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 5,371 133,800 SH   SOLE   133,800 0 0
AT HOME GROUP INC COM 04650Y100 7,143 1,298,771 SH   SOLE   1,298,771 0 0
CARDLYTICS INC COM 14161W105 17,154 272,900 SH   SOLE   272,900 0 0
FIVERR INTL LTD ORD SHS M4R82T106 8,969 381,657 SH   SOLE   381,657 0 0
GRUBHUB INC COM 400110102 12,170 250,200 SH   SOLE   250,200 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 17,192 711,300 SH   SOLE   711,300 0 0
NORTHWEST PIPE CO COM 667746101 9,753 292,800 SH   SOLE   292,800 0 0
PAN AMERICAN SILVER CORP COM 697900108 16,275 687,000 SH   SOLE   687,000 0 0
QUANTA SVCS INC COM 74762E102 16,394 402,700 SH   SOLE   402,700 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,817 28,500 SH   SOLE   28,500 0 0
SEABOARD CORP COM 811543107 10,320 2,428 SH   SOLE   2,428 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 9,674 1,042,500 SH   SOLE   1,042,500 0 0