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
2U INC COM 90214J101 7,727 228,209 SH   SOLE 0 195,331 32,878 0
ACTIVISION BLIZZARD INC COM 00507V109 2,833 35,000 SH   SOLE 0 35,000 0 0
ADVANCED ENERGY INDS COM 007973100 6,315 100,328 SH   SOLE 0 86,351 13,977 0
AGCO CORP COM 001084102 6,831 91,977 SH   SOLE 0 79,133 12,844 0
AGNC INVT CORP COM 00123Q104 8,451 607,551 SH   SOLE 0 607,551 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 4,109 163,968 SH   SOLE 0 160,673 3,295 0
ALARM COM HLDGS INC COM 011642105 11,588 209,743 SH   SOLE 0 184,873 24,870 0
AMAZON COM INC COM 023135106 2,903 922 SH   SOLE 0 922 0 0
AMEDISYS INC COM 023436108 5,911 25,000 SH   SOLE 0 25,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 6,145 500,000 SH Call SOLE 0 500,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 3,191 13,200 SH   SOLE 0 13,200 0 0
ANGIODYNAMICS INC COM 03475V101 1,206 100,000 SH   SOLE 0 100,000 0 0
APACHE CORP COM 037411105 474 50,000 SH   SOLE 0 50,000 0 0
ARCH RESOURCES INC CL A 03940R107 269 6,324 SH   SOLE 0 6,324 0 0
ARMADA HOFFLER PPTYS INC COM 04208T108 3,617 390,600 SH   SOLE 0 390,600 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,699 4,600 SH   SOLE 0 4,600 0 0
ATLASSIAN CORP PLC CL A G06242104 1,818 10,000 SH   SOLE 0 10,000 0 0
AUTOZONE INC COM 053332102 2,663 2,261 SH   SOLE 0 2,261 0 0
AVAYA HLDGS CORP COM 05351X101 6,284 413,431 SH   SOLE 0 387,403 26,028 0
AVIS BUDGET GROUP COM 053774105 6,169 234,395 SH   SOLE 0 206,847 27,548 0
AVNET INC COM 053807103 1,292 50,000 SH   SOLE 0 50,000 0 0
B & G FOODS INC NEW COM 05508R106 3,362 121,061 SH   SOLE 0 121,061 0 0
BED BATH & BEYOND INC COM 075896100 3,188 212,789 SH   SOLE 0 212,789 0 0
BLACKROCK RES & COMMODITIES SHS 09257A108 1,190 200,000 SH   SOLE 0 200,000 0 0
BLOOMIN BRANDS INC COM 094235108 764 50,000 SH   SOLE 0 50,000 0 0
BMC STK HLDGS INC COM 05591B109 3,554 82,989 SH   SOLE 0 82,989 0 0
BOISE CASCADE CO DEL COM 09739D100 1,198 30,000 SH   SOLE 0 30,000 0 0
BOYD GAMING CORP COM 103304101 15,269 497,528 SH   SOLE 0 429,139 68,389 0
BROOKS AUTOMATION INC NEW COM 114340102 8,293 179,264 SH   SOLE 0 153,548 25,716 0
BRUNSWICK CORP COM 117043109 9,770 165,842 SH   SOLE 0 143,548 22,294 0
BUILDERS FIRSTSOURCE INC COM 12008R107 8,470 259,643 SH   SOLE 0 227,655 31,988 0
CABOT OIL & GAS CORP COM 127097103 2,604 150,000 SH   SOLE 0 150,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 8,461 79,351 SH   SOLE 0 68,348 11,003 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 5,045 90,000 SH   SOLE 0 90,000 0 0
CALLAWAY GOLF CO COM 131193104 6,390 333,855 SH   SOLE 0 288,695 45,160 0
CANTEL MED CORP COM 138098108 6,638 151,077 SH   SOLE 0 130,026 21,051 0
CARDTRONICS PLC SHS CL A G1991C105 9,203 464,822 SH   SOLE 0 405,964 58,858 0
CAREDX INC COM 14167L103 15,275 402,614 SH   SOLE 0 347,886 54,728 0
