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
ACUITY BRANDS INC COM 00508Y102 481 3,122 SH   SOLE   3,122 0 0
ANTERO MIDSTREAM CORP COM 03676B102 2,521 278,571 SH   SOLE   278,571 0 0
ANTERO RESOURCES CORP COM 03674X106 1,741 56,799 SH   SOLE   56,799 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 4,991 51,893 SH   SOLE   51,893 0 0
CAVCO INDS INC DEL COM 149568107 4,042 20,625 SH   SOLE   20,625 0 0
CBIZ INC COM 124805102 626 15,675 SH   SOLE   15,675 0 0
CELESTICA INC SUB VTG SHS 15101Q108 2,702 277,961 SH   SOLE   277,961 0 0
CLEAN HARBORS INC COM 184496107 12,161 138,714 SH   SOLE   138,714 0 0
CLEARFIELD INC COM 18482P103 6,377 102,942 SH   SOLE   102,942 0 0
COMMVAULT SYS INC COM 204166102 3,145 50,000 SH Call SOLE   50,000 0 0
COSTAR GROUP INC COM 22160N109 2,752 45,550 SH   SOLE   45,550 0 0
CVD EQUIP CORP COM 126601103 44 11,089 SH   SOLE   11,089 0 0
E L F BEAUTY INC COM 26856L103 3,476 113,313 SH   SOLE   113,313 0 0
ECHOSTAR CORP CL A 278768106 910 47,174 SH   SOLE   47,174 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 2,531 253,652 SH   SOLE   253,652 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 2,295 70,601 SH   SOLE   70,601 0 0
FLEX LTD ORD Y2573F102 2,161 149,310 SH   SOLE   149,310 0 0
FREIGHTCAR AMER INC COM 357023100 457 125,568 SH   SOLE   125,568 0 0
GRAND CANYON ED INC COM 38526M106 2,579 27,382 SH   SOLE   27,382 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 6,167 212,883 SH   SOLE   212,883 0 0
HERITAGE CRYSTAL CLEAN INC COM 42726M106 1,693 62,783 SH   SOLE   62,783 0 0
HUDSON GLOBAL INC COM NEW 443787205 343 10,923 SH   SOLE   10,923 0 0
ICF INTL INC COM 44925C103 5,520 58,103 SH   SOLE   58,103 0 0
INSTEEL INDS INC COM 45774W108 2,713 80,580 SH   SOLE   80,580 0 0
LEIDOS HOLDINGS INC COM 525327102 2,605 25,862 SH   SOLE   25,862 0 0
MASTEC INC COM 576323109 3,583 50,000 SH Put SOLE   50,000 0 0
MASTEC INC COM 576323109 8,009 111,761 SH   SOLE   111,761 0 0
MATRIX SVC CO COM 576853105 4,574 904,037 SH   SOLE   904,037 0 0
MCGRATH RENTCORP COM 580589109 6,185 81,381 SH   SOLE   81,381 0 0
PARSONS CORP DEL COM 70202L102 8,919 220,667 SH   SOLE   220,667 0 0
PATTERSON-UTI ENERGY INC COM 703481101 3,007 190,808 SH   SOLE   190,808 0 0
PETIQ INC COM CL A 71639T106 1,679 100,000 SH Put SOLE   100,000 0 0
PETIQ INC COM CL A 71639T106 6,270 373,446 SH   SOLE   373,446 0 0
RINGCENTRAL INC CL A 76680R206 270 5,171 SH   SOLE   5,171 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 4,160 609,981 SH   SOLE   609,981 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 5,743 121,103 SH   SOLE   121,103 0 0
STANDEX INTL CORP COM 854231107 1,163 13,717 SH   SOLE   13,717 0 0
TECNOGLASS INC ORD SHS G87264100 1,717 97,817 SH   SOLE   97,817 0 0
TITAN INTL INC ILL COM 88830M102 989 65,479 SH   SOLE   65,479 0 0
TRAVELCENTERS OF AMERICA INC COM NEW 89421B109 2,382 69,095 SH   SOLE   69,095 0 0
TWIN DISC INC COM 901476101 284 31,344 SH   SOLE   31,344 0 0
UNITED NAT FOODS INC COM 911163103 949 24,089 SH   SOLE   24,089 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 4,750 178,021 SH   SOLE   178,021 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 3,069 94,675 SH   SOLE   94,675 0 0
WNS HLDGS LTD SPON ADR 92932M101 14,638 196,114 SH   SOLE   196,114 0 0
WOODWARD INC COM 980745103 2,043 22,089 SH   SOLE   22,089 0 0