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
2U INC COM 90214J101 5,646 150,000 SH   SOLE   150,000 0 0
3-D SYS CORP DEL COM NEW 88554D205 5,830 640,700 SH   SOLE   640,700 0 0
ABRAXAS PETE CORP COM 003830106 4,113 3,993,528 SH   SOLE   3,993,528 0 0
ACTIVISION BLIZZARD INC COM 00507V109 3,776 80,000 SH   SOLE   80,000 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 897 9,737 SH   SOLE   9,737 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 3,630 600,000 SH   SOLE   600,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,133 18,487 SH   SOLE   18,487 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 201 22,800 SH Call SOLE   22,800 0 0
ALTRA INDL MOTION CORP COM 02208R106 4,664 130,000 SH   SOLE   130,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 11,397 349,500 SH   SOLE   349,500 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 1,210 22,300 SH   SOLE   22,300 0 0
ARCH COAL INC CL A 039380407 8,856 94,000 SH   SOLE   94,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 6,324 155,000 SH   SOLE   155,000 0 0
ASGN INC COM 00191U102 1,396 23,043 SH   SOLE   23,043 0 0
AVANOS MED INC COM 05350V106 3,203 73,457 SH   SOLE   73,457 0 0
AVIS BUDGET GROUP INC COM 053774105 3,516 100,000 SH   SOLE   100,000 0 0
AXOGEN INC COM 05463X106 1,089 55,000 SH   SOLE   55,000 0 0
AXOS FINL INC COM 05465C100 2,049 75,191 SH   SOLE   75,191 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 23,791 1,411,084 SH   SOLE   1,411,084 0 0
CARS COM INC COM 14575E105 851 43,172 SH   SOLE   43,172 0 0
CAMBREX CORP COM 132011107 923 19,727 SH   SOLE   19,727 0 0
CAMBIUM NETWORKS CORP SHS G17766109 959 100,000 SH   SOLE   100,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 3,322 267,471 SH   SOLE   267,471 0 0
CERUS CORP COM 157085101 1,180 210,000 SH   SOLE   210,000 0 0
CENTURY CASINOS INC COM 156492100 1,552 160,000 SH   SOLE   160,000 0 0
CIMPRESS N V SHS EURO N20146101 1,027 11,300 SH   SOLE   11,300 0 0
CISION LTD SHS G1992S109 13,353 1,138,357 SH   SOLE   1,138,357 0 0
COPA HOLDINGS SA CL A P31076105 1,512 15,500 SH   SOLE   15,500 0 0
COSTAR GROUP INC COM 22160N109 3,324 6,000 SH   SOLE   6,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 2,135 49,722 SH   SOLE   49,722 0 0
CARRIAGE SVCS INC COM 143905107 475 25,000 SH   SOLE   25,000 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104 1,039 115,030 SH   SOLE   115,030 0 0
CASELLA WASTE SYS INC CL A 147448104 2,001 50,500 SH   SOLE   50,500 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 19,127 4,510,986 SH   SOLE   4,510,986 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 1,817 49,240 SH   SOLE   49,240 0 0
DEL TACO RESTAURANTS INC COM 245496104 1,458 113,700 SH   SOLE   113,700 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 1,357 21,000 SH   SOLE   21,000 0 0
DROPBOX INC CL A 26210C104 21,217 847,000 SH   SOLE   847,000 0 0
EDGEWELL PERS CARE CO COM 28035Q102 3,234 120,000 SH   SOLE   120,000 0 0
EGAIN CORP COM NEW 28225C806 651 80,000 SH   SOLE   80,000 0 0
ELECTRONIC ARTS INC COM 285512109 3,645 36,000 SH   SOLE   36,000 0 0
ENCANA CORP COM 292505104 6,643 1,295,000 SH   SOLE   1,295,000 0 0
EURONET WORLDWIDE INC COM 298736109 3,365 20,000 SH   SOLE   20,000 0 0
EVOLENT HEALTH INC CL A 30050B101 8,411 1,058,025 SH   SOLE   1,058,025 0 0
EXACT SCIENCES CORP COM 30063P105 2,196 18,600 SH   SOLE   18,600 0 0
FABRINET SHS G3323L100 964 19,400 SH   SOLE   19,400 0 0
FACEBOOK INC CL A 30303M102 13,317 69,000 SH   SOLE   69,000 0 0
FEDEX CORP COM 31428X106 9,851 60,000 SH   SOLE   60,000 0 0
FERROGLOBE PLC SHS G33856108 3,995 2,350,000 SH   SOLE   2,350,000 0 0