CARRIER GLOBAL CORPORATION COM 14448C104 9,742 319,006 SH   SOLE 0 284,762 34,244 0
CASELLA WASTE SYS INC CL A 147448104 3,115 55,768 SH   SOLE 0 55,768 0 0
CATERPILLAR INC DEL COM 149123101 447 3,000 SH   SOLE 0 3,000 0 0
CAVCO INDS INC DEL COM 149568107 3,606 20,000 SH   SOLE 0 20,000 0 0
CERENCE INC COM 156727109 1,955 40,000 SH   SOLE 0 40,000 0 0
CERUS CORP COM 157085101 12,868 2,055,635 SH   SOLE 0 1,797,394 258,241 0
CHEESECAKE FACTORY INC COM 163072101 19,165 690,868 SH   SOLE 0 596,895 93,973 0
CHURCHILL DOWNS INC COM 171484108 2,042 12,465 SH   SOLE 0 12,465 0 0
CLARUS CORP NEW COM 18270P109 1,813 128,374 SH   SOLE 0 128,374 0 0
CLOUDERA INC COM 18914U100 7,036 646,073 SH   SOLE 0 560,546 85,527 0
CNX RES CORP COM 12653C108 944 100,000 SH   SOLE 0 100,000 0 0
COHEN & STEERS INFRASTRUCTUR COM 19248A109 3,517 158,207 SH   SOLE 0 158,207 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 8,037 386,029 SH   SOLE 0 337,944 48,085 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 9,042 193,375 SH   SOLE 0 172,591 20,784 0
COMMVAULT SYSTEMS INC COM 204166102 8,051 197,319 SH   SOLE 0 169,771 27,548 0
COMSTOCK RES INC COM 205768302 2,976 679,559 SH   SOLE 0 679,559 0 0
CONMED CORP COM 207410101 5,725 72,778 SH   SOLE 0 68,505 4,273 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 3,094 170,000 SH   SOLE 0 170,000 0 0
COPART INC COM 217204106 3,270 31,100 SH   SOLE 0 31,100 0 0
CORECIVIC INC COM 21871N101 6,795 849,323 SH   SOLE 0 733,685 115,638 0
COSTAR GROUP INC COM 22160N109 6,574 7,748 SH   SOLE 0 7,748 0 0
COUPA SOFTWARE INC COM 22266L106 2,742 10,000 SH   SOLE 0 10,000 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 1,558 125,000 SH   SOLE 0 125,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 2,681 16,104 SH   SOLE 0 16,104 0 0
CUTERA INC COM 232109108 3,068 161,730 SH   SOLE 0 161,730 0 0
CYRUSONE INC COM 23283R100 6,350 90,679 SH   SOLE 0 78,396 12,283 0
D R HORTON INC COM 23331A109 6,348 83,938 SH   SOLE 0 71,778 12,160 0
DEXCOM INC COM 252131107 7,189 17,439 SH   SOLE 0 15,890 1,549 0
DIGITAL TURBINE INC COM NEW 25400W102 881 26,914 SH   SOLE 0 23,114 3,800 0
DMY TECHNOLOGY GROUP INC COM 233253103 1,276 100,000 SH   SOLE 0 100,000 0 0
DOCUSIGN INC COM 256163106 2,648 12,303 SH   SOLE 0 12,303 0 0
DOLLAR TREE INC COM 256746108 1,827 20,000 SH   SOLE 0 17,212 2,788 0
DOMO INC COM CL B 257554105 7,326 191,140 SH   SOLE 0 164,482 26,658 0
DORMAN PRODUCTS INC COM 258278100 9,674 107,041 SH   SOLE 0 93,603 13,438 0
DRAFTKINGS INC COM CL A 26142R104 11,490 195,281 SH   SOLE 0 195,281 0 0
DROPBOX INC CL A 26210C104 1,926 100,000 SH   SOLE 0 100,000 0 0
DUCOMMUN INC DEL COM 264147109 2,963 90,000 SH   SOLE 0 90,000 0 0
DYNATRACE INC COM NEW 268150109 8,479 206,692 SH   SOLE 0 180,476 26,216 0
EAGLE MATLS INC COM 26969P108 10,868 125,904 SH   SOLE 0 110,212 15,692 0
EASTERLY GOVT PPTYS INC COM 27616P103 7,031 313,761 SH   SOLE 0 313,761 0 0
