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
8X8 INC COM 282914100 8,227 410,316 SH   SOLE 0 0 0 410,316
AAON INC COM PAR $0.004 000360206 4,277 128,639 SH   SOLE 0 0 0 128,639
ABRAXAS PETROLEUM CORP COM 003830106 1,445 500,000 SH   SOLE 0 0 0 500,000
ACCELERATE DIAGNOSTICS INC COM 00430H102 1,784 80,000 SH   SOLE 0 0 0 80,000
ADVANCE AUTO PARTS INC COM 00751Y106 10,332 76,141 SH   SOLE 0 0 0 76,141
ALARM.COM HOLDINGS INC COM 011642105 6,955 172,242 SH   SOLE 0 0 0 172,242
AMERICAN EAGLE OUTFITTERS COM 02553E106 11,078 476,478 SH   SOLE 0 0 0 476,478
AMERICA'S CAR-MART INC COM 03062T105 4,036 65,199 SH   SOLE 0 0 0 65,199
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 1,886 100,000 SH   SOLE 0 0 0 100,000
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 8,124 275,190 SH   SOLE 0 0 0 275,190
APPLIED INDUSTRIAL TECH INC COM 03820C105 10,984 156,578 SH   SOLE 0 0 0 156,578
ARCHER-DANIELS-MIDLAND CO COM 039483102 6,538 142,651 SH   SOLE 0 0 0 142,651
ASTEC INDUSTRIES INC COM 046224101 7,519 125,740 SH   SOLE 0 0 0 125,740
BARRETT BUSINESS SVCS INC COM 068463108 966 10,000 SH   SOLE 0 0 0 10,000
BEACON ROOFING SUPPLY INC COM 073685109 8,091 189,852 SH   SOLE 0 0 0 189,852
BENCHMARK ELECTRONICS INC COM 08160H101 7,677 263,347 SH   SOLE 0 0 0 263,347
BOOT BARN HOLDINGS INC COM 099406100 6,011 289,699 SH   SOLE 0 0 0 289,699
BOTTOMLINE TECHNOLOGIES (DE) COM 101388106 5,646 113,309 SH   SOLE 0 0 0 113,309
BRIDGEPOINT EDUCATION INC COM 10807M105 1,880 287,943 SH   SOLE 0 0 0 287,943
CALIX INC COM 13100M509 2,340 300,000 SH   SOLE 0 0 0 300,000
Call KEMET CORP 09/21/2018 23.00 CALL 488360907 279 946 SH   SOLE 0 0 0 946
Call MEDIFAST INC 09/21/2018 135.00 CALL 58470H901 613 189 SH   SOLE 0 0 0 189
CALLAWAY GOLF COMPANY COM 131193104 739 38,968 SH   SOLE 0 0 0 38,968
CARBONITE INC COM 141337105 6,746 193,284 SH   SOLE 0 0 0 193,284
CARLISLE COS INC COM 142339100 14,516 134,019 SH   SOLE 0 0 0 134,019
CATERPILLAR INC COM 149123101 10,875 80,157 SH   SOLE 0 0 0 80,157
CHART INDUSTRIES INC COM PAR $0.01 16115Q308 12,301 199,431 SH   SOLE 0 0 0 199,431
CITRIX SYSTEMS INC COM 177376100 6,380 60,856 SH   SOLE 0 0 0 60,856
COGENT COMMUNICATIONS HOLDIN COM NEW 19239V302 1,068 20,000 SH   SOLE 0 0 0 20,000
COMPASS DIVERSIFIED HOLDINGS SH BEN INT 20451Q104 1,889 109,166 SH   SOLE 0 0 0 109,166
COMTECH TELECOMMUNICATIONS COM NEW 205826209 8,709 273,183 SH   SOLE 0 0 0 273,183
CORECIVIC INC COM 21871N101 15,599 652,931 SH   SOLE 0 0 0 652,931
CORE-MARK HOLDING CO INC COM 218681104 911 40,136 SH   SOLE 0 0 0 40,136
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 4,583 144,339 SH   SOLE 0 0 0 144,339
CVR PARTNERS LP COM 126633106 495 150,000 SH   SOLE 0 0 0 150,000
