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 2,768 170,000 SH   SOLE   170,000 0 0
3-D SYS CORP DEL COM NEW 88554D205 3,021 370,700 SH   SOLE   370,700 0 0
ABRAXAS PETE CORP COM 003830106 2,027 3,993,528 SH   SOLE   3,993,528 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,732 16,337 SH   SOLE   16,337 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 11,327 420,000 SH   SOLE   420,000 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 1,284 22,300 SH   SOLE   22,300 0 0
ARCH COAL INC CL A 039380407 2,899 39,070 SH   SOLE   39,070 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 8,830 215,000 SH   SOLE   215,000 0 0
ASGN INC COM 00191U102 2,077 33,043 SH   SOLE   33,043 0 0
AVIS BUDGET GROUP INC COM 053774105 4,946 175,000 SH   SOLE   175,000 0 0
AXOGEN INC COM 05463X106 936 75,000 SH   SOLE   75,000 0 0
AXOS FINL INC COM 05465C100 7,816 282,662 SH   SOLE   282,662 0 0
BAIDU INC SPON ADR REP A 056752108 387 3,770 SH   SOLE   3,770 0 0
BOINGO WIRELESS INC COM 09739C102 1,388 125,000 SH   SOLE   125,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 23,592 1,146,624 SH   SOLE   1,146,624 0 0
CARS COM INC COM 14575E105 4,204 468,172 SH   SOLE   468,172 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 932 104,683 SH   SOLE   104,683 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 2,363 49,722 SH   SOLE   49,722 0 0
CARRIAGE SVCS INC COM 143905107 409 20,000 SH   SOLE   20,000 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104 954 115,030 SH   SOLE   115,030 0 0
CASELLA WASTE SYS INC CL A 147448104 1,739 40,500 SH   SOLE   40,500 0 0
CERUS CORP COM 157085101 1,083 210,000 SH   SOLE   210,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 17,683 4,510,986 SH   SOLE   4,510,986 0 0
CENTURY CASINOS INC COM 156492100 1,237 160,000 SH   SOLE   160,000 0 0
CIMPRESS N V SHS EURO N20146101 1,490 11,300 SH   SOLE   11,300 0 0
CISION LTD SHS G1992S109 11,907 1,548,357 SH   SOLE   1,548,357 0 0
COPA HOLDINGS SA CL A P31076105 1,531 15,500 SH   SOLE   15,500 0 0
CORNERSTONE BLDG BRANDS INC COM 21925D109 451 74,488 SH   SOLE   74,488 0 0
COSTAR GROUP INC COM 22160N109 3,263 5,500 SH   SOLE   5,500 0 0
COVETRUS INC COM 22304C100 3,270 275,000 SH   SOLE   275,000 0 0
DANA INCORPORATED COM 235825205 986 68,274 SH   SOLE   68,274 0 0
DEL TACO RESTAURANTS INC COM 245496104 1,163 113,700 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 19,605 972,000 SH   SOLE   972,000 0 0
EBIX INC COM NEW 278715206 1,263 30,000 SH   SOLE   30,000 0 0
EDGEWELL PERS CARE CO COM 28035Q102 6,498 200,000 SH   SOLE   200,000 0 0
ELECTRONIC ARTS INC COM 285512109 3,522 36,000 SH   SOLE   36,000 0 0
ENCANA CORP COM 292505104 6,012 1,307,000 SH   SOLE   1,307,000 0 0
EURONET WORLDWIDE INC COM 298736109 2,707 18,500 SH   SOLE   18,500 0 0
EVOLENT HEALTH INC CL A 30050B101 12,496 1,738,025 SH   SOLE   1,738,025 0 0
EXACT SCIENCES CORP COM 30063P105 1,500 16,600 SH   SOLE   16,600 0 0
FABRINET SHS G3323L100 1,276 24,400 SH   SOLE   24,400 0 0
FACEBOOK INC CL A 30303M102 11,753 66,000 SH   SOLE   66,000 0 0
FEDEX CORP COM 31428X106 5,095 35,000 SH   SOLE   35,000 0 0
FERROGLOBE PLC SHS G33856108 2,125 1,880,596 SH   SOLE   1,880,596 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,603 12,073 SH   SOLE   12,073 0 0
FIRSTCASH INC COM 33767D105 1,650 18,000 SH   SOLE   18,000 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 3,344 220,752 SH   SOLE   220,752 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 4,392 109,580 SH   SOLE   109,580 0 0
