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
ARGAN INC COM 04010E109 18,259 482,543 SH   SOLE   482,543 0 0
BRIGHTCOVE INC COM 10921T101 10,220 1,451,697 SH   SOLE   1,451,697 0 0
CAESARSTONE LTD ORD SHS M20598104 10,520 774,670 SH   SOLE   774,670 0 0
CARBON BLACK INC COM 14081R103 1,628 121,300 SH   SOLE   121,300 0 0
CELESTICA INC SUB VTG SHS 15101Q108 14,003 1,596,730 SH   SOLE   1,596,730 0 0
CRAY INC COM NEW 225223304 3,491 161,700 SH   SOLE   161,700 0 0
DESPEGAR COM CORP ORD SHS G27358103 434 34,938 SH   SOLE   34,938 0 0
ELEVATE CREDIT INC COM 28621V101 7,072 1,578,557 SH   SOLE   1,578,557 0 0
ETSY INC COM 29786A106 21,901 460,389 SH   SOLE   460,389 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 16,024 1,033,783 SH   SOLE   1,033,783 0 0
FRONTDOOR INC COM 35905A109 12,005 451,155 SH   SOLE   451,155 0 0
GOLDEN ENTMT INC COM 381013101 3,782 236,049 SH   SOLE   236,049 0 0
GULFPORT ENERGY CORP COM NEW 402635304 3,200 488,500 SH   SOLE   488,500 0 0
LANDS END INC NEW COM 51509F105 1,353 95,200 SH   SOLE   95,200 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 3,257 470,716 SH   SOLE   470,716 0 0
LOUISIANA PAC CORP COM 546347105 12,948 582,703 SH   SOLE   582,703 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 16,324 536,634 SH   SOLE   536,634 0 0
MANITOWOC CO INC COM NEW 563571405 1,946 131,738 SH   SOLE   131,738 0 0
META FINL GROUP INC COM 59100U108 7,452 384,343 SH   SOLE   384,343 0 0
MICHAELS COS INC COM 59408Q106 5,708 421,600 SH   SOLE   421,600 0 0
MICROSTRATEGY INC CL A NEW 594972408 10,347 80,992 SH   SOLE   80,992 0 0
MILACRON HLDGS CORP COM 59870L106 10,387 873,586 SH   SOLE   873,586 0 0
MOBILEIRON INC COM NEW 60739U204 6,619 1,442,099 SH   SOLE   1,442,099 0 0
ON DECK CAP INC COM 682163100 10,629 1,801,448 SH   SOLE   1,801,448 0 0
ORION ENGINEERED CARBONS S A COM L72967109 14,064 556,342 SH   SOLE   556,342 0 0
PARK ELECTROCHEMICAL CORP COM 700416209 557 30,834 SH   SOLE   30,834 0 0
RETAIL VALUE INC COM 76133Q102 8,886 347,235 SH   SOLE   347,235 0 0
RMR GROUP INC CL A 74967R106 4,774 89,938 SH   SOLE   89,938 0 0
SEALED AIR CORP NEW COM 81211K100 16,798 482,147 SH   SOLE   482,147 0 0
SEASPINE HLDGS CORP COM 81255T108 9,482 519,824 SH   SOLE   519,824 0 0
SONOS INC COM 83570H108 1,544 157,190 SH   SOLE   157,190 0 0
SPIRIT MTA REIT COM SHS BEN IN 84861U105 4,550 638,197 SH   SOLE   638,197 0 0
TEAM INC COM 878155100 2,492 170,088 SH   SOLE   170,088 0 0
TEAM INC NOTE 5.000% 8/0 878155AE0 3,479 3,500,000 PRN   SOLE   3,500,000 0 0
TOPBUILD CORP COM 89055F103 6,246 138,800 SH   SOLE   138,800 0 0
TRUECAR INC COM 89785L107 5,490 605,931 SH   SOLE   605,931 0 0
WORKIVA INC COM CL A 98139A105 20,040 558,363 SH   SOLE   558,363 0 0
XPERI CORP COM 98421B100 13,245 720,213 SH   SOLE   720,213 0 0