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
ACCELERATE DIAGNOSTICS INC COM 00430H102 786 30,000 SH   SOLE 0 0 0 30,000
ALON USA PARTNERS LP UT LTDPART INT 02052T109 855 50,000 SH   SOLE 0 0 0 50,000
AMERICAN AXLE & MFG HOLDINGS COM 024061103 6,854 402,461 SH   SOLE 0 0 0 402,461
AMERICAN MIDSTREAM PARTNERS COM UNITS 02752P100 1,514 113,404 SH   SOLE 0 0 0 113,404
AMERICAN PUBLIC EDUCATION COM 02913V103 1,503 60,000 SH   SOLE 0 0 0 60,000
AMERICA'S CAR-MART INC COM 03062T105 1,996 44,700 SH   SOLE 0 0 0 44,700
APOLLO GLOBAL MANAGEMENT - A CL A SHS 037612306 1,674 50,000 SH   SOLE 0 0 0 50,000
APPLIED INDUSTRIAL TECH INC COM 03820C105 14,396 211,389 SH   SOLE 0 0 0 211,389
ASTEC INDUSTRIES INC COM 046224101 12,824 219,216 SH   SOLE 0 0 0 219,216
ATLAS AIR WORLDWIDE HOLDINGS COM NEW 049164205 3,532 60,214 SH   SOLE 0 0 0 60,214
AUTOZONE INC COM 053332102 2,019 2,838 SH   SOLE 0 0 0 2,838
AVIS BUDGET GROUP INC COM 053774105 6,585 150,077 SH   SOLE 0 0 0 150,077
B&G FOODS INC COM 05508R106 9,534 271,250 SH   SOLE 0 0 0 271,250
BEACON ROOFING SUPPLY INC COM 073685109 6,310 98,969 SH   SOLE 0 0 0 98,969
BJ'S RESTAURANTS INC COM 09180C106 728 20,000 SH   SOLE 0 0 0 20,000
BLACKSTONE GROUP LP/THE COM UNIT LTD 09253U108 640 20,000 SH   SOLE 0 0 0 20,000
BOTTOMLINE TECHNOLOGIES (DE) COM 101388106 6,477 186,766 SH   SOLE 0 0 0 186,766
BRIDGEPOINT EDUCATION INC COM 10807M105 1,469 176,968 SH   SOLE 0 0 0 176,968
Call G-III APPAREL G 01/19/2018 35.00 CALL 36237H901 435 1,411 SH   SOLE 0 0 0 1,411
CALLIDUS SOFTWARE INC COM 13123E500 14,062 490,824 SH   SOLE 0 0 0 490,824
CEVA INC COM 157210105 10,950 237,265 SH   SOLE 0 0 0 237,265
CHART INDUSTRIES INC COM PAR $0.01 16115Q308 9,456 201,801 SH   SOLE 0 0 0 201,801
CHICAGO BRIDGE & IRON CO NV COM 167250109 6,628 410,687 SH   SOLE 0 0 0 410,687
CHILDREN'S PLACE INC/THE COM 168905107 16,397 112,808 SH   SOLE 0 0 0 112,808
CITI TRENDS INC COM 17306X102 1,271 48,035 SH   SOLE 0 0 0 48,035
COGINT INC COM 19241Q101 88 20,000 SH   SOLE 0 0 0 20,000
COHERENT INC COM 192479103 10,484 37,148 SH   SOLE 0 0 0 37,148
COHU INC COM 192576106 2,854 130,000 SH   SOLE 0 0 0 130,000
COOPER-STANDARD HOLDING COM 21676P103 4,104 33,498 SH   SOLE 0 0 0 33,498
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 5,102 197,739 SH   SOLE 0 0 0 197,739
CROSSAMERICA PARTNERS LP UT LTD PTN INT 22758A105 1,188 50,000 SH   SOLE 0 0 0 50,000
CSI COMPRESSCO LP COM UNIT 12637A103 678 123,900 SH   SOLE 0 0 0 123,900
CUI GLOBAL INC COM NEW 126576206 460 167,233 SH   SOLE 0 0 0 167,233
CUTERA INC COM 232109108 7,863 173,382 SH   SOLE 0 0 0 173,382
CVR REFINING LP COMUNIT REP LT 12663P107 3,227 195,000 SH   SOLE 0 0 0 195,000
DOMINO'S PIZZA INC COM 25754A201 9,413 49,816 SH   SOLE 0 0 0 49,816
ECHO GLOBAL LOGISTICS INC COM 27875T101 13,500 482,139 SH   SOLE 0 0 0 482,139
