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
ADVANCED MICRO DEVICES INC COM 007903107 2,990 56,837 SH   SOLE   56,837 0 0
BENEFYTT TECHNOLOGIES INC COM CL A 08182C106 6,585 321,846 SH   SOLE   321,846 0 0
BENEFYTT TECHNOLOGIES INC COM CL A 08182C106 2,046 100,000 SH Put SOLE   100,000 0 0
BMC STK HLDGS INC COM 05591B109 5,299 210,774 SH   SOLE   210,774 0 0
BOYD GAMING CORP COM 103304101 5,157 246,723 SH   SOLE   246,723 0 0
BROOKS AUTOMATION INC NEW COM 114340102 8,911 201,426 SH   SOLE   201,426 0 0
CACI INTL INC CL A 127190304 9,527 43,928 SH   SOLE   43,928 0 0
CAVCO INDS INC DEL COM 149568107 10,883 56,432 SH   SOLE   56,432 0 0
CENTURY CMNTYS INC COM 156504300 1,048 34,188 SH   SOLE   34,188 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 3,819 49,366 SH   SOLE   49,366 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,153 73,098 SH   SOLE   73,098 0 0
CONMED CORP COM 207410101 4,740 65,842 SH   SOLE   65,842 0 0
CORELOGIC INC COM 21871D103 7,299 108,586 SH   SOLE   108,586 0 0
DOLLAR TREE INC COM 256746108 20,565 221,897 SH   SOLE   221,897 0 0
ELDORADO RESORTS INC COM 28470R102 7,131 178,019 SH   SOLE   178,019 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 3,209 67,571 SH   SOLE   67,571 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 8,806 140,944 SH   SOLE   140,944 0 0
FIRST AMERN FINL CORP COM 31847R102 10,190 212,204 SH   SOLE   212,204 0 0
FORESTAR GROUP INC COM 346232101 356 23,598 SH   SOLE   23,598 0 0
FULLER H B CO COM 359694106 13,793 309,258 SH   SOLE   309,258 0 0
HESKA CORP COM RESTRC NEW 42805E306 7,218 77,471 SH   SOLE   77,471 0 0
ICF INTL INC COM 44925C103 5,943 91,676 SH   SOLE   91,676 0 0
INSTALLED BLDG PRODS INC COM 45780R101 10,791 156,895 SH   SOLE   156,895 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 12,157 49,100 SH Put SOLE   49,100 0 0
ISHARES TR BARCLAYS 7 10 YR 464287440 89,172 731,700 SH Put SOLE   731,700 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 10,552 73,700 SH Put SOLE   73,700 0 0
LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 471 140,881 SH   SOLE   140,881 0 0
LIMONEIRA CO COM 532746104 370 25,551 SH   SOLE   25,551 0 0
LITHIA MTRS INC CL A 536797103 12,139 80,214 SH   SOLE   80,214 0 0
LOWES COS INC COM 548661107 7,889 58,388 SH   SOLE   58,388 0 0
MASCO CORP COM 574599106 6,383 127,129 SH   SOLE   127,129 0 0
MASTEC INC COM 576323109 21,036 468,810 SH   SOLE   468,810 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 628 32,976 SH   SOLE   32,976 0 0
MCGRATH RENTCORP COM 580589109 980 18,140 SH   SOLE   18,140 0 0
MERITAGE HOMES CORP COM 59001A102 5,723 75,180 SH   SOLE   75,180 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 4,362 160,291 SH   SOLE   160,291 0 0
MIMECAST LTD ORD SHS G14838109 256 6,134 SH   SOLE   6,134 0 0
MR COOPER GROUP INC COM 62482R107 945 75,941 SH   SOLE   75,941 0 0
NATIONAL BEVERAGE CORP COM 635017106 6,164 101,022 SH   SOLE   101,022 0 0
OPEN LENDING CORP COM CL A 68373J104 2,319 153,571 SH   SOLE   153,571 0 0
OVERSTOCK COM INC DEL COM 690370101 20,217 711,119 SH   SOLE   711,119 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 9,362 224,025 SH   SOLE   224,025 0 0
PENNYMAC MTG INVT TR COM 70931T103 1,196 68,222 SH   SOLE   68,222 0 0
PETIQ INC COM CL A 71639T106 19,783 567,820 SH   SOLE   567,820 0 0
PLEXUS CORP COM 729132100 2,763 39,157 SH   SOLE   39,157 0 0
PLUG POWER INC COM NEW 72919P202 8,743 1,064,900 SH   SOLE   1,064,900 0 0
POLARIS INC COM 731068102 3,248 35,090 SH   SOLE   35,090 0 0
PRIMORIS SVCS CORP COM 74164F103 16,232 913,966 SH   SOLE   913,966 0 0
PURPLE INNOVATION INC COM 74640Y106 267 14,816 SH   SOLE   14,816 0 0
QURATE RETAIL INC COM SER A 74915M100 6,073 639,219 SH   SOLE   639,219 0 0
RED VIOLET INC COM 75704L104 637 36,130 SH   SOLE   36,130 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 1,076 31,106 SH   SOLE   31,106 0 0
SCIPLAY CORP CL A 809087109 5,776 389,454 SH   SOLE   389,454 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 441 3,280 SH   SOLE   3,280 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 15,889 652,810 SH   SOLE   652,810 0 0
SMITH MICRO SOFTWARE INC COM NEW 832154207 882 197,687 SH   SOLE   197,687 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 10,977 343,984 SH   SOLE   343,984 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 176 12,319 SH   SOLE   12,319 0 0
STANDARD MTR PRODS INC COM 853666105 537 13,031 SH   SOLE   13,031 0 0
SUN CMNTYS INC COM 866674104 18,831 138,788 SH   SOLE   138,788 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 6,977 361,709 SH   SOLE   361,709 0 0
TJX COS INC NEW COM 872540109 5,356 105,939 SH   SOLE   105,939 0 0
TOPBUILD CORP COM 89055F103 4,710 41,401 SH   SOLE   41,401 0 0
TWIN RIV WORLDWIDE HLDGS INC COM 90171V204 869 38,964 SH   SOLE   38,964 0 0
U.S. AUTO PARTS NETWORK INC COM 90343C100 537 61,953 SH   SOLE   61,953 0 0
UFP INDUSTRIES INC COM 90278Q108 9,505 191,977 SH   SOLE   191,977 0 0
VICI PPTYS INC COM 925652109 2,130 105,500 SH   SOLE   105,500 0 0
WATSCO INC COM 942622200 4,423 24,888 SH   SOLE   24,888 0 0
XPO LOGISTICS INC COM 983793100 18,114 234,485 SH   SOLE   234,485 0 0