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 4,000 250,000 SH   SOLE   250,000 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 5,219 70,000 SH   SOLE   70,000 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 4,494 285,000 SH   SOLE   285,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,966 13,752 SH   SOLE   13,752 0 0
ALLY FINL INC COM 02005N100 8,924 450,000 SH   SOLE   450,000 0 0
AMN HEALTHCARE SVCS INC COM 001744101 556 12,300 SH   SOLE   12,300 0 0
ARCH RESOURCES INC CL A 03940R107 847 29,820 SH   SOLE   29,820 0 0
ASGN INC COM 00191U102 2,337 35,043 SH   SOLE   35,043 0 0
AXOS FINANCIAL INC COM 05465C100 5,352 242,375 SH   SOLE   242,375 0 0
BAIDU INC SPON ADR REP A 056752108 222 1,850 SH   SOLE   1,850 0 0
BAUSCH HEALTH COS INC COM 071734107 11,340 620,000 SH   SOLE   620,000 0 0
BENEFITFOCUS INC COM 08180D106 4,573 425,000 SH   SOLE   425,000 0 0
BOINGO WIRELESS INC COM 09739C102 866 65,000 SH   SOLE   65,000 0 0
BOOT BARN HLDGS INC COM 099406100 862 40,000 SH   SOLE   40,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 5,416 261,651 SH   SOLE   261,651 0 0
CAREDX INC COM 14167L103 1,240 35,000 SH   SOLE   35,000 0 0
CARS COM INC COM 14575E105 3,197 555,000 SH   SOLE   555,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 1,253 39,722 SH   SOLE   39,722 0 0
CASA SYS INC COM 14713L102 4,992 1,200,000 SH   SOLE   1,200,000 0 0
CASELLA WASTE SYS INC CL A 147448104 1,746 33,500 SH   SOLE   33,500 0 0
CERUS CORP COM 157085101 1,731 262,290 SH   SOLE   262,290 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 5,990 2,079,891 SH   SOLE   2,079,891 0 0
CENTURY CASINOS INC COM 156492100 706 170,000 SH   SOLE   170,000 0 0
CERENCE INC COM 156727109 1,021 24,989 SH   SOLE   24,989 0 0
CIMPRESS PLC SHS EURO G2143T103 863 11,300 SH   SOLE   11,300 0 0
CLOUDERA INC COM 18914U100 11,130 875,000 SH   SOLE   875,000 0 0
CONDUENT INC COM 206787103 5,736 2,400,000 SH   SOLE   2,400,000 0 0
COPA HOLDINGS SA CL A P31076105 784 15,500 SH   SOLE   15,500 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 22,056 572,000 SH   SOLE   572,000 0 0
COSTAR GROUP INC COM 22160N109 3,909 5,500 SH   SOLE   5,500 0 0
DIEBOLD NXDF INC COM 253651103 4,536 748,443 SH   SOLE   748,443 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 1,713 26,000 SH   SOLE   26,000 0 0
DROPBOX INC CL A 26210C104 18,896 868,000 SH   SOLE   868,000 0 0
DYCOM INDS INC COM 267475101 3,496 85,500 SH   SOLE   85,500 0 0
EDGEWELL PERS CARE CO COM 28035Q102 11,844 380,088 SH   SOLE   380,088 0 0
ELECTRONIC ARTS INC COM 285512109 4,754 36,000 SH   SOLE   36,000 0 0
EURONET WORLDWIDE INC COM 298736109 1,773 18,500 SH   SOLE   18,500 0 0
EVOLENT HEALTH INC CL A 30050B101 11,420 1,603,930 SH   SOLE   1,603,930 0 0
EXACT SCIENCES CORP COM 30063P105 1,443 16,600 SH   SOLE   16,600 0 0
FABRINET SHS G3323L100 1,523 24,400 SH   SOLE   24,400 0 0
FACEBOOK INC CL A 30303M102 2,044 9,000 SH   SOLE   9,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,619 12,073 SH   SOLE   12,073 0 0
FIRSTCASH INC COM 33767D105 877 13,000 SH   SOLE   13,000 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 4,798 369,377 SH   SOLE   369,377 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 4,358 54,705 SH   SOLE   54,705 0 0
GOOSEHEAD INS INC COM CL A 38267D109 1,001 13,318 SH   SOLE   13,318 0 0
GREEN DOT CORP CL A 39304D102 1,604 32,690 SH   SOLE   32,690 0 0