ELDORADO RESORTS INC COM 28470R102 13,385 403,776 SH   SOLE 0 0 0 403,776
ELECTRO SCIENTIFIC INDS INC COM 285229100 7,004 326,825 SH   SOLE 0 0 0 326,825
FERROGLOBE PLC SHS G33856108 1,045 64,533 SH   SOLE 0 0 0 64,533
FIVE9 INC COM 338307101 5,788 232,648 SH   SOLE 0 0 0 232,648
FORMFACTOR INC COM 346375108 13,107 837,481 SH   SOLE 0 0 0 837,481
FORTERRA INC COM 34960W106 7,025 632,849 SH   SOLE 0 0 0 632,849
GIBRALTAR INDUSTRIES INC COM 374689107 1,320 40,000 SH   SOLE 0 0 0 40,000
GMS INC COM 36251C103 641 17,028 SH   SOLE 0 0 0 17,028
GSV CAPITAL CORP COM 36191J101 1,147 210,505 SH   SOLE 0 0 0 210,505
H&E EQUIPMENT SERVICES INC COM 404030108 5,164 127,028 SH   SOLE 0 0 0 127,028
HEARTLAND EXPRESS INC COM 422347104 19,240 824,340 SH   SOLE 0 0 0 824,340
HERITAGE INSURANCE HOLDINGS COM 42727J102 2,966 164,591 SH   SOLE 0 0 0 164,591
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 7,300 682,213 SH   SOLE 0 0 0 682,213
HOLLYFRONTIER CORP COM 436106108 1,537 30,000 SH   SOLE 0 0 0 30,000
HORTONWORKS INC COM 440894103 6,768 336,525 SH   SOLE 0 0 0 336,525
HUB GROUP INC-CL A CL A 443320106 6,466 134,986 SH   SOLE 0 0 0 134,986
HUNTSMAN CORP COM 447011107 13,784 414,065 SH   SOLE 0 0 0 414,065
ICHOR HOLDINGS LTD SHS G4740B105 492 20,000 SH   SOLE 0 0 0 20,000
INNOSPEC INC COM 45768S105 1,412 20,000 SH   SOLE 0 0 0 20,000
INTEGRATED DEVICE TECH INC COM 458118106 6,303 212,006 SH   SOLE 0 0 0 212,006
INVUITY INC COM NEW 46187J205 277 44,615 SH   SOLE 0 0 0 44,615
J.C. PENNEY CO INC COM 708160106 1,067 337,671 SH   SOLE 0 0 0 337,671
KEMET CORP COM NEW 488360207 6,517 432,723 SH   SOLE 0 0 0 432,723
KEYW HOLDING CORP/THE COM 493723100 878 149,531 SH   SOLE 0 0 0 149,531
KNIGHT-SWIFT TRANSPORTATION CL A 499049104 22,822 521,998 SH   SOLE 0 0 0 521,998
LADENBURG THALMANN FINANCIAL COM 50575Q102 949 300,427 SH   SOLE 0 0 0 300,427
LEAR CORP COM NEW 521865204 3,348 18,952 SH   SOLE 0 0 0 18,952
LKQ CORP COM 501889208 6,973 171,442 SH   SOLE 0 0 0 171,442
LULULEMON ATHLETICA INC COM 550021109 7,572 96,349 SH   SOLE 0 0 0 96,349
MALIBU BOATS INC - A COM CL A 56117J100 1,487 50,000 SH   SOLE 0 0 0 50,000
MANCHESTER UNITED PLC-CL A ORD CL A G5784H106 995 50,265 SH   SOLE 0 0 0 50,265
MANITEX INTERNATIONAL INC COM 563420108 1,001 104,309 SH   SOLE 0 0 0 104,309
MARTEN TRANSPORT LTD COM 573075108 3,574 176,037 SH   SOLE 0 0 0 176,037
MASONITE INTERNATIONAL CORP COM 575385109 1,408 18,991 SH   SOLE 0 0 0 18,991
MDU RESOURCES GROUP INC COM 552690109 1,120 41,684 SH   SOLE 0 0 0 41,684
MERITOR INC COM 59001K100 1,328 56,623 SH   SOLE 0 0 0 56,623
MINDBODY INC - CLASS A COM CL A 60255W105 6,500 213,453 SH   SOLE 0 0 0 213,453
MITEK SYSTEMS INC COM NEW 606710200 2,685 300,000 SH   SOLE 0 0 0 300,000
MONARCH CASINO & RESORT INC COM 609027107 1,211 27,018 SH   SOLE 0 0 0 27,018
NETGEAR INC COM 64111Q104 6,771 115,247 SH   SOLE 0 0 0 115,247
