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
ADTALEM GLOBAL ED INC COM 00737L103 16,719 681,300 SH   SOLE   681,300 0 0
AT HOME GROUP INC COM 04650Y100 17,904 1,204,851 SH   SOLE   1,204,851 0 0
BOX INC CL A 10316T104 7,925 456,500 SH   SOLE   456,500 0 0
CARDLYTICS INC COM 14161W105 29,908 423,800 SH   SOLE   423,800 0 0
CARVANA CO CL A 146869102 35,511 159,200 SH   SOLE   159,200 0 0
FIVERR INTL LTD ORD SHS M4R82T106 36,343 261,500 SH   SOLE   261,500 0 0
GRUBHUB INC COM 400110102 14,922 206,300 SH   SOLE   206,300 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 22,444 1,348,000 SH   SOLE   1,348,000 0 0
PAN AMERN SILVER CORP COM 697900108 19,740 614,000 SH   SOLE   614,000 0 0
SANDSTORM GOLD LTD COM NEW 80013R206 5,893 698,200 SH   SOLE   698,200 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 4,422 1,151,500 SH   SOLE   1,151,500 0 0