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 |
| ACUSHNET HOLDINGS CORP | COM | 005098108 | 1,577 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 826 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ATKORE INTL GROUP INC | COM | 047649108 | 5,148 | 215,300 | SH | SOLE | 215,300 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 2,041 | 32,075 | SH | SOLE | 32,075 | 0 | 0 | ||
| CF CORP | UNIT 99/99/9999E | G20307123 | 1,102 | 105,247 | SH | SOLE | 105,247 | 0 | 0 | ||
| CLIFFS NAT RES INC | COM | 18683K101 | 506 | 60,141 | SH | SOLE | 60,141 | 0 | 0 | ||
| COMMUNICATIONS SALES&LEAS IN | COM | 20341J104 | 2,795 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| CVR ENERGY INC | COM | 12662P108 | 2,029 | 79,900 | SH | SOLE | 79,900 | 0 | 0 | ||
| CVR REFNG LP | COMUNIT REP LT | 12663P107 | 1,042 | 100,236 | SH | SOLE | 100,236 | 0 | 0 | ||
| DENBURY RES INC | COM NEW | 247916208 | 1,104 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ENTEGRIS INC | COM | 29362U104 | 4,788 | 267,500 | SH | SOLE | 267,500 | 0 | 0 | ||
| FERROGLOBE PLC | SHS | G33856108 | 1,276 | 117,777 | SH | SOLE | 117,777 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 2,885 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 3,450 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| H & E EQUIPMENT SERVICES INC | COM | 404030108 | 1,511 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| ICHOR HOLDINGS | SHS | G4740B105 | 3,319 | 306,721 | SH | SOLE | 306,721 | 0 | 0 | ||
| INTELIQUENT INC | COM | 45825N107 | 3,094 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 20,228 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
| KVH INDS INC | COM | 482738101 | 1,637 | 138,738 | SH | SOLE | 138,738 | 0 | 0 | ||
| LIMELIGHT NETWORKS INC | COM | 53261M104 | 1,768 | 701,649 | SH | SOLE | 701,649 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 1,387 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| OIL DRI CORP AMER | COM | 677864100 | 3,291 | 86,130 | SH | SOLE | 86,130 | 0 | 0 | ||
| ORION ENGINEERED CARBONS S A | COM | L72967109 | 7,078 | 375,500 | SH | SOLE | 375,500 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 1,246 | 50,118 | SH | SOLE | 50,118 | 0 | 0 | ||
| REVLON INC | CL A NEW | 761525609 | 1,863 | 63,900 | SH | SOLE | 63,900 | 0 | 0 | ||
| SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 3,826 | 100,236 | SH | SOLE | 100,236 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 3,469 | 92,100 | SH | SOLE | 92,100 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 4,045 | 121,290 | SH | SOLE | 121,290 | 0 | 0 | ||
| ULTRA CLEAN HLDGS INC | COM | 90385V107 | 2,207 | 227,500 | SH | SOLE | 227,500 | 0 | 0 | ||
| UNISYS CORP | COM NEW | 909214306 | 734 | 49,115 | SH | SOLE | 49,115 | 0 | 0 | ||
| VISHAY PRECISION GROUP INC | COM | 92835K103 | 3,980 | 210,604 | SH | SOLE | 210,604 | 0 | 0 | ||