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
LFUS COM 537008104 56,916,250 125,000 SH SOLE 125,000 0 0
EXP COM 26969P108 49,500,000 220,000 SH SOLE 220,000 0 0
SITE COM 82982L103 37,755,300 330,000 SH SOLE 330,000 0 0
WMS COM 00790R104 61,214,400 390,000 SH SOLE 390,000 0 0
MTRN COM 576690101 40,147,650 135,000 SH SOLE 135,000 0 0
BWA COM 099724106 39,840,000 600,000 SH SOLE 600,000 0 0
CNM COM 21874C102 52,592,500 1,090,000 SH SOLE 1,090,000 0 0
ASTE COM 046224101 42,237,988 690,276 SH SOLE 690,276 0 0
ST COM G8060N102 28,644,000 600,000 SH SOLE 600,000 0 0
HLIO COM 42328H109 60,779,250 681,000 SH SOLE 681,000 0 0
AERO-SWX COM H55555108 28,460,408 1,082,500 SH SOLE 1,082,500 0 0
CLFD COM 18482P103 32,237,858 810,200 SH SOLE 810,200 0 0
ATS COM 00217Y104 43,170,000 1,500,000 SH SOLE 1,500,000 0 0
GTX COM 366505105 54,345,000 1,500,000 SH SOLE 1,500,000 0 0
EQPT COM 29445S100 20,934,558 1,064,830 SH SOLE 1,064,830 0 0
JHX COM G4253H101 54,978,000 2,100,000 SH SOLE 2,100,000 0 0
DNOW COM 67011P100 38,910,000 3,000,000 SH SOLE 3,000,000 0 0
MBC COM 57638P104 38,073,000 3,700,000 SH SOLE 3,700,000 0 0
MEI COM 591520200 16,646,175 877,500 SH SOLE 877,500 0 0
SHLS COM 82489W107 22,324,500 2,255,000 SH SOLE 2,255,000 0 0
SWIM COM 51819L107 36,620,200 5,660,000 SH SOLE 5,660,000 0 0