EDGEWELL PERS CARE CO COM 28035Q102 4,275 153,345 SH   SOLE 0 132,546 20,799 0
ELECTRONIC ARTS INC COM 285512109 2,608 20,000 SH   SOLE 0 20,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 4,123 392,279 SH   SOLE 0 337,540 54,739 0
ELEMENT SOLUTIONS INC COM 28618M106 1,051 100,000 SH Call SOLE 0 100,000 0 0
ELEVATE CREDIT INC COM 28621V101 1,002 389,996 SH   SOLE 0 389,996 0 0
ENCORE CAP GROUP INC COM 292554102 6,661 172,615 SH   SOLE 0 158,083 14,532 0
ENPHASE ENERGY INC COM 29355A107 5,814 70,394 SH   SOLE 0 70,394 0 0
ENTEGRIS INC COM 29362U104 4,218 56,738 SH   SOLE 0 50,383 6,355 0
EQT CORP COM 26884L109 1,940 150,000 SH   SOLE 0 150,000 0 0
EQUINIX INC COM 29444U700 3,633 4,780 SH   SOLE 0 4,780 0 0
EQUINOX GOLD CORP COM 29446Y502 1,207 103,400 SH   SOLE 0 103,400 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 1,226 20,000 SH   SOLE 0 20,000 0 0
EURONET WORLDWIDE INC COM 298736109 7,797 85,588 SH   SOLE 0 74,621 10,967 0
EVERI HLDGS INC COM 30034T103 7,411 898,283 SH   SOLE 0 790,248 108,035 0
EXACT SCIENCES CORP COM 30063P105 3,450 33,841 SH   SOLE 0 33,841 0 0
EXP WORLD HLDGS INC COM 30212W100 3,627 89,900 SH   SOLE 0 89,900 0 0
EXTRA SPACE STORAGE INC COM 30225T102 8,942 83,582 SH   SOLE 0 72,918 10,664 0
FASTENAL CO COM 311900104 505 11,200 SH   SOLE 0 11,200 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 10,833 73,586 SH   SOLE 0 63,622 9,964 0
FIRST AMERN FINL CORP COM 31847R102 20,180 396,384 SH   SOLE 0 341,812 54,572 0
FIVE9 INC COM 338307101 2,402 18,521 SH   SOLE 0 18,521 0 0
FLWS/1-800 FLOWERS CL A 68243Q106 14,973 600,367 SH   SOLE 0 520,167 80,200 0
FORTINET INC COM 34959E109 843 7,158 SH   SOLE 0 7,158 0 0
FORWARD AIR CORP COM 349853101 6,717 117,066 SH   SOLE 0 101,211 15,855 0
GAMING & LEISURE PPTYS INC COM 36467J108 2,811 76,109 SH   SOLE 0 76,109 0 0
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 3,083 277,234 SH   SOLE 0 277,234 0 0
GEO GROUP INC NEW COM 36162J106 8,435 743,840 SH   SOLE 0 671,917 71,923 0
GORES HLDGS IV INC COM CL A 382865103 516 50,000 SH   SOLE 0 50,000 0 0
GRAND CANYON ED INC COM 38526M106 13,132 164,270 SH   SOLE 0 143,965 20,305 0
GREENBRIER COS INC COM 393657101 8,883 302,136 SH   SOLE 0 257,219 44,917 0
GRIFFON CORP COM 398433102 4,572 233,986 SH   SOLE 0 233,986 0 0
HANESBRANDS INC COM 410345102 2,363 150,000 SH   SOLE 0 150,000 0 0
HASBRO INC COM 418056107 2,482 30,000 SH   SOLE 0 30,000 0 0
HEICO CORP NEW COM 422806109 5,022 47,983 SH   SOLE 0 47,983 0 0
HELEN OF TROY LTD COM G4388N106 9,497 49,077 SH   SOLE 0 42,735 6,342 0
HERSHA HOSPITALITY TR PR SHS BEN INT 427825500 1,437 100,000 SH   SOLE 0 100,000 0 0
HESKA CORP COM RESTRC NEW 42805E306 3,537 35,800 SH   SOLE 0 35,800 0 0
HEXCEL CORP NEW COM 428291108 5,748 171,336 SH   SOLE 0 148,080 23,256 0
HIBBETT SPORTS INC COM 428567101 6,442 164,263 SH   SOLE 0 164,263 0 0
