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
AIR TRANSPORT SERVICES GRP I COM 00922R105 7,797 341,840 SH   SOLE   341,840 0 0
AMERICAS CAR MART INC COM 03062T105 14,383 198,530 SH   SOLE   198,530 0 0
ARCHROCK INC COM 03957W106 4,844 646,725 SH   SOLE   646,725 0 0
CAREER EDUCATION CORP COM 141665109 12,005 1,051,202 SH   SOLE   1,051,202 0 0
COHERENT INC COM 192479103 920 8,706 SH   SOLE   8,706 0 0
COOPER TIRE & RUBR CO COM 216831107 16,924 523,473 SH   SOLE   523,473 0 0
DYCOM INDS INC COM 267475101 11,588 214,425 SH   SOLE   214,425 0 0
ELDORADO RESORTS INC COM 28470R102 22,865 631,446 SH   SOLE   631,446 0 0
ENERSYS COM 29275Y102 5,193 66,906 SH   SOLE   66,906 0 0
EVERI HLDGS INC COM 30034T103 7,249 1,407,617 SH   SOLE   1,407,617 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 10,262 1,068,961 SH   SOLE   1,068,961 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 5,334 261,219 SH   SOLE   261,219 0 0
HARSCO CORP COM 415864107 30,609 1,541,239 SH   SOLE   1,541,239 0 0
HERSHA HOSPITALITY TR PR SHS BEN INT 427825500 4,756 271,134 SH   SOLE   271,134 0 0
HOUSTON WIRE & CABLE CO COM 44244K109 232 45,810 SH   SOLE   45,810 0 0
HOWARD HUGHES CORP COM 44267D107 766 7,848 SH   SOLE   7,848 0 0
ITRON INC COM 465741106 965 20,399 SH   SOLE   20,399 0 0
KEYW HLDG CORP COM 493723100 6,916 1,033,810 SH   SOLE   1,033,810 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 236 17,352 SH   SOLE   17,352 0 0
KNOLL INC COM NEW 498904200 579 35,161 SH   SOLE   35,161 0 0
MARTEN TRANS LTD COM 573075108 476 29,382 SH   SOLE   29,382 0 0
MASTEC INC COM 576323109 34,956 861,828 SH   SOLE   861,828 0 0
MASTEC INC COM 576323109 20,280 500,000 SH Put SOLE   500,000 0 0
MCGRATH RENTCORP COM 580589109 8,155 158,406 SH   SOLE   158,406 0 0
MEDTRONIC PLC SHS G5960L103 3,752 41,248 SH   SOLE   41,248 0 0
MERITOR INC COM 59001K100 997 58,967 SH   SOLE   58,967 0 0
MOBILE MINI INC COM 60740F105 7,659 241,241 SH   SOLE   241,241 0 0
MOTORCAR PTS AMER INC COM 620071100 8,469 508,966 SH   SOLE   508,966 0 0
MURPHY USA INC COM 626755102 9,514 124,134 SH   SOLE   124,134 0 0
NIKE INC CL B 654106103 5,034 67,896 SH   SOLE   67,896 0 0
NOODLES & CO COM CL A 65540B105 7,204 1,030,686 SH   SOLE   1,030,686 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 11,323 184,622 SH   SOLE   184,622 0 0
NUVASIVE INC COM 670704105 11,153 225,041 SH   SOLE   225,041 0 0
OWENS CORNING NEW COM 690742101 315 7,159 SH   SOLE   7,159 0 0
SKYWEST INC COM 830879102 924 20,773 SH   SOLE   20,773 0 0
SUN CMNTYS INC COM 866674104 9,606 94,445 SH   SOLE   94,445 0 0
TAILORED BRANDS INC COM 87403A107 12,964 950,452 SH   SOLE   950,452 0 0
TEXTRON INC COM 883203101 1,146 24,918 SH   SOLE   24,918 0 0
TUESDAY MORNING CORP COM NEW 899035505 68 40,139 SH   SOLE   40,139 0 0
VIASAT INC COM 92552V100 15,827 268,478 SH   SOLE   268,478 0 0