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
AIR PRODS & CHEMS INC COM 009158106 1,663 11,000 SH   SOLE 11,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 17,786 365,058 SH   SOLE 365,058 0 0
BOJANGLES INC COM 097488100 6,386 473,005 SH   SOLE 473,005 0 0
CHEGG INC COM 163092109 27,616 1,860,944 SH   SOLE 1,860,944 0 0
CLARUS CORP NEW COM 18270P109 10,868 1,449,045 SH   SOLE 1,449,045 0 0
COSTAR GROUP INC COM 22160N109 19,054 71,029 SH   SOLE 71,029 0 0
EURONET WORLDWIDE INC COM 298736109 12,459 131,440 SH   SOLE 131,440 0 0
FASTENAL CO COM 311900104 13,886 304,648 SH   SOLE 304,648 0 0
FRANCO NEVADA CORP COM 351858105 2,717 35,068 SH   SOLE 35,068 0 0
GAMESTOP CORP NEW CL A 36467W109 1,898 91,860 SH   SOLE 91,860 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 1,744 56,800 SH   SOLE 56,800 0 0
GROUPON INC COM 399473107 20,957 4,030,261 SH   SOLE 4,030,261 0 0
HABIT RESTAURANTS INC COM CL A 40449J103 14,522 1,112,783 SH   SOLE 1,112,783 0 0
IRON MTN INC NEW COM 46284V101 10,605 272,622 SH   SOLE 272,622 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 1,790 10,000 SH Put SOLE 10,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 30,377 205,000 SH Put SOLE 205,000 0 0
JAMBA INC COM NEW 47023A309 4,494 520,185 SH   SOLE 520,185 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,605 500,000 SH Call SOLE 500,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 4,745 910,770 SH   SOLE 910,770 0 0
MOBILEIRON INC COM NEW 60739U204 7,525 2,033,769 SH   SOLE 2,033,769 0 0
MSCI INC COM 55354G100 4,209 36,005 SH   SOLE 36,005 0 0
NATIONAL CINEMEDIA INC COM 635309107 8,224 1,178,293 SH   SOLE 1,178,293 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 8,306 528,372 SH   SOLE 528,372 0 0
OCEANEERING INTL INC COM 675232102 2,368 90,132 SH   SOLE 90,132 0 0
REGAL ENTMT GROUP CL A 758766109 7,119 444,914 SH   SOLE 444,914 0 0
SCHEIN HENRY INC COM 806407102 12,986 158,384 SH   SOLE 158,384 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 20,074 499,983 SH   SOLE 499,983 0 0
STERICYCLE INC DEP PFD A 1/10 858912207 7,137 121,299 SH   SOLE 121,299 0 0
TRIPADVISOR INC COM 896945201 10,133 250,000 SH Call SOLE 250,000 0 0
TRIPADVISOR INC COM 896945201 21,638 533,875 SH   SOLE 533,875 0 0
UNITED NAT FOODS INC COM 911163103 4,955 119,144 SH   SOLE 119,144 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 3,221 25,000 SH Put SOLE 25,000 0 0
VMWARE INC CL A COM 928563402 7,004 64,149 SH   SOLE 64,149 0 0
VULCAN MATLS CO COM 929160109 5,833 48,769 SH   SOLE 48,769 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 7,215 46,782 SH   SOLE 46,782 0 0
XERIUM TECHNOLOGIES INC COM NEW 98416J118 619 129,600 SH   SOLE 129,600 0 0
YELP INC CL A 985817105 17,935 414,210 SH   SOLE 414,210 0 0