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
8X8 INC COM 282914100 10,347 554,809 SH   SOLE 0 0 0 554,809
ACACIA COMMUNICATIONS INC COM 00401C108 769 20,000 SH   SOLE 0 0 0 20,000
ACCELERATE DIAGNOSTICS INC COM 00430H102 686 30,000 SH   SOLE 0 0 0 30,000
ADVANCE AUTO PARTS INC COM 00751Y106 1,186 10,000 SH   SOLE 0 0 0 10,000
ADVANCED DRAINAGE SYSTEMS IN COM 00790R104 932 35,976 SH   SOLE 0 0 0 35,976
AECOM COM 00766T100 14,901 418,207 SH   SOLE 0 0 0 418,207
ALLIANCE RESOURCE PARTNERS UT LTD PART 01877R108 353 20,000 SH   SOLE 0 0 0 20,000
AMERICAN MIDSTREAM PARTNERS COM UNITS 02752P100 2,067 191,431 SH   SOLE 0 0 0 191,431
AMERICAN RAILCAR INDUSTRIES COM 02916P103 1,871 50,000 SH   SOLE 0 0 0 50,000
AMERICA'S CAR-MART INC COM 03062T105 3,289 65,199 SH   SOLE 0 0 0 65,199
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 7,125 275,190 SH   SOLE 0 0 0 275,190
APOLLO GLOBAL MANAGEMENT - A CL A SHS 037612306 1,481 50,000 SH   SOLE 0 0 0 50,000
APPLIED INDUSTRIAL TECH INC COM 03820C105 17,794 244,087 SH   SOLE 0 0 0 244,087
ARCHER-DANIELS-MIDLAND CO COM 039483102 6,821 157,268 SH   SOLE 0 0 0 157,268
ARGO GROUP INTERNATIONAL COM G0464B107 1,992 34,708 SH   SOLE 0 0 0 34,708
ASTEC INDUSTRIES INC COM 046224101 3,747 67,906 SH   SOLE 0 0 0 67,906
AUTOZONE INC COM 053332102 9,845 15,177 SH   SOLE 0 0 0 15,177
BARRETT BUSINESS SVCS INC COM 068463108 2,842 34,289 SH   SOLE 0 0 0 34,289
BEACON ROOFING SUPPLY INC COM 073685109 4,591 86,508 SH   SOLE 0 0 0 86,508
BOOT BARN HOLDINGS INC COM 099406100 6,366 359,077 SH   SOLE 0 0 0 359,077
BOTTOMLINE TECHNOLOGIES (DE) COM 101388106 316 8,164 SH   SOLE 0 0 0 8,164
BRIDGEPOINT EDUCATION INC COM 10807M105 1,806 267,943 SH   SOLE 0 0 0 267,943
CALAVO GROWERS INC COM 128246105 1,308 14,191 SH   SOLE 0 0 0 14,191
CALLAWAY GOLF COMPANY COM 131193104 312 19,051 SH   SOLE 0 0 0 19,051
CAPITAL SENIOR LIVING CORP COM 140475104 1,160 107,898 SH   SOLE 0 0 0 107,898
CHART INDUSTRIES INC COM PAR $0.01 16115Q308 11,467 194,252 SH   SOLE 0 0 0 194,252
CHILDREN'S PLACE INC/THE COM 168905107 6,223 46,011 SH   SOLE 0 0 0 46,011
COGNIZANT TECH SOLUTIONS-A CL A 192446102 2,295 28,511 SH   SOLE 0 0 0 28,511
COHERENT INC COM 192479103 7,009 37,402 SH   SOLE 0 0 0 37,402
COHU INC COM 192576106 1,665 73,000 SH   SOLE 0 0 0 73,000
COMTECH TELECOMMUNICATIONS COM NEW 205826209 8,165 273,183 SH   SOLE 0 0 0 273,183
CORECIVIC INC COM 21871N101 9,346 478,775 SH   SOLE 0 0 0 478,775
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 4,719 184,339 SH   SOLE 0 0 0 184,339
CROSSAMERICA PARTNERS LP UT LTD PTN INT 22758A105 847 41,191 SH   SOLE 0 0 0 41,191
