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
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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
C&J ENERGY SVCS LTD SHS G3164Q101 18,010 1,364,388 SH   DFND 1 1,277,205 87,183 0
ELECTRO SCIENTIFIC INDS COM 285229100 14,551 2,761,080 SH   DFND 1 2,608,177 152,903 0
FLOTEK INDS INC DEL COM 343389102 8,107 647,000 SH   DFND 1 608,127 38,873 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109 2,137 92,700 SH   DFND 1 87,130 5,570 0
HOUSTON WIRE AND CABLE CO COM 44244K109 9,369 944,422 SH   DFND 1 887,006 57,416 0
MALIBU BOATS INC COM CL A 56117J100 8,874 441,698 SH   DFND 1 414,802 26,896 0
RADISYS CORP COM 750459109 8,922 3,485,055 SH   DFND 1 3,485,055 0 0
ROSETTA STONE INC COM 777780107 12,080 1,513,795 SH   DFND 1 1,425,797 87,998 0