FIRSTCASH INC COM 33767D105 2,100 21,000 SH   SOLE   21,000 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 3,171 210,000 SH   SOLE   210,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 1,221 32,500 SH   SOLE   32,500 0 0
GMS INC COM 36251C103 17,944 815,640 SH   SOLE   815,640 0 0
GOOSEHEAD INS INC COM CL A 38267D109 1,258 26,318 SH   SOLE   26,318 0 0
GRUBHUB INC COM 400110102 1,209 15,500 SH   SOLE   15,500 0 0
GTT COMMUNICATIONS INC COM 362393100 634 36,000 SH   SOLE   36,000 0 0
HCA HEALTHCARE INC COM 40412C101 4,055 30,000 SH   SOLE   30,000 0 0
HMS HLDGS CORP COM 40425J101 2,950 91,071 SH   SOLE   91,071 0 0
HOME BANCSHARES INC COM 436893200 1,443 74,912 SH   SOLE   74,912 0 0
HERITAGE INS HLDGS INC COM 42727J102 385 25,000 SH   SOLE   25,000 0 0
HUAMI CORP SPONSORED ADS 44331K103 586 58,550 SH   SOLE   58,550 0 0
HUNT J B TRANS SVCS INC COM 445658107 914 10,000 SH   SOLE   10,000 0 0
IAA INC COM 449253103 11,384 293,546 SH   SOLE   293,546 0 0
INFINERA CORPORATION COM 45667G103 5,820 2,000,000 SH   SOLE   2,000,000 0 0
INOGEN INC COM 45780L104 874 13,088 SH   SOLE   13,088 0 0
INSTRUCTURE INC COM 45781U103 21,770 512,237 SH   SOLE   512,237 0 0
INSULET CORP COM 45784P101 3,056 25,600 SH   SOLE   25,600 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1,112 7,800 SH   SOLE   7,800 0 0
JD COM INC SPON ADR CL A 47215P106 1,943 64,149 SH   SOLE   64,149 0 0
KAR AUCTION SVCS INC COM 48238T109 10,994 439,746 SH   SOLE   439,746 0 0
KEMPER CORP DEL COM 488401100 2,270 26,306 SH   SOLE   26,306 0 0
KINDRED BIOSCIENCES INC COM 494577109 583 70,000 SH   SOLE   70,000 0 0
KIRBY CORP COM 497266106 790 10,000 SH   SOLE   10,000 0 0
KORNIT DIGITAL LTD SHS M6372Q113 2,375 75,000 SH   SOLE   75,000 0 0
LEMAITRE VASCULAR INC COM 525558201 1,063 38,000 SH   SOLE   38,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 4,316 162,702 SH   SOLE   162,702 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 489 28,435 SH   SOLE   28,435 0 0
LIVENT CORP COM 53814L108 6,436 930,000 SH   SOLE   930,000 0 0
LKQ CORP COM 501889208 16,351 614,475 SH   SOLE   614,475 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 11,348 279,915 SH   SOLE   279,915 0 0
MESA AIR GROUP INC COM NEW 590479135 3,299 360,979 SH   SOLE   360,979 0 0
METHODE ELECTRS INC COM 591520200 2,225 77,885 SH   SOLE   77,885 0 0
MICRON TECHNOLOGY INC COM 595112103 2,315 60,000 SH   SOLE   60,000 0 0
MILACRON HLDGS CORP COM 59870L106 1,656 120,000 SH   SOLE   120,000 0 0
MIX TELEMATICS LTD SPONSORED ADR 60688N102 1,588 105,685 SH   SOLE   105,685 0 0
MOBILEIRON INC COM NEW 60739U204 6,510 1,050,000 SH   SOLE   1,050,000 0 0
MODEL N INC COM 607525102 105 5,400 SH   SOLE   5,400 0 0
MR COOPER GROUP INC COM 62482R107 3,988 497,839 SH   SOLE   497,839 0 0
NEOGENOMICS INC COM NEW 64049M209 2,194 100,000 SH   SOLE   100,000 0 0
NETEASE INC SPONSORED ADR 64110W102 1,171 4,580 SH   SOLE   4,580 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 763 7,900 SH   SOLE   7,900 0 0
NOBLE ENERGY INC COM 655044105 7,011 312,970 SH   SOLE   312,970 0 0
NOKIA CORP SPONSORED ADR 654902204 10,922 2,180,000 SH   SOLE   2,180,000 0 0
NORBORD INC COM NEW 65548P403 10,660 430,000 SH   SOLE   430,000 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 25,416 1,591,500 SH   SOLE   1,591,500 0 0
NV5 GLOBAL INC COM 62945V109 2,035 25,000 SH   SOLE   25,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 7,074 350,000 SH   SOLE   350,000 0 0
ORBCOMM INC COM 68555P100 2,016 278,000 SH   SOLE   278,000 0 0
ORTHOPEDIATRICS CORP COM 68752L100 1,755 45,000 SH   SOLE   45,000 0 0
