The First U.S. Tank Victory Over the Axis:
The Battle of Baliuag & Doctrinal Lessons for the 21st Century
PDF Version
1st Lt. Brendan H.J. Donnelly, USAF & 2nd Lt Grant T. Willis, USAF | Apr 30 th 2022
A Victory Amongst Months of Defeat
Many engagements
throughout American military history are unknown or undervalued to students of
the profession of arms. Blockbuster
struggles like Normandy and Midway often overshadow other contests that can
offer considerable lessons to the joint force today.
In the early days of
the Pacific War, the Allied efforts were characterized by defeats. The fall of Malaya and Singapore, Hong Kong,
The Dutch East Indies, the surprise attack against the US Pacific Fleet at
Pearl Harbor, and the loss of the Philippines often overshadow victories
against Imperial Japan’s Centrifugal Offensive across the Pacific. When one thinks of the nature of the Pacific
War, we picture a naval struggle, supplemented by massive waves of amphibious
assault craft landing Marines and Army troops onto a fanatically defended
beachhead. The tank is often an
afterthought in our minds when it comes to battles in tropical jungles or
remote islands, but they were used in great numbers by both the Allies and the
Axis in the Pacific theatre. In this piece,
we will explore a little-known engagement that takes place in America’s opening
rounds with the Japanese Empire. Our
story takes us to the battle for the Philippines in which American tank crews
battled Japanese tanks at a small Filipino town called Baliuag.
Origins of Battle
On December 8th, 1941,
across the international date line, General Douglas MacArthur and his staff
were notified of the Japanese attack on America’s Pacific Fleet at Pearl
Harbor. Over 7,000 miles west, the
American Commonwealth of the Philippines was home to the largest concentration
of American military forces outside the continental United States. Preceded by a devastating air attack,
destroying the majority of the FEAF (U.S. Far East Air Forces), the Japanese
14th Army under the command of General Masaharu Homma began landing units at
Lingayen Gulf, Luzon.[1] After a failure of American and Filipino
forces to defeat Homma at the water’s edge, General MacArthur, the commander of
USAFFE (United States Army Forces Far East), authorized the implementation of
WPO-3 (War Plan Orange-3), requiring Gen. Jonathan Wainwright’s North Luzon
Force (NLF) to conduct critical delaying
actions for all forces, especially Brig. Gen. Albert Jones’ corps-sized South
Luzon Force (SLF) south of Manila, to safely withdraw into the Bataan
Peninsula. If Bataan and the island of
Corregidor (nicknamed the Rock or the American Gibraltar) at the
mouth of Manila Bay could be held, the Americans could deny the Japanese access
to Manila Bay and hold until relieved by reinforcements from America. At least that was the idea. The battle to hold the door open for the
Bataan garrison would prove to be a pivotal display of American willingness to
fight ferociously and demonstrate one of the great rear-guard actions in the
history of armed conflict.
The Battle of Baliuag
By
New Year’s Eve 1941, the situation for USAFFE was dire. General Tsuchibashi’s
48th Division moved south on Route 5 toward the town of Plaridel
which sat along the main intersection between Routes 5 and 3. Route 3 was a pivotal axis of retreat for the
South Luzon Force moving from the areas around Manila to Bataan. Tsuchibashi’s
force, spearheaded by Colonel Seinosuke Sonoda’s 7th Tank Regiment and a company of
engineers threatened Route 3 and could reach the crucial Calumpit
Bridge that sat across the Pampanga River.[2] The Pampanga and its bridge were the only
point at which the South Luzon Force could continue its withdrawal towards
Bataan.
The Filipino 21st
and 11th Divisions defended the approaches to the crossroad town of
San Fernando under threat from the Kanno Detachment
at Tarlac, which would be able to lead SLF to Route 1 and safety.[3] Elements of the Filipino 71st and
91st Divisions held in defensive positions near Baliuag, however
General Wainwright knew from the lack of training and prior performance of these
Philippine Army Divisions that they were not effectively holding their ground
against the combat hardened veterans of Homma’s 14th Army.[4]
Seeing the threat of a
breakthrough by Sonoda’s tanks, Wainwright ordered
two platoons of tanks from Weaver’s Provisional Tank Group forward to hold the
line and pause the Japanese advance. The
two platoons of U.S. light tanks were federalized Ohio National Guardsmen of C
Company, 192nd Tank Battalion under the command of Lt William Gentry. Their M3 “Stuarts” were supported by a group
of six self-propelled guns, American halftracks with 75mm gun mounts.[5] This armored force was tasked with stopping Sonoda and holding the roads to Bataan open for the SLF to live
and fight another day.
