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 8,155 195,712 SH   SOLE   195,712 0 0
ABERCROMBIE & FITCH CO CL A 002896207 6,147 132,400 SH   SOLE   132,400 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 1,747 42,370 SH   SOLE   42,370 0 0
AMERICAS CAR-MART INC COM 03062T105 13,030 91,945 SH   SOLE   91,945 0 0
ARAMARK COM 03852U106 9,833 263,982 SH   SOLE   263,982 0 0
ARAMARK COM 03852U106 2,607 70,000 SH Put SOLE   70,000 0 0
AVAYA HLDGS CORP COM 05351X101 2,814 104,619 SH   SOLE   104,619 0 0
BED BATH & BEYOND INC COM 075896100 1,348 40,485 SH   SOLE   40,485 0 0
BED BATH & BEYOND INC COM 075896100 1,664 50,000 SH Put SOLE   50,000 0 0
BOYD GAMING CORP COM 103304101 4,268 69,402 SH   SOLE   69,402 0 0
CALIX INC COM 13100M509 4,705 99,045 SH   SOLE   99,045 0 0
CAVCO INDS INC DEL COM 149568107 16,955 76,310 SH   SOLE   76,310 0 0
CELESTICA INC SUB VTG SHS 15101Q108 1,700 216,537 SH   SOLE   216,537 0 0
CLEAN HARBORS INC COM 184496107 17,240 185,099 SH   SOLE   185,099 0 0
CLEARFIELD INC COM 18482P103 3,840 102,529 SH   SOLE   102,529 0 0
COMMVAULT SYS INC COM 204166102 3,787 48,449 SH   SOLE   48,449 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 1,995 82,567 SH   SOLE   82,567 0 0
CONNS INC COM 208242107 9,483 371,895 SH   SOLE   371,895 0 0
CULP INC COM 230215105 3,320 203,657 SH   SOLE   203,657 0 0
DAVITA INC COM 23918K108 4,294 35,656 SH   SOLE   35,656 0 0
DESIGNER BRANDS INC CL A 250565108 3,158 190,820 SH   SOLE   190,820 0 0
DOMO INC COM CL B 257554105 9,904 122,523 SH   SOLE   122,523 0 0
DZS INC COM 268211109 423 20,381 SH   SOLE   20,381 0 0
EAGLE MATLS INC COM 26969P108 20,618 145,088 SH   SOLE   145,088 0 0
ENERPAC TOOL GROUP CORP CL A COM 292765104 6,137 230,547 SH   SOLE   230,547 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 3,193 42,967 SH   SOLE   42,967 0 0
EVERI HLDGS INC COM 30034T103 5,693 228,271 SH   SOLE   228,271 0 0
FALCON MINERALS CORP CL A COM 30607B109 1,084 213,399 SH   SOLE   213,399 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 2,099 14,818 SH   SOLE   14,818 0 0
FORESTAR GROUP INC COM 346232101 1,574 75,286 SH   SOLE   75,286 0 0
GMS INC COM 36251C103 9,647 200,402 SH   SOLE   200,402 0 0
GOPRO INC CL A 38268T103 11,102 952,978 SH   SOLE   952,978 0 0
GRAND CANYON ED INC COM 38526M106 4,072 45,263 SH   SOLE   45,263 0 0
HACKETT GROUP INC COM 404609109 373 20,681 SH   SOLE   20,681 0 0
HARSCO CORP COM 415864107 2,789 136,603 SH   SOLE   136,603 0 0
HEALTHEQUITY INC COM 42226A107 7,363 91,489 SH   SOLE   91,489 0 0
HURON CONSULTING GROUP INC COM 447462102 4,945 100,614 SH   SOLE   100,614 0 0
LANDEC CORP COM 514766104 1,627 144,613 SH   SOLE   144,613 0 0
MAGNITE INC COM 55955D100 7,684 227,056 SH   SOLE   227,056 0 0
MAYVILLE ENGR CO INC COM 578605107 1,826 90,818 SH   SOLE   90,818 0 0
MCGRATH RENTCORP COM 580589109 17,923 219,722 SH   SOLE   219,722 0 0
ORION GROUP HLDGS INC COM 68628V308 628 109,205 SH   SOLE   109,205 0 0
OSI SYSTEMS INC COM 671044105 8,999 88,535 SH   SOLE   88,535 0 0
OVERSTOCK COM INC DEL COM 690370101 6,005 65,135 SH   SOLE   65,135 0 0
PRECISION DRILLING CORP COM NEW 74022D407 987 23,665 SH   SOLE   23,665 0 0
RED VIOLET INC COM 75704L104 388 16,512 SH   SOLE   16,512 0 0
ROCKY BRANDS INC COM 774515100 5,606 100,821 SH   SOLE   100,821 0 0
SCHOLASTIC CORP COM 807066105 5,421 143,085 SH   SOLE   143,085 0 0
SCIPLAY CORPORATION CL A 809087109 1,379 81,366 SH   SOLE   81,366 0 0
SEMTECH CORP COM 816850101 9,692 140,870 SH   SOLE   140,870 0 0
SIMPLY GOOD FOODS CO COM 82900L102 3,907 106,999 SH   SOLE   106,999 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 26,136 490,361 SH   SOLE   490,361 0 0
SLEEP NUMBER CORP COM 83125X103 7,551 68,678 SH   SOLE   68,678 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 9,483 211,965 SH   SOLE   211,965 0 0
SP PLUS CORP COM 78469C103 1,535 50,190 SH   SOLE   50,190 0 0
STANDEX INTL CORP COM 854231107 1,007 10,610 SH   SOLE   10,610 0 0
STERLING CONSTR INC COM 859241101 551 22,825 SH   SOLE   22,825 0 0
STRIDE INC COM 86333M108 8,896 276,872 SH   SOLE   276,872 0 0
SUN CMNTYS INC COM 866674104 6,997 40,820 SH   SOLE   40,820 0 0
TELOS CORP MD COM 87969B101 1,883 55,355 SH   SOLE   55,355 0 0
TETRA TECH INC NEW COM 88162G103 2,526 20,696 SH   SOLE   20,696 0 0
TITAN MACHY INC COM 88830R101 1,322 42,737 SH   SOLE   42,737 0 0
VARONIS SYS INC COM 922280102 2,929 50,826 SH   SOLE   50,826 0 0
VISTA OUTDOOR INC COM 928377100 5,248 113,390 SH   SOLE   113,390 0 0
WABTEC COM 929740108 1,292 15,696 SH   SOLE   15,696 0 0