GROWGENERATION CORP COM 39986L109 332 48,547 SH   SOLE   48,547 0 0
GTT COMMUNICATIONS INC COM 362393100 212 26,000 SH   SOLE   26,000 0 0
HCA HEALTHCARE INC COM 40412C101 2,912 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 1,152 74,912 SH   SOLE   74,912 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,203 10,000 SH   SOLE   10,000 0 0
IAA INC COM 449253103 1,686 43,700 SH   SOLE   43,700 0 0
INFINERA CORP COM 45667G103 5,328 900,000 SH   SOLE   900,000 0 0
INSPERITY INC COM 45778Q107 12,411 191,736 SH   SOLE   191,736 0 0
INSULET CORP COM 45784P101 2,836 14,600 SH   SOLE   14,600 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 935 75,000 SH   SOLE   75,000 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 2,544 100,000 SH   SOLE   100,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 861 7,800 SH   SOLE   7,800 0 0
JD.COM INC SPON ADR CL A 47215P106 2,465 40,962 SH   SOLE   40,962 0 0
KAR AUCTION SVCS INC COM 48238T109 3,463 251,696 SH   SOLE   251,696 0 0
KEMPER CORP DEL COM 488401100 1,581 21,806 SH   SOLE   21,806 0 0
KIRBY CORP COM 497266106 2,194 40,960 SH   SOLE   40,960 0 0
KNOLL INC COM NEW 498904200 2,804 230,000 SH   SOLE   230,000 0 0
KOPPERS HOLDINGS INC COM 50060P106 3,372 178,982 SH   SOLE   178,982 0 0
KORNIT DIGITAL LTD SHS M6372Q113 2,562 48,000 SH   SOLE   48,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 710 25,000 SH   SOLE   25,000 0 0
LAUREATE EDUCATION INC CL A 518613203 3,319 333,111 SH   SOLE   333,111 0 0
LEMAITRE VASCULAR INC COM 525558201 475 18,000 SH   SOLE   18,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 3,500 162,702 SH   SOLE   162,702 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 268 28,435 SH   SOLE   28,435 0 0
LIMELIGHT NETWORKS INC COM 53261M104 2,098 285,000 SH   SOLE   285,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 1,025 150,000 SH   SOLE   150,000 0 0
LKQ CORP COM 501889208 2,437 93,000 SH   SOLE   93,000 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 4,473 145,732 SH   SOLE   145,732 0 0
METHODE ELECTRS INC COM 591520200 2,435 77,885 SH   SOLE   77,885 0 0
MICRON TECHNOLOGY INC COM 595112103 3,091 60,000 SH   SOLE   60,000 0 0
MICROSOFT CORP COM 594918104 1,018 5,000 SH   SOLE   5,000 0 0
MIMECAST LTD ORD SHS G14838109 917 22,000 SH   SOLE   22,000 0 0
MOBILEIRON INC COM NEW 60739U204 5,177 1,050,000 SH   SOLE   1,050,000 0 0
MR COOPER GROUP INC COM 62482R107 8,176 657,204 SH   SOLE   657,204 0 0
NEOGENOMICS INC COM NEW 64049M209 2,943 95,000 SH   SOLE   95,000 0 0
NETEASE INC SPONSORED ADS 64110W102 1,469 3,421 SH   SOLE   3,421 0 0
NEW RELIC INC COM 64829B100 797 11,563 SH   SOLE   11,563 0 0
NOKIA CORP SPONSORED ADR 654902204 19,503 4,432,450 SH   SOLE   4,432,450 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 37,616 1,486,500 SH   SOLE   1,486,500 0 0
NV5 GLOBAL INC COM 62945V109 1,271 25,000 SH   SOLE   25,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 1,465 15,000 SH   SOLE   15,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 4,348 410,554 SH   SOLE   410,554 0 0
ORTHOPEDIATRICS CORP COM 68752L100 1,969 45,000 SH   SOLE   45,000 0 0
OWENS CORNING NEW COM 690742101 13,371 239,802 SH   SOLE   239,802 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 13,577 384,187 SH   SOLE   384,187 0 0
PALO ALTO NETWORKS INC COM 697435105 1,718 7,481 SH   SOLE   7,481 0 0
