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
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
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 55,832 700,000 SH   SOLE   700,000 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 5,582 398,700 SH   SOLE   398,700 0 0
ATLANTIC PWR CORP COM NEW 04878Q863 12,575 5,239,760 SH   SOLE   5,239,760 0 0
CINCINNATI BELL INC NEW COM NEW 171871502 21,016 1,075,000 SH   SOLE   1,075,000 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 48,215 2,154,385 SH   SOLE   2,154,385 0 0
DIANA SHIPPING INC COM Y2066G104 20,016 4,929,989 SH   SOLE   4,929,989 0 0
DULUTH HLDGS INC COM CL B 26443V101 3,462 190,100 SH   SOLE   190,100 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 133,850 928,160 SH   SOLE   928,160 0 0
FULL HOUSE RESORTS INC COM 359678109 1,359 550,000 SH   SOLE   550,000 0 0
GODADDY INC CL A 380237107 85,434 2,014,001 SH   SOLE   2,014,001 0 0
MASONITE INTL CORP NEW COM 575385109 64,451 853,658 SH   SOLE   853,658 0 0
PAPA MURPHYS HLDGS INC COM 698814100 4,666 1,067,702 SH   SOLE   1,067,702 0 0
PRIMO WTR CORP COM 74165N105 10,937 861,183 SH   SOLE   861,183 0 0
SHAKE SHACK INC CL A 819047101 71,006 2,035,736 SH   SOLE   2,035,736 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 19,998 598,388 SH   SOLE   598,388 0 0
WINGSTOP INC COM 974155103 32,617 1,055,565 SH   SOLE   1,055,565 0 0