CVR REFINING LP COMUNIT REP LT 12663P107 9,609 429,919 SH   SOLE 0 0 0 429,919
DENTSPLY SIRONA INC COM 24906P109 875 20,000 SH   SOLE 0 0 0 20,000
ECHO GLOBAL LOGISTICS INC COM 27875T101 19,439 664,567 SH   SOLE 0 0 0 664,567
ELDORADO RESORTS INC COM 28470R102 4,631 118,428 SH   SOLE 0 0 0 118,428
ELECTRONICS FOR IMAGING COM 286082102 6,141 188,606 SH   SOLE 0 0 0 188,606
ENSIGN GROUP INC/THE COM 29358P101 896 25,000 SH   SOLE 0 0 0 25,000
EURONET WORLDWIDE INC COM 298736109 16,357 195,257 SH   SOLE 0 0 0 195,257
EVERI HOLDINGS INC COM 30034T103 707 98,194 SH   SOLE 0 0 0 98,194
EXACT SCIENCES CORP COM 30063P105 8,644 144,565 SH   SOLE 0 0 0 144,565
FABRINET SHS G3323L100 14,441 391,464 SH   SOLE 0 0 0 391,464
FEDERAL SIGNAL CORP COM 313855108 8,859 380,358 SH   SOLE 0 0 0 380,358
FIVE9 INC COM 338307101 18,048 522,070 SH   SOLE 0 0 0 522,070
FORTERRA INC COM 34960W106 487 50,000 SH   SOLE 0 0 0 50,000
FORTRESS TRANSPORTATION & IN COM REP LTD LIAB 34960P101 7,400 409,521 SH   SOLE 0 0 0 409,521
FOUNDATION BUILDING MATERIAL COM 350392106 1,999 130,000 SH   SOLE 0 0 0 130,000
FREIGHTCAR AMERICA INC COM 357023100 542 32,297 SH   SOLE 0 0 0 32,297
GEO GROUP INC/THE COM 36162J106 16,251 590,084 SH   SOLE 0 0 0 590,084
GIBRALTAR INDUSTRIES INC COM 374689107 1,125 30,000 SH   SOLE 0 0 0 30,000
GMS INC COM 36251C103 813 30,000 SH   SOLE 0 0 0 30,000
GSV CAPITAL CORP COM 36191J101 1,506 219,509 SH   SOLE 0 0 0 219,509
H&E EQUIPMENT SERVICES INC COM 404030108 10,384 276,097 SH   SOLE 0 0 0 276,097
H.B. FULLER CO. COM 359694106 4,480 83,449 SH   SOLE 0 0 0 83,449
HD SUPPLY HOLDINGS INC COM 40416M105 10,268 239,399 SH   SOLE 0 0 0 239,399
HELEN OF TROY LTD COM G4388N106 689 7,000 SH   SOLE 0 0 0 7,000
HERITAGE INSURANCE HOLDINGS COM 42727J102 834 50,000 SH   SOLE 0 0 0 50,000
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 7,037 596,359 SH   SOLE 0 0 0 596,359
HIGHPOINT RESOURCES CORP COM 43114K108 3,040 500,000 SH   SOLE 0 0 0 500,000
HOST HOTELS & RESORTS INC COM 44107P104 13,050 619,379 SH   SOLE 0 0 0 619,379
HUB GROUP INC-CL A CL A 443320106 12,932 259,669 SH   SOLE 0 0 0 259,669
HUBBELL INC COM 443510607 9,446 89,335 SH   SOLE 0 0 0 89,335
HURON CONSULTING GROUP INC COM 447462102 3,272 80,000 SH   SOLE 0 0 0 80,000
II-VI INC COM 902104108 6,551 150,761 SH   SOLE 0 0 0 150,761
INSTEEL INDUSTRIES INC COM 45774W108 1,046 31,326 SH   SOLE 0 0 0 31,326
INTEGRA LIFESCIENCES HOLDING COM NEW 457985208 6,439 99,976 SH   SOLE 0 0 0 99,976
ISHARES MSCI BRAZIL ETF MSCI BRAZIL ETF 464286400 2,724 85,000 SH   SOLE 0 0 0 85,000
KEMET CORP COM NEW 488360207 16,369 677,816 SH   SOLE 0 0 0 677,816
