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
ADAPTHEALTH CORP COM CL A 00653Q102 1,878 50,000 SH   SOLE   50,000 0 0
ADT INC DEL COM 00090Q103 8,594 1,094,756 SH   SOLE   1,094,756 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 3,763 37,000 SH   SOLE   37,000 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 13,166 748,947 SH   SOLE   748,947 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15,144 65,071 SH   SOLE   65,071 0 0
ALTERYX INC COM CL A 02156B103 2,192 18,000 SH   SOLE   18,000 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 1,757 75,000 SH   SOLE   75,000 0 0
ARCH RESOURCES INC CL A 03940R107 1,751 40,000 SH   SOLE   40,000 0 0
ASGN INC COM 00191U102 2,927 35,043 SH   SOLE   35,043 0 0
ASPEN GROUP INC COM NEW 04530L203 1,113 100,000 SH   SOLE   100,000 0 0
AXOS FINANCIAL INC COM 05465C100 1,487 39,624 SH   SOLE   39,624 0 0
BAIDU INC SPON ADR REP A 056752108 2,759 12,760 SH   SOLE   12,760 0 0
BARRETT BUSINESS SVCS INC COM 068463108 1,262 18,503 SH   SOLE   18,503 0 0
BED BATH & BEYOND INC COM 075896100 3,907 220,000 SH   SOLE   220,000 0 0
BENEFITFOCUS INC COM 08180D106 634 43,750 SH   SOLE   43,750 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 1,604 25,000 SH   SOLE   25,000 0 0
BLUCORA INC COM 095229100 3,352 210,655 SH   SOLE   210,655 0 0
BOOT BARN HLDGS INC COM 099406100 1,561 36,000 SH   SOLE   36,000 0 0
BOX INC CL A 10316T104 4,513 250,000 SH   SOLE   250,000 0 0
BRINKER INTL INC COM 109641100 10,352 183,000 SH   SOLE   183,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 658 16,134 SH   SOLE   16,134 0 0
CAESARSTONE LTD ORD SHS M20598104 2,587 200,734 SH   SOLE   200,734 0 0
CAREDX INC COM 14167L103 2,572 35,500 SH   SOLE   35,500 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 1,738 39,722 SH   SOLE   39,722 0 0
CASA SYS INC COM 14713L102 5,238 849,000 SH   SOLE   849,000 0 0
CASELLA WASTE SYS INC CL A 147448104 2,075 33,500 SH   SOLE   33,500 0 0
CENTURY CASINOS INC COM 156492100 1,278 200,000 SH   SOLE   200,000 0 0
CERENCE INC COM 156727109 1,506 14,989 SH   SOLE   14,989 0 0
CERUS CORP COM 157085101 1,677 242,290 SH   SOLE   242,290 0 0
CIMPRESS PLC SHS EURO G2143T103 991 11,300 SH   SOLE   11,300 0 0
CLOUDERA INC COM 18914U100 14,258 1,025,000 SH   SOLE   1,025,000 0 0
CONDUENT INC COM 206787103 12,283 2,558,890 SH   SOLE   2,558,890 0 0
COPA HOLDINGS SA CL A P31076105 1,197 15,500 SH   SOLE   15,500 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 21,451 487,089 SH   SOLE   487,089 0 0
COSTAR GROUP INC COM 22160N109 5,084 5,500 SH   SOLE   5,500 0 0
DIEBOLD NXDF INC COM 253651103 3,794 355,877 SH   SOLE   355,877 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 1,991 20,500 SH   SOLE   20,500 0 0
DROPBOX INC CL A 26210C104 18,240 822,000 SH   SOLE   822,000 0 0
EDGEWELL PERS CARE CO COM 28035Q102 4,126 119,313 SH   SOLE   119,313 0 0
ELECTRONIC ARTS INC COM 285512109 4,882 34,000 SH   SOLE   34,000 0 0
EURONET WORLDWIDE INC COM 298736109 2,391 16,500 SH   SOLE   16,500 0 0
EVOLENT HEALTH INC CL A 30050B101 2,164 135,025 SH   SOLE   135,025 0 0
EXACT SCIENCES CORP COM 30063P105 2,464 18,600 SH   SOLE   18,600 0 0
FABRINET SHS G3323L100 1,893 24,400 SH   SOLE   24,400 0 0
FACEBOOK INC CL A 30303M102 2,185 8,000 SH   SOLE   8,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,708 12,073 SH   SOLE   12,073 0 0
