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
ABRAXAS PETE CORP COM 003830106 858 2,443,528 SH   SOLE   2,443,528 0 0
ALBEMARLE CORP COM 012653101 7,069 96,785 SH   SOLE   96,785 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,522 16,607 SH   SOLE   16,607 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 12,906 450,000 SH   SOLE   450,000 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 1,390 22,300 SH   SOLE   22,300 0 0
ARCH COAL INC CL A 039380407 3,075 42,870 SH   SOLE   42,870 0 0
ASGN INC COM 00191U102 2,345 33,043 SH   SOLE   33,043 0 0
AVIS BUDGET GROUP INC COM 053774105 3,385 105,000 SH   SOLE   105,000 0 0
AXOGEN INC COM 05463X106 1,521 85,000 SH   SOLE   85,000 0 0
AXOS FINL INC COM 05465C100 2,063 68,120 SH   SOLE   68,120 0 0
BAIDU INC SPON ADR REP A 056752108 668 5,285 SH   SOLE   5,285 0 0
BOINGO WIRELESS INC COM 09739C102 1,478 135,000 SH   SOLE   135,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 20,573 809,641 SH   SOLE   809,641 0 0
CARS COM INC COM 14575E105 7,921 648,172 SH   SOLE   648,172 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 2,416 49,722 SH   SOLE   49,722 0 0
CARRIAGE SVCS INC COM 143905107 512 20,000 SH   SOLE   20,000 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104 4,195 595,030 SH   SOLE   595,030 0 0
CASELLA WASTE SYS INC CL A 147448104 1,864 40,500 SH   SOLE   40,500 0 0
CERUS CORP COM 157085101 886 210,000 SH   SOLE   210,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 17,921 4,740,986 SH   SOLE   4,740,986 0 0
CENTURY CASINOS INC COM 156492100 1,346 170,000 SH   SOLE   170,000 0 0
CERENCE INC COM 156727109 6,234 275,489 SH   SOLE   275,489 0 0
CIMPRESS PLC SHS EURO G2143T103 1,421 11,300 SH   SOLE   11,300 0 0
CONDUENT INC COM 206787103 4,123 665,000 SH   SOLE   665,000 0 0
COPA HOLDINGS SA CL A P31076105 1,675 15,500 SH   SOLE   15,500 0 0
COSTAR GROUP INC COM 22160N109 3,291 5,500 SH   SOLE   5,500 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 6,817 230,000 SH Put SOLE   230,000 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 1,789 26,000 SH   SOLE   26,000 0 0
DROPBOX INC CL A 26210C104 20,991 1,172,000 SH   SOLE   1,172,000 0 0
EDGEWELL PERS CARE CO COM 28035Q102 6,968 225,066 SH   SOLE   225,066 0 0
ELECTRONIC ARTS INC COM 285512109 3,870 36,000 SH   SOLE   36,000 0 0
ENCANA CORP COM 292505104 6,130 1,307,000 SH   SOLE   1,307,000 0 0
EURONET WORLDWIDE INC COM 298736109 2,915 18,500 SH   SOLE   18,500 0 0
EVOLENT HEALTH INC CL A 30050B101 17,268 1,908,025 SH   SOLE   1,908,025 0 0
EXACT SCIENCES CORP COM 30063P105 1,535 16,600 SH   SOLE   16,600 0 0
FABRINET SHS G3323L100 1,582 24,400 SH   SOLE   24,400 0 0
FACEBOOK INC CL A 30303M102 14,368 70,000 SH   SOLE   70,000 0 0
FEDEX CORP COM 31428X106 756 5,000 SH   SOLE   5,000 0 0
FERROGLOBE PLC SHS G33856108 1,016 1,080,596 SH   SOLE   1,080,596 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,679 12,073 SH   SOLE   12,073 0 0
FIRSTCASH INC COM 33767D105 1,451 18,000 SH   SOLE   18,000 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 7,244 370,752 SH   SOLE   370,752 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 5,420 105,080 SH   SOLE   105,080 0 0
GMS INC COM 36251C103 14,262 526,662 SH   SOLE   526,662 0 0
GOOSEHEAD INS INC COM CL A 38267D109 904 21,318 SH   SOLE   21,318 0 0
GREEN DOT CORP CL A 39304D102 22,891 982,461 SH   SOLE   982,461 0 0
