The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| 8X8 INC NEW | COM | 282914100 | 30,773 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 83,370 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| ATARA BIOTHERAPEUTICS INC | COM | 046513107 | 6,969 | 178,700 | SH | SOLE | 178,700 | 0 | 0 | ||
| CINCINNATI BELL INC NEW | COM NEW | 171871502 | 22,804 | 1,646,500 | SH | SOLE | 1,646,500 | 0 | 0 | ||
| COLUMBIA PPTY TR INC | COM NEW | 198287203 | 44,079 | 2,154,385 | SH | SOLE | 2,154,385 | 0 | 0 | ||
| DIANA SHIPPING INC | COM | Y2066G104 | 18,044 | 4,929,989 | SH | SOLE | 4,929,989 | 0 | 0 | ||
| DULUTH HLDGS INC | COM CL B | 26443V101 | 12,440 | 664,181 | SH | SOLE | 664,181 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 113,258 | 559,301 | SH | SOLE | 559,301 | 0 | 0 | ||
| FRESHPET INC | COM | 358039105 | 4,155 | 252,600 | SH | SOLE | 252,600 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADR | 36165L108 | 84,409 | 3,075,000 | SH | SOLE | 3,075,000 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 123,700 | 2,014,001 | SH | SOLE | 2,014,001 | 0 | 0 | ||
| LAUREATE EDUCATION INC | CL A | 518613203 | 56,061 | 4,077,181 | SH | SOLE | 4,077,181 | 0 | 0 | ||
| NATIONAL BEVERAGE CORP | COM | 635017106 | 4,451 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| POST HLDGS INC | COM | 737446104 | 57,718 | 761,851 | SH | SOLE | 761,851 | 0 | 0 | ||
| REIS INC | COM | 75936P105 | 7,689 | 358,460 | SH | SOLE | 358,460 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 19,050 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SHAKE SHACK INC | CL A | 819047101 | 108,144 | 2,597,736 | SH | SOLE | 2,597,736 | 0 | 0 | ||
| WEIGHT WATCHERS INTL INC NEW | COM | 948626106 | 91,017 | 1,428,388 | SH | SOLE | 1,428,388 | 0 | 0 | ||
| WINGSTOP INC | COM | 974155103 | 21,254 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||