The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ADTALEM GLOBAL ED INC | COM | 00737L103 | 21,222 | 681,300 | SH | SOLE | 681,300 | 0 | 0 | ||
| AT HOME GROUP INC | COM | 04650Y100 | 11,782 | 1,815,400 | SH | SOLE | 1,815,400 | 0 | 0 | ||
| CARDLYTICS INC | COM | 14161W105 | 30,798 | 440,100 | SH | SOLE | 440,100 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 32,334 | 269,000 | SH | SOLE | 269,000 | 0 | 0 | ||
| FIVERR INTL LTD | ORD SHS | M4R82T106 | 31,562 | 427,557 | SH | SOLE | 427,557 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 14,503 | 206,300 | SH | SOLE | 206,300 | 0 | 0 | ||
| MELCO RESORTS AND ENTMNT LTD | ADR | 585464100 | 20,921 | 1,348,000 | SH | SOLE | 1,348,000 | 0 | 0 | ||
| PAN AMERN SILVER CORP | COM | 697900108 | 20,604 | 678,000 | SH | SOLE | 678,000 | 0 | 0 | ||
| SANDSTORM GOLD LTD | COM NEW | 80013R206 | 6,717 | 698,200 | SH | SOLE | 698,200 | 0 | 0 | ||
| SELECT ENERGY SVCS INC | CL A COM | 81617J301 | 5,642 | 1,151,500 | SH | SOLE | 1,151,500 | 0 | 0 | ||