KEYW HOLDING CORP/THE COM 493723100 4,541 519,531 SH   SOLE 0 0 0 519,531
KIMCO REALTY CORP COM 49446R109 12,958 762,678 SH   SOLE 0 0 0 762,678
KNIGHT-SWIFT TRANSPORTATION CL A 499049104 4,952 129,609 SH   SOLE 0 0 0 129,609
KOPPERS HOLDINGS INC COM 50060P106 2,062 53,779 SH   SOLE 0 0 0 53,779
KORN/FERRY INTERNATIONAL COM NEW 500643200 3,241 52,326 SH   SOLE 0 0 0 52,326
LADENBURG THALMANN FINANCIAL COM 50575Q102 1,191 350,427 SH   SOLE 0 0 0 350,427
LEGGETT & PLATT INC COM 524660107 12,742 285,431 SH   SOLE 0 0 0 285,431
LENNOX INTERNATIONAL INC COM 526107107 2,002 10,000 SH   SOLE 0 0 0 10,000
LIBERTY OILFIELD SERVICES -A COM CL A 53115L104 7,403 395,452 SH   SOLE 0 0 0 395,452
LIVEPERSON INC COM 538146101 7,385 350,019 SH   SOLE 0 0 0 350,019
MACERICH CO/THE COM 554382101 2,842 50,000 SH   SOLE 0 0 0 50,000
MANITEX INTERNATIONAL INC COM 563420108 1,492 119,571 SH   SOLE 0 0 0 119,571
MANTECH INTERNATIONAL CORP-A CL A 564563104 13,137 244,918 SH   SOLE 0 0 0 244,918
MARINEMAX INC COM 567908108 6,842 361,033 SH   SOLE 0 0 0 361,033
MARTEN TRANSPORT LTD COM 573075108 12,417 529,524 SH   SOLE 0 0 0 529,524
MASTEC INC COM 576323109 6,753 133,071 SH   SOLE 0 0 0 133,071
MCGRATH RENTCORP COM 580589109 2,543 40,200 SH   SOLE 0 0 0 40,200
MEDIFAST INC COM 58470H101 9,222 57,578 SH   SOLE 0 0 0 57,578
MEET GROUP INC/THE COM 58513U101 4,952 1,105,416 SH   SOLE 0 0 0 1,105,416
METTLER-TOLEDO INTERNATIONAL COM 592688105 6,567 11,350 SH   SOLE 0 0 0 11,350
MITEK SYSTEMS INC COM NEW 606710200 1,691 190,000 SH   SOLE 0 0 0 190,000
MOBILE MINI INC COM 60740F105 15,031 320,497 SH   SOLE 0 0 0 320,497
MONARCH CASINO & RESORT INC COM 609027107 1,190 27,018 SH   SOLE 0 0 0 27,018
MSA SAFETY INC COM 553498106 7,770 80,651 SH   SOLE 0 0 0 80,651
MURPHY USA INC COM 626755102 12,688 170,790 SH   SOLE 0 0 0 170,790
NCI BUILDING SYSTEMS INC COM NEW 628852204 4,651 221,496 SH   SOLE 0 0 0 221,496
NLIGHT INC COM 65487K100 7,609 230,171 SH   SOLE 0 0 0 230,171
NOODLES & CO COM CL A 65540B105 2,460 200,000 SH   SOLE 0 0 0 200,000
NU SKIN ENTERPRISES INC - A CL A 67018T105 6,156 78,728 SH   SOLE 0 0 0 78,728
OASIS MIDSTREAM PARTNERS LP COM UNITS REPS 67420T206 1,785 97,900 SH   SOLE 0 0 0 97,900
OLIN CORP COM PAR $1 680665205 2,643 92,020 SH   SOLE 0 0 0 92,020
OMNICELL INC COM 68213N109 7,518 143,342 SH   SOLE 0 0 0 143,342
PENN NATIONAL GAMING INC COM 707569109 1,008 30,000 SH   SOLE 0 0 0 30,000
PERFICIENT INC COM 71375U101 4,993 189,352 SH   SOLE 0 0 0 189,352
PIONEER NATURAL RESOURCES CO COM 723787107 2,839 15,000 SH   SOLE 0 0 0 15,000
PLAINS GP HOLDINGS LP-CL A LTD PARTNR INT A 72651A207 1,913 80,000 SH   SOLE 0 0 0 80,000
PROOFPOINT INC COM 743424103 2,334 20,245 SH   SOLE 0 0 0 20,245