FIRSTCASH INC COM 33767D105 700 10,000 SH   SOLE   10,000 0 0
FOLEY TRASIMENE ACQUISITION COM CL A 344328109 7,173 475,000 SH   SOLE   475,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 3,090 32,999 SH   SOLE   32,999 0 0
GENESCO INC COM 371532102 1,204 40,000 SH   SOLE   40,000 0 0
GREEN DOT CORP CL A 39304D102 1,406 25,190 SH   SOLE   25,190 0 0
HCA HEALTHCARE INC COM 40412C101 4,440 27,000 SH   SOLE   27,000 0 0
HMS HLDGS CORP COM 40425J101 2,979 81,071 SH   SOLE   81,071 0 0
HOME BANCSHARES INC COM 436893200 1,264 64,912 SH   SOLE   64,912 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,367 10,000 SH   SOLE   10,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 7,672 45,000 SH   SOLE   45,000 0 0
IAA INC COM 449253103 2,222 34,200 SH   SOLE   34,200 0 0
INFINERA CORP COM 45667G103 2,096 200,000 SH   SOLE   200,000 0 0
INSULET CORP COM 45784P101 3,349 13,100 SH   SOLE   13,100 0 0
INTEL CORP COM 458140100 9,466 190,000 SH   SOLE   190,000 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 4,889 315,000 SH   SOLE   315,000 0 0
INVACARE CORP COM 461203101 2,238 250,000 SH   SOLE   250,000 0 0
J2 GLOBAL INC COM 48123V102 1,057 10,821 SH   SOLE   10,821 0 0
JD.COM INC SPON ADR CL A 47215P106 2,946 33,510 SH   SOLE   33,510 0 0
KAR AUCTION SVCS INC COM 48238T109 1,695 91,089 SH   SOLE   91,089 0 0
KEMPER CORP COM 488401100 768 10,000 SH   SOLE   10,000 0 0
KIRBY CORP COM 497266106 609 11,745 SH   SOLE   11,745 0 0
KORNIT DIGITAL LTD SHS M6372Q113 2,941 33,000 SH   SOLE   33,000 0 0
KULICKE & SOFFA INDS INC COM 501242101 13,657 429,317 SH   SOLE   429,317 0 0
LI AUTO INC SPONSORED ADS 50202M102 999 34,639 SH   SOLE   34,639 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 3,493 147,702 SH   SOLE   147,702 0 0
LIMELIGHT NETWORKS INC COM 53261M104 339 85,000 SH   SOLE   85,000 0 0
LKQ CORP COM 501889208 3,101 88,000 SH   SOLE   88,000 0 0
MAGNITE INC COM 55955D100 3,821 124,430 SH   SOLE   124,430 0 0
MARCUS CORP DEL COM 566330106 1,348 100,000 SH   SOLE   100,000 0 0
METHODE ELECTRS INC COM 591520200 2,981 77,885 SH   SOLE   77,885 0 0
MICRON TECHNOLOGY INC COM 595112103 4,135 55,000 SH   SOLE   55,000 0 0
MILLER HERMAN INC COM 600544100 12,438 368,000 SH   SOLE   368,000 0 0
MISSION PRODUCE INC COM 60510V108 4,519 300,277 SH   SOLE   300,277 0 0
NEOGENOMICS INC COM NEW 64049M209 4,307 80,000 SH   SOLE   80,000 0 0
NEW RELIC INC COM 64829B100 7,207 110,195 SH   SOLE   110,195 0 0
NIO INC SPON ADS 62914V106 1,675 34,360 SH   SOLE   34,360 0 0
NOKIA CORP SPONSORED ADR 654902204 13,626 3,484,887 SH   SOLE   3,484,887 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 29,827 676,500 SH   SOLE   676,500 0 0
NV5 GLOBAL INC COM 62945V109 2,363 30,000 SH   SOLE   30,000 0 0
ONEWATER MARINE INC CL A COM 68280L101 1,018 35,000 SH   SOLE   35,000 0 0
OPEN LENDING CORP COM CL A 68373J104 1,573 45,000 SH   SOLE   45,000 0 0
ORTHOPEDIATRICS CORP COM 68752L100 1,856 45,000 SH   SOLE   45,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 2,623 46,114 SH   SOLE   46,114 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,011 42,916 SH   SOLE   42,916 0 0
PALO ALTO NETWORKS INC COM 697435105 2,659 7,481 SH   SOLE   7,481 0 0