CROWN CASTLE INTL CORP COM 22822V101 2,740 25,000 SH   SOLE 0 0 0 25,000
CSI COMPRESSCO LP COM UNIT 12637A103 1,045 143,900 SH   SOLE 0 0 0 143,900
CUI GLOBAL INC COM NEW 126576206 484 186,280 SH   SOLE 0 0 0 186,280
CUTERA INC COM 232109108 8,400 167,164 SH   SOLE 0 0 0 167,164
CVR REFINING LP COMUNIT REP LT 12663P107 2,152 164,900 SH   SOLE 0 0 0 164,900
DENNY'S CORP COM 24869P104 813 52,696 SH   SOLE 0 0 0 52,696
DINE BRANDS GLOBAL INC COM 254423106 4,986 76,030 SH   SOLE 0 0 0 76,030
DORMAN PRODUCTS INC COM 258278100 1,986 30,000 SH   SOLE 0 0 0 30,000
ECHO GLOBAL LOGISTICS INC COM 27875T101 14,177 513,643 SH   SOLE 0 0 0 513,643
ELDORADO RESORTS INC COM 28470R102 3,596 108,973 SH   SOLE 0 0 0 108,973
ENSIGN GROUP INC/THE COM 29358P101 1,710 65,000 SH   SOLE 0 0 0 65,000
EURONET WORLDWIDE INC COM 298736109 17,546 222,325 SH   SOLE 0 0 0 222,325
EXACT SCIENCES CORP COM 30063P105 8,054 199,713 SH   SOLE 0 0 0 199,713
EXTENDED STAY AMERICA INC UNIT 99/99/9999B 30224P200 13,217 668,548 SH   SOLE 0 0 0 668,548
FABRINET SHS G3323L100 13,237 421,835 SH   SOLE 0 0 0 421,835
FIVE9 INC COM 338307101 16,455 552,363 SH   SOLE 0 0 0 552,363
FLOWSERVE CORP COM 34354P105 13,111 302,596 SH   SOLE 0 0 0 302,596
FLUOR CORP COM 343412102 1,431 25,000 SH   SOLE 0 0 0 25,000
FMC CORP COM NEW 302491303 11,685 152,610 SH   SOLE 0 0 0 152,610
FORMFACTOR INC COM 346375108 1,260 92,318 SH   SOLE 0 0 0 92,318
FORTRESS TRANSPORTATION & IN COM REP LTD LIAB 34960P101 4,299 269,521 SH   SOLE 0 0 0 269,521
FREIGHTCAR AMERICA INC COM 357023100 670 50,000 SH   SOLE 0 0 0 50,000
GARDNER DENVER HOLDINGS INC COM 36555P107 14,389 468,987 SH   SOLE 0 0 0 468,987
GATX CORP COM 361448103 2,055 30,000 SH   SOLE 0 0 0 30,000
GEO GROUP INC/THE COM 36162J106 7,128 348,238 SH   SOLE 0 0 0 348,238
GREENBRIER COMPANIES INC COM 393657101 6,834 136,001 SH   SOLE 0 0 0 136,001
GSV CAPITAL CORP COM 36191J101 1,587 210,505 SH   SOLE 0 0 0 210,505
H&E EQUIPMENT SERVICES INC COM 404030108 4,889 127,028 SH   SOLE 0 0 0 127,028
HEALTH INSURANCE INNOVATIO-A COM CL A 42225K106 289 10,000 SH   SOLE 0 0 0 10,000
HEARTLAND EXPRESS INC COM 422347104 602 33,469 SH   SOLE 0 0 0 33,469
HELEN OF TROY LTD COM G4388N106 1,740 20,000 SH   SOLE 0 0 0 20,000
HERC HOLDINGS INC COM 42704L104 4,470 68,821 SH   SOLE 0 0 0 68,821
HERITAGE INSURANCE HOLDINGS COM 42727J102 4,307 284,075 SH   SOLE 0 0 0 284,075
HERSHA HOSPITALITY TRUST PR SHS BEN INT 427825500 895 50,000 SH   SOLE 0 0 0 50,000
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 10,642 1,003,941 SH   SOLE 0 0 0 1,003,941