On the 29th of December 1941, C Company moved up Route
5 to Baliuag and bivouacked south of the town where they attempted to receive
their first full night’s rest of the war. Their rest was interrupted when
the company’s radio operator awakened the company commander, Capt. Harold Collins
with a sobering message, “Hold at all costs”. Collins gathered the
company’s leadership together to assign leadership responsibility down to the
lowest level in the event of casualties and stated, “We are going to stay here
until we get orders to pull out. It says, ‘Hold at all costs’ and we’re gonna stay here until we get orders to pull back”.
The serious nature of the order made the situation clear enough, command was
desperate to hold off the Japanese and this Tank company was tasked to hold their
position or die trying. In the early morning hours of 30 December, the
recon troop, led by Capt. John Morley, moved through the town to scout the
area, and located a single narrow gauge railroad bridge left intact across the
Angat river. Planking was required for the Japanese to move heavy
equipment across, and it is unknown if the Americans left this single crossing
point open to draw in Sonada’s force down a
predictable axis to the town. If this was the case, then it would be one
of the most adept tactical moves made by the Americans in the campaign.
Lieutenant Gentry positioned his units on the 30th of December with 5 of his
tanks dug in underneath nipa huts, which stood 10 feet above the ground on
bamboo stilts, roughly 1,000 yards south of the bridge. The tanks were
then camouflaged with brush, branches, and bamboo. This hidden position
was well constructed due to the Japanese Infantry and Sappers who crossed the
river that evening not noticing the American light tanks when they set camp
south of Baliuag. 2Lt Kennady’s platoon of 5
tanks were similarly positioned and camouflage on the other side of the town
with Capt. Collins’ headquarters track blocking the southernmost access road to
the town. 2Lt Preston’s platoon was sent further south of town with a map
procured from a local gas station to locate unblown and unblocked bridges and
fords and to cross, if possible, back behind the Japanese to attack them from
the rear. Preston and his tanks would never make it back to the battle
because he got lost on this adventure. Preston’s mission was an odd one
because the Recon platoon’s halftracks would have been better suited for this
objective rather than the precious tanks that could have been utilized within
the rear-guard counterattack against Sonada.[6]
On the morning of 31 December, the
Japanese infantry continued to cross the bridge into Baliuag with Gentry and
his men watching every move. The Filipino 71st Artillery’s fifteen 75mm
artillery pieces alongside the 6 self-propelled guns began to shell the
Japanese. Sonada’s vanguard then dug themselves
in around the bridge and town, waiting for their tanks to cross and provide
further support. The Filipino infantry holding portions of the barrio
began to fall back without orders by mid-afternoon with the Japanese hot on
their tail. The Japanese then established an observation post in the
balcony of a church steeple. As the Japanese poured into town, the
American armored ambush was set, and Gentry’s tanks were ready for a
fight. Just before Gentry was to spring the ambush, Maj. John Morley
drove up to the side of Gentry’s camouflage tank. Unaware of what was
about to take place, the two officers were attempting to gather a situation
report from Gentry. Agitated and aware that the Japanese OP was watching
them, he told the captains, in a frustrated fashion that needs no examination,
to leave quickly and quietly.[7]
Once Morely cleared the town, Gentry sent the
prearranged signal of the start of the ambush to Kennady
and the Filipino artillery. Gentry’s five Stuart light tanks burst from
their covered positions underneath the nipa hut, racing north towards the
Japanese artillery park. The Stuarts opened fire on two Japanese Type 89
Bs which immediately burst into flames. The armor on the Type 89Bs were
no match for a 37mm gun and was no match to outmaneuver or outshoot their
American counterparts. The Type 89s possessed a 57mm gun which only fired
high-explosive ammunition rather than any type of armor-piercing rounds.
The Japanese infantry inside Baliuag also failed to possess any anti-tank
weapons as their small arms bounced harmlessly off the American tanks.
