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
Expires: July 31, 2015
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
MYRG COM 55405W104 48,120,540 265,200 SH SOLE 265,200 0 0
SITE COM 82982L103 30,235,000 250,000 SH SOLE 250,000 0 0
RRX COM 758750103 39,864,000 275,000 SH SOLE 275,000 0 0
JBTM COM 477839104 42,156,662 350,546 SH SOLE 350,546 0 0
WMS COM 00790R104 39,626,700 345,000 SH SOLE 345,000 0 0
DY COM 267475101 54,914,433 224,700 SH SOLE 224,700 0 0
DXPE COM 233377407 6,626,340 75,600 SH SOLE 75,600 0 0
GVA COM 387328107 50,962,950 545,000 SH SOLE 545,000 0 0
MTZ COM 576323109 21,303,750 125,000 SH SOLE 125,000 0 0
ENS COM 29275Y102 50,117,469 584,324 SH SOLE 584,324 0 0
AIN COM 012348108 41,026,050 585,000 SH SOLE 585,000 0 0
MTRN COM 576690101 41,653,376 524,800 SH SOLE 524,800 0 0
ATS COM 00217Y104 58,856,728 1,846,196 SH SOLE 1,846,196 0 0
CLFD COM 18482P103 27,139,932 625,200 SH SOLE 625,200 0 0
CTRI COM 155923105 45,598,080 2,032,000 SH SOLE 2,032,000 0 0
ATRO COM 046433108 68,968,800 2,060,000 SH SOLE 2,060,000 0 0
MRC COM 55345K103 31,080,570 2,267,000 SH SOLE 2,267,000 0 0
MTRX COM 576853105 14,686,721 1,087,100 SH SOLE 1,087,100 0 0
MIR COM 60471A101 28,785,610 1,337,000 SH SOLE 1,337,000 0 0
NPKI COM 651718504 10,440,136 1,226,808 SH SOLE 1,226,808 0 0
CTOS COM 23204X103 9,262,500 1,875,000 SH SOLE 1,875,000 0 0