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
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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 37 308,900 SH   SOLE   308,900 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 7,820 83,800 SH   SOLE   83,800 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,432 17,647 SH   SOLE   17,647 0 0
AMN HEALTHCARE SVCS INC COM 001744101 711 12,300 SH   SOLE   12,300 0 0
ARCH COAL INC CL A 039380407 2,531 87,570 SH   SOLE   87,570 0 0
ASGN INC COM 00191U102 1,167 33,043 SH   SOLE   33,043 0 0
AXOGEN INC COM 05463X106 416 40,000 SH   SOLE   40,000 0 0
AXOS FINL INC COM 05465C100 5,754 317,375 SH   SOLE   317,375 0 0
BAIDU INC SPON ADR REP A 056752108 595 5,900 SH   SOLE   5,900 0 0
BENEFITFOCUS INC COM 08180D106 1,694 190,118 SH   SOLE   190,118 0 0
BOINGO WIRELESS INC COM 09739C102 1,008 95,000 SH   SOLE   95,000 0 0
BOOT BARN HLDGS INC COM 099406100 259 20,000 SH   SOLE   20,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 10,477 856,651 SH   SOLE   856,651 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 44 3,307 SH   SOLE   3,307 0 0
CARS COM INC COM 14575E105 3,032 705,000 SH   SOLE   705,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 1,399 39,722 SH   SOLE   39,722 0 0
CARRIAGE SVCS INC COM 143905107 323 20,000 SH   SOLE   20,000 0 0
CASA SYS INC COM 14713L102 3,500 1,000,000 SH   SOLE   1,000,000 0 0
CASELLA WASTE SYS INC CL A 147448104 1,465 37,500 SH   SOLE   37,500 0 0
CERUS CORP COM 157085101 1,220 262,290 SH   SOLE   262,290 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 10,642 5,019,891 SH   SOLE   5,019,891 0 0
CENTURY CASINOS INC COM 156492100 410 170,000 SH   SOLE   170,000 0 0
CERENCE INC COM 156727109 423 27,489 SH   SOLE   27,489 0 0
CIMPRESS PLC SHS EURO G2143T103 601 11,300 SH   SOLE   11,300 0 0
CONDUENT INC COM 206787103 2,661 1,086,000 SH   SOLE   1,086,000 0 0
COPA HOLDINGS SA CL A P31076105 702 15,500 SH   SOLE   15,500 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 12,700 400,000 SH   SOLE   400,000 0 0
COSTAR GROUP INC COM 22160N109 3,230 5,500 SH   SOLE   5,500 0 0
DIEBOLD NXDF INC COM 253651103 1,473 418,443 SH   SOLE   418,443 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 1,409 26,000 SH   SOLE   26,000 0 0
DOMO INC COM CL B 257554105 1,491 150,000 SH   SOLE   150,000 0 0
DROPBOX INC CL A 26210C104 16,902 933,800 SH   SOLE   933,800 0 0
EBIX INC COM NEW 278715206 17 1,132 SH   SOLE   1,132 0 0
EDGEWELL PERS CARE CO COM 28035Q102 14,515 602,796 SH   SOLE   602,796 0 0
ELECTRONIC ARTS INC COM 285512109 3,606 36,000 SH   SOLE   36,000 0 0
EURONET WORLDWIDE INC COM 298736109 1,586 18,500 SH   SOLE   18,500 0 0
EVOLENT HEALTH INC CL A 30050B101 9,199 1,694,025 SH   SOLE   1,694,025 0 0
EXACT SCIENCES CORP COM 30063P105 963 16,600 SH   SOLE   16,600 0 0
FABRINET SHS G3323L100 1,331 24,400 SH   SOLE   24,400 0 0
FACEBOOK INC CL A 30303M102 11,590 69,487 SH   SOLE   69,487 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,469 12,073 SH   SOLE   12,073 0 0
FIRSTCASH INC COM 33767D105 933 13,000 SH   SOLE   13,000 0 0
FOOT LOCKER INC COM 344849104 37 1,695 SH   SOLE   1,695 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 3,029 369,377 SH   SOLE   369,377 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 2,130 36,735 SH   SOLE   36,735 0 0
GLU MOBILE INC COM 379890106 28 4,520 SH   SOLE   4,520 0 0
GMS INC COM 36251C103 9,135 580,747 SH   SOLE   580,747 0 0
GOOSEHEAD INS INC COM CL A 38267D109 818 18,318 SH   SOLE   18,318 0 0
GREEN DOT CORP CL A 39304D102 10,409 409,960 SH   SOLE   409,960 0 0
GTT COMMUNICATIONS INC COM 362393100 207 26,000 SH   SOLE   26,000 0 0