GMS INC COM 36251C103 17,674 615,382 SH   SOLE   615,382 0 0
GOOSEHEAD INS INC COM CL A 38267D109 1,052 21,318 SH   SOLE   21,318 0 0
GREEN DOT CORP CL A 39304D102 11,110 440,000 SH   SOLE   440,000 0 0
GREIF INC CL A 397624107 2,500 65,974 SH   SOLE   65,974 0 0
GTT COMMUNICATIONS INC COM 362393100 339 36,000 SH   SOLE   36,000 0 0
HCA HEALTHCARE INC COM 40412C101 3,613 30,000 SH   SOLE   30,000 0 0
HMS HLDGS CORP COM 40425J101 3,139 91,071 SH   SOLE   91,071 0 0
HOME BANCSHARES INC COM 436893200 1,408 74,912 SH   SOLE   74,912 0 0
HUAMI CORP SPONSORED ADS 44331K103 678 67,810 SH   SOLE   67,810 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,107 10,000 SH   SOLE   10,000 0 0
HUYA INC ADS REP SHS A 44852D108 756 32,000 SH   SOLE   32,000 0 0
IAA INC COM 449253103 1,824 43,700 SH   SOLE   43,700 0 0
INFINERA CORPORATION COM 45667G103 10,355 1,900,000 SH   SOLE   1,900,000 0 0
INSTRUCTURE INC COM 45781U103 19,844 512,237 SH   SOLE   512,237 0 0
INSULET CORP COM 45784P101 3,398 20,600 SH   SOLE   20,600 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 1,031 75,000 SH   SOLE   75,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 999 7,800 SH   SOLE   7,800 0 0
JD COM INC SPON ADR CL A 47215P106 3,596 127,459 SH   SOLE   127,459 0 0
KAR AUCTION SVCS INC COM 48238T109 7,973 324,746 SH   SOLE   324,746 0 0
KEMET CORP COM NEW 488360207 3,182 175,000 SH   SOLE   175,000 0 0
KEMPER CORP DEL COM 488401100 1,895 24,306 SH   SOLE   24,306 0 0
KINDRED BIOSCIENCES INC COM 494577109 480 70,000 SH   SOLE   70,000 0 0
KIRBY CORP COM 497266106 822 10,000 SH   SOLE   10,000 0 0
KORNIT DIGITAL LTD SHS M6372Q113 2,309 75,000 SH   SOLE   75,000 0 0
LEMAITRE VASCULAR INC COM 525558201 1,128 33,000 SH   SOLE   33,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 3,871 162,702 SH   SOLE   162,702 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 486 28,435 SH   SOLE   28,435 0 0
LIVENT CORP COM 53814L108 6,222 930,000 SH   SOLE   930,000 0 0
LKQ CORP COM 501889208 6,902 219,475 SH   SOLE   219,475 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 1,802 94,850 SH   SOLE   94,850 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 4,145 420,000 SH   SOLE   420,000 0 0
LYFT INC CL A COM 55087P104 8,985 220,000 SH   SOLE   220,000 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 12,627 319,915 SH   SOLE   319,915 0 0
METHODE ELECTRS INC COM 591520200 2,620 77,885 SH   SOLE   77,885 0 0
MICRON TECHNOLOGY INC COM 595112103 2,571 60,000 SH   SOLE   60,000 0 0
MIX TELEMATICS LTD SPONSORED ADR 60688N102 455 32,603 SH   SOLE   32,603 0 0
MOBILEIRON INC COM NEW 60739U204 3,436 525,000 SH   SOLE   525,000 0 0
MR COOPER GROUP INC COM 62482R107 7,464 702,839 SH   SOLE   702,839 0 0
NEOGENOMICS INC COM NEW 64049M209 1,912 100,000 SH   SOLE   100,000 0 0
NETEASE INC SPONSORED ADS 64110W102 817 3,071 SH   SOLE   3,071 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 697 6,290 SH   SOLE   6,290 0 0
NOBLE ENERGY INC COM 655044105 6,513 289,970 SH   SOLE   289,970 0 0
NOKIA CORP SPONSORED ADR 654902204 11,031 2,180,000 SH   SOLE   2,180,000 0 0
NORBORD INC COM NEW 65548P403 11,496 480,000 SH   SOLE   480,000 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 25,957 1,591,500 SH   SOLE   1,591,500 0 0
NV5 GLOBAL INC COM 62945V109 1,707 25,000 SH   SOLE   25,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 3,842 200,000 SH   SOLE   200,000 0 0
ORBCOMM INC COM 68555P100 1,323 278,000 SH   SOLE   278,000 0 0
ORTHOPEDIATRICS CORP COM 68752L100 1,587 45,000 SH   SOLE   45,000 0 0