NUANCE COMMUNICATIONS INC COM 67020Y100 981 60,000 SH   SOLE 0 0 0 60,000
OPKO HEALTH INC COM 68375N103 292 59,566 SH   SOLE 0 0 0 59,566
ORASURE TECHNOLOGIES INC COM 68554V108 23,103 1,224,959 SH   SOLE 0 0 0 1,224,959
OSI SYSTEMS INC COM 671044105 12,469 193,677 SH   SOLE 0 0 0 193,677
PACIFIC ETHANOL INC COM PAR $.001 69423U305 1,025 225,376 SH   SOLE 0 0 0 225,376
PERFICIENT INC COM 71375U101 1,227 64,352 SH   SOLE 0 0 0 64,352
PINNACLE ENTERTAINMENT INC COM 72348Y105 982 30,000 SH   SOLE 0 0 0 30,000
PIONEER NATURAL RESOURCES CO COM 723787107 2,593 15,000 SH   SOLE 0 0 0 15,000
PLY GEM HOLDINGS INC COM 72941W100 1,208 65,273 SH   SOLE 0 0 0 65,273
PROOFPOINT INC COM 743424103 6,561 73,880 SH   SOLE 0 0 0 73,880
Put ISHARES TRANSPO 02/16/2018 192.00 PUT 464287952 225 500 SH   SOLE 0 0 0 500
Put POWERSHARES QQQ 01/19/2018 155.00 PUT 73935A954 230 1,411 SH   SOLE 0 0 0 1,411
REXNORD CORP COM 76169B102 5,539 212,888 SH   SOLE 0 0 0 212,888
SANDSTORM GOLD LTD COM NEW 80013R206 1,747 350,000 SH   SOLE 0 0 0 350,000
SCIENTIFIC GAMES CORP CL A 80874P109 10,600 206,626 SH   SOLE 0 0 0 206,626
SLEEP NUMBER CORP COM 83125X103 18,503 492,219 SH   SOLE 0 0 0 492,219
SOLAR SENIOR CAPITAL LTD COM 83416M105 888 50,000 SH   SOLE 0 0 0 50,000
SPARTAN MOTORS INC COM 846819100 1,886 119,776 SH   SOLE 0 0 0 119,776
SPECTRUM BRANDS HOLDINGS INC COM 84763R101 6,491 57,752 SH   SOLE 0 0 0 57,752
SPORTSMAN'S WAREHOUSE HOLDIN COM 84920Y106 1,162 175,800 SH   SOLE 0 0 0 175,800
STONERIDGE INC COM 86183P102 3,566 156,000 SH   SOLE 0 0 0 156,000
TARGET CORP COM 87612E106 17,214 263,811 SH   SOLE 0 0 0 263,811
TELARIA INC COM 879181105 278 68,926 SH   SOLE 0 0 0 68,926
TEREX CORP COM 880779103 6,507 134,948 SH   SOLE 0 0 0 134,948
TEXTRON INC COM 883203101 566 10,000 SH   SOLE 0 0 0 10,000
TILLY'S INC-CLASS A SHRS CL A 886885102 1,771 120,000 SH   SOLE 0 0 0 120,000
TRONOX LTD-CL A SHS CL A Q9235V101 1,231 60,000 SH   SOLE 0 0 0 60,000
TUTOR PERINI CORP COM 901109108 6,191 244,205 SH   SOLE 0 0 0 244,205
ULTA BEAUTY INC COM 90384S303 1,118 5,000 SH   SOLE 0 0 0 5,000
UNITED PARCEL SERVICE-CL B CL B 911312106 1,192 10,000 SH   SOLE 0 0 0 10,000
UNITED RENTALS INC COM 911363109 5,329 30,999 SH   SOLE 0 0 0 30,999
UNIVERSAL STAINLESS & ALLOY COM 913837100 2,789 130,195 SH   SOLE 0 0 0 130,195
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 90290N109 2,547 153,977 SH   SOLE 0 0 0 153,977
USA TRUCK INC COM 902925106 1,581 87,194 SH   SOLE 0 0 0 87,194
VARONIS SYSTEMS INC COM 922280102 10,173 209,533 SH   SOLE 0 0 0 209,533
VASCO DATA SECURITY INTL COM 92230Y104 2,752 197,995 SH   SOLE 0 0 0 197,995
WEIGHT WATCHERS INTL INC COM 948626106 13,282 299,951 SH   SOLE 0 0 0 299,951
WHITING PETROLEUM CORP COM NEW 966387409 794 30,000 SH   SOLE 0 0 0 30,000
WINGSTOP INC COM 974155103 780 20,000 SH   SOLE 0 0 0 20,000