HARSCO CORP COM 415864107 4,182 600,000 SH   SOLE   600,000 0 0
HASBRO INC COM 418056107 150 2,100 SH   SOLE   2,100 0 0
HCA HEALTHCARE INC COM 40412C101 2,696 30,000 SH   SOLE   30,000 0 0
HMS HLDGS CORP COM 40425J101 2,301 91,071 SH   SOLE   91,071 0 0
HOME BANCSHARES INC COM 436893200 898 74,912 SH   SOLE   74,912 0 0
HUNT J B TRANS SVCS INC COM 445658107 922 10,000 SH   SOLE   10,000 0 0
IAA INC COM 449253103 1,309 43,700 SH   SOLE   43,700 0 0
INDEPENDENT BK GROUP INC COM 45384B106 4,570 193,000 SH   SOLE   193,000 0 0
INFINERA CORPORATION COM 45667G103 5,300 1,000,000 SH   SOLE   1,000,000 0 0
INSPERITY INC COM 45778Q107 11,092 297,367 SH   SOLE   297,367 0 0
INSULET CORP COM 45784P101 2,419 14,600 SH   SOLE   14,600 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 685 75,000 SH   SOLE   75,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 778 7,800 SH   SOLE   7,800 0 0
JD COM INC SPON ADR CL A 47215P106 2,187 54,002 SH   SOLE   54,002 0 0
KAR AUCTION SVCS INC COM 48238T109 7,478 623,186 SH   SOLE   623,186 0 0
KEMPER CORP DEL COM 488401100 1,808 24,306 SH   SOLE   24,306 0 0
KINDRED BIOSCIENCES INC COM 494577109 360 90,000 SH   SOLE   90,000 0 0
KIRBY CORP COM 497266106 7,432 170,960 SH   SOLE   170,960 0 0
KORNIT DIGITAL LTD SHS M6372Q113 1,195 48,000 SH   SOLE   48,000 0 0
KRAFT HEINZ CO COM 500754106 4,330 175,000 SH   SOLE   175,000 0 0
LEMAITRE VASCULAR INC COM 525558201 449 18,000 SH   SOLE   18,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 2,556 162,702 SH   SOLE   162,702 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 292 28,435 SH   SOLE   28,435 0 0
LIMELIGHT NETWORKS INC COM 53261M104 1,625 285,000 SH   SOLE   285,000 0 0
LINCOLN NATL CORP IND COM 534187109 66 2,520 SH   SOLE   2,520 0 0
LKQ CORP COM 501889208 1,907 93,000 SH   SOLE   93,000 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 335 12,333 SH   SOLE   12,333 0 0
LYFT INC CL A COM 55087P104 3,210 119,570 SH   SOLE   119,570 0 0
MAGNA INTL INC COM 559222401 3,032 95,000 SH   SOLE   95,000 0 0
METHODE ELECTRS INC COM 591520200 2,059 77,885 SH   SOLE   77,885 0 0
MICRON TECHNOLOGY INC COM 595112103 2,524 60,000 SH   SOLE   60,000 0 0
MIX TELEMATICS LTD SPONSORED ADR 60688N102 455 52,603 SH   SOLE   52,603 0 0
MOBILEIRON INC COM NEW 60739U204 2,850 750,000 SH   SOLE   750,000 0 0
MODERNA INC COM 60770K107 749 25,000 SH   SOLE   25,000 0 0
MR COOPER GROUP INC COM 62482R107 5,697 777,204 SH   SOLE   777,204 0 0
NCR CORP NEW COM 62886E108 28 1,582 SH   SOLE   1,582 0 0
NEOGENOMICS INC COM NEW 64049M209 2,623 95,000 SH   SOLE   95,000 0 0
NETEASE INC SPONSORED ADS 64110W102 1,172 3,651 SH   SOLE   3,651 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 281 2,600 SH   SOLE   2,600 0 0
NEW RELIC INC COM 64829B100 4,208 91,000 SH   SOLE   91,000 0 0
NOKIA CORP SPONSORED ADR 654902204 13,741 4,432,450 SH   SOLE   4,432,450 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 25,782 1,536,500 SH   SOLE   1,536,500 0 0
NV5 GLOBAL INC COM 62945V109 1,032 25,000 SH   SOLE   25,000 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 695 15,000 SH   SOLE   15,000 0 0
ONEMAIN HLDGS INC COM 68268W103 765 40,000 SH   SOLE   40,000 0 0
ORBCOMM INC COM 68555P100 678 278,000 SH   SOLE   278,000 0 0
ORTHOPEDIATRICS CORP COM 68752L100 1,784 45,000 SH   SOLE   45,000 0 0
OVINTIV INC COM 69047Q102 16 6,047 SH   SOLE   6,047 0 0
OWENS CORNING NEW COM 690742101 20,756 534,800 SH   SOLE   534,800 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 13,902 719,187 SH   SOLE   719,187 0 0
PALO ALTO NETWORKS INC COM 697435105 1,227 7,481 SH   SOLE   7,481 0 0
