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 |
| ADTRAN INC | COM | 00738A106 | 3,507 | 169,857 | SH | SOLE | 169,857 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 4,270 | 24,800 | SH | SOLE | 24,800 | 0 | 0 | ||
| ARMSTRONG FLOORING INC | COM | 04238R106 | 3,435 | 555,000 | SH | SOLE | 555,000 | 0 | 0 | ||
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 2,574 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 8,976 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| AZZ INC | COM | 002474104 | 932 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| BABCOCK & WILCOX ENTERPRISES | COM | 05614L209 | 1,403 | 178,100 | SH | SOLE | 178,100 | 0 | 0 | ||
| BLUE APRON HLDGS INC | CL A NEW | 09523Q200 | 1,712 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| BLUE BIRD CORP | COM | 095306106 | 3,481 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| CABOT CORP | COM | 127055101 | 4,042 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 4,414 | 85,800 | SH | SOLE | 85,800 | 0 | 0 | ||
| COMPASS MINERALS INTL INC | COM | 20451N101 | 3,413 | 57,600 | SH | SOLE | 57,600 | 0 | 0 | ||
| CTS CORP | COM | 126501105 | 3,356 | 90,300 | SH | SOLE | 90,300 | 0 | 0 | ||
| ENPRO INDS INC | COM | 29355X107 | 3,303 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| FORD MTR CO DEL | COM | 345370860 | 7,059 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| GREAT LAKES DREDGE & DOCK CO | COM | 390607109 | 6,137 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| HARVARD BIOSCIENCE INC | COM | 416906105 | 9,163 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| INTL GNRL INSURANCE HLDNGS L | SHS | G4809J106 | 1,641 | 176,500 | SH | SOLE | 176,500 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 4,587 | 20,000 | SH | Put | SOLE | 20,000 | 0 | 0 | |
| KULICKE & SOFFA INDS INC | COM | 501242101 | 2,448 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| MRC GLOBAL INC | COM | 55345K103 | 4,512 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
| ORION ENGINEERED CARBONS S A | COM | L72967109 | 4,462 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| POWERFLEET INC | COM | 73931J109 | 1,944 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| SCHWEITZER-MAUDUIT INTL INC | COM | 808541106 | 2,362 | 58,500 | SH | SOLE | 58,500 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 3,911 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
| SECUREWORKS CORP | CL A | 81374A105 | 834 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | 5,158 | 148,000 | SH | SOLE | 148,000 | 0 | 0 | ||
| THERMON GROUP HLDGS INC | COM | 88362T103 | 3,186 | 187,000 | SH | SOLE | 187,000 | 0 | 0 | ||
| TILE SHOP HLDGS INC | COM | 88677Q109 | 4,797 | 596,000 | SH | SOLE | 596,000 | 0 | 0 | ||
| TUFIN SOFTWARE TECHNOLOGIE | SHS | M8893U102 | 6,019 | 660,000 | SH | SOLE | 660,000 | 0 | 0 | ||
| UNISYS CORP | COM NEW | 909214306 | 9,175 | 362,500 | SH | SOLE | 362,500 | 0 | 0 | ||
| VALMONT INDS INC | COM | 920253101 | 4,131 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| VISHAY PRECISION GROUP INC | COM | 92835K103 | 9,054 | 266,000 | SH | SOLE | 266,000 | 0 | 0 | ||
| XPERI HOLDING CORP | COM | 98390M103 | 5,004 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||