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
2U INC COM 90214J101 8,925 235,114 SH   SOLE 0 205,715 29,399 0
ACTIVISION BLIZZARD INC COM 00507V109 5,827 76,767 SH   SOLE 0 68,699 8,068 0
ADOBE INC COM 00724F101 566 1,300 SH   SOLE 0 1,300 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 2,137 15,000 SH   SOLE 0 15,000 0 0
AGNC INVT CORP COM 00123Q104 7,389 572,759 SH   SOLE 0 572,759 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 6,752 303,176 SH   SOLE 0 265,729 37,447 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,848 35,935 SH   SOLE 0 35,935 0 0
ALARM COM HLDGS INC COM 011642105 12,919 199,341 SH   SOLE 0 174,036 25,305 0
ALCON AG ORD SHS H01301128 2,866 50,000 SH   SOLE 0 50,000 0 0
AMAZON COM INC COM 023135106 3,338 1,210 SH   SOLE 0 1,210 0 0
AMEDISYS INC COM 023436108 2,184 11,000 SH   SOLE 0 11,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 5,228 400,000 SH Call SOLE 0 400,000 0 0
ANTARES PHARMA INC COM 036642106 1,764 641,512 SH   SOLE 0 641,512 0 0
APPIAN CORP CL A 03782L101 1,538 30,000 SH   SOLE 0 30,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 8,163 750,935 SH   SOLE 0 658,029 92,906 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 3,864 10,500 SH   SOLE 0 10,500 0 0
ATLASSIAN CORP PLC CL A G06242104 3,605 20,000 SH   SOLE 0 20,000 0 0
AUTODESK INC COM 052769106 550 2,300 SH   SOLE 0 2,300 0 0
AUTOZONE INC COM 053332102 7,705 6,830 SH   SOLE 0 6,125 705 0
AVIS BUDGET GROUP INC COM 053774105 4,578 200,000 SH   SOLE 0 200,000 0 0
B & G FOODS INC NEW COM 05508R106 9,825 402,991 SH   SOLE 0 352,549 50,442 0
BED BATH & BEYOND INC COM 075896100 10,600 1,000,000 SH Call SOLE 0 875,800 124,200 0
BENEFYTT TECHNOLOGIES INC COM CL A 08182C106 3,639 177,883 SH   SOLE 0 177,883 0 0
BERRY GLOBAL GROUP INC COM 08579W103 8,619 194,478 SH   SOLE 0 194,478 0 0
BLACKROCK RES & COMMODITIES SHS 09257A108 1,226 200,000 SH   SOLE 0 200,000 0 0
BOINGO WIRELESS INC COM 09739C102 6,692 502,365 SH   SOLE 0 439,503 62,862 0
BOYD GAMING CORP COM 103304101 7,053 337,480 SH   SOLE 0 294,060 43,420 0
BRIGHAM MINERALS INC CL A COM 10918L103 2,724 220,562 SH   SOLE 0 220,562 0 0
BROOKS AUTOMATION INC NEW COM 114340102 7,078 160,000 SH   SOLE 0 140,238 19,762 0
BRUNSWICK CORP COM 117043109 13,359 208,703 SH   SOLE 0 189,906 18,797 0
BUILDERS FIRSTSOURCE INC COM 12008R107 6,210 300,000 SH   SOLE 0 262,979 37,021 0
CABOT OIL & GAS CORP COM 127097103 400 23,300 SH   SOLE 0 23,300 0 0
CARDTRONICS PLC SHS CL A G1991C105 13,574 566,052 SH   SOLE 0 495,221 70,831 0
CAREDX INC COM 14167L103 13,159 371,405 SH   SOLE 0 324,600 46,805 0
CASELLA WASTE SYSTEMS INC CL A 147448104 7,036 135,000 SH   SOLE 0 118,231 16,769 0
CASEYS GEN STORES INC COM 147528103 2,990 20,000 SH   SOLE 0 17,436 2,564 0
CAVCO INDS INC DEL COM 149568107 3,471 18,000 SH   SOLE 0 18,000 0 0
CERUS CORP COM 157085101 7,923 1,200,400 SH   SOLE 0 1,052,896 147,504 0
CHURCHILL DOWNS INC COM 171484108 6,658 50,000 SH   SOLE 0 50,000 0 0
