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
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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
American Tower Corp CL A 03027X100 28,215,825 172,500 SH SOLE 172,500 0 0
Antero Resources Corp COM 03674X106 13,177,500 375,000 SH SOLE 375,000 0 0
Aptiv PLC COM G3265R107 9,207,000 150,000 SH SOLE 150,000 0 0
Belden Inc COM 077454106 20,957,390 174,776 SH SOLE 174,776 0 0
CECO Environmental Corp COM 125141101 56,578,840 623,527 SH SOLE 623,527 0 0
Devon Energy Corp COM 25179M103 20,660,000 500,000 SH SOLE 500,000 0 0
Forum Energy Technologies Inc COM 34984V209 10,691,958 212,860 SH SOLE 212,860 0 0
Manitowoc Co Inc/The COM 563571405 20,559,172 1,480,142 SH SOLE 1,480,142 0 0
Methode Electronics Inc COM 591520200 16,423,619 865,768 SH SOLE 865,768 0 0
Mistras Group Inc COM 60649T107 19,640,385 1,124,235 SH SOLE 1,124,235 0 0
Quanex Building Products Corp COM 747619104 20,102,208 1,079,603 SH SOLE 1,079,603 0 0
Range Resources Corp COM 75281A109 11,970,792 321,882 SH SOLE 321,882 0 0
Ranger Energy Services Inc COM 75282U104 33,322,574 2,081,360 SH SOLE 2,081,360 0 0
RPC Inc COM 749660106 6,450,650 1,106,458 SH SOLE 1,106,458 0 0
Team Inc COM 878155308 1,296,035 75,002 SH SOLE 75,002 0 0
TrueBlue Inc COM 89785X101 8,962,298 1,285,839 SH SOLE 1,285,839 0 0
Unisys Corp COM 909214306 12,365,361 3,378,514 SH SOLE 3,378,514 0 0