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
AMERICAS CAR MART INC COM 03062T105 15,164 166,013 SH   SOLE   166,013 0 0
CAREER EDUCATION CORP COM 141665109 23,919 1,447,860 SH   SOLE   1,447,860 0 0
CHUYS HLDGS INC COM 171604101 7,283 319,849 SH   SOLE   319,849 0 0
COMMVAULT SYSTEMS INC COM 204166102 6,474 100,000 SH Call SOLE   100,000 0 0
CRYOLIFE INC COM 228903100 2,227 76,358 SH   SOLE   76,358 0 0
CUBIC CORP COM 229669106 9,882 175,708 SH   SOLE   175,708 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 2,852 166,703 SH   SOLE   166,703 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 4,334 172,587 SH   SOLE   172,587 0 0
HARSCO CORP COM 415864107 14,473 717,908 SH   SOLE   717,908 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 570 128,155 SH   SOLE   128,155 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 131,336 857,900 SH Put SOLE   857,900 0 0
K12 INC COM 48273U102 6,751 197,797 SH   SOLE   197,797 0 0
KIRBY CORP COM 497266106 8,132 108,263 SH   SOLE   108,263 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 2,557 78,252 SH   SOLE   78,252 0 0
LYON WILLIAM HOMES CL A NEW 552074700 9,890 643,432 SH   SOLE   643,432 0 0
MAJESCO COM 56068V102 154 21,785 SH   SOLE   21,785 0 0
MARTIN MARIETTA MATLS INC COM 573284106 9,458 47,012 SH   SOLE   47,012 0 0
MASIMO CORP COM 574795100 15,178 109,763 SH   SOLE   109,763 0 0
MASTEC INC COM 576323109 35,800 744,288 SH   SOLE   744,288 0 0
MASTEC INC COM 576323109 9,620 200,000 SH Put SOLE   200,000 0 0
MCGRATH RENTCORP COM 580589109 13,032 230,366 SH   SOLE   230,366 0 0
MERIT MED SYS INC COM 589889104 17,371 280,945 SH   SOLE   280,945 0 0
MOBILE MINI INC COM 60740F105 17,977 529,684 SH   SOLE   529,684 0 0
MOTORCAR PTS AMER INC COM 620071100 9,573 507,311 SH   SOLE   507,311 0 0
MYRIAD GENETICS INC COM 62855J104 20,058 604,159 SH   SOLE   604,159 0 0
MYRIAD GENETICS INC COM 62855J104 11,620 350,000 SH Put SOLE   350,000 0 0
NORTHWEST PIPE CO COM 667746101 1,199 49,958 SH   SOLE   49,958 0 0
OSI SYSTEMS INC COM 671044105 4,030 46,007 SH   SOLE   46,007 0 0
PENN NATL GAMING INC COM 707569109 17,188 855,142 SH   SOLE   855,142 0 0
PLANTRONICS INC NEW COM 727493108 15,675 339,952 SH   SOLE   339,952 0 0
PLANTRONICS INC NEW COM 727493108 9,222 200,000 SH Put SOLE   200,000 0 0
PLURALSIGHT INC COM CL A 72941B106 11,449 360,701 SH   SOLE   360,701 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 6,422 125,089 SH   SOLE   125,089 0 0
STRATEGIC ED INC COM 86272C103 6,785 51,675 SH   SOLE   51,675 0 0
SUN CMNTYS INC COM 866674104 2,922 24,654 SH   SOLE   24,654 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 19,355 81,663 SH   SOLE   81,663 0 0
TETRA TECH INC NEW COM 88162G103 3,468 58,195 SH   SOLE   58,195 0 0
TUTOR PERINI CORP COM 901109108 9,297 543,028 SH   SOLE   543,028 0 0
U S SILICA HLDGS INC COM 90346E103 6,426 370,158 SH   SOLE   370,158 0 0
UNIVERSAL ELECTRS INC COM 913483103 4,988 134,265 SH   SOLE   134,265 0 0
UNIVERSAL FST PRODS INC COM 913543104 2,321 77,636 SH   SOLE   77,636 0 0
VAREX IMAGING CORP COM 92214X106 21,222 626,382 SH   SOLE   626,382 0 0
VAREX IMAGING CORP COM 92214X106 203 6,000 SH Put SOLE   6,000 0 0
XCEL BRANDS INC COM NEW 98400M101 43 25,000 SH   SOLE   25,000 0 0