CIENA CORP COM NEW 171779309 2,181 40,266 SH   SOLE 0 40,266 0 0
CLARUS CORP NEW COM 18270P109 847 73,179 SH   SOLE 0 73,179 0 0
CLOUDERA INC COM 18914U100 2,726 214,335 SH   SOLE 0 214,335 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 10,222 132,134 SH   SOLE 0 115,690 16,444 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 568 10,000 SH   SOLE 0 8,756 1,244 0
COHEN & STEERS INFRASTRUCTUR COM 19248A109 3,488 158,207 SH   SOLE 0 158,207 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 7,277 415,846 SH   SOLE 0 363,169 52,677 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 4,176 102,091 SH   SOLE 0 102,091 0 0
COPART INC COM 217204106 2,315 27,800 SH   SOLE 0 27,800 0 0
COSTAR GROUP INC COM 22160N109 5,506 7,748 SH   SOLE 0 7,748 0 0
COUPA SOFTWARE INC COM 22266L106 2,770 10,000 SH   SOLE 0 10,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 3,532 21,104 SH   SOLE 0 21,104 0 0
DANAHER CORPORATION COM 235851102 707 4,000 SH   SOLE 0 4,000 0 0
DEXCOM INC COM 252131107 3,947 9,735 SH   SOLE 0 9,735 0 0
DICKS SPORTING GOODS INC COM 253393102 2,888 70,000 SH   SOLE 0 70,000 0 0
DICKS SPORTING GOODS INC COM 253393102 8,252 200,000 SH Call SOLE 0 175,300 24,700 0
DOCUSIGN INC COM 256163106 2,119 12,303 SH   SOLE 0 12,303 0 0
DOLLAR TREE INC COM 256746108 11,122 120,000 SH   SOLE 0 105,112 14,888 0
DORMAN PRODUCTS INC COM 258278100 6,437 95,978 SH   SOLE 0 84,108 11,870 0
DRAFTKINGS INC COM CL A 26142R104 13,282 399,352 SH   SOLE 0 399,352 0 0
DRAFTKINGS INC COM CL A 26142R104 6,652 200,000 SH Put SOLE 0 200,000 0 0
EAGLE MATERIALS INC COM 26969P108 6,924 98,598 SH   SOLE 0 86,215 12,383 0
EASTERLY GOVT PPTYS INC COM 27616P103 4,711 203,761 SH   SOLE 0 203,761 0 0
EASTGROUP PPTY INC COM 277276101 9,489 80,000 SH   SOLE 0 70,105 9,895 0
EL POLLO LOCO HLDGS INC COM 268603107 297 20,136 SH   SOLE 0 17,633 2,503 0
ELASTIC N V ORD SHS N14506104 7,377 80,000 SH   SOLE 0 70,057 9,943 0
ELDORADO RESORTS INC COM 28470R102 4,407 110,000 SH   SOLE 0 110,000 0 0
ELECTRONIC ARTS INC COM 285512109 1,321 10,000 SH   SOLE 0 8,759 1,241 0
ELEMENT SOLUTIONS INC COM 28618M106 8,780 809,200 SH   SOLE 0 708,659 100,541 0
ENCORE CAP GROUP INC COM 292554102 3,351 98,043 SH   SOLE 0 98,043 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 9,674 203,709 SH   SOLE 0 178,183 25,526 0
ENERSYS COM 29275Y102 15,454 240,043 SH   SOLE 0 212,926 27,117 0
ENPHASE ENERGY INC COM 29355A107 4,995 105,000 SH   SOLE 0 91,955 13,045 0
ENPHASE ENERGY INC COM 29355A107 7,136 150,000 SH Call SOLE 0 131,400 18,600 0
ENTERPRISE PRODS PARTNERS L COM 293792107 3,198 176,000 SH   SOLE 0 176,000 0 0
EQUINIX INC COM 29444U700 4,059 5,780 SH   SOLE 0 5,780 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 2,904 90,200 SH   SOLE 0 90,200 0 0
ETHAN ALLEN INTERIORS INC COM 297602104 583 49,300 SH   SOLE 0 49,300 0 0
EXACT SCIENCES CORP COM 30063P105 3,044 35,014 SH   SOLE 0 35,014 0 0
EXLSERVICE HOLDINGS INC COM 302081104 14,068 221,887 SH   SOLE 0 194,230 27,657 0