PROS HOLDINGS INC COM 74346Y103 8,199 224,204 SH   SOLE 0 0 0 224,204
Put INDUSTRIAL SELE 07/20/2018 75.00 PUT 81369Y954 2,250 6,619 SH   SOLE 0 0 0 6,619
Put INDUSTRIAL SELE 07/20/2018 76.00 PUT 81369Y954 532 1,229 SH   SOLE 0 0 0 1,229
Put INVESCO QQQ TRU 07/20/2018 175.00 PUT 46090E953 1,314 2,837 SH   SOLE 0 0 0 2,837
Put ISHARES TRANSPO 07/20/2018 195.00 PUT 464287952 1,721 1,891 SH   SOLE 0 0 0 1,891
QUINSTREET INC COM 74874Q100 6,699 527,486 SH   SOLE 0 0 0 527,486
REGAL BELOIT CORP COM 758750103 6,215 75,983 SH   SOLE 0 0 0 75,983
ROCKY BRANDS INC COM 774515100 1,500 50,000 SH   SOLE 0 0 0 50,000
SCIENTIFIC GAMES CORP COM 80874P109 6,220 126,555 SH   SOLE 0 0 0 126,555
SEAWORLD ENTERTAINMENT INC COM 81282V100 9,657 442,562 SH   SOLE 0 0 0 442,562
SELECT ENERGY SERVICES INC-A CL A COM 81617J301 6,905 475,214 SH   SOLE 0 0 0 475,214
SIX FLAGS ENTERTAINMENT CORP COM 83001A102 6,355 90,719 SH   SOLE 0 0 0 90,719
STEEL DYNAMICS INC COM 858119100 1,379 30,000 SH   SOLE 0 0 0 30,000
STRONGBRIDGE BIOPHARMA PLC SHS USD G85347105 1,200 200,000 SH   SOLE 0 0 0 200,000
SUPERIOR ENERGY SERVICES INC COM 868157108 3,897 400,133 SH   SOLE 0 0 0 400,133
TABULA RASA HEALTHCARE INC COM 873379101 6,064 95,000 SH   SOLE 0 0 0 95,000
TARGET CORP COM 87612E106 16,905 222,086 SH   SOLE 0 0 0 222,086
TAUBMAN CENTERS INC COM 876664103 1,763 30,000 SH   SOLE 0 0 0 30,000
TELARIA INC COM 879181105 249 61,672 SH   SOLE 0 0 0 61,672
TEREX CORP COM 880779103 6,730 159,506 SH   SOLE 0 0 0 159,506
TETRA TECH INC COM 88162G103 18,770 320,849 SH   SOLE 0 0 0 320,849
TILE SHOP HLDGS INC COM 88677Q109 2,326 302,064 SH   SOLE 0 0 0 302,064
UNIVERSAL STAINLESS & ALLOY COM 913837100 3,673 155,195 SH   SOLE 0 0 0 155,195
US SILICA HOLDINGS INC COM 90346E103 8,275 322,112 SH   SOLE 0 0 0 322,112
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 90290N109 2,438 144,877 SH   SOLE 0 0 0 144,877
USANA HEALTH SCIENCES INC COM 90328M107 1,102 9,556 SH   SOLE 0 0 0 9,556
USD PARTNERS LP COM UT REP LTD 903318103 753 70,000 SH   SOLE 0 0 0 70,000
VARONIS SYSTEMS INC COM 922280102 13,943 187,154 SH   SOLE 0 0 0 187,154
VEEVA SYSTEMS INC-CLASS A CL A COM 922475108 1,922 25,000 SH   SOLE 0 0 0 25,000
VISHAY PRECISION GROUP COM 92835K103 2,672 70,031 SH   SOLE 0 0 0 70,031
WATSCO INC COM 942622200 8,473 47,527 SH   SOLE 0 0 0 47,527
WEIGHT WATCHERS INTL INC COM 948626106 4,782 47,300 SH   SOLE 0 0 0 47,300
WERNER ENTERPRISES INC COM 950755108 17,387 463,030 SH   SOLE 0 0 0 463,030
WHITESTONE REIT COM 966084204 1,248 100,000 SH   SOLE 0 0 0 100,000
WILLSCOT CORP COM 971375126 148 10,000 SH   SOLE 0 0 0 10,000
WNS HOLDINGS LTD-ADR SPON ADR 92932M101 8,777 168,213 SH   SOLE 0 0 0 168,213