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
AMEDISYS INC COM 023436108 4,688 19,827 SH   SOLE   19,827 0 0
ASPEN GROUP INC COM NEW 04530L203 177 15,877 SH   SOLE   15,877 0 0
AVIS BUDGET GROUP COM 053774105 3,340 126,888 SH   SOLE   126,888 0 0
BMC STK HLDGS INC COM 05591B109 5,539 129,316 SH   SOLE   129,316 0 0
CALIX INC COM 13100M509 6,435 361,896 SH   SOLE   361,896 0 0
CARPARTS COM INC COM 14427M107 248 22,907 SH   SOLE   22,907 0 0
CASELLA WASTE SYS INC CL A 147448104 8,859 158,613 SH   SOLE   158,613 0 0
CAVCO INDS INC DEL COM 149568107 10,173 56,420 SH   SOLE   56,420 0 0
CENTURY CMNTYS INC COM 156504300 1,255 29,655 SH   SOLE   29,655 0 0
CHICKEN SOUP FOR THE SOUL EN CL A 16842Q100 440 30,502 SH   SOLE   30,502 0 0
CLEAN HARBORS INC COM 184496107 1,018 18,161 SH   SOLE   18,161 0 0
CORELOGIC INC COM 21871D103 1,587 23,453 SH   SOLE   23,453 0 0
CULP INC COM 230215105 802 64,589 SH   SOLE   64,589 0 0
EDUCATIONAL DEV CORP COM 281479105 776 46,271 SH   SOLE   46,271 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 7,306 119,180 SH   SOLE   119,180 0 0
EURONET WORLDWIDE INC COM 298736109 1,453 15,953 SH   SOLE   15,953 0 0
EVERI HLDGS INC COM 30034T103 8,163 989,406 SH   SOLE   989,406 0 0
FLEXSTEEL INDS INC COM 339382103 409 17,027 SH   SOLE   17,027 0 0
FORESTAR GROUP INC COM 346232101 1,790 101,114 SH   SOLE   101,114 0 0
FTI CONSULTING INC COM 302941109 4,401 41,530 SH   SOLE   41,530 0 0
GENTEX CORP COM 371901109 9,281 360,435 SH   SOLE   360,435 0 0
GOLDEN ENTMT INC COM 381013101 1,967 142,246 SH   SOLE   142,246 0 0
GRAND CANYON ED INC COM 38526M106 2,679 33,509 SH   SOLE   33,509 0 0
HASBRO INC COM 418056107 16,301 197,068 SH   SOLE   197,068 0 0
HESKA CORP COM RESTRC NEW 42805E306 4,651 47,083 SH   SOLE   47,083 0 0
ICF INTL INC COM 44925C103 4,612 74,954 SH   SOLE   74,954 0 0
INSTALLED BLDG PRODS INC COM 45780R101 9,889 97,194 SH   SOLE   97,194 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 14,979 100,000 SH Put SOLE   100,000 0 0
LA Z BOY INC COM 505336107 1,278 40,394 SH   SOLE   40,394 0 0
LAUREATE EDUCATION INC CL A 518613203 4,725 355,780 SH   SOLE   355,780 0 0
LINDSAY CORP COM 535555106 2,075 21,459 SH   SOLE   21,459 0 0
LOWES COS INC COM 548661107 982 5,921 SH   SOLE   5,921 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 477 27,250 SH   SOLE   27,250 0 0
MERITAGE HOMES CORP COM 59001A102 3,258 29,515 SH   SOLE   29,515 0 0
MGP INGREDIENTS INC NEW COM 55303J106 1,660 41,759 SH   SOLE   41,759 0 0
MICHAELS COS INC COM 59408Q106 4,289 444,243 SH   SOLE   444,243 0 0
NATUS MED INC DEL COM 639050103 1,143 66,701 SH   SOLE   66,701 0 0
NAUTILUS INC COM 63910B102 4,069 237,128 SH   SOLE   237,128 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 4,034 80,526 SH   SOLE   80,526 0 0
OWENS CORNING NEW COM 690742101 1,652 24,001 SH   SOLE   24,001 0 0
PACIFIC ETHANOL INC COM 69423U305 12,394 1,695,484 SH   SOLE   1,695,484 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 6,537 112,470 SH   SOLE   112,470 0 0
PETIQ INC COM CL A 71639T106 12,704 385,909 SH   SOLE   385,909 0 0
PLUG POWER INC COM NEW 72919P202 3,762 280,566 SH   SOLE   280,566 0 0
POLARIS INC COM 731068102 3,477 36,852 SH   SOLE   36,852 0 0
PRIMORIS SVCS CORP COM 74164F103 2,172 120,383 SH   SOLE   120,383 0 0
PURPLE INNOVATION INC COM 74640Y106 13,218 531,688 SH   SOLE   531,688 0 0
QUANEX BUILDING PRODUCTS COR COM 747619104 3,794 205,741 SH   SOLE   205,741 0 0
RED ROCK RESORTS INC CL A 75700L108 481 28,114 SH   SOLE   28,114 0 0
RED VIOLET INC COM 75704L104 854 46,249 SH   SOLE   46,249 0 0
REDFIN CORP COM 75737F108 16,829 337,058 SH   SOLE   337,058 0 0
RENT A CTR INC NEW COM 76009N100 482 16,131 SH   SOLE   16,131 0 0
REV GROUP INC COM 749527107 1,145 145,128 SH   SOLE   145,128 0 0
SCIPLAY CORP CL A 809087109 5,490 338,445 SH   SOLE   338,445 0 0
SEASPINE HLDGS CORP COM 81255T108 2,490 174,105 SH   SOLE   174,105 0 0
SELECT INTERIOR CONCEPTS INC CL A 816120307 884 128,124 SH   SOLE   128,124 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 6,410 100,000 SH Put SOLE   100,000 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 11,943 446,130 SH   SOLE   446,130 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 3,039 75,665 SH   SOLE   75,665 0 0
SONOCO PRODS CO COM 835495102 5,314 104,057 SH   SOLE   104,057 0 0
SPDR SER TR S&P RETAIL ETF 78464A714 7,449 150,000 SH Put SOLE   150,000 0 0
STAMPS COM INC COM NEW 852857200 14,958 62,081 SH   SOLE   62,081 0 0
STANLEY BLACK & DECKER INC COM 854502101 2,250 13,871 SH   SOLE   13,871 0 0
SUN CMNTYS INC COM 866674104 6,685 47,541 SH   SOLE   47,541 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 1,953 53,385 SH   SOLE   53,385 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 2,837 115,383 SH   SOLE   115,383 0 0
TOLL BROTHERS INC COM 889478103 1,284 26,396 SH   SOLE   26,396 0 0
TORO CO COM 891092108 6,358 75,732 SH   SOLE   75,732 0 0
TUPPERWARE BRANDS CORP COM 899896104 1,582 78,488 SH   SOLE   78,488 0 0
U S SILICA HLDGS INC COM 90346E103 1,084 361,236 SH   SOLE   361,236 0 0
UFP INDUSTRIES INC COM 90278Q108 18,108 320,431 SH   SOLE   320,431 0 0
UPLAND SOFTWARE INC COM 91544A109 2,937 77,913 SH   SOLE   77,913 0 0
UTZ BRANDS INC COM CL A 918090101 3,533 197,393 SH   SOLE   197,393 0 0