EXP WORLD HLDGS INC COM 30212W100 4,772 279,900 SH   SOLE 0 279,900 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 9,512 850,000 SH   SOLE 0 744,819 105,181 0
EXTRA SPACE STORAGE INC COM 30225T102 6,466 70,000 SH   SOLE 0 61,345 8,655 0
FARFETCH LTD ORD SH CL A 30744W107 2,591 150,000 SH   SOLE 0 150,000 0 0
FASTENAL CO COM 311900104 4,284 100,000 SH   SOLE 0 87,633 12,367 0
FEDERAL SIGNAL CORP COM 313855108 2,081 70,000 SH   SOLE 0 70,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 5,818 43,390 SH   SOLE 0 37,796 5,594 0
FIREEYE INC COM 31816Q101 3,653 300,000 SH   SOLE 0 262,942 37,058 0
FIRST AMERN FINL CORP COM 31847R102 14,672 305,540 SH   SOLE 0 266,227 39,313 0
FIVE9 INC COM 338307101 3,156 28,521 SH   SOLE 0 28,521 0 0
FLWS/1-800 FLOWERS CL A 68243Q106 2,644 132,051 SH   SOLE 0 132,051 0 0
FTI CONSULTING INC COM 302941109 2,291 20,000 SH   SOLE 0 20,000 0 0
FULLER H B CO COM 359694106 4,014 90,000 SH   SOLE 0 90,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 2,962 85,612 SH   SOLE 0 85,612 0 0
GEO GROUP INC NEW COM 36162J106 7,166 605,720 SH   SOLE 0 540,651 65,069 0
GLU MOBILE INC COM 379890106 927 100,000 SH   SOLE 0 100,000 0 0
GRAND CANYON ED INC COM 38526M106 16,774 185,287 SH   SOLE 0 162,118 23,169 0
GRIFFON CORP COM 398433102 3,037 163,986 SH   SOLE 0 163,986 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 2,772 150,000 SH   SOLE 0 150,000 0 0
HEICO CORP NEW COM 422806109 4,810 48,271 SH   SOLE 0 48,271 0 0
HIBBETT SPORTS INC COM 428567101 14,034 670,199 SH   SOLE 0 588,908 81,291 0
HOWARD HUGHES CORP COM 44267D107 3,377 65,000 SH   SOLE 0 65,000 0 0
IAA INC COM 449253103 964 25,000 SH   SOLE 0 25,000 0 0
ICHOR HOLDINGS SHS G4740B105 665 25,000 SH   SOLE 0 21,893 3,107 0
INSTALLED BLDG PRODS INC COM 45780R101 7,334 106,633 SH   SOLE 0 94,136 12,497 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 7,120 800,000 SH   SOLE 0 701,075 98,925 0
INVITATION HOMES INC COM 46187W107 14,778 536,780 SH   SOLE 0 468,365 68,415 0
K12 INC COM 48273U102 8,223 301,861 SH   SOLE 0 264,931 36,930 0
KAYNE ANDERSN MLP MIDS INVT COM 486606106 1,056 200,000 SH   SOLE 0 200,000 0 0
KNOWLES CORP COM 49926D109 13,131 860,487 SH   SOLE 0 753,004 107,483 0
LAUREATE EDUCATION INC CL A 518613203 2,749 275,889 SH   SOLE 0 275,889 0 0
LCI INDS COM 50189K103 11,465 99,715 SH   SOLE 0 89,593 10,122 0
LEGGETT & PLATT INC COM 524660107 1,406 40,000 SH   SOLE 0 40,000 0 0
LIMELIGHT NETWORKS INC COM 53261M104 2,122 288,321 SH   SOLE 0 288,321 0 0
LITHIA MTRS INC CL A 536797103 8,004 52,888 SH   SOLE 0 51,366 1,522 0
LOVESAC COMPANY COM 54738L109 2,256 86,007 SH   SOLE 0 75,321 10,686 0
LOWES COS INC COM 548661107 2,704 20,015 SH   SOLE 0 20,015 0 0
LUMINEX CORP DEL COM 55027E102 8,787 270,109 SH   SOLE 0 240,428 29,681 0
MARINEMAX INC COM 567908108 7,165 320,000 SH   SOLE 0 320,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,114 13,000 SH   SOLE 0 13,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 14,005 67,800 SH   SOLE 0 59,365 8,435 0