The stage was set for a disaster for “His Imperial Majesty’s” 7th Tank Regiment.[8]
The M3 tanks knocked out all the
Japanese guns in the artillery park without firing a single 37mm round by
running them over and destroying them as they rumbled toward the center of
town. For the first time in the war, the American tankers were setting
the momentum and pace of battle. The roughly 500 Japanese infantry and
tanks fled back into the town just as Lt Kennady’s
platoon sprung their ambush, hitting the Japanese in the side as they were
driven back to the river. The Japanese and American tanks chased each
other up and down the streets of Baliuag with the US coaxial machine guns
raking the area, killing exposed infantry who had no defense against the M3s
other than what they could hide behind. The American tank crews had
exposed the lack of Japanese anti-armor experience and doctrinal training as
they out maneuvered their Japanese counterparts. The Type 89 B crews
could not hand-crank their turrets fast enough or provide rapid effective fire
fast enough to defeat the Americans. The battling tanks laid waste to the
barrio, rumbling through huts, setting them on fire, and knocking down buildings.
After the Japanese tanks were destroyed, Gentry and Kennady
turned to the infantry with their machine guns, slaughtering most of them and
driving the rest back to the bridge. The 192nd Battalion HQ tuned into
Gentry’s frequency, listening with excitement as the battle unfolded and
interjecting encouragement and praise just as if they were listening to the
Army-Navy game![9]
C Company ran out of ammunition by 6:30pm and withdrew
from the destroyed town back to their original bivouac position. Gentry
had enough time to inspect a destroyed Type 89 B for intelligence and then
backed his tanks out of town. The Japanese reentered the town after the
Filipino artillery screen lifted around 10pm that evening and followed the
retreating Americans at a hesitant distance. C Company’s only casualty
from the melee was a sprained ankle suffered by a tanker who fell off his tank
in his own excitement to tell a buddy about what they had just
accomplished. Gentry and his men were credited with 8 tanks destroyed and
several hundred Japanese killed in the rear-guard ambush at Baliuag.[10]
The success of C Company, 192d Tank Battalion stalled
the Imperial 7th Tank Regiment, keeping the door open for the SLF to pull all
available units back across the Calumpit Bridge and
into Bataan.[11] Without the SLF
being able to escape, the Bataan defense could not have successfully repelled
the Japanese offensive against I and II Corps for 5 months. By 0600, New
Year’s Day, the bridge at Calumpit was blown and by
January 7, 1942, the Bataan initial defense line was set and ready for action.[12]
The action at Baliuag
was a historic moment in the history of American armored warfare and of armor
in the Pacific. Looking forward, as the
21st century enters its 20s and 30s, we must not discard the tank
(whether light-wheeled or heavy-tracked) as a relic of the 20th century
but promote its development to meet our current needs for defense in the
Western Pacific tomorrow. Battles like
Baliuag show our joint force today that although the tank has been seen as an
open country vehicle, it can play a significant role in island warfare. Learning to properly execute holding and rear-guard
actions with highly mobile mechanized forces may prove to be a necessary skill
to slow the advance of an enemy amphibious force.
Lessons for the Joint Force in the 21st Century
The day of the
tank is not over. The advancement of
armored vehicles and their use on the modern battlefield as instruments of
ground power will continue to field a decisive impact on engagements between
state and non-state actors for the foreseeable future. Recent combat between Ukraine and Russia has
demonstrated that the era of armored warfare is simply expanding beyond the
preconceived doctrines of the past and is continuing to play a significant role
within our ever changing and dynamic multi-domain battle space. Today in the Western Pacific, there is little
direct fire support equipment that can surpass the presence of highly mobile
and destructive armor.
The Taiwanese
Armed Forces current structure includes some 1,200 tanks which illustrates the
plausibility of armor within a fluid island defense plan.[13] The People’s Liberation Army (PLA) may choose
to exercise a forced political change into its free and democratic neighbor to
the east. If Beijing were to execute that
attack, significant consideration will be given to the allocation of firepower
amongst the amphibious and air assault units that would have to spearhead the
assault. Tanks and armored vehicles will
be vital to the successful establishment and breakout of a PLA beachhead. The landing of significant armored forces to
stem an armored counterattack will be difficult to maintain, supply, and
coordinate if significantly pressured by the defender. Taiwan’s terrain may not be the open and
desolate deserts of southern Iraq or the great steps of Ukraine, but the tank
and anti-tank weapon will dominate a Taiwan area of operations if an invasion were
to take place.