HOWARD HUGHES CORP COM 44267D107 11,858 205,871 SH   SOLE 0 178,430 27,441 0
IAA INC COM 449253103 6,596 126,672 SH   SOLE 0 109,637 17,035 0
ICF INTL INC COM 44925C103 3,077 50,000 SH   SOLE 0 50,000 0 0
ICHOR HOLDINGS SHS G4740B105 6,879 318,924 SH   SOLE 0 277,121 41,803 0
ICHOR HOLDINGS SHS G4740B105 4,314 200,000 SH Call SOLE 0 157,100 42,900 0
IDEX CORP COM 45167R104 511 2,800 SH   SOLE 0 2,800 0 0
INARI MED INC COM 45332Y109 6,914 100,171 SH   SOLE 0 86,179 13,992 0
INMODE LTD SHS M5425M103 9,906 273,808 SH   SOLE 0 232,996 40,812 0
ISHARES TR RUSSELL 2000 ETF 464287655 168,399 1,100,000 SH Put SOLE 0 865,000 235,000 0
INSEEGO CORP COM 45782B104 5,803 562,331 SH   SOLE 0 486,197 76,134 0
INSTALLED BLDG PRODS INC COM 45780R101 6,480 63,689 SH   SOLE 0 59,847 3,842 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 20,767 1,865,844 SH   SOLE 0 1,629,847 235,997 0
INVITATION HOMES INC COM 46187W107 10,813 386,303 SH   SOLE 0 343,193 43,110 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1,426 10,000 SH   SOLE 0 10,000 0 0
K12 INC COM 48273U102 3,876 147,161 SH   SOLE 0 119,722 27,439 0
KAYNE ANDERSON ENERGY INFRST COM 486606106 798 200,000 SH   SOLE 0 200,000 0 0
KNOWLES CORP COM 49926D109 9,303 624,369 SH   SOLE 0 538,483 85,886 0
KORNIT DIGITAL LTD SHS M6372Q113 9,273 142,941 SH   SOLE 0 122,960 19,981 0
LANCASTER COLONY CORP COM 513847103 14,272 79,822 SH   SOLE 0 73,898 5,924 0
LANDCADIA HLDGS II INC CL A 51476X105 1,437 100,000 SH   SOLE 0 100,000 0 0
LANDSTAR SYS INC COM 515098101 6,461 51,490 SH   SOLE 0 44,449 7,041 0
LCI INDS COM 50189K103 8,761 82,426 SH   SOLE 0 71,368 11,058 0
LEGGETT & PLATT INC COM 524660107 11,781 286,144 SH   SOLE 0 247,281 38,863 0
LENNAR CORP CL A 526057104 7,347 89,949 SH   SOLE 0 80,850 9,099 0
LENNOX INTL INC COM 526107107 5,120 18,783 SH   SOLE 0 16,205 2,578 0
LGI HOMES INC COM 50187T106 581 5,000 SH   SOLE 0 5,000 0 0
LITHIA MTRS INC CL A 536797103 3,702 16,242 SH   SOLE 0 16,242 0 0
LOVESAC COMPANY COM 54738L109 9,039 326,201 SH   SOLE 0 284,020 42,181 0
LUMINEX CORP DEL COM 55027E102 8,246 314,125 SH   SOLE 0 277,546 36,579 0
LYDALL INC DEL COM 550819106 2,720 164,469 SH   SOLE 0 164,469 0 0
M D C HLDGS INC COM 552676108 3,525 74,837 SH   SOLE 0 66,536 8,301 0
MALIBU BOATS INC COM CL A 56117J100 6,257 126,253 SH   SOLE 0 108,953 17,300 0
MARINEMAX INC COM 567908108 4,364 170,000 SH   SOLE 0 170,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 2,777 30,000 SH   SOLE 0 30,000 0 0
MARTEN TRANS LTD COM 573075108 1,155 70,800 SH   SOLE 0 70,800 0 0
MASONITE INTL CORP COM 575385109 13,924 141,507 SH   SOLE 0 122,788 18,719 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 5,261 300,792 SH   SOLE 0 268,808 31,984 0
MEDALLIA INC COM 584021109 2,902 105,839 SH   SOLE 0 93,571 12,268 0
MEDICAL PPTYS TRUST INC COM 58463J304 4,408 250,000 SH   SOLE 0 250,000 0 0
