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 27,056 3,446,623 SH   SOLE   3,446,623 0 0
BLACKBAUD INC COM 09227Q100 16,430 285,442 SH   SOLE   285,442 0 0
BLACKBAUD INC COM 09227Q100 8,634 150,000 SH Call SOLE   150,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 17,682 102,213 SH   SOLE   102,213 0 0
CF INDS HLDGS INC COM 125269100 7,897 203,995 SH   SOLE   203,995 0 0
CF INDS HLDGS INC COM 125269100 3,240 83,700 SH Call SOLE   83,700 0 0
CHEFS WHSE INC COM 163086101 27,121 1,055,689 SH   SOLE   1,055,689 0 0
CHEGG INC COM 163092109 44,247 489,841 SH   SOLE   489,841 0 0
CLARUS CORP NEW COM 18270P109 41,344 2,684,667 SH   SOLE   2,684,667 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 13,212 300,009 SH   SOLE   300,009 0 0
COSTAR GROUP INC COM 22160N109 2,967 3,210 SH   SOLE   3,210 0 0
DONALDSON INC COM 257651109 33,445 598,512 SH   SOLE   598,512 0 0
DROPBOX INC CL A 26210C104 44,652 2,012,254 SH   SOLE   2,012,254 0 0
ENVESTNET INC COM 29404K106 9,886 120,136 SH   SOLE   120,136 0 0
EVO PMTS INC CL A COM 26927E104 11,104 411,096 SH   SOLE   411,096 0 0
FOLEY TRASIMENE ACQUISITION COM CL A 344328109 13,463 891,620 SH   SOLE   891,620 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 5,376 227,322 SH   SOLE   227,322 0 0
GOPRO INC CL A 38268T103 2,367 285,900 SH Call SOLE   285,900 0 0
GREEN DOT CORP CL A 39304D102 21,464 384,662 SH   SOLE   384,662 0 0
HAIN CELESTIAL GROUP INC COM 405217100 38,160 950,434 SH   SOLE   950,434 0 0
HEALTHEQUITY INC COM 42226A107 11,292 161,992 SH   SOLE   161,992 0 0
INFINERA CORP COM 45667G103 10,480 1,000,000 SH Call SOLE   1,000,000 0 0
INFINERA CORP COM 45667G103 56,529 5,393,989 SH   SOLE   5,393,989 0 0
INGERSOLL RAND INC COM 45687V106 13,904 305,183 SH   SOLE   305,183 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 30,411 736,877 SH   SOLE   736,877 0 0
LESLIES INC COM 527064109 8,518 306,941 SH   SOLE   306,941 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 14,149 76,855 SH   SOLE   76,855 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 20,816 1,539,671 SH   SOLE   1,539,671 0 0
MP MATERIALS CORP COM CL A 553368101 24,113 749,553 SH   SOLE   749,553 0 0
NATIONAL CINEMEDIA INC COM 635309107 12,823 3,447,038 SH   SOLE   3,447,038 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 41,580 1,500,000 SH   SOLE   1,500,000 0 0
PERSHING SQUARE TONTINE HLDG *W EXP 07/24/202 71531R117 1,600 166,664 SH   SOLE   166,664 0 0
QUAKER CHEM CORP COM 747316107 27,634 109,057 SH   SOLE   109,057 0 0
SCHLUMBERGER LTD COM 806857108 17,464 800,000 SH Call SOLE   800,000 0 0
SCHLUMBERGER LTD COM 806857108 631 28,889 SH   SOLE   28,889 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 6,177 38,939 SH   SOLE   38,939 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 149,552 400,000 SH Put SOLE   400,000 0 0
SPDR SER TR S&P REGL BKG 78464A698 14,746 283,853 SH   SOLE   283,853 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 14,905 849,270 SH   SOLE   849,270 0 0
STATE STR CORP COM 857477103 14,582 200,362 SH   SOLE   200,362 0 0
SYNAPTICS INC COM 87157D109 44,406 460,642 SH   SOLE   460,642 0 0
TEREX CORP NEW COM 880779103 7,499 214,921 SH   SOLE   214,921 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 5,274 2,179,228 SH   SOLE   2,179,228 0 0
VALMONT INDS INC COM 920253101 17,845 102,011 SH   SOLE   102,011 0 0
VISTA OUTDOOR INC COM 928377100 45,136 1,899,657 SH   SOLE   1,899,657 0 0
WW INTL INC COM 98262P101 32,082 1,314,849 SH   SOLE   1,314,849 0 0
ZUORA INC COM CL A 98983V106 40,284 2,891,923 SH   SOLE   2,891,923 0 0