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
AARONS INC COM PAR $0.50 002535300 14,067 353,000 SH Put SOLE   353,000 0 0
AMERICAS CAR MART INC COM 03062T105 5,043 112,952 SH   SOLE   112,952 0 0
ASTEC INDS INC COM 046224101 6,020 102,901 SH   SOLE   102,901 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 10,484 178,751 SH   SOLE   178,751 0 0
B & G FOODS INC NEW COM 05508R106 15,266 434,314 SH   SOLE   434,314 0 0
BJS RESTAURANTS INC COM 09180C106 8,524 234,185 SH   SOLE   234,185 0 0
CALAVO GROWERS INC COM 128246105 9,360 110,905 SH   SOLE   110,905 0 0
CARLISLE COS INC COM 142339100 9,981 87,824 SH   SOLE   87,824 0 0
CAVCO INDS INC DEL COM 149568107 2,729 17,886 SH   SOLE   17,886 0 0
CHART INDS INC COM PAR $0.01 16115Q308 11,452 244,395 SH   SOLE   244,395 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 1,288 79,797 SH   SOLE   79,797 0 0
CHICOS FAS INC COM 168615102 6,437 729,783 SH   SOLE   729,783 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 6,438 228,694 SH   SOLE   228,694 0 0
DYCOM INDS INC COM 267475101 12,667 113,674 SH   SOLE   113,674 0 0
ELDORADO RESORTS INC COM 28470R102 3,426 103,356 SH   SOLE   103,356 0 0
FORTERRA INC COM 34960W106 2,685 241,932 SH   SOLE   241,932 0 0
FOUNDATION BLDG MATLS INC COM 350392106 2,442 165,103 SH   SOLE   165,103 0 0
FULLER H B CO COM 359694106 7,798 144,750 SH   SOLE   144,750 0 0
GMS INC COM 36251C103 6,089 161,782 SH   SOLE   161,782 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 4,320 60,869 SH   SOLE   60,869 0 0
GROUPON INC COM 399473107 6,806 1,334,419 SH   SOLE   1,334,419 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 3,150 77,491 SH   SOLE   77,491 0 0
HERC HLDGS INC COM 42704L104 21,304 340,264 SH   SOLE   340,264 0 0
HOUSTON WIRE & CABLE CO COM 44244K109 167 23,133 SH   SOLE   23,133 0 0
INSTALLED BLDG PRODS INC COM 45780R101 2,721 35,823 SH   SOLE   35,823 0 0
INTREPID POTASH INC COM 46121Y102 470 98,700 SH   SOLE   98,700 0 0
KEANE GROUP INC COM 48669A108 2,919 153,535 SH   SOLE   153,535 0 0
KEYW HLDG CORP COM 493723100 4,533 772,159 SH   SOLE   772,159 0 0
KORN FERRY INTL COM NEW 500643200 5,349 129,272 SH   SOLE   129,272 0 0
LCI INDS COM 50189K103 14,208 109,293 SH   SOLE   109,293 0 0
LEGGETT & PLATT INC COM 524660107 425 8,898 SH   SOLE   8,898 0 0
MARTEN TRANS LTD COM 573075108 12,808 630,914 SH   SOLE   630,914 0 0
MASTEC INC COM 576323109 10,996 224,634 SH   SOLE   224,634 0 0
MCGRATH RENTCORP COM 580589109 2,117 45,070 SH   SOLE   45,070 0 0
MOBILE MINI INC COM 60740F105 2,759 79,968 SH   SOLE   79,968 0 0
MTS SYS CORP COM 553777103 5,479 102,039 SH   SOLE   102,039 0 0
MUELLER WTR PRODS INC COM SER A 624758108 7,246 578,314 SH   SOLE   578,314 0 0
NEW YORK & CO INC COM 649295102 171 59,705 SH   SOLE   59,705 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 14,507 887,302 SH   SOLE   887,302 0 0
OCLARO INC COM NEW 67555N206 4,841 718,283 SH   SOLE   718,283 0 0
OLYMPIC STEEL INC COM 68162K106 545 25,376 SH   SOLE   25,376 0 0
OSI SYSTEMS INC COM 671044105 15,607 242,418 SH   SOLE   242,418 0 0
OWENS CORNING NEW COM 690742101 2,895 31,484 SH   SOLE   31,484 0 0
PATTERSON UTI ENERGY INC COM 703481101 14,186 616,494 SH   SOLE   616,494 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 4,440 78,718 SH   SOLE   78,718 0 0
RENT A CTR INC NEW COM 76009N100 6,148 553,879 SH   SOLE   553,879 0 0
SLEEP NUMBER CORP COM 83125X103 15,629 415,769 SH   SOLE   415,769 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 4,502 244,031 SH   SOLE   244,031 0 0
STEEL DYNAMICS INC COM 858119100 36,928 856,207 SH   SOLE   856,207 0 0
SUNCOR ENERGY INC NEW COM 867224107 9,830 267,711 SH   SOLE   267,711 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 3,611 374,986 SH   SOLE   374,986 0 0
TAILORED BRANDS INC COM 87403A107 9,633 441,259 SH   SOLE   441,259 0 0
TEXTRON INC COM 883203101 9,353 165,283 SH   SOLE   165,283 0 0
TOPBUILD CORP COM 89055F103 2,957 39,044 SH   SOLE   39,044 0 0
TTM TECHNOLOGIES INC COM 87305R109 8,914 568,857 SH   SOLE   568,857 0 0
TUESDAY MORNING CORP COM NEW 899035505 539 196,041 SH   SOLE   196,041 0 0
TUTOR PERINI CORP COM 901109108 5,665 223,463 SH   SOLE   223,463 0 0
U S G CORP COM NEW 903293405 8,715 226,015 SH   SOLE   226,015 0 0
UNITED RENTALS INC COM 911363109 12,879 74,919 SH   SOLE   74,919 0 0
VERIFONE SYS INC COM 92342Y109 10,970 619,407 SH   SOLE   619,407 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 8,049 344,997 SH   SOLE   344,997 0 0
WERNER ENTERPRISES INC COM 950755108 8,304 214,862 SH   SOLE   214,862 0 0
WINGSTOP INC COM 974155103 5,371 137,782 SH   SOLE   137,782 0 0
WINNEBAGO INDS INC COM 974637100 4,230 76,088 SH   SOLE   76,088 0 0
WPX ENERGY INC COM 98212B103 2,940 208,933 SH   SOLE   208,933 0 0
XPO LOGISTICS INC COM 983793100 17,560 191,723 SH   SOLE   191,723 0 0