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 |
| ANALOGIC CORP | COM PAR $0.05 | 032657207 | 2,963 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 5,401 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| ASTEC INDS INC | COM | 046224101 | 1,820 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 2,818 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 2,617 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
| CALAMP CORP | COM | 128126109 | 3,272 | 182,500 | SH | SOLE | 182,500 | 0 | 0 | ||
| CHECKPOINT SYS INC | COM | 162825103 | 1,518 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| COMMUNICATIONS SALES&LEAS IN | COM | 20341J104 | 3,059 | 137,500 | SH | SOLE | 137,500 | 0 | 0 | ||
| DONALDSON INC | COM | 257651109 | 2,633 | 825 | SH | Call | SOLE | 825 | 0 | 0 | |
| DONALDSON INC | COM | 257651109 | 2,792 | 875 | SH | Call | SOLE | 875 | 0 | 0 | |
| DYCOM INDS INC | COM | 267475101 | 2,910 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| ENTEGRIS INC | COM | 29362U104 | 3,814 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| ENTRAVISION COMMUNICATIONS C | CL A | 29382R107 | 3,162 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 3,129 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | ||
| FEDERAL SIGNAL CORP | COM | 313855108 | 862 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 3,661 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 2,694 | 162,900 | SH | SOLE | 162,900 | 0 | 0 | ||
| HUNTINGTON INGALLS INDS INC | COM | 446413106 | 2,465 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| INTERFACE INC | COM | 458665304 | 1,210 | 65,289 | SH | SOLE | 65,289 | 0 | 0 | ||
| INTRALINKS HLDGS INC | COM | 46118H104 | 3,487 | 442,500 | SH | SOLE | 442,500 | 0 | 0 | ||
| ISHares TR | RUSSELL 2000 ETF | 464287655 | 11,063 | 1,000 | SH | Call | SOLE | 1,000 | 0 | 0 | |
| KVH INDS INC | COM | 482738101 | 4,183 | 438,042 | SH | SOLE | 438,042 | 0 | 0 | ||
| KRATON PERFORMANCE POLYMERS | COM | 50077C106 | 779 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| LANDAUER INC | COM | 51476K103 | 2,679 | 81,000 | SH | SOLE | 81,000 | 0 | 0 | ||
| LIBBEY INC | COM | 529898108 | 2,139 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| LIMELIGHT NETWORKS INC | COM | 53261M104 | 1,774 | 980,000 | SH | SOLE | 980,000 | 0 | 0 | ||
| MONEYGRAM INTL INC | COM NEW | 60935Y208 | 114 | 18,575 | SH | SOLE | 18,575 | 0 | 0 | ||
| MONOTYPE IMAGING HOLDINGS IN | COM | 61022P100 | 801 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
| OIL DRI CORP AMER | COM | 677864100 | 4,949 | 146,500 | SH | SOLE | 146,500 | 0 | 0 | ||
| OWENS ILL INC | COM NEW | 690768403 | 1,476 | 92,500 | SH | SOLE | 92,500 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 4,270 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| TEAM INC | COM | 878155100 | 987 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
| ULTRA CLEAN HLDGS INC | COM | 90385V107 | 4,020 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| VISHAY PRECISION GROUP INC | COM | 92835K103 | 5,604 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| VISTA OUTDOOR INC | COM | 928377100 | 1,038 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| XCEL BRANDS INC | COM NEW | 98400M101 | 630 | 112,500 | SH | SOLE | 112,500 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 1,656 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| ORION ENGINEERED CARBONS S A | COM | L72967109 | 6,072 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||