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
AKAMAI TECHNOLOGIES INC COM 00971T101 12,239 245,708 SH   SOLE 245,708 0 0
BLACK DIAMOND INC COM 09202G101 6,384 960,045 SH   SOLE 960,045 0 0
BOJANGLES INC COM 097488100 2,020 124,280 SH   SOLE 124,280 0 0
CHEGG INC COM 163092109 21,721 1,767,344 SH   SOLE 1,767,344 0 0
COSTAR GROUP INC COM 22160N109 11,032 41,853 SH   SOLE 41,853 0 0
EQUIFAX INC COM 294429105 2,972 21,625 SH   SOLE 21,625 0 0
EURONET WORLDWIDE INC COM 298736109 7,811 89,400 SH   SOLE 89,400 0 0
FASTENAL CO COM 311900104 10,282 236,214 SH   SOLE 236,214 0 0
FRANCO NEVADA CORP COM 351858105 2,271 31,475 SH   SOLE 31,475 0 0
GAMESTOP CORP NEW CL A 36467W109 3,190 147,600 SH   SOLE 147,600 0 0
GROUPON INC COM 399473107 7,579 1,973,640 SH   SOLE 1,973,640 0 0
HABIT RESTAURANTS INC COM CL A 40449J103 15,758 997,369 SH   SOLE 997,369 0 0
IRON MTN INC NEW COM 46284V101 7,607 221,387 SH   SOLE 221,387 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 1,688 10,000 SH Put SOLE 10,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 28,889 205,000 SH Put SOLE 205,000 0 0
JAMBA INC COM NEW 47023A309 3,492 448,330 SH   SOLE 448,330 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 5,722 859,168 SH   SOLE 859,168 0 0
LAWSON PRODS INC COM 520776105 93 4,180 SH   SOLE 4,180 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 6,448 32,750 SH   SOLE 32,750 0 0
MOBILEIRON INC COM NEW 60739U204 10,130 1,674,411 SH   SOLE 1,674,411 0 0
MSCI INC COM 55354G100 4,346 42,200 SH   SOLE 42,200 0 0
NATIONAL CINEMEDIA INC COM 635309107 3,191 430,033 SH   SOLE 430,033 0 0
NEUSTAR INC CL A 64126X201 1,908 57,200 SH Put SOLE 57,200 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 7,159 411,225 SH   SOLE 411,225 0 0
OCEANEERING INTL INC COM 675232102 3,761 164,650 SH   SOLE 164,650 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 5,672 207,000 SH   SOLE 207,000 0 0
SCHEIN HENRY INC COM 806407102 3,415 18,659 SH   SOLE 18,659 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 15,049 391,808 SH   SOLE 391,808 0 0
STERICYCLE INC DEP PFD A 1/10 858912207 6,805 101,658 SH   SOLE 101,658 0 0
SYSCO CORP COM 871829107 1,168 23,200 SH   SOLE 23,200 0 0
TRIPADVISOR INC COM 896945201 3,820 100,000 SH Call SOLE 100,000 0 0
TRIPADVISOR INC COM 896945201 15,090 395,025 SH   SOLE 395,025 0 0
UNITED NAT FOODS INC COM 911163103 2,485 67,706 SH   SOLE 67,706 0 0
VERIFONE SYS INC COM 92342Y109 982 54,248 SH   SOLE 54,248 0 0
VMWARE INC CL A COM 928563402 5,034 57,575 SH   SOLE 57,575 0 0
VULCAN MATLS CO COM 929160109 5,036 39,750 SH   SOLE 39,750 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 2,811 19,325 SH   SOLE 19,325 0 0
XERIUM TECHNOLOGIES INC COM NEW 98416J118 2,042 284,068 SH   SOLE 284,068 0 0
YELP INC CL A 985817105 11,076 368,961 SH   SOLE 368,961 0 0