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
AMAZON COM INC COM 023135106 624 190 SH   SOLE   190 0 0
APPLE INC COM 037833100 849 6,000 SH   SOLE   6,000 0 0
BROWN FORMAN CORP CL B 115637209 335 5,000 SH   SOLE   5,000 0 0
CLIMATE REAL IMPACT SLUTINS UNIT 187171202 1,990 200,000 SH   SOLE   200,000 0 0
FERRO CORP COM 315405100 5,306 260,856 SH   SOLE   260,856 0 0
51JOB INC SPONSORED ADS 316827104 8,157 117,317 SH   SOLE   117,317 0 0
HILL-ROM HLDGS INC COM 431475102 2,325 15,500 SH   SOLE   15,500 0 0
INTEL CORP COM 458140100 362 6,800 SH   SOLE   6,800 0 0
LYDALL INC COM 550819106 2,078 33,462 SH   SOLE   33,462 0 0
MEDALLIA INC COM 584021109 12,095 357,100 SH   SOLE   357,100 0 0
MICROSOFT CORP COM 594918104 1,099 3,900 SH   SOLE   3,900 0 0
SANDERSON FARMS INC COM 800013104 4,329 23,000 SH   SOLE   23,000 0 0
SELECT INTERIOR CONCEPTS INC CL A 816120307 6,082 421,765 SH   SOLE   421,765 0 0
SOLITON INC COM 834251100 1,429 70,175 SH   SOLE   70,175 0 0
STAMPS COM INC COM NEW 852857200 7,298 22,130 SH   SOLE   22,130 0 0
T-MOBILE US INC COM 872590104 307 2,400 SH   SOLE   2,400 0 0
COVANTA HLDG CORP COM 22282E102 9,563 475,292 SH   SOLE   475,292 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 415 720 SH   SOLE   720 0 0
ALPHABET INC CAP STK CL A 02079K305 642 240 SH   SOLE   240 0 0
BANCO SANTANDER MEXICO SA SPONSORED ADS 05969B103 3,094 539,950 SH   SOLE   539,950 0 0
BROADCOM INC COM 11135F101 349 720 SH   SOLE   720 0 0
CAI INTERNATIONAL INC COM 12477X106 2,549 45,598 SH   SOLE   45,598 0 0
CISCO SYS INC COM 17275R102 376 6,900 SH   SOLE   6,900 0 0
CLOUDERA INC COM 18914U100 27,016 1,691,663 SH   SOLE   1,691,663 0 0
COMCAST CORP NEW CL A 20030N101 392 7,000 SH   SOLE   7,000 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 6,373 111,299 SH   SOLE   111,299 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 2,400 50,300 SH   SOLE   50,300 0 0
FACEBOOK INC CL A 30303M102 509 1,500 SH   SOLE   1,500 0 0
INOVALON HLDGS INC COM CL A 45781D101 3,022 75,000 SH   SOLE   75,000 0 0
NETFLIX INC COM 64110L106 452 740 SH   SOLE   740 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 8,234 149,598 SH   SOLE   149,598 0 0
NVIDIA CORPORATION COM 67066G104 534 2,580 SH   SOLE   2,580 0 0
PAYPAL HLDGS INC COM 70450Y103 440 1,690 SH   SOLE   1,690 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 1,952 110,919 SH   SOLE   110,919 0 0
TRILLIUM THERAPEUTICS INC COM NEW 89620X506 878 50,000 SH   SOLE   50,000 0 0
UIPATH INC CL A 90364P105 612 11,624 SH   SOLE   11,624 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 306 5,000 SH   SOLE   5,000 0 0
IHS MARKIT LTD SHS G47567105 22,593 193,730 SH   SOLE   193,730 0 0
POEMA GLOBAL HOLDINGS CORP CL A SHS G7154B107 247 25,000 SH   SOLE   25,000 0 0
ROCKET INTERNET GRWT OPRT CO UNIT G7613T111 9,980 1,000,000 SH   SOLE   1,000,000 0 0
TECHNIPFMC PLC COM G87110105 399 53,000 SH   SOLE   53,000 0 0
TIO TECH A UNIT G8T10C122 5,946 600,000 SH   SOLE   600,000 0 0