MASCO CORP COM 574599106 6,380 127,069 SH   SOLE 0 111,052 16,017 0
MASONITE INTL CORP NEW COM 575385109 4,637 59,618 SH   SOLE 0 59,618 0 0
MASTEC INC COM 576323109 4,451 99,200 SH   SOLE 0 89,300 9,900 0
MASTEC INC COM 576323109 2,244 50,000 SH Call SOLE 0 44,600 5,400 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 4,887 256,526 SH   SOLE 0 224,648 31,878 0
MCDONALDS CORP COM 580135101 738 4,000 SH   SOLE 0 4,000 0 0
MEDALLIA INC COM 584021109 7,432 294,458 SH   SOLE 0 261,305 33,153 0
MEDICAL PPTYS TRUST INC COM 58463J304 3,760 200,000 SH   SOLE 0 200,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 4,626 170,000 SH   SOLE 0 170,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 3,010 12,700 SH   SOLE 0 10,488 2,212 0
MONRO INC COM 610236101 5,907 107,520 SH   SOLE 0 94,211 13,309 0
MOODYS CORP COM 615369105 687 2,500 SH   SOLE 0 2,500 0 0
NATIONAL BEVERAGE CORP COM 635017106 4,899 80,281 SH   SOLE 0 71,692 8,589 0
NATIONAL BEVERAGE CORP COM 635017106 3,051 50,000 SH Call SOLE 0 43,800 6,200 0
NEWMARK GROUP INC CL A 65158N102 2,778 571,643 SH   SOLE 0 571,643 0 0
NICE LTD SPONSORED ADR 653656108 3,617 19,114 SH   SOLE 0 19,114 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 10,269 268,606 SH   SOLE 0 237,223 31,383 0
NVIDIA CORPORATION COM 67066G104 3,799 10,000 SH   SOLE 0 10,000 0 0
OPKO HEALTH INC COM 68375N103 3,709 1,087,700 SH   SOLE 0 1,087,700 0 0
OPKO HEALTH INC COM 68375N103 602 176,600 SH Call SOLE 0 176,600 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 3,373 8,000 SH   SOLE 0 8,000 0 0
OVERSTOCK COM INC DEL COM 690370101 1,422 50,000 SH   SOLE 0 50,000 0 0
PATRICK INDS INC COM 703343103 4,876 79,612 SH   SOLE 0 69,423 10,189 0
PENN NATL GAMING INC COM 707569109 5,995 196,313 SH   SOLE 0 186,366 9,947 0
PERDOCEO ED CORP COM 71363P106 4,709 295,592 SH   SOLE 0 260,164 35,428 0
PERFICIENT INC COM 71375U101 4,206 117,558 SH   SOLE 0 104,635 12,923 0
PETIQ INC COM CL A 71639T106 16,893 484,887 SH   SOLE 0 424,932 59,955 0
PLEXUS CORP COM 729132100 2,822 40,000 SH   SOLE 0 40,000 0 0
PLUG POWER INC COM NEW 72919P202 27,083 3,298,842 SH   SOLE 0 2,867,580 431,262 0
POOL CORPORATION COM 73278L105 3,439 12,650 SH   SOLE 0 12,650 0 0
POTLATCHDELTIC CORPORATION COM 737630103 7,526 197,897 SH   SOLE 0 173,071 24,826 0
PRA GROUP INC COM 69354N106 7,025 181,722 SH   SOLE 0 165,694 16,028 0
PREFERRED APT CMNTYS INC COM 74039L103 760 100,000 SH   SOLE 0 100,000 0 0
PRIMORIS SVCS CORP COM 74164F103 3,763 211,894 SH   SOLE 0 211,894 0 0
PROVIDENCE SVC CORP COM 743815102 4,299 54,481 SH   SOLE 0 54,481 0 0
QTS RLTY TR INC COM CL A 74736A103 6,409 100,000 SH   SOLE 0 87,029 12,971 0
QURATE RETAIL INC-SERIES A COM SER A 74915M100 950 100,000 SH   SOLE 0 100,000 0 0
RADWARE LTD ORD M81873107 2,123 90,000 SH   SOLE 0 90,000 0 0
REDFIN CORP COM 75737F108 5,974 142,550 SH   SOLE 0 142,550 0 0
RENT A CTR INC NEW COM 76009N100 4,659 167,452 SH   SOLE 0 146,642 20,810 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 1,172 100,000 SH   SOLE 0 100,000 0 0