GTT COMMUNICATIONS INC COM 362393100 409 36,000 SH   SOLE   36,000 0 0
HCA HEALTHCARE INC COM 40412C101 4,434 30,000 SH   SOLE   30,000 0 0
HMS HLDGS CORP COM 40425J101 2,696 91,071 SH   SOLE   91,071 0 0
HOME BANCSHARES INC COM 436893200 1,473 74,912 SH   SOLE   74,912 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,168 10,000 SH   SOLE   10,000 0 0
HUYA INC ADS REP SHS A 44852D108 574 32,000 SH   SOLE   32,000 0 0
IAA INC COM 449253103 2,057 43,700 SH   SOLE   43,700 0 0
INFINERA CORPORATION COM 45667G103 9,528 1,200,000 SH   SOLE   1,200,000 0 0
INSTRUCTURE INC COM 45781U103 22,256 461,637 SH   SOLE   461,637 0 0
INSULET CORP COM 45784P101 2,842 16,600 SH   SOLE   16,600 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 903 75,000 SH   SOLE   75,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 12,914 296,000 SH Call SOLE   296,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1,164 7,800 SH   SOLE   7,800 0 0
JD COM INC SPON ADR CL A 47215P106 4,621 131,159 SH   SOLE   131,159 0 0
JOYY INC ADS REPSTG COM A 46591M109 6,001 113,672 SH   SOLE   113,672 0 0
KAR AUCTION SVCS INC COM 48238T109 13,613 624,746 SH   SOLE   624,746 0 0
KEMPER CORP DEL COM 488401100 1,884 24,306 SH   SOLE   24,306 0 0
KINDRED BIOSCIENCES INC COM 494577109 594 70,000 SH   SOLE   70,000 0 0
KIRBY CORP COM 497266106 895 10,000 SH   SOLE   10,000 0 0
KORNIT DIGITAL LTD SHS M6372Q113 2,396 70,000 SH   SOLE   70,000 0 0
LEMAITRE VASCULAR INC COM 525558201 1,186 33,000 SH   SOLE   33,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 3,546 162,702 SH   SOLE   162,702 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 553 28,435 SH   SOLE   28,435 0 0
LIVENT CORP COM 53814L108 7,818 914,330 SH   SOLE   914,330 0 0
LKQ CORP COM 501889208 3,320 93,000 SH   SOLE   93,000 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 3,694 93,850 SH   SOLE   93,850 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 3,322 340,000 SH   SOLE   340,000 0 0
LYFT INC CL A COM 55087P104 12,261 285,000 SH   SOLE   285,000 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 18,979 443,015 SH   SOLE   443,015 0 0
METHODE ELECTRS INC COM 591520200 3,065 77,885 SH   SOLE   77,885 0 0
MICRON TECHNOLOGY INC COM 595112103 3,227 60,000 SH   SOLE   60,000 0 0
MIX TELEMATICS LTD SPONSORED ADR 60688N102 682 52,603 SH   SOLE   52,603 0 0
MOBILEIRON INC COM NEW 60739U204 3,780 777,777 SH   SOLE   777,777 0 0
MR COOPER GROUP INC COM 62482R107 9,126 729,514 SH   SOLE   729,514 0 0
NEOGENOMICS INC COM NEW 64049M209 2,925 100,000 SH   SOLE   100,000 0 0
NETEASE INC SPONSORED ADS 64110W102 1,555 5,071 SH   SOLE   5,071 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 271 2,235 SH   SOLE   2,235 0 0
NOBLE ENERGY INC COM 655044105 5,712 229,970 SH   SOLE   229,970 0 0
NOKIA CORP SPONSORED ADR 654902204 15,471 4,170,000 SH   SOLE   4,170,000 0 0
NORBORD INC COM NEW 65548P403 3,876 145,000 SH   SOLE   145,000 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 30,159 1,691,500 SH   SOLE   1,691,500 0 0
NV5 GLOBAL INC COM 62945V109 1,261 25,000 SH   SOLE   25,000 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 980 15,000 SH   SOLE   15,000 0 0
ORBCOMM INC COM 68555P100 1,170 278,000 SH   SOLE   278,000 0 0
ORTHOPEDIATRICS CORP COM 68752L100 2,115 45,000 SH   SOLE   45,000 0 0
