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 14,255 1,744,760 SH   SOLE 1,744,760 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 15,540 102,213 SH   SOLE 102,213 0 0
CHEFS WHSE INC COM 163086101 20,520 1,411,280 SH   SOLE 1,411,280 0 0
CHEFS WHSE INC COM 163086101 1,919 132,000 SH Call SOLE 132,000 0 0
CHEGG INC COM 163092109 36,782 514,865 SH   SOLE 514,865 0 0
CLARUS CORP NEW COM 18270P109 37,161 2,631,833 SH   SOLE 2,631,833 0 0
COSTAR GROUP INC COM 22160N109 3,304 3,894 SH   SOLE 3,894 0 0
DONALDSON INC COM 257651109 22,883 492,947 SH   SOLE 492,947 0 0
DROPBOX INC CL A 26210C104 33,999 1,765,287 SH   SOLE 1,765,287 0 0
ELECTRONIC ARTS INC COM 285512109 24,916 191,062 SH   SOLE 191,062 0 0
ENVESTNET INC COM 29404K106 28,382 367,829 SH   SOLE 367,829 0 0
EVO PMTS INC CL A COM 26927E104 10,029 403,596 SH   SOLE 403,596 0 0
FORTRESS VALUE ACQUISITION C COM CL A 34962V106 18,933 1,394,178 SH   SOLE 1,394,178 0 0
GARTNER INC COM 366651107 7,403 59,247 SH   SOLE 59,247 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 12,408 592,279 SH   SOLE 592,279 0 0
GOPRO INC CL A 38268T103 186 41,169 SH   SOLE 41,169 0 0
GOPRO INC CL A 38268T103 1,105 244,000 SH Call SOLE 244,000 0 0
GREEN DOT CORP CL A 39304D102 16,974 335,390 SH   SOLE 335,390 0 0
HAIN CELESTIAL GROUP INC COM 405217100 26,056 759,660 SH   SOLE 759,660 0 0
HEALTHEQUITY INC COM 42226A107 10,777 209,794 SH   SOLE 209,794 0 0
ILLUMINA INC COM 452327109 5,563 18,000 SH   SOLE 18,000 0 0
INFINERA CORP COM 45667G103 33,562 5,448,437 SH   SOLE 5,448,437 0 0
INFINERA CORP COM 45667G103 6,160 1,000,000 SH Call SOLE 1,000,000 0 0
INGERSOLL RAND INC COM 45687V106 10,865 305,183 SH   SOLE 305,183 0 0
IRON MTN INC NEW COM 46284V101 16,906 631,060 SH   SOLE 631,060 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 20,545 1,499,671 SH   SOLE 1,499,671 0 0
NATIONAL CINEMEDIA INC COM 635309107 10,584 3,898,500 SH   SOLE 3,898,500 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 34,035 1,500,000 SH   SOLE 1,500,000 0 0
PERSHING SQUARE TONTINE HLDG *W EXP 07/24/202 71531R117 1,195 166,664 SH   SOLE 166,664 0 0
QUAKER CHEM CORP COM 747316107 19,239 107,057 SH   SOLE 107,057 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 10,700 87,737 SH   SOLE 87,737 0 0
SPDR SER TR S&P REGL BKG 78464A698 24,761 693,979 SH   SOLE 693,979 0 0
STIFEL FINL CORP COM 860630102 25,463 503,627 SH   SOLE 503,627 0 0
SYNAPTICS INC COM 87157D109 20,071 249,581 SH   SOLE 249,581 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 7,518 4,850,527 SH   SOLE 4,850,527 0 0
VISTA OUTDOOR INC COM 928377100 36,068 1,787,320 SH   SOLE 1,787,320 0 0
ZUORA INC COM CL A 98983V106 29,711 2,873,374 SH   SOLE 2,873,374 0 0