RH COM 74967X103 3,037 12,200 SH   SOLE 0 12,200 0 0
RINGCENTRAL INC CL A 76680R206 2,850 10,000 SH   SOLE 0 8,765 1,235 0
ROSS STORES INC COM 778296103 2,557 30,000 SH   SOLE 0 30,000 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 7,066 204,207 SH   SOLE 0 178,383 25,824 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 3,575 12,000 SH   SOLE 0 12,000 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 8,763 355,221 SH   SOLE 0 310,332 44,889 0
SCIPLAY CORP CL A 809087109 6,295 424,468 SH   SOLE 0 371,787 52,681 0
SCOTTS MIRACLE GRO CO CL A 810186106 7,671 57,044 SH   SOLE 0 57,044 0 0
SERVICE CORP INTL COM 817565104 1,556 40,000 SH   SOLE 0 40,000 0 0
SERVICENOW INC COM 81762P102 2,025 5,000 SH   SOLE 0 5,000 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 1,088 35,003 SH   SOLE 0 30,505 4,498 0
SMARTSHEET INC COM CL A 83200N103 7,079 139,021 SH   SOLE 0 120,819 18,202 0
SNAP INC CL A 83304A106 8,973 382,000 SH   SOLE 0 360,795 21,205 0
SPARTANNASH CO COM 847215100 9,551 449,437 SH   SOLE 0 397,947 51,490 0
SPDR GOLD TR GOLD SHS 78463V107 8,369 50,000 SH   SOLE 0 50,000 0 0
STAMPS COM INC COM NEW 852857200 6,567 35,750 SH   SOLE 0 31,271 4,479 0
STERLING CONSTRUCTION CO INC COM 859241101 1,503 143,585 SH   SOLE 0 143,585 0 0
SUMMIT MATLS INC CL A 86614U100 14,046 873,486 SH   SOLE 0 769,505 103,981 0
SURO CAPITAL CORP COM NEW 86887Q109 1,736 204,982 SH   SOLE 0 204,982 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 8,051 81,393 SH   SOLE 0 73,668 7,725 0
TANGER FACTORY OUTLET CTRS I COM 875465106 3,922 550,000 SH   SOLE 0 550,000 0 0
TELADOC HEALTH INC COM 87918A105 4,269 22,367 SH   SOLE 0 20,994 1,373 0
TETRA TECH INC NEW COM 88162G103 6,330 80,000 SH   SOLE 0 70,060 9,940 0
THOR INDS INC COM 885160101 2,267 21,281 SH   SOLE 0 21,281 0 0
TORTOISE ENERGY INFRA CORP COM 89147L886 1,742 108,675 SH   SOLE 0 108,675 0 0
TRANSMEDICS GROUP INC COM 89377M109 2,688 150,000 SH   SOLE 0 150,000 0 0
TRIPADVISOR INC COM 896945201 2,471 130,000 SH   SOLE 0 130,000 0 0
UNITED NAT FOODS INC COM 911163103 2,088 114,644 SH   SOLE 0 114,644 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,224 20,000 SH   SOLE 0 20,000 0 0
UPLAND SOFTWARE INC COM 91544A109 2,259 65,000 SH   SOLE 0 56,923 8,077 0
VIAD CORP COM NEW 92552R406 2,132 112,100 SH   SOLE 0 112,100 0 0
VICI PPTYS INC COM 925652109 7,874 390,000 SH   SOLE 0 341,786 48,214 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 3,155 304,500 SH   SOLE 0 304,500 0 0
VISA INC COM CL A 92826C839 6,406 33,162 SH   SOLE 0 33,162 0 0
WATSCO INC COM 942622200 7,361 41,425 SH   SOLE 0 35,571 5,854 0
WILLIAMS COS INC COM 969457100 3,424 180,000 SH   SOLE 0 180,000 0 0
WINNEBAGO INDS INC COM 974637100 16,357 245,523 SH   SOLE 0 217,543 27,980 0
ZILLOW GROUP INC CL C CAP STK 98954M200 6,882 119,451 SH   SOLE 0 104,572 14,879 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,387 20,000 SH   SOLE 0 20,000 0 0
ZUMIEZ INC COM 989817101 6,714 245,200 SH   SOLE 0 214,844 30,356 0