Taiwan and the
allies will not only have to deter the PLA from an assault of the main island
of Taiwan itself, but along the entire Allied 1st island chain. Japan’s commitment to Taiwan’s defense has
brought the Japanese into the potential crosshairs of the PLA in any future war
plan consideration made by the Chiefs in Beijing.[14] Tokyo has, once again, become a major
military player in the Pacific, but this time they work for the principles of
free nations and have developed a significant capability in expeditionary light
armored warfare.
The advantage in a PLA attempt to take Taiwan
would lie in the defender. Napoleonic
War veteran and military philosopher Carl von Clausewitz speaks of this
advantage when he states, “If, therefore, we imagine to ourselves a defensive,
such as it should be, we must suppose it with every possible preparation of all
means, with an Army fit for, and inured to, War, with a General who does not
wait for his adversary with anxiety from an embarrassing feeling of uncertainty,
but from his own free choice, with cool presence of mind, with fortresses which
do not dread a siege, and lastly, with a loyal people who fear the enemy as
little as he fears them (Book Six, Ch 5, Pg. 389-390)”.[15]
In the Pacific, Japan
has demonstrated the importance of retaining an armored capability to employ in
island defense and light reaction forces.
The JGSDF (Japanese Ground Self Defense Force) Rapid Deployment Regiments
(RDR) illustrate Tokyo’s understanding that a defense of the first island chain
will involve anti-armor capabilities and high mobility. Although these units are vulnerable to high
end precision strike platforms that the PLA can employ, the structural idea of
amphibious and mobile forces capable of defending island bastions is a
promising step forward to defeat the enemy at the water’s edge, while his
forces are vulnerable and burdened with the frontal assault.[16]
The Allies will
require interoperability between units of the JGSDF and the US Army/Marine
Corps to plan a joint defense of possessions within the 1st island chain such
as the Senkakus, Yonaguni Jima, and Okinawa.
These islands may become prime targets for PLA aggression in a Taiwan
response scenario gone hot. Within the
structure of rapid deployment regiments are light armored companies consisting
of the Type 16 maneuver combat vehicle.
The 8 wheeled armored fighting vehicle looks like a heavy armored car,
but this combat system packs a heavy punch.
The Type 16, at 26 tons, mounts a 105mm L/52 smoothbore gun with a max
speed of 62 mph and a combat range of 250 miles.[17] These
“light tanks” or “assault guns” can provide the infantry companies within these
rapid response units necessary fire support and anti-armor capability that can
make a great difference in counter amphibious operations, allowing for units to
hold in delaying actions until relieved by heavier follow-on forces as a crisis
deepens. The PLA’s light armored
vehicles and self-propelled artillery units that are attached to the amphibious
assault brigades are lightly armored and can be destroyed in mass as they hit
the beach by light, highly mobile, and heavily armed units revolving around
assault guns light the Type 16.
The Japanese 6th
and 8th Divisions along with the 11th and 14th Brigades are currently in the
process of switching to the rapid deployment (RDR) model.[18] The 8th Division stationed on
Kyushu currently possesses such a unit in the form of the 42nd Rapid
Deployment Regiment, which contains Type 16s and other light vehicles with
formations that can be amphibiously deployed, and air dropped from C-2s or U.S.
transport aircraft.[19] This will provide a joint capability with
their American, Australian, British, and Taiwanese allies with an advantage of
advanced rapid deployment in the early days of a crisis and can add to overall
deterrence as units begin to mobilize. The
U.S. Army’s M1128 Stryker Mobile Gun System (MGS) can also complement this
light armor contingent for island defense garrisons and rapid response forces
sent to relieve garrisons if attacked.
With the U.S. Marine Corps’ decision to do away with their heavy armored
components, it will become increasingly necessary to replace this gap with
armored vehicles of similar capability to the Type 16 or M1128.