MERCURY SYS INC COM 589378108 1,549 20,000 SH   SOLE 0 20,000 0 0
MERITOR INC COM 59001K100 10,214 487,759 SH   SOLE 0 426,898 60,861 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 4,757 170,000 SH   SOLE 0 170,000 0 0
MICROSOFT CORP COM 594918104 1,430 6,800 SH   SOLE 0 6,800 0 0
MONOLITHIC PWR SYS INC COM 609839105 2,942 10,521 SH   SOLE 0 10,521 0 0
MR COOPER GROUP INC COM 62482R107 6,447 288,852 SH   SOLE 0 248,607 40,245 0
MRC GLOBAL INC COM 55345K103 1,712 400,000 SH   SOLE 0 400,000 0 0
NATIONAL BEVERAGE CORP COM 635017106 5,011 73,687 SH   SOLE 0 63,412 10,275 0
NICE LTD SPONSORED ADR 653656108 6,610 29,114 SH   SOLE 0 26,780 2,334 0
NMI HLDGS INC CL A 629209305 3,461 194,433 SH   SOLE 0 167,341 27,092 0
NU SKIN ENTERPRISES INC CL A 67018T105 20,624 411,736 SH   SOLE 0 357,603 54,133 0
NUVASIVE INC COM 670704105 10,851 223,415 SH   SOLE 0 192,768 30,647 0
NVIDIA CORPORATION COM 67066G104 5,412 10,000 SH   SOLE 0 10,000 0 0
OMNICELL COM COM 68213N109 10,130 135,684 SH   SOLE 0 117,251 18,433 0
OVERSTOCK COM INC DEL COM 690370101 6,285 86,516 SH   SOLE 0 74,789 11,727 0
OWENS CORNING NEW COM 690742101 2,676 38,883 SH   SOLE 0 33,466 5,417 0
PALO ALTO NETWORKS INC COM 697435105 1,469 6,000 SH   SOLE 0 5,192 808 0
PAPA JOHNS INTL INC COM 698813102 1,278 15,529 SH   SOLE 0 11,879 3,650 0
PATRICK INDS INC COM 703343103 3,866 67,204 SH   SOLE 0 57,651 9,553 0
PEABODY ENERGY CORP NEW COM 704551100 460 200,000 SH   SOLE 0 200,000 0 0
PENN NATL GAMING INC COM 707569109 6,325 86,998 SH   SOLE 0 86,785 213 0
PERFICIENT INC COM 71375U101 13,492 315,681 SH   SOLE 0 277,444 38,237 0
PETIQ INC COM CL A 71639T106 10,081 306,225 SH   SOLE 0 272,317 33,908 0
PETMED EXPRESS INC COM 716382106 7,163 226,549 SH   SOLE 0 194,941 31,608 0
PLEXUS CORP COM 729132100 2,478 35,091 SH   SOLE 0 35,069 22 0
PLUG POWER INC COM NEW 72919P202 8,272 616,877 SH   SOLE 0 552,161 64,716 0
POOL CORP COM 73278L105 3,228 9,650 SH   SOLE 0 9,650 0 0
POTLATCHDELTIC CORPORATION COM 737630103 3,046 72,353 SH   SOLE 0 72,353 0 0
PRA GROUP INC COM 69354N106 7,915 198,132 SH   SOLE 0 169,063 29,069 0
PRIMORIS SVCS CORP COM 74164F103 5,255 291,295 SH   SOLE 0 291,295 0 0
PURPLE INNOVATION INC COM 74640Y106 4,833 194,413 SH   SOLE 0 167,328 27,085 0
QUINSTREET INC COM 74874Q100 4,434 279,925 SH   SOLE 0 279,925 0 0
REDFIN CORP COM 75737F108 12,306 246,460 SH   SOLE 0 215,287 31,173 0
RENT A CTR INC NEW COM 76009N100 7,690 257,268 SH   SOLE 0 233,143 24,125 0
RH COM 74967X103 2,564 6,700 SH   SOLE 0 6,700 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 12,800 517,572 SH   SOLE 0 450,288 67,284 0
SCIPLAY CORP CL A 809087109 3,244 200,000 SH   SOLE 0 200,000 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 4,059 26,544 SH   SOLE 0 26,544 0 0
SEASPINE HLDGS CORP COM 81255T108 186 13,015 SH   SOLE 0 13,015 0 0
SERVICENOW INC COM 81762P102 2,280 4,700 SH   SOLE 0 4,700 0 0
