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 NEW COM 282914100 1,830 100,000 SH Put SOLE   100,000 0 0
8X8 INC NEW COM 282914100 21,728 1,187,307 SH   SOLE   1,187,307 0 0
ACTUANT CORP CL A NEW 00508X203 7,570 290,832 SH   SOLE   290,832 0 0
AEROVIRONMENT INC COM 008073108 10,318 167,128 SH   SOLE   167,128 0 0
AMERICAS CAR MART INC COM 03062T105 12,781 116,553 SH   SOLE   116,553 0 0
BALLANTYNE STRONG INC COM 058516105 315 97,096 SH   SOLE   97,096 0 0
BMC STK HLDGS INC COM 05591B109 20,519 715,195 SH   SOLE   715,195 0 0
CACI INTL INC CL A 127190304 13,228 52,915 SH   SOLE   52,915 0 0
CAREER EDUCATION CORP COM 141665109 40,948 2,226,640 SH   SOLE   2,226,640 0 0
COMMVAULT SYSTEMS INC COM 204166102 10,528 235,839 SH   SOLE   235,839 0 0
ELDORADO RESORTS INC COM 28470R102 31,044 520,522 SH   SOLE   520,522 0 0
HESKA CORP COM RESTRC NEW 42805E306 17,518 182,596 SH   SOLE   182,596 0 0
HURON CONSULTING GROUP INC COM 447462102 2,159 31,413 SH   SOLE   31,413 0 0
INSTALLED BLDG PRODS INC COM 45780R101 36,108 524,299 SH   SOLE   524,299 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 24,851 150,000 SH Put SOLE   150,000 0 0
JELD-WEN HLDG INC COM 47580P103 16,140 689,458 SH   SOLE   689,458 0 0
LAUREATE EDUCATION INC CL A 518613203 21,455 1,218,341 SH   SOLE   1,218,341 0 0
LINDSAY CORP COM 535555106 17,450 181,785 SH   SOLE   181,785 0 0
MASONITE INTL CORP NEW COM 575385109 8,888 123,082 SH   SOLE   123,082 0 0
MASTEC INC COM 576323109 6,416 100,000 SH Put SOLE   100,000 0 0
MASTEC INC COM 576323109 32,171 501,411 SH   SOLE   501,411 0 0
MCGRATH RENTCORP COM 580589109 22,183 289,824 SH   SOLE   289,824 0 0
MILLER HERMAN INC COM 600544100 12,647 303,650 SH   SOLE   303,650 0 0
MOHAWK INDS INC COM 608190104 20,802 152,527 SH   SOLE   152,527 0 0
MOHAWK INDS INC COM 608190104 3,410 25,000 SH Put SOLE   25,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 6,970 43,254 SH   SOLE   43,254 0 0
NORTHWEST PIPE CO COM 667746101 1,093 32,821 SH   SOLE   32,821 0 0
PERFICIENT INC COM 71375U101 9,219 200,108 SH   SOLE   200,108 0 0
RED VIOLET INC COM 75704L104 2,437 131,633 SH   SOLE   131,633 0 0
RENT A CTR INC NEW COM 76009N100 16,476 571,305 SH   SOLE   571,305 0 0
ROCKY BRANDS INC COM 774515100 2,747 93,339 SH   SOLE   93,339 0 0
SCIPLAY CORP CL A 809087109 11,451 931,697 SH   SOLE   931,697 0 0
SCORPIO TANKERS INC SHS Y7542C130 5,402 137,313 SH   SOLE   137,313 0 0
SYNNEX CORP COM 87162W100 11,209 87,027 SH   SOLE   87,027 0 0
U S PHYSICAL THERAPY INC COM 90337L108 11,569 101,175 SH   SOLE   101,175 0 0
UNIVERSAL FST PRODS INC COM 913543104 7,225 151,471 SH   SOLE   151,471 0 0
VERICEL CORP COM 92346J108 5,837 335,472 SH   SOLE   335,472 0 0
YETI HLDGS INC COM 98585X104 3,468 99,710 SH   SOLE   99,710 0 0