OWENS CORNING NEW COM 690742101 32,630 516,290 SH   SOLE   516,290 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,609 34,744 SH   SOLE   34,744 0 0
PALO ALTO NETWORKS INC COM 697435105 2,034 9,981 SH   SOLE   9,981 0 0
PETIQ INC COM CL A 71639T106 1,636 60,000 SH   SOLE   60,000 0 0
PGT INNOVATIONS INC COM 69336V101 777 45,000 SH   SOLE   45,000 0 0
PLURALSIGHT INC COM CL A 72941B106 8,047 479,133 SH   SOLE   479,133 0 0
POINTS INTL LTD COM NEW 730843208 1,079 98,379 SH   SOLE   98,379 0 0
PRIMO WTR CORP COM 74165N105 6,754 550,000 SH   SOLE   550,000 0 0
PROVIDENCE SVC CORP COM 743815102 892 15,000 SH   SOLE   15,000 0 0
PURE STORAGE INC CL A 74624M102 1,047 61,793 SH   SOLE   61,793 0 0
QUANTERIX CORP COM 74766Q101 878 40,000 SH   SOLE   40,000 0 0
QUDIAN INC ADR 747798106 558 81,000 SH   SOLE   81,000 0 0
REALOGY HLDGS CORP COM 75605Y106 13,773 2,061,871 SH   SOLE   2,061,871 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 7,276 484,906 SH   SOLE   484,906 0 0
RINGCENTRAL INC CL A 76680R206 3,654 29,081 SH   SOLE   29,081 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 1,988 29,955 SH   SOLE   29,955 0 0
SEA LTD SPONSORED ADS 81141R100 1,932 62,430 SH   SOLE   62,430 0 0
SIENTRA INC COM 82621J105 1,166 180,000 SH   SOLE   180,000 0 0
SIRIUS XM HLDGS INC COM 82968B103 1,216 194,400 SH   SOLE   194,400 0 0
SMARTSHEET INC COM CL A 83200N103 295 8,190 SH   SOLE   8,190 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 1,885 60,000 SH   SOLE   60,000 0 0
SPIRIT AIRLS INC COM 848577102 1,815 50,000 SH   SOLE   50,000 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 773 30,000 SH   SOLE   30,000 0 0
STARS GROUP INC COM 85570W100 1,722 115,000 SH   SOLE   115,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4,961 96,200 SH   SOLE   96,200 0 0
TABULA RASA HEALTHCARE INC COM 873379101 1,538 28,000 SH   SOLE   28,000 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 698 20,400 SH   SOLE   20,400 0 0
TELADOC HEALTH INC COM 87918A105 2,554 37,718 SH   SOLE   37,718 0 0
TERADATA CORP DEL COM 88076W103 7,750 250,000 SH   SOLE   250,000 0 0
TETRA TECH INC NEW COM 88162G103 2,776 32,000 SH   SOLE   32,000 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 3,243 1,613,503 SH   SOLE   1,613,503 0 0
TUTOR PERINI CORP COM 901109108 15,173 1,058,828 SH   SOLE   1,058,828 0 0
TWILIO INC CL A 90138F102 7,951 72,312 SH   SOLE   72,312 0 0
UBER TECHNOLOGIES INC COM 90353T100 12,645 415,000 SH   SOLE   415,000 0 0
UNDER ARMOUR INC CL C 904311206 20,164 1,112,200 SH   SOLE   1,112,200 0 0
UPLAND SOFTWARE INC COM 91544A109 2,088 59,900 SH   SOLE   59,900 0 0
VERACYTE INC COM 92337F107 1,920 80,000 SH   SOLE   80,000 0 0
VERICEL CORP COM 92346J108 681 45,000 SH   SOLE   45,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 2,744 307,651 SH   SOLE   307,651 0 0
VISTEON CORP COM NEW 92839U206 8,160 98,859 SH   SOLE   98,859 0 0
VOCERA COMMUNICATIONS INC COM 92857F107 900 36,523 SH   SOLE   36,523 0 0
VONAGE HLDGS CORP COM 92886T201 2,556 226,220 SH   SOLE   226,220 0 0
WESCO INTL INC COM 95082P105 3,841 80,416 SH   SOLE   80,416 0 0
WEX INC COM 96208T104 2,970 14,700 SH   SOLE   14,700 0 0
WRIGHT MED GROUP N V ORD SHS N96617118 928 45,000 SH   SOLE   45,000 0 0
XPO LOGISTICS INC COM 983793100 5,010 70,000 SH   SOLE   70,000 0 0
YUM CHINA HLDGS INC COM 98850P109 363 8,000 SH   SOLE   8,000 0 0
YY INC SPONSORED ADS A 98426T106 1,054 18,749 SH   SOLE   18,749 0 0
ZUORA INC COM CL A 98983V106 11,728 779,261 SH   SOLE   779,261 0 0