SIMON PPTY GROUP INC NEW COM 828806109 1,940 30,000 SH   SOLE 0 30,000 0 0
SKYWEST INC COM 830879102 3,491 116,907 SH   SOLE 0 100,589 16,318 0
SONOCO PRODS CO COM 835495102 10,764 210,774 SH   SOLE 0 182,163 28,611 0
SPDR GOLD TR GOLD SHS 78463V107 8,856 50,000 SH   SOLE 0 50,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 7,308 127,847 SH   SOLE 0 110,535 17,312 0
STAMPS COM INC COM NEW 852857200 9,110 37,808 SH   SOLE 0 32,519 5,289 0
STERLING CONSTRUCTION CO INC COM 859241101 3,024 213,585 SH   SOLE 0 213,585 0 0
SUMMIT MATLS INC CL A 86614U100 661 39,947 SH   SOLE 0 39,947 0 0
SUN CMNTYS INC COM 866674104 3,515 25,000 SH   SOLE 0 25,000 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 6,469 56,996 SH   SOLE 0 49,901 7,095 0
TANGER FACTORY OUTLET CTRS I COM 875465106 3,015 500,000 SH   SOLE 0 500,000 0 0
TELADOC HEALTH INC COM 87918A105 3,510 16,008 SH   SOLE 0 16,008 0 0
TETRA TECH INC NEW COM 88162G103 7,447 77,983 SH   SOLE 0 67,116 10,867 0
TOPBUILD CORP COM 89055F103 4,350 25,487 SH   SOLE 0 25,487 0 0
TORTOISE ENERGY INFRA CORP COM 89147L886 1,384 93,575 SH   SOLE 0 93,575 0 0
TREX CO INC COM 89531P105 10,148 141,733 SH   SOLE 0 122,120 19,613 0
TWIST BIOSCIENCE CORP COM 90184D100 8,617 113,428 SH   SOLE 0 97,568 15,860 0
U S PHYSICAL THERAPY INC COM 90337L108 4,265 49,092 SH   SOLE 0 49,092 0 0
UFP INDUSTRIES INC COM 90278Q108 2,826 50,000 SH   SOLE 0 50,000 0 0
UNITED NAT FOODS INC COM 911163103 9,843 661,924 SH   SOLE 0 592,782 69,142 0
UNITED NAT FOODS INC COM 911163103 4,461 300,000 SH Call SOLE 0 260,400 39,600 0
UNITED PARCEL SERVICE INC CL B 911312106 4,999 30,000 SH   SOLE 0 30,000 0 0
UPLAND SOFTWARE INC COM 91544A109 11,853 314,411 SH   SOLE 0 276,604 37,807 0
VALERO ENERGY CORP COM 91913Y100 1,300 30,000 SH   SOLE 0 30,000 0 0
VECTOR GROUP LTD COM 92240M108 6,626 683,831 SH   SOLE 0 588,848 94,983 0
VERICEL CORP COM 92346J108 8,499 458,687 SH   SOLE 0 398,345 60,342 0
VICI PPTYS INC COM 925652109 3,454 147,782 SH   SOLE 0 147,782 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 2,290 304,500 SH   SOLE 0 304,500 0 0
VISA INC COM CL A 92826C839 6,631 33,162 SH   SOLE 0 33,162 0 0
VOCERA COMMUNICATIONS INC COM 92857F107 7,644 262,872 SH   SOLE 0 227,059 35,813 0
WATSCO INC COM 942622200 3,607 15,486 SH   SOLE 0 15,486 0 0
WERNER ENTERPRISES INC COM 950755108 7,140 170,040 SH   SOLE 0 146,298 23,742 0
WILLIAMS COS INC COM 969457100 3,537 180,000 SH   SOLE 0 180,000 0 0
WINNEBAGO INDS INC COM 974637100 11,425 221,111 SH   SOLE 0 190,053 31,058 0
XPO LOGISTICS INC COM 983793100 12,699 150,002 SH   SOLE 0 129,631 20,371 0
ZILLOW GROUP INC CL C CAP STK 98954M200 7,233 71,197 SH   SOLE 0 71,197 0 0
ZIX CORP COM 98974P100 1,343 230,000 SH   SOLE 0 230,000 0 0
ZUMIEZ INC COM 989817101 570 20,506 SH   SOLE 0 19,055 1,451 0
ZYNEX INC COM 98986M103 2,493 142,868 SH   SOLE 0 123,232 19,636 0