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 |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 20,035 | 583,937 | SH | SOLE | 583,937 | 0 | 0 | ||
| BONANZA CREEK ENERGY INC | COM NEW | 097793400 | 9,677 | 270,838 | SH | SOLE | 270,838 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 14,865 | 647,448 | SH | SOLE | 647,448 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 9,091 | 95,320 | SH | SOLE | 95,320 | 0 | 0 | ||
| CALIX INC | COM | 13100M509 | 2,586 | 74,621 | SH | SOLE | 74,621 | 0 | 0 | ||
| COLUMBUS MCKINNON CORP N Y | COM | 199333105 | 3,189 | 60,450 | SH | SOLE | 60,450 | 0 | 0 | ||
| COMFORT SYS USA INC | COM | 199908104 | 8,534 | 114,134 | SH | SOLE | 114,134 | 0 | 0 | ||
| COOPER STD HLDGS INC | COM | 21676P103 | 12,097 | 333,071 | SH | SOLE | 333,071 | 0 | 0 | ||
| EXPRESS INC | COM | 30219E103 | 503 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| FABRINET | SHS | G3323L100 | 20,029 | 221,579 | SH | SOLE | 221,579 | 0 | 0 | ||
| HARMONIC INC | COM | 413160102 | 815 | 103,895 | SH | SOLE | 103,895 | 0 | 0 | ||
| II-VI INC | COM | 902104108 | 9,651 | 141,160 | SH | SOLE | 141,160 | 0 | 0 | ||
| INFINERA CORP | COM | 45667G103 | 7,927 | 823,189 | SH | SOLE | 823,189 | 0 | 0 | ||
| KULICKE & SOFFA INDS INC | COM | 501242101 | 28,044 | 571,042 | SH | SOLE | 571,042 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 19,227 | 210,474 | SH | SOLE | 210,474 | 0 | 0 | ||
| MASTERCRAFT BOAT HLDGS INC | COM | 57637H103 | 23,077 | 867,876 | SH | SOLE | 867,876 | 0 | 0 | ||
| ORION ENGINEERED CARBONS S A | COM | L72967109 | 864 | 43,800 | SH | SOLE | 43,800 | 0 | 0 | ||
| PHOTRONICS INC | COM | 719405102 | 14,468 | 1,125,064 | SH | SOLE | 1,125,064 | 0 | 0 | ||
| PRIMORIS SVCS CORP | COM | 74164F103 | 12,087 | 364,847 | SH | SOLE | 364,847 | 0 | 0 | ||
| SELECT INTERIOR CONCEPTS INC | CL A | 816120307 | 7,005 | 972,946 | SH | SOLE | 972,946 | 0 | 0 | ||
| SEQUANS COMMUNICATIONS S A | SPONSORED ADS | 817323207 | 8,933 | 1,479,038 | SH | SOLE | 1,479,038 | 0 | 0 | ||
| TILLYS INC | CL A | 886885102 | 18,145 | 1,602,872 | SH | SOLE | 1,602,872 | 0 | 0 | ||
| TTM TECHNOLOGIES INC | COM | 87305R109 | 12,953 | 893,330 | SH | SOLE | 893,330 | 0 | 0 | ||
| ULTRA CLEAN HLDGS INC | COM | 90385V107 | 17,486 | 301,278 | SH | SOLE | 301,278 | 0 | 0 | ||
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | 6,261 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| VISHAY PRECISION GROUP INC | COM | 92835K103 | 8,362 | 271,417 | SH | SOLE | 271,417 | 0 | 0 | ||