PETIQ INC COM CL A 71639T106 1,394 60,000 SH   SOLE   60,000 0 0
PGT INNOVATIONS INC COM 69336V101 378 45,000 SH   SOLE   45,000 0 0
PINTEREST INC CL A 72352L106 8,291 537,000 SH   SOLE   537,000 0 0
PLURALSIGHT INC COM CL A 72941B106 869 79,133 SH   SOLE   79,133 0 0
POINTS INTL LTD COM NEW 730843208 810 98,379 SH   SOLE   98,379 0 0
PROVIDENCE SVC CORP COM 743815102 823 15,000 SH   SOLE   15,000 0 0
PURE STORAGE INC CL A 74624M102 760 61,793 SH   SOLE   61,793 0 0
QUANTA SVCS INC COM 74762E102 3,931 123,880 SH   SOLE   123,880 0 0
QUANTERIX CORP COM 74766Q101 735 40,000 SH   SOLE   40,000 0 0
REALOGY HLDGS CORP COM 75605Y106 3,393 1,127,225 SH   SOLE   1,127,225 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 1,452 300,000 SH   SOLE   300,000 0 0
RINGCENTRAL INC CL A 76680R206 4,993 23,561 SH   SOLE   23,561 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 136 3,990 SH   SOLE   3,990 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 1,590 29,955 SH   SOLE   29,955 0 0
SEA LTD SPONSORED ADS 81141R100 2,133 48,130 SH   SOLE   48,130 0 0
SEAWORLD ENTMT INC COM 81282V100 1,818 165,000 SH   SOLE   165,000 0 0
SIRIUS XM HLDGS INC COM 82968B103 960 194,400 SH   SOLE   194,400 0 0
SMARTSHEET INC COM CL A 83200N103 755 18,190 SH   SOLE   18,190 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 1,062 80,000 SH   SOLE   80,000 0 0
SPIRIT AIRLS INC COM 848577102 387 30,000 SH   SOLE   30,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 3,953 90,200 SH   SOLE   90,200 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 968 30,000 SH   SOLE   30,000 0 0
STERICYCLE INC COM 858912108 3,319 68,319 SH   SOLE   68,319 0 0
TABULA RASA HEALTHCARE INC COM 873379101 1,464 28,000 SH   SOLE   28,000 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 719 13,500 SH   SOLE   13,500 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 611 9,500 SH   SOLE   9,500 0 0
TELARIA INC COM 879181105 690 115,000 SH   SOLE   115,000 0 0
TELADOC HEALTH INC COM 87918A105 3,866 24,938 SH   SOLE   24,938 0 0
TEMPUR SEALY INTL INC COM 88023U101 50 1,155 SH   SOLE   1,155 0 0
TETRA TECH INC NEW COM 88162G103 2,260 32,000 SH   SOLE   32,000 0 0
TOLL BROTHERS INC COM 889478103 10,926 567,579 SH   SOLE   567,579 0 0
TREEHOUSE FOODS INC COM 89469A104 32,346 732,642 SH   SOLE   732,642 0 0
TWILIO INC CL A 90138F102 8,798 98,312 SH   SOLE   98,312 0 0
UBER TECHNOLOGIES INC COM 90353T100 9,748 349,135 SH   SOLE   349,135 0 0
UNDER ARMOUR INC CL C 904311206 9,188 1,140,000 SH   SOLE   1,140,000 0 0
UPLAND SOFTWARE INC COM 91544A109 1,607 59,900 SH   SOLE   59,900 0 0
US XPRESS ENTERPRISES INC COM CL A 90338N202 317 94,992 SH   SOLE   94,992 0 0
VERACYTE INC COM 92337F107 1,823 75,000 SH   SOLE   75,000 0 0
VERICEL CORP COM 92346J108 413 45,000 SH   SOLE   45,000 0 0
VERRA MOBILITY CORP COM 92511U102 309 43,326 SH   SOLE   43,326 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 2,050 131,600 SH   SOLE   131,600 0 0
VONAGE HLDGS CORP COM 92886T201 13,420 1,856,220 SH   SOLE   1,856,220 0 0
VOYA FINANCIAL INC COM 929089100 6,894 170,000 SH   SOLE   170,000 0 0
WEX INC COM 96208T104 1,746 16,700 SH   SOLE   16,700 0 0
WIX COM LTD SHS M98068105 1,008 10,000 SH   SOLE   10,000 0 0
WW INTL INC COM 98262P101 3,551 210,000 SH   SOLE   210,000 0 0
XPO LOGISTICS INC COM 983793100 2,925 60,000 SH   SOLE   60,000 0 0
YUM CHINA HLDGS INC COM 98850P109 499 11,700 SH   SOLE   11,700 0 0
ZENDESK INC COM 98936J101 4,481 70,000 SH   SOLE   70,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 230 8,700 SH   SOLE   8,700 0 0
ZUORA INC COM CL A 98983V106 5,669 704,261 SH   SOLE   704,261 0 0