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 |
| ASPEN AEROGELS INC | COM | 04523Y105 | 2,349 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 3,929 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| BWX TECHNOLOGIES INC | COM | 05605H100 | 3,971 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | ||
| CONDOR HOSPITALITY TR INC | COM NEW | 20676Y403 | 1,000 | 100,032 | SH | SOLE | 100,032 | 0 | 0 | ||
| ENTEGRIS INC | COM | 29362U104 | 3,306 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 2,182 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | ||
| FUSION TELECOMM INTL INC | COM NEW | 36113B400 | 1,051 | 325,500 | SH | SOLE | 325,500 | 0 | 0 | ||
| GENESEE & WYO INC | CL A | 371559105 | 2,619 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
| GENTEX CORP | COM | 371901109 | 691 | 30,030 | SH | SOLE | 30,030 | 0 | 0 | ||
| GREAT LAKES DREDGE & DOCK CO | COM | 390607109 | 1,202 | 261,267 | SH | SOLE | 261,267 | 0 | 0 | ||
| GROUPON INC | COM | 399473107 | 499 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 2,835 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| H & E EQUIPMENT SERVICES INC | COM | 404030108 | 577 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| INVACARE CORP | COM | 461203101 | 2,297 | 132,000 | SH | SOLE | 132,000 | 0 | 0 | ||
| KOPPERS HOLDINGS INC | COM | 50060P106 | 4,028 | 98,000 | SH | SOLE | 98,000 | 0 | 0 | ||
| LIMELIGHT NETWORKS INC | COM | 53261M104 | 2,980 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| LIQUIDITY SERVICES INC | COM | 53635B107 | 520 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| MILACRON HLDGS CORP | COM | 59870L106 | 1,310 | 65,063 | SH | SOLE | 65,063 | 0 | 0 | ||
| NEWELL BRANDS INC | COM | 651229106 | 2,472 | 97,000 | SH | SOLE | 97,000 | 0 | 0 | ||
| OIL DRI CORP AMER | COM | 677864100 | 4,296 | 106,900 | SH | SOLE | 106,900 | 0 | 0 | ||
| ORION ENGINEERED CARBONS S A | COM | L72967109 | 6,504 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| POWELL INDS INC | COM | 739128106 | 2,080 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 2,161 | 42,500 | SH | SOLE | 42,500 | 0 | 0 | ||
| SHOTSPOTTER INC | COM | 82536T107 | 742 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 3,630 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| SUPERIOR INDS INTL INC | COM | 868168105 | 2,181 | 164,000 | SH | SOLE | 164,000 | 0 | 0 | ||
| VISHAY PRECISION GROUP INC | COM | 92835K103 | 6,199 | 199,001 | SH | SOLE | 199,001 | 0 | 0 | ||