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 |
| APPLIED MATLS INC | COM | 038222105 | 4,070 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 1,401 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| ATKORE INTL GROUP INC | COM | 047649108 | 2,998 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 2,014 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 1,752 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
| CF CORP | UNIT 99/99/9999E | G20307123 | 1,071 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 2,313 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| COMMUNICATIONS SALES&LEAS IN | COM | 20341J104 | 3,392 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | ||
| E L F BEAUTY INC | COM | 26856L103 | 844 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ENTEGRIS INC | COM | 29362U104 | 5,792 | 332,500 | SH | SOLE | 332,500 | 0 | 0 | ||
| ENTRAVISION COMMUNICATIONS C | CL A | 29382R107 | 2,344 | 307,201 | SH | SOLE | 307,201 | 0 | 0 | ||
| FERROGLOBE PLC | SHS | G33856108 | 1,061 | 117,500 | SH | SOLE | 117,500 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 2,465 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
| FRANCESCAS HLDGS CORP | COM | 351793104 | 694 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 2,824 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| HUNTINGTON INGALLS INDS INC | COM | 446413106 | 2,762 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| INTELIQUENT INC | COM | 45825N107 | 2,823 | 174,900 | SH | SOLE | 174,900 | 0 | 0 | ||
| KVH INDS INC | COM | 482738101 | 3,123 | 354,500 | SH | SOLE | 354,500 | 0 | 0 | ||
| LANDAUER INC | COM | 51476K103 | 449 | 10,092 | SH | SOLE | 10,092 | 0 | 0 | ||
| LIMELIGHT NETWORKS INC | COM | 53261M104 | 1,723 | 921,620 | SH | SOLE | 921,620 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 3,483 | 262,500 | SH | SOLE | 262,500 | 0 | 0 | ||
| OSI SYSTEMS INC | COM | 671044105 | 2,386 | 36,500 | SH | SOLE | 36,500 | 0 | 0 | ||
| OIL DRI CORP AMER | COM | 677864100 | 3,406 | 90,500 | SH | SOLE | 90,500 | 0 | 0 | ||
| ORION ENGINEERED CARBONS S A | COM | L72967109 | 8,013 | 427,600 | SH | SOLE | 427,600 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 1,183 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| REVLON INC | CL A NEW | 761525609 | 1,865 | 50,720 | SH | SOLE | 50,720 | 0 | 0 | ||
| SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 2,988 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 1,115 | 33,100 | SH | SOLE | 33,100 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 1,107 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 2,213 | 8,000 | SH | Call | SOLE | 8,000 | 0 | 0 | |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 36 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| ULTRA CLEAN HLDGS INC | COM | 90385V107 | 4,817 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| VISHAY PRECISION GROUP INC | COM | 92835K103 | 4,809 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||