HIGHPOINT RESOURCES CORP COM 43114K108 2,032 400,000 SH   SOLE 0 0 0 400,000
HORTONWORKS INC COM 440894103 7,150 351,003 SH   SOLE 0 0 0 351,003
ICHOR HOLDINGS LTD SHS G4740B105 4,616 190,668 SH   SOLE 0 0 0 190,668
II-VI INC COM 902104108 10,097 246,861 SH   SOLE 0 0 0 246,861
INSPERITY INC COM 45778Q107 6,730 96,767 SH   SOLE 0 0 0 96,767
ISHARES MSCI BRAZIL ETF MSCI BRAZIL ETF 464286400 898 20,000 SH   SOLE 0 0 0 20,000
J.C. PENNEY CO INC COM 708160106 8,607 2,849,879 SH   SOLE 0 0 0 2,849,879
KEYW HOLDING CORP/THE COM 493723100 2,119 269,531 SH   SOLE 0 0 0 269,531
KNIGHT-SWIFT TRANSPORTATION CL A 499049104 8,595 186,808 SH   SOLE 0 0 0 186,808
KOPPERS HOLDINGS INC COM 50060P106 2,304 56,065 SH   SOLE 0 0 0 56,065
KORN/FERRY INTERNATIONAL COM NEW 500643200 2,544 49,305 SH   SOLE 0 0 0 49,305
LADENBURG THALMANN FINANCIAL COM 50575Q102 1,146 350,427 SH   SOLE 0 0 0 350,427
LEIDOS HOLDINGS INC COM 525327102 654 10,000 SH   SOLE 0 0 0 10,000
LKQ CORP COM 501889208 3,599 94,838 SH   SOLE 0 0 0 94,838
LUMENTUM HOLDINGS INC COM 55024U109 638 10,000 SH   SOLE 0 0 0 10,000
MALIBU BOATS INC - A COM CL A 56117J100 1,331 40,089 SH   SOLE 0 0 0 40,089
MANCHESTER UNITED PLC-CL A ORD CL A G5784H106 773 40,265 SH   SOLE 0 0 0 40,265
MANITEX INTERNATIONAL INC COM 563420108 1,367 119,571 SH   SOLE 0 0 0 119,571
MARINEMAX INC COM 567908108 1,921 98,767 SH   SOLE 0 0 0 98,767
MARTEN TRANSPORT LTD COM 573075108 6,978 306,037 SH   SOLE 0 0 0 306,037
MCGRATH RENTCORP COM 580589109 2,158 40,200 SH   SOLE 0 0 0 40,200
MEET GROUP INC/THE COM 58513U101 952 455,416 SH   SOLE 0 0 0 455,416
MOBILE MINI INC COM 60740F105 404 9,280 SH   SOLE 0 0 0 9,280
MONARCH CASINO & RESORT INC COM 609027107 1,143 27,018 SH   SOLE 0 0 0 27,018
MOSAIC CO/THE COM 61945C103 6,072 250,091 SH   SOLE 0 0 0 250,091
MOTORCAR PARTS OF AMERICA IN COM 620071100 2,546 118,826 SH   SOLE 0 0 0 118,826
NCI BUILDING SYSTEMS INC COM NEW 628852204 6,685 377,673 SH   SOLE 0 0 0 377,673
NETGEAR INC COM 64111Q104 5,781 101,072 SH   SOLE 0 0 0 101,072
OMNICELL INC COM 68213N109 6,420 147,926 SH   SOLE 0 0 0 147,926
OPKO HEALTH INC COM 68375N103 2,219 700,000 SH   SOLE 0 0 0 700,000
ORASURE TECHNOLOGIES INC COM 68554V108 12,633 747,946 SH   SOLE 0 0 0 747,946
ORBCOMM INC COM 68555P100 631 67,316 SH   SOLE 0 0 0 67,316
O'REILLY AUTOMOTIVE INC COM 67103H107 4,505 18,209 SH   SOLE 0 0 0 18,209
PEABODY ENERGY CORP COM 704551100 548 15,000 SH   SOLE 0 0 0 15,000
PERFICIENT INC COM 71375U101 4,340 189,352 SH   SOLE 0 0 0 189,352
PIONEER NATURAL RESOURCES CO COM 723787107 2,577 15,000 SH   SOLE 0 0 0 15,000
