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
ADT INC COM 00090Q103 1,128 176,500 SH Call SOLE 176,500 0 0
ADT INC COM 00090Q103 11,779 1,843,395 SH   SOLE 1,843,395 0 0
ALASKA AIR GROUP INC COM 011659109 13,252 236,144 SH   SOLE 236,144 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 18,593 106,259 SH   SOLE 106,259 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 8,090 866,180 SH   SOLE 866,180 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 2,335 250,000 SH Call SOLE 250,000 0 0
CHEGG INC COM 163092109 31,855 835,658 SH   SOLE 835,658 0 0
CLARUS CORP NEW COM 18270P109 26,867 2,097,307 SH   SOLE 2,097,307 0 0
COGNEX CORP COM 192422103 8,636 169,798 SH   SOLE 169,798 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 1,875 146,859 SH   SOLE 146,859 0 0
COSTAR GROUP INC COM 22160N109 14,228 30,505 SH   SOLE 30,505 0 0
EURONET WORLDWIDE INC COM 298736109 28,729 201,481 SH   SOLE 201,481 0 0
EVO PMTS INC CL A COM 26927E104 18,433 634,542 SH   SOLE 634,542 0 0
FASTENAL CO COM 311900104 1,323 20,569 SH   SOLE 20,569 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 18,743 633,201 SH   SOLE 633,201 0 0
HABIT RESTAURANTS INC COM CL A 40449J103 10,659 985,122 SH   SOLE 985,122 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 40,569 265,000 SH Put SOLE 265,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 16,393 1,374,127 SH   SOLE 1,374,127 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 17,231 1,031,199 SH   SOLE 1,031,199 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 13,824 47,160 SH   SOLE 47,160 0 0
MOBILEIRON INC COM NEW 60739U204 17,577 3,213,427 SH   SOLE 3,213,427 0 0
NATIONAL CINEMEDIA INC COM 635309107 16,986 2,409,384 SH   SOLE 2,409,384 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 35,938 2,630,863 SH   SOLE 2,630,863 0 0
PATTERSON UTI ENERGY INC COM 703481101 1,290 92,028 SH   SOLE 92,028 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 14,326 250,666 SH   SOLE 250,666 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 10,316 161,971 SH   SOLE 161,971 0 0
STAMPS COM INC COM NEW 852857200 5,153 63,300 SH Call SOLE 63,300 0 0
STAMPS COM INC COM NEW 852857200 8,310 102,076 SH   SOLE 102,076 0 0
STONECO LTD COM CL A G85158106 3,638 88,504 SH   SOLE 88,504 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 18,260 4,226,891 SH   SOLE 4,226,891 0 0
VARONIS SYS INC COM 922280102 3,154 52,900 SH Put SOLE 52,900 0 0
VERINT SYS INC COM 92343X100 3,945 65,900 SH Call SOLE 65,900 0 0
VULCAN MATLS CO COM 929160109 28,329 239,261 SH   SOLE 239,261 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 17,930 516,128 SH   SOLE 516,128 0 0