Allied assault guns,
that’s a term rarely utilized since World War 2, in the Western Pacific can be
a vital asset, required to establish a stable and credible defense of island
positions. The United States Marine
Corps Marine Littoral Regiment (MLR) structure is meant to compensate for the
new reality of amphibious warfare in the 21st Century with a focus
in near-peer anti-shipping and anti- air capability; however, the decision to
discard their heavy armored units may have been too far too fast.[20] There is little on a modern battlefield that
can provide the same direct fire support that a tank can. The M1A2 Abrams main battle tank may have
been too heavy and too difficult to transport and maintain in a rapidly
developing crisis scenario in the Western Pacific, but light and mobile armor
may be the solution to fill this gap.[21] The Marine Corps of World War 2 fought hard
to establish the tank within their landing forces when attempting to break the
Japanese Defense Perimeter. Their light
tank doctrine was developed over hard-fought victories as the amphibious aggressor
at Tarawa, Saipan, and Okinawa. The 1943
USMC official light tank manual of operations can provide a historical look
into the usefulness tanks present to Pacific operations, for example section 6
states, “Tanks for Marine Corps Use. —a. Basis of Choice. — In selecting the
type of tank best fitted for use by the Marine Corps, two very important points
have been considered, i.e., weight and size. Since the greatest use of tanks
anticipated by the Marine Corps will be their employment in landing operations,
the most suitable type is of such size and weight that it can readily be
handled by the ship’s loading and unloading facilities and transported to the
beach by landing craft”.[22]
The burden
placed on the attacker is one of size and weight. The heavy armor possessed by the PLA ground
forces cannot make it to the battlefield unless their lighter amphibious forces
and naval logistics can firmly establish a beachhead and move the fight inland
and away from the water’s edge. If
significant pressure can be applied to these landing forces by destroying the
light armored vehicles that the PLA will deploy before their heavier forces can
be introduced, then the matter can be solved before the Allied light armor can
be negated. Heavy firepower combined
with high mobility and well-prepared defensive positions operating within a
joint war plan to hit the enemy at the water’s edge while simultaneously
eliminating their logistics and echelon forces can and will win the day. Ultimately this conclusion can not only
assist in winning victory in the Pacific today but help deter Beijing
tomorrow.
The Stryker
M1128 MGS or the Type 16 (or U.S. future equivalent) can provide the services
required for these regiments at the company level. Purchasing Type 16s could increase the
interoperability between Japan and the United States with an effective combined
mobile platform for infantry fire support and anti-armor focused on destroying
the initial echelons of Chinese light amphibious assault vehicles. Main battle tanks may not be the primary
solution due to their weight, deploy ability, and maintenance requirements, but
the introduction of a mass producible assault gun may be the answer to
multi-island defense garrisons. Main battle tanks aren’t necessary in this
theatre, but perhaps light anti-armor vehicles that look and smell like tanks
can do the job. Call it what you want,
“assault gun, light armored vehicle, etc.”
Regardless, you will not think you need a tank until you need one.
What was true in
1941 is true 80-plus years later: the light tank has an important role to play
in island defense. The experience of Gentry and his comrades can inform present
decisions regarding force requirements and possible future employment. The U.S.
and our Pacific allies ignore those lessons at our peril.
Author Biographies:
1st Lt
Brendan H.J. Donnelly, USAF
Lieutenant Donnelly is an intelligence officer
currently stationed at Cannon AFB, NM. He has held intelligence operations
supervisor roles at Cannon AFB and JSOAC-Africa. He is a graduate of Bowling
Green State University, with a Bachelor of Arts of Sciences, majoring in
History.
2nd Lt Grant
T. Willis, USAF
Lieutenant Willis is an RPA pilot currently
stationed at Cannon AFB, NM. He is a graduate of the University of Cincinnati
with a Bachelor of Arts and Sciences, majoring in International Affairs, with a
minor in Political Science.
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Morton, Louis. The Fall of the
Philippines. Honolulu, HI: University Press of the Pacific, 2004.
Chun, Clayton K. The Fall of the Philippines:
1941-42. Oxford: Osprey Publ., 2012.
Caldwell, Donald L. Thunder on Bataan: The First American Tank
Battles of World War II. Guilford, CT: Stackpole Books, 2019.
Kolakowski, Christopher L. Last Stand on
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NC: McFarland & Company, Inc., Publishers, 2016.
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[1] The fall of
the Philippines-chapter 12. Accessed April 10, 2022.
https://history.army.mil/books/wwii/5-2/5-2_12.htm.