PETIQ INC COM CL A 71639T106 2,307 60,000 SH   SOLE   60,000 0 0
PGT INNOVATIONS INC COM 69336V101 610 30,000 SH   SOLE   30,000 0 0
PHREESIA INC COM 71944F106 814 15,000 SH   SOLE   15,000 0 0
PING IDENTITY HLDG CORP COM 72341T103 859 30,000 SH   SOLE   30,000 0 0
PINTEREST INC CL A 72352L106 1,549 23,500 SH   SOLE   23,500 0 0
POINTS INTL LTD COM NEW 730843208 1,268 88,379 SH   SOLE   88,379 0 0
PROG HOLDINGS INC COM NPV 74319R101 2,963 55,000 SH   SOLE   55,000 0 0
QUANTERIX CORP COM 74766Q101 1,535 33,000 SH   SOLE   33,000 0 0
RACKSPACE TECHNOLOGY INC COM 750102105 455 23,850 SH   SOLE   23,850 0 0
REALOGY HLDGS CORP COM 75605Y106 11,568 881,716 SH   SOLE   881,716 0 0
RINGCENTRAL INC CL A 76680R206 6,466 17,061 SH   SOLE   17,061 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 3,294 29,955 SH   SOLE   29,955 0 0
SEA LTD SPONSORED ADS 81141R100 2,583 12,979 SH   SOLE   22,945 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 1,238 194,400 SH   SOLE   194,400 0 0
SMARTSHEET INC COM CL A 83200N103 1,260 18,190 SH   SOLE   18,190 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 3,086 80,000 SH   SOLE   80,000 0 0
SPIRIT AIRLS INC COM 848577102 489 20,000 SH   SOLE   20,000 0 0
SPLUNK INC COM 848637104 2,888 17,000 SH   SOLE   17,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 6,562 90,200 SH   SOLE   90,200 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 1,743 22,000 SH   SOLE   22,000 0 0
STRATEGIC ED INC COM 86272C103 1,786 18,740 SH   SOLE   18,740 0 0
STRIDE INC COM 86333M108 3,821 180,000 SH   SOLE   180,000 0 0
SWITCH INC CL A 87105L104 573 35,000 SH   SOLE   35,000 0 0
SYNEOS HEALTH INC CL A 87166B102 8,048 118,133 SH   SOLE   118,133 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 1,353 30,100 SH   SOLE   30,100 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 1,387 14,500 SH   SOLE   14,500 0 0
TELADOC HEALTH INC COM 87918A105 1,687 8,438 SH   SOLE   8,438 0 0
TETRA TECH INC NEW COM 88162G103 3,473 30,000 SH   SOLE   30,000 0 0
THE PROVIDENCE SERVICE CORP COM 743815102 2,773 20,000 SH   SOLE   20,000 0 0
TREEHOUSE FOODS INC COM 89469A104 25,129 591,415 SH   SOLE   591,415 0 0
TTEC HLDGS INC COM 89854H102 1,459 20,000 SH   SOLE   20,000 0 0
TWILIO INC CL A 90138F102 9,821 29,012 SH   SOLE   29,012 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,785 35,000 SH   SOLE   35,000 0 0
UNDER ARMOUR INC CL C 904311206 16,591 1,115,000 SH   SOLE   1,115,000 0 0
UPLAND SOFTWARE INC COM 91544A109 1,877 40,900 SH   SOLE   40,900 0 0
USA TECHNOLOGIES INC COM 90328S500 1,622 154,789 SH   SOLE   154,789 0 0
VERACYTE INC COM 92337F107 2,790 57,000 SH   SOLE   57,000 0 0
VERTEX INC CL A 92538J106 1,080 30,981 SH   SOLE   30,981 0 0
VIRTU FINL INC CL A 928254101 13,012 516,982 SH   SOLE   516,982 0 0
VONAGE HLDGS CORP COM 92886T201 22,824 1,772,720 SH   SOLE   1,772,720 0 0
WAITR HL1A131DGS INC COM 930752100 2,224 800,000 SH   SOLE   800,000 0 0
WEX INC COM 96208T104 3,399 16,700 SH   SOLE   16,700 0 0
WIX COM LTD SHS M98068105 3,125 12,500 SH   SOLE   12,500 0 0
XPENG INC ADS 98422D105 915 21,370 SH   SOLE   21,370 0 0
XPO LOGISTICS INC COM 983793100 5,364 45,000 SH   SOLE   45,000 0 0
ZENDESK INC COM 98936J101 2,640 18,444 SH   SOLE   18,444 0 0
ZUORA INC COM CL A 98983V106 14,519 1,042,261 SH   SOLE   1,042,261 0 0