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
AECOM COM 00766T100 20,458 574,175 SH   SOLE   574,175 0 0
ALTISOURCE PORTFOLIO SOLNS S REG SHS L0175J104 1,948 73,335 SH   SOLE   73,335 0 0
AMERICAS CAR MART INC COM 03062T105 6,588 130,585 SH   SOLE   130,585 0 0
ASTEC INDS INC COM 046224101 2,793 50,616 SH   SOLE   50,616 0 0
BMC STK HLDGS INC COM 05591B109 5,404 276,398 SH   SOLE   276,398 0 0
CACI INTL INC CL A 127190304 7,822 51,684 SH   SOLE   51,684 0 0
CAPITAL SR LIVING CORP COM 140475104 8,806 819,186 SH   SOLE   819,186 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 5,773 88,033 SH   SOLE   88,033 0 0
CAVCO INDS INC DEL COM 149568107 8,001 46,049 SH   SOLE   46,049 0 0
COHERENT INC COM 192479103 14,087 75,170 SH   SOLE   75,170 0 0
COMERICA INC COM 200340107 7,690 80,163 SH   SOLE   80,163 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 4,043 141,624 SH   SOLE   141,624 0 0
CORECIVIC INC COM 21871N101 10,281 526,708 SH   SOLE   526,708 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 10,741 193,852 SH   SOLE   193,852 0 0
EURONET WORLDWIDE INC COM 298736109 9,918 125,668 SH   SOLE   125,668 0 0
EVERI HLDGS INC COM 30034T103 10,400 1,582,980 SH   SOLE   1,582,980 0 0
GIBRALTAR INDS INC COM 374689107 8,741 258,215 SH   SOLE   258,215 0 0
GREIF INC CL A 397624107 1,207 23,100 SH   SOLE   23,100 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 7,812 202,958 SH   SOLE   202,958 0 0
HELEN OF TROY CORP LTD COM G4388N106 6,617 76,059 SH   SOLE   76,059 0 0
HERC HLDGS INC COM 42704L104 4,576 70,454 SH   SOLE   70,454 0 0
HOUSTON WIRE & CABLE CO COM 44244K109 169 23,133 SH   SOLE   23,133 0 0
ICHOR HOLDINGS SHS G4740B105 10,810 446,520 SH   SOLE   446,520 0 0
II VI INC COM 902104108 7,323 179,046 SH   SOLE   179,046 0 0
INSPERITY INC COM 45778Q107 2,682 38,564 SH   SOLE   38,564 0 0
INSTALLED BLDG PRODS INC COM 45780R101 4,958 82,560 SH   SOLE   82,560 0 0
INTREPID POTASH INC COM 46121Y102 1,416 388,950 SH   SOLE   388,950 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 82,429 542,900 SH Put SOLE   542,900 0 0
K12 INC COM 48273U102 1,260 88,882 SH   SOLE   88,882 0 0
KEYW HLDG CORP COM 493723100 4,428 563,371 SH   SOLE   563,371 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 10,945 1,063,700 SH Put SOLE   1,063,700 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 15,698 1,525,518 SH   SOLE   1,525,518 0 0
LCI INDS COM 50189K103 11,990 115,125 SH   SOLE   115,125 0 0
LUMENTUM HLDGS INC COM 55024U109 3,735 58,537 SH   SOLE   58,537 0 0
M D C HLDGS INC COM 552676108 14,140 506,448 SH   SOLE   506,448 0 0
MANITEX INTL INC COM 563420108 458 40,046 SH   SOLE   40,046 0 0
MANITOWOC CO INC COM NEW 563571405 10,495 368,768 SH   SOLE   368,768 0 0
MARINEMAX INC COM 567908108 759 39,015 SH   SOLE   39,015 0 0
MARTEN TRANS LTD COM 573075108 4,959 217,496 SH   SOLE   217,496 0 0
MASTEC INC COM 576323109 5,918 125,791 SH   SOLE   125,791 0 0
MCGRATH RENTCORP COM 580589109 7,430 138,384 SH   SOLE   138,384 0 0
MERITOR INC COM 59001K100 9,202 447,577 SH   SOLE   447,577 0 0
MERITOR INC COM 59001K100 5,473 266,200 SH Put SOLE   266,200 0 0
MOBILE MINI INC COM 60740F105 6,212 142,808 SH   SOLE   142,808 0 0
MOTORCAR PTS AMER INC COM 620071100 4,300 200,658 SH   SOLE   200,658 0 0
MSC INDL DIRECT INC CL A 553530106 5,887 64,187 SH   SOLE   64,187 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 12,449 790,399 SH   SOLE   790,399 0 0
NUVASIVE INC COM 670704105 13,124 251,377 SH   SOLE   251,377 0 0
OLD NATL BANCORP IND COM 680033107 9,635 570,143 SH   SOLE   570,143 0 0
OLYMPIC STEEL INC COM 68162K106 1,890 92,154 SH   SOLE   92,154 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 4,946 391,897 SH   SOLE   391,897 0 0
SEMTECH CORP COM 816850101 14,705 376,574 SH   SOLE   376,574 0 0
SKYLINE CORP COM 830830105 789 35,870 SH   SOLE   35,870 0 0
SKYWEST INC COM 830879102 9,140 168,021 SH   SOLE   168,021 0 0
STEEL DYNAMICS INC COM 858119100 6,237 141,046 SH   SOLE   141,046 0 0
TEREX CORP NEW COM 880779103 5,319 142,186 SH   SOLE   142,186 0 0
TIFFANY & CO NEW COM 886547108 7,930 81,203 SH   SOLE   81,203 0 0
TOPBUILD CORP COM 89055F103 3,315 43,322 SH   SOLE   43,322 0 0
UNIVERSAL STAINLESS & ALLOY COM 913837100 813 29,556 SH   SOLE   29,556 0 0
VERIFONE SYS INC COM 92342Y109 8,085 525,707 SH   SOLE   525,707 0 0
VERIFONE SYS INC COM 92342Y109 3,273 212,800 SH Put SOLE   212,800 0 0
XCERRA CORP COM 98400J108 11,070 950,223 SH   SOLE   950,223 0 0
XPO LOGISTICS INC COM 983793100 11,913 117,016 SH   SOLE   117,016 0 0