[2] Caldwell,
Donald L. Thunder on Bataan: The First American Tank Battles of World War II.
Guilford, CT: Stackpole Books, 2019.
[3] Caldwell,
Donald L. Thunder on Bataan: The First American Tank Battles of World War II.
Guilford, CT: Stackpole Books, 2019.
[4] Caldwell,
Donald L. Thunder on Bataan: The First American Tank Battles of World War II.
Guilford, CT: Stackpole Books, 2019.
[5] Chun,
Clayton K. The Fall of the Philippines: 1941-42. Oxford: Osprey Publ.,
2012.
[6] Caldwell,
Donald L. Thunder on Bataan: The First American Tank Battles of World War II.
Guilford, CT: Stackpole Books, 2019.
[7] Kolakowski,
Christopher L. Last Stand on Bataan the Defense of the Philippines, December
1941-May 1942. Jefferson, NC: McFarland & Company, Inc., Publishers,
2016.
[8] Caldwell,
Donald L. Thunder on Bataan: The First American Tank Battles of World War II.
Guilford, CT: Stackpole Books, 2019.
[9] Caldwell,
Donald L. Thunder on Bataan: The First American Tank Battles of World War II.
Guilford, CT: Stackpole Books, 2019.
[10] Caldwell,
Donald L. Thunder on Bataan: The First American Tank Battles of World War II.
Guilford, CT: Stackpole Books, 2019.
[11] Kolakowski,
Christopher L. Last Stand on Bataan the Defense of the Philippines, December
1941-May 1942. Jefferson, NC: McFarland & Company, Inc., Publishers,
2016.
[12] Caldwell,
Donald L. Thunder on Bataan: The First American Tank Battles of World War II.
Guilford, CT: Stackpole Books, 2019.
[13] Axe, David.
“The Taiwanese Army Has More Tanks than a Chinese Invasion Force Does-until
China Captures a Port.” Forbes. Forbes Magazine, July 29, 2021.
https://www.forbes.com/sites/davidaxe/2021/07/29/the-taiwanese-army-has-more-tanks-than-a-chinese-invasion-force-does-until-china-captures-a-port/?sh=31c006bd477d.
[14] Ap. “Japan
Vows to Defend Taiwan alongside the US If China Invades the Island Because It
‘Could Be next’.” Daily Mail Online. Associated Newspapers, July 6, 2021.
https://www.dailymail.co.uk/news/article-9761205/Japan-vows-defend-Taiwan-alongside-China-invades-island-next.html.
[15] Clausewitz,
Carl von. On War. Portland: Mint Editions, 2021.
[16] “Arming
without Aiming? Challenges for Japan’s Amphibious Capability.” War on the
Rocks, October 1, 2020.
https://warontherocks.com/2020/10/arming-without-aiming-challenges-for-japans-amphibious-capability/.
[17] Suciu,
Peter. “Meet the Type 16: Why Japan Is Buying More of These Deadly Tanks.” The
National Interest. The Center for the National Interest, May 7, 2020.
https://nationalinterest.org/blog/buzz/meet-type-16-why-japan-buying-more-these-deadly-tanks-151551.
[18] “Japan’s New
Rapid Deployment Forces [Explained] – Youtube.”
Accessed April 11, 2022. https://www.youtube.com/watch?v=bGKHiqjaa6Y.
[19] “Japan’s New
Rapid Deployment Forces [Explained] – Youtube.”
Accessed April 11, 2022. https://www.youtube.com/watch?v=bGKHiqjaa6Y.
[20] Story,
Courtesy. “Marine Littoral Regiment (MLR).” United States Marine Corps
Flagship, August 2, 2021. https://www.marines.mil/News/News-Display/Article/2708146/marine-littoral-regiment-mlr/.
[21] South, Todd.
“Goodbye, Tanks: How the Marine Corps Will Change, and What It Will Lose, by
Ditching Its Armor.” Marine Corps Times. Marine Corps Times, July 12, 2021.
https://www.marinecorpstimes.com/news/your-marine-corps/2021/03/22/goodbye-tanks-how-the-marine-corps-will-change-and-what-it-will-lose-by-ditching-its-armor/.
[22] Light Tank Tactics . Quantico ,
VA: Marine Corps Schools , 1943.