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 33,460 846,236 SH   SOLE 0 846,236 0 0
AT HOME GROUP INC COM 04650Y100 21,711 756,482 SH   SOLE 0 756,482 0 0
CARDLYTICS INC COM 14161W105 28,149 256,600 SH   SOLE 0 256,600 0 0
CARVANA CO CL A 146869102 33,194 126,500 SH   SOLE 0 126,500 0 0
DOCEBO INC COM 25609L105 24,061 559,700 SH   SOLE 0 559,700 0 0
FIVERR INTL LTD ORD SHS M4R82T106 33,757 155,433 SH   SOLE 0 155,433 0 0
GRUBHUB INC COM 400110102 15,516 258,600 SH   SOLE 0 258,600 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 26,839 1,348,000 SH   SOLE 0 1,348,000 0 0
PAN AMERN SILVER CORP COM 697900108 14,324 477,000 SH   SOLE 0 477,000 0 0
SANDSTORM GOLD LTD COM NEW 80013R206 4,748 698,200 SH   SOLE 0 698,200 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 5,734 1,151,500 SH   SOLE 0 1,151,500 0 0