PETIQ INC COM CL A 71639T106 2,090 60,000 SH   SOLE   60,000 0 0
PGT INNOVATIONS INC COM 69336V101 706 45,000 SH   SOLE   45,000 0 0
PHREESIA INC COM 71944F106 566 20,000 SH   SOLE   20,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 2,646 30,830 SH   SOLE   30,830 0 0
PING IDENTITY HLDG CORP COM 72341T103 642 20,000 SH   SOLE   20,000 0 0
PINTEREST INC CL A 72352L106 11,905 537,000 SH   SOLE   537,000 0 0
PLURALSIGHT INC COM CL A 72941B106 1,428 79,133 SH   SOLE   79,133 0 0
POINTS INTL LTD COM NEW 730843208 805 88,379 SH   SOLE   88,379 0 0
PROVIDENCE SVC CORP COM 743815102 1,184 15,000 SH   SOLE   15,000 0 0
PURE STORAGE INC CL A 74624M102 1,071 61,793 SH   SOLE   61,793 0 0
QUANTERIX CORP COM 74766Q101 1,096 40,000 SH   SOLE   40,000 0 0
REALOGY HLDGS CORP COM 75605Y106 8,164 1,101,694 SH   SOLE   1,101,694 0 0
RINGCENTRAL INC CL A 76680R206 4,863 17,061 SH   SOLE   17,061 0 0
RUBICON PROJ INC COM 78112V102 830 124,430 SH   SOLE   124,430 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 1,987 29,955 SH   SOLE   29,955 0 0
SEA LTD SPONSORED ADS 81141R100 2,219 20,695 SH   SOLE   20,695 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 522 85,000 SH   SOLE   85,000 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 1,141 194,400 SH   SOLE   194,400 0 0
SMARTSHEET INC COM CL A 83200N103 926 18,190 SH   SOLE   18,190 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 2,553 80,000 SH   SOLE   80,000 0 0
SPIRIT AIRLS INC COM 848577102 534 30,000 SH   SOLE   30,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 5,094 90,200 SH   SOLE   90,200 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 1,477 24,000 SH   SOLE   24,000 0 0
STONERIDGE INC COM 86183P102 3,616 175,000 SH   SOLE   175,000 0 0
SWITCH INC CL A 87105L104 624 35,000 SH   SOLE   35,000 0 0
TABULA RASA HEALTHCARE INC COM 873379101 1,532 28,000 SH   SOLE   28,000 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 1,434 14,500 SH   SOLE   14,500 0 0
TELADOC HEALTH INC COM 87918A105 2,316 12,138 SH   SOLE   12,138 0 0
TETRA TECH INC NEW COM 88162G103 2,532 32,000 SH   SOLE   32,000 0 0
TREEHOUSE FOODS INC COM 89469A104 31,934 729,080 SH   SOLE   729,080 0 0
TTEC HLDGS INC COM 89854H102 931 20,000 SH   SOLE   20,000 0 0
TWILIO INC CL A 90138F102 12,356 56,312 SH   SOLE   56,312 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,399 45,000 SH   SOLE   45,000 0 0
UNDER ARMOUR INC CL C 904311206 10,078 1,140,000 SH   SOLE   1,140,000 0 0
UPLAND SOFTWARE INC COM 91544A109 2,082 59,900 SH   SOLE   59,900 0 0
VERACYTE INC COM 92337F107 1,943 75,000 SH   SOLE   75,000 0 0
VERICEL CORP COM 92346J108 622 45,000 SH   SOLE   45,000 0 0
VERRA MOBILITY CORP COM 92511U102 445 43,326 SH   SOLE   43,326 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 9,525 478,408 SH   SOLE   478,408 0 0
VIRTU FINL INC CL A 928254101 7,157 303,252 SH   SOLE   303,252 0 0
VONAGE HLDGS CORP COM 92886T201 21,289 2,116,220 SH   SOLE   2,116,220 0 0
WESCO INTL INC COM 95082P105 4,213 120,000 SH   SOLE   120,000 0 0
WEX INC COM 96208T104 2,756 16,700 SH   SOLE   16,700 0 0
WIX COM LTD SHS M98068105 3,203 12,500 SH   SOLE   12,500 0 0
XPO LOGISTICS INC COM 983793100 4,635 60,000 SH   SOLE   60,000 0 0
YUM CHINA HLDGS INC COM 98850P109 159 3,300 SH   SOLE   3,300 0 0
ZENDESK INC COM 98936J101 4,427 50,000 SH   SOLE   50,000 0 0
ZUORA INC COM CL A 98983V106 10,484 822,261 SH   SOLE   822,261 0 0