POLYONE CORPORATION COM 73179P106 7,026 165,246 SH   SOLE 0 0 0 165,246
POST HOLDINGS INC COM 737446104 7,444 98,254 SH   SOLE 0 0 0 98,254
PROOFPOINT INC COM 743424103 3,574 31,446 SH   SOLE 0 0 0 31,446
PROS HOLDINGS INC COM 74346Y103 5,877 178,049 SH   SOLE 0 0 0 178,049
Put ELDORADO RESORT 06/15/2018 35.00 PUT 28470R952 378 1,080 SH   SOLE 0 0 0 1,080
Put ISHARES RUSSELL 04/20/2018 152.50 PUT 464287955 288 946 SH   SOLE 0 0 0 946
Put ISHARES RUSSELL 04/20/2018 155.00 PUT 464287955 421 946 SH   SOLE 0 0 0 946
Put POWERSHARES QQQ 04/20/2018 169.00 PUT 73935A954 923 946 SH   SOLE 0 0 0 946
Put WINNEBAGO INDUS 04/20/2018 42.00 PUT 974637950 280 584 SH   SOLE 0 0 0 584
RANGE RESOURCES CORP COM 75281A109 3,053 210,000 SH   SOLE 0 0 0 210,000
ROADRUNNER TRANSPORTATION SY COM 76973Q105 152 60,000 SH   SOLE 0 0 0 60,000
RYMAN HOSPITALITY PROPERTIES COM 78377T107 1,549 20,000 SH   SOLE 0 0 0 20,000
SAIA INC COM 78709Y105 1,503 20,000 SH   SOLE 0 0 0 20,000
SANDSTORM GOLD LTD COM NEW 80013R206 1,190 250,000 SH   SOLE 0 0 0 250,000
SCIENTIFIC GAMES CORP COM 80874P109 8,157 196,084 SH   SOLE 0 0 0 196,084
SOLAREDGE TECHNOLOGIES INC COM 83417M104 7,027 133,594 SH   SOLE 0 0 0 133,594
SPARTAN MOTORS INC COM 846819100 2,920 169,776 SH   SOLE 0 0 0 169,776
STONERIDGE INC COM 86183P102 4,306 156,000 SH   SOLE 0 0 0 156,000
SUPERIOR INDUSTRIES INTL COM 868168105 2,536 190,714 SH   SOLE 0 0 0 190,714
TABULA RASA HEALTHCARE INC COM 873379101 3,686 95,000 SH   SOLE 0 0 0 95,000
TARGET CORP COM 87612E106 9,199 132,497 SH   SOLE 0 0 0 132,497
TELARIA INC COM 879181105 348 92,572 SH   SOLE 0 0 0 92,572
TETRA TECH INC COM 88162G103 5,836 119,223 SH   SOLE 0 0 0 119,223
TEXTRON INC COM 883203101 6,541 110,928 SH   SOLE 0 0 0 110,928
TRONOX LTD-CL A SHS CL A Q9235V101 240 13,000 SH   SOLE 0 0 0 13,000
ULTRA CLEAN HOLDINGS INC COM 90385V107 1,403 72,884 SH   SOLE 0 0 0 72,884
UNITED RENTALS INC COM 911363109 8,482 49,104 SH   SOLE 0 0 0 49,104
UNIVERSAL STAINLESS & ALLOY COM 913837100 3,580 130,195 SH   SOLE 0 0 0 130,195
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 90290N109 2,791 164,877 SH   SOLE 0 0 0 164,877
VARONIS SYSTEMS INC COM 922280102 20,988 346,905 SH   SOLE 0 0 0 346,905
VONAGE HOLDINGS CORP COM 92886T201 15,570 1,461,976 SH   SOLE 0 0 0 1,461,976
WENDY'S CO/THE COM 95058W100 6,672 380,198 SH   SOLE 0 0 0 380,198
WERNER ENTERPRISES INC COM 950755108 6,377 174,716 SH   SOLE 0 0 0 174,716
WESCO INTERNATIONAL INC COM 95082P105 14,103 227,283 SH   SOLE 0 0 0 227,283
XCERRA CORP COM 98400J108 583 50,000 SH   SOLE 0 0 0 50,000