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
ADVANCE AUTO PARTS INC COM 00751Y106 30,653 194,608 SH   SOLE   194,608 0 0
ALTERYX INC COM CL A 02156B103 8,159 66,993 SH   SOLE   66,993 0 0
AVALARA INC COM 05338G106 210,304 1,275,418 SH   SOLE   1,275,418 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 22,072 501,175 SH   SOLE   501,175 0 0
CROWN HOLDINGS INC COM STK COM 228368106 84,689 845,195 SH   SOLE   845,195 0 0
DICKS SPORTING GOODS COM 253393102 43,820 779,579 SH   SOLE   779,579 0 0
EQUINIX INC COM 29444U700 52,879 74,042 SH   SOLE   74,042 0 0
LIBERTY BRAVES GROUP -C COM C BRAVES GRP 531229888 30,957 1,244,263 SH   SOLE   1,244,263 0 0
LITHIA MOTOR CORP CL A 536797103 101,601 347,153 SH   SOLE   347,153 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 26,672 58,934 SH   SOLE   58,934 0 0
PLURALSIGHT INC COM CL A 72941B106 25,157 1,200,220 SH   SOLE   1,200,220 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 70,295 338,298 SH   SOLE   338,298 0 0
TALEND SA ADS 874224207 35,483 925,477 SH   SOLE   925,477 0 0
TRANSOCEAN LTD REG SHS H8817H100 1,485 642,940 SH   SOLE   642,940 0 0
VALVOLINE INC COM 92047W101 73,101 3,159,059 SH   SOLE   3,159,059 0 0
VERTEX INC COM CL A 92538J106 33,874 972,000 SH   SOLE   972,000 0 0
VERTEX ENERGY INC COM 92534K107 1,068 1,500,000 SH   SOLE   1,500,000 0 0