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 DEL COM 00090Q103 32,129 4,026,131 SH   SOLE 4,026,131 0 0
BLACKBAUD INC COM 09227Q100 6,476 113,452 SH   SOLE 113,452 0 0
BRINKER INTL INC COM 109641100 12,000 500,000 SH Put SOLE 500,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 4,926 300,000 SH Put SOLE 300,000 0 0
CHEFS WHSE INC COM 163086101 16,983 1,250,576 SH   SOLE 1,250,576 0 0
CHEFS WHSE INC COM 163086101 334 24,600 SH Call SOLE 24,600 0 0
CHEGG INC COM 163092109 43,363 644,707 SH   SOLE 644,707 0 0
CLARUS CORP NEW COM 18270P109 24,763 2,138,450 SH   SOLE 2,138,450 0 0
COSTAR GROUP INC COM 22160N109 2,767 3,894 SH   SOLE 3,894 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 2,666 200,000 SH Put SOLE 200,000 0 0
DRAFTKINGS INC COM CL A 26142R104 6,652 200,000 SH Put SOLE 200,000 0 0
DROPBOX INC CL A 26210C104 26,493 1,216,961 SH   SOLE 1,216,961 0 0
ELECTRONIC ARTS INC COM 285512109 34,611 262,106 SH   SOLE 262,106 0 0
ENVESTNET INC COM 29404K106 30,627 416,468 SH   SOLE 416,468 0 0
EVO PMTS INC CL A COM 26927E104 14,921 653,568 SH   SOLE 653,568 0 0
GARTNER INC COM 366651107 13,294 109,573 SH   SOLE 109,573 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 13,550 729,255 SH   SOLE 729,255 0 0
GLU MOBILE INC COM 379890106 27,014 2,914,125 SH   SOLE 2,914,125 0 0
GREEN DOT CORP CL A 39304D102 35,534 724,000 SH   SOLE 724,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 23,297 739,345 SH   SOLE 739,345 0 0
INFINERA CORP COM 45667G103 45,568 7,697,230 SH   SOLE 7,697,230 0 0
INGERSOLL RAND INC COM 45687V106 10,698 380,441 SH   SOLE 380,441 0 0
IRON MTN INC NEW COM 46284V101 27,798 1,065,076 SH   SOLE 1,065,076 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 11,800 1,145,600 SH   SOLE 1,145,600 0 0
MGM RESORTS INTERNATIONAL COM 552953101 5,880 350,000 SH Put SOLE 350,000 0 0
NATIONAL CINEMEDIA INC COM 635309107 11,579 3,898,500 SH   SOLE 3,898,500 0 0
NORDSON CORP COM 655663102 10,568 55,706 SH   SOLE 55,706 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 6,004 365,411 SH   SOLE 365,411 0 0
QUAKER CHEM CORP COM 747316107 18,348 98,832 SH   SOLE 98,832 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 16,064 140,952 SH   SOLE 140,952 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 27,382 1,921,574 SH   SOLE 1,921,574 0 0
SYNAPTICS INC COM 87157D109 14,660 243,839 SH   SOLE 243,839 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 9,615 4,880,527 SH   SOLE 4,880,527 0 0
VISTA OUTDOOR INC COM 928377100 22,805 1,578,168 SH   SOLE 1,578,168 0 0
VULCAN MATLS CO COM 929160109 23,269 200,851 SH   SOLE 200,851 0 0
ZYNGA INC CL A 98986T108 34,450 3,611,107 SH   SOLE 3,611,107 0 0