM 61022P100 825 33,500 SH   SOLE   33,500 0 0
OIL DRI CORP AMER COM 677864100 3,332 96,500 SH   SOLE   96,500 0 0
OUTFRONT MEDIA INC COM 69007J106 1,209 50,000 SH   SOLE   50,000 0 0
OWENS ILL INC COM NEW 690768403 2,071 115,000 SH   SOLE   115,000 0 0
REVLON INC CL A NEW 761525609 531 16,500 SH   SOLE   16,500 0 0
SHERWIN WILLIAMS CO COM 824348106 3,671 12,500 SH   SOLE   12,500 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 34 1,000 SH   SOLE   1,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 4,165 732,000 SH   SOLE   732,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103 4,925 367,000 SH   SOLE   367,000 0 0
XCEL BRANDS INC COM NEW 98400M101 302 60,000 SH   SOLE   60,000 0 0
CF CORP UNIT 99/99/9999 G20307123 1,042 105,000 SH   SOLE   105,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 7,230 455,000 SH   SOLE   455,000 0 0