OWENS CORNING NEW COM 690742101 30,039 461,290 SH   SOLE   461,290 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 15,534 454,744 SH   SOLE   454,744 0 0
PALO ALTO NETWORKS INC COM 697435105 1,730 7,481 SH   SOLE   7,481 0 0
PETIQ INC COM CL A 71639T106 1,503 60,000 SH   SOLE   60,000 0 0
PGT INNOVATIONS INC COM 69336V101 671 45,000 SH   SOLE   45,000 0 0
PINTEREST INC CL A 72352L106 9,320 500,000 SH   SOLE   500,000 0 0
PLURALSIGHT INC COM CL A 72941B106 10,827 629,133 SH   SOLE   629,133 0 0
POINTS INTL LTD COM NEW 730843208 1,501 98,379 SH   SOLE   98,379 0 0
PRIMO WTR CORP COM 74165N105 7,914 705,000 SH   SOLE   705,000 0 0
PROVIDENCE SVC CORP COM 743815102 888 15,000 SH   SOLE   15,000 0 0
PURE STORAGE INC CL A 74624M102 1,057 61,793 SH   SOLE   61,793 0 0
QUANTA SVCS INC COM 74762E102 5,292 130,000 SH   SOLE   130,000 0 0
QUANTERIX CORP COM 74766Q101 945 40,000 SH   SOLE   40,000 0 0
REALOGY HLDGS CORP COM 75605Y106 7,412 765,685 SH   SOLE   765,685 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 3,579 300,000 SH   SOLE   300,000 0 0
RINGCENTRAL INC CL A 76680R206 4,568 27,081 SH   SOLE   27,081 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 2,624 29,955 SH   SOLE   29,955 0 0
SEA LTD SPONSORED ADS 81141R100 2,731 67,910 SH   SOLE   67,910 0 0
SIENTRA INC COM 82621J105 1,609 180,000 SH   SOLE   180,000 0 0
SIRIUS XM HLDGS INC COM 82968B103 1,390 194,400 SH   SOLE   194,400 0 0
SMARTSHEET INC COM CL A 83200N103 368 8,190 SH   SOLE   8,190 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 1,860 60,000 SH   SOLE   60,000 0 0
SPIRIT AIRLS INC COM 848577102 10,350 256,750 SH   SOLE   256,750 0 0
SPROUT SOCIAL INC COM CL A 85209W109 4,950 308,432 SH   SOLE   308,432 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 1,055 30,000 SH   SOLE   30,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 5,907 96,200 SH   SOLE   96,200 0 0
TABULA RASA HEALTHCARE INC COM 873379101 1,363 28,000 SH   SOLE   28,000 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 887 18,400 SH   SOLE   18,400 0 0
TELARIA INC COM 879181105 881 100,000 SH   SOLE   100,000 0 0
TELADOC HEALTH INC COM 87918A105 3,158 37,718 SH   SOLE   37,718 0 0
TETRA TECH INC NEW COM 88162G103 2,757 32,000 SH   SOLE   32,000 0 0
TREEHOUSE FOODS INC COM 89469A104 15,520 320,000 SH   SOLE   320,000 0 0
TUTOR PERINI CORP COM 901109108 6,430 500,010 SH   SOLE   500,010 0 0
TWILIO INC CL A 90138F102 15,068 153,312 SH   SOLE   153,312 0 0
UBER TECHNOLOGIES INC COM 90353T100 32,119 1,080,000 SH   SOLE   1,080,000 0 0
UNDER ARMOUR INC CL C 904311206 25,701 1,340,000 SH   SOLE   1,340,000 0 0
UPLAND SOFTWARE INC COM 91544A109 2,139 59,900 SH   SOLE   59,900 0 0
VANECK VECTORS ETF TRUST SEMICONDUCTOR ET 92189F676 5,755 40,700 SH Put SOLE   40,700 0 0
VERACYTE INC COM 92337F107 2,094 75,000 SH   SOLE   75,000 0 0
VERICEL CORP COM 92346J108 783 45,000 SH   SOLE   45,000 0 0
VERRA MOBILITY CORP COM 92511U102 3,777 270,000 SH   SOLE   270,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 3,199 225,766 SH   SOLE   225,766 0 0
VOCERA COMMUNICATIONS INC COM 92857F107 862 41,523 SH   SOLE   41,523 0 0
VONAGE HLDGS CORP COM 92886T201 13,680 1,846,220 SH   SOLE   1,846,220 0 0
WEX INC COM 96208T104 3,079 14,700 SH   SOLE   14,700 0 0
XPO LOGISTICS INC COM 983793100 5,579 70,000 SH   SOLE   70,000 0 0
ZENDESK INC COM 98936J101 11,495 150,000 SH   SOLE   150,000 0 0
ZUORA INC COM CL A 98983V106 13,675 954,261 SH   SOLE   954,261 0 0