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 2,351 375,000 SH Call SOLE 375,000 0 0
ADT INC COM 00090Q103 23,461 3,741,798 SH   SOLE 3,741,798 0 0
ALASKA AIR GROUP INC COM 011659109 20,644 318,045 SH   SOLE 318,045 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 6,341 1,084,010 SH   SOLE 1,084,010 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 1,492 255,000 SH Call SOLE 255,000 0 0
CHEGG INC COM 163092109 20,828 695,429 SH   SOLE 695,429 0 0
CLARUS CORP NEW COM 18270P109 24,569 2,095,463 SH   SOLE 2,095,463 0 0
COSTAR GROUP INC COM 22160N109 13,572 22,879 SH   SOLE 22,879 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 3,515 120,000 SH   SOLE 120,000 0 0
ELECTRONIC ARTS INC COM 285512109 5,944 60,766 SH   SOLE 60,766 0 0
EURONET WORLDWIDE INC COM 298736109 13,920 95,144 SH   SOLE 95,144 0 0
EURONET WORLDWIDE INC COM 298736109 3,658 25,000 SH Put SOLE 25,000 0 0
EVO PMTS INC CL A COM 26927E104 16,629 591,345 SH   SOLE 591,345 0 0
GARTNER INC COM 366651107 14,658 102,510 SH   SOLE 102,510 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 10,935 568,048 SH   SOLE 568,048 0 0
GLU MOBILE INC COM 379890106 1,828 366,327 SH   SOLE 366,327 0 0
HABIT RESTAURANTS INC COM CL A 40449J103 14,974 1,713,287 SH   SOLE 1,713,287 0 0
IDEXX LABS INC COM 45168D104 3,617 13,300 SH Put SOLE 13,300 0 0
INFINERA CORPORATION COM 45667G103 25,801 4,734,085 SH   SOLE 4,734,085 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 14,765 807,471 SH   SOLE 807,471 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 13,714 750,000 SH Put SOLE 750,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 21,591 1,004,475 SH   SOLE 1,004,475 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 6,449 300,000 SH Put SOLE 300,000 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 18,123 68,771 SH   SOLE 68,771 0 0
MOBILEIRON INC COM NEW 60739U204 12,122 1,852,084 SH   SOLE 1,852,084 0 0
NATIONAL CINEMEDIA INC COM 635309107 20,997 2,560,569 SH   SOLE 2,560,569 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 11,332 298,848 SH   SOLE 298,848 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 27,030 1,740,503 SH   SOLE 1,740,503 0 0
PLANTRONICS INC NEW COM 727493108 31,263 837,696 SH   SOLE 837,696 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 13,740 185,631 SH   SOLE 185,631 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 17,865 346,428 SH   SOLE 346,428 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 19,660 4,783,487 SH   SOLE 4,783,487 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 2,055 500,000 SH Call SOLE 500,000 0 0
VULCAN MATLS CO COM 929160109 17,732 117,246 SH   SOLE 117,246 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 15,491 519,492 SH   SOLE 519,492 0 0