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 |
| A10 NETWORKS INC | COM | 002121101 | 1,105 | 114,994 | SH | SOLE | 114,994 | 0 | 0 | ||
| AVID TECHNOLOGY INC | COM | 05367P100 | 12,138 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| CME GROUP INC | COM | 12572Q105 | 3,063 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| COOPER STD HLDGS INC | COM | 21676P103 | 5,085 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| COMMVAULT SYSTEMS INC | COM | 204166102 | 6,773 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 5,886 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| DIGI INTL INC | COM | 253798102 | 3,212 | 169,143 | SH | SOLE | 169,143 | 0 | 0 | ||
| DELUXE CORP | COM | 248019101 | 5,874 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| ENVIVA PARTNERS LP | COM UNIT | 29414J107 | 14,402 | 298,000 | SH | SOLE | 298,000 | 0 | 0 | ||
| GREEN PLAINS PARTNERS LP | COM REP PTR IN | 393221106 | 3,696 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| GOPRO INC | CL A | 38268T103 | 1,164 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 1,054 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| HYSTER YALE MATLS HANDLING I | CL A | 449172105 | 6,970 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| ICU MED INC | COM | 44930G107 | 4,520 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| LEE ENTERPRISES INC | COM | 523768406 | 4,110 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 1,660 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
| PATRICK INDS INC | COM | 703343103 | 10,455 | 123,000 | SH | SOLE | 123,000 | 0 | 0 | ||
| PACTIV EVERGREEN INC | COM | 69526K105 | 3,916 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
| SONIC AUTOMOTIVE INC | CL A | 83545G102 | 12,888 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| SEABOARD CORP DEL | COM | 811543107 | 1,476 | 400 | SH | SOLE | 400 | 0 | 0 | ||
| SHAKE SHACK INC | CL A | 819047101 | 2,819 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 5,409 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| VALVOLINE INC | COM | 92047W101 | 2,555 | 98,000 | SH | SOLE | 98,000 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 11,249 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||