OWENS CORNING NEW COM 690742101 38,196 656,290 SH   SOLE   656,290 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 13,418 344,321 SH   SOLE   344,321 0 0
PALO ALTO NETWORKS INC COM 697435105 2,034 9,981 SH   SOLE   9,981 0 0
PAN AMERICAN SILVER CORP COM 697900108 2,711 210,000 SH   SOLE   210,000 0 0
PETIQ INC COM CL A 71639T106 1,978 60,000 SH   SOLE   60,000 0 0
PGT INNOVATIONS INC COM 69336V101 752 45,000 SH   SOLE   45,000 0 0
POINTS INTL LTD COM NEW 730843208 1,400 113,379 SH   SOLE   113,379 0 0
PRIMO WTR CORP COM 74165N105 1,599 130,000 SH   SOLE   130,000 0 0
PROVIDENCE SVC CORP COM 743815102 860 15,000 SH   SOLE   15,000 0 0
PURE STORAGE INC CL A 74624M102 638 41,793 SH   SOLE   41,793 0 0
REALOGY HLDGS CORP COM 75605Y106 12,611 1,741,871 SH   SOLE   1,741,871 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 3,464 218,402 SH   SOLE   218,402 0 0
RING ENERGY INC COM 76680V108 426 131,093 SH   SOLE   131,093 0 0
RINGCENTRAL INC CL A 76680R206 4,066 35,381 SH   SOLE   35,381 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 1,921 29,955 SH   SOLE   29,955 0 0
SIENTRA INC COM 82621J105 1,201 195,000 SH   SOLE   195,000 0 0
SIRIUS XM HLDGS INC COM 82968B103 1,085 194,400 SH   SOLE   194,400 0 0
SMARTSHEET INC COM CL A 83200N103 396 8,190 SH   SOLE   8,190 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 1,401 60,000 SH   SOLE   60,000 0 0
SPIRIT AIRLS INC COM 848577102 2,387 50,000 SH   SOLE   50,000 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 881 30,000 SH   SOLE   30,000 0 0
STARS GROUP INC COM 85570W100 1,963 115,000 SH   SOLE   115,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 6,118 106,200 SH   SOLE   106,200 0 0
TABULA RASA HEALTHCARE INC COM 873379101 1,398 28,000 SH   SOLE   28,000 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 1,048 27,500 SH   SOLE   27,500 0 0
TECNOGLASS INC SHS G87264100 1,924 296,400 SH   SOLE   296,400 0 0
TELADOC HEALTH INC COM 87918A105 2,505 37,718 SH   SOLE   37,718 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 47 3,104 SH   SOLE   3,104 0 0
TERADATA CORP DEL COM 88076W103 8,963 250,000 SH   SOLE   250,000 0 0
TETRA TECH INC NEW COM 88162G103 2,946 37,500 SH   SOLE   37,500 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 2,630 1,613,503 SH   SOLE   1,613,503 0 0
TRIUMPH GROUP INC NEW COM 896818101 9,603 419,360 SH   SOLE   419,360 0 0
TUTOR PERINI CORP COM 901109108 15,271 1,101,028 SH   SOLE   1,101,028 0 0
TWILIO INC CL A 90138F102 1,679 12,312 SH   SOLE   12,312 0 0
UNDER ARMOUR INC CL C 904311206 22,489 1,013,000 SH   SOLE   1,013,000 0 0
UPLAND SOFTWARE INC COM 91544A109 2,727 59,900 SH   SOLE   59,900 0 0
USA TECHNOLOGIES INC COM NO PAR 90328S500 1,001 134,789 SH   SOLE   134,789 0 0
VERACYTE INC COM 92337F107 2,281 80,000 SH   SOLE   80,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 2,369 274,481 SH   SOLE   274,481 0 0
VISTEON CORP COM NEW 92839U206 12,212 208,475 SH   SOLE   208,475 0 0
VOCERA COMMUNICATIONS INC COM 92857F107 1,166 36,523 SH   SOLE   36,523 0 0
VONAGE HLDGS CORP COM 92886T201 7,152 631,220 SH   SOLE   631,220 0 0
WESCO INTL INC COM 95082P105 8,814 174,016 SH   SOLE   174,016 0 0
WEX INC COM 96208T104 3,059 14,700 SH   SOLE   14,700 0 0
BOINGO WIRELESS INC COM 09739C102 2,067 115,000 SH   SOLE   115,000 0 0
WORLDPAY INC CL A 981558109 1,593 13,000 SH   SOLE   13,000 0 0
WRIGHT MED GROUP N V ORD SHS N96617118 1,342 45,000 SH   SOLE   45,000 0 0
XPO LOGISTICS INC COM 983793100 4,047 70,000 SH   SOLE   70,000 0 0
YUM CHINA HLDGS INC COM 98850P109 822 17,800 SH   SOLE   17,800 0 0
YY INC SPONSORED ADS A 98426T106 2,554 36,654 SH   SOLE   36,654 0 0
ZUORA INC COM CL A 98983V106 11,862 774,261 SH   SOLE   774,261 0 0