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
ACADEMY SPORTS & OUTDOORS IN COM CL A 00402L107 10,216 378,500 SH   SOLE   378,500 0 0
ADAPTHEALTH CORP COM CL A 00653Q102 13,006 353,800 SH   SOLE   353,800 0 0
AMERICAN VANGUARD CORP COM 030371108 4,970 243,500 SH   SOLE   243,500 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107 5,670 147,800 SH   SOLE   147,800 0 0
BESPOKE CAP ACQUISITION CORP CL A REST VTG 086344108 4,687 470,600 SH   SOLE   470,600 0 0
BORGWARNER INC COM 099724106 2,364 51,000 SH   SOLE   51,000 0 0
BROOKS AUTOMATION INC COM 114340102 9,186 112,500 SH   SOLE   112,500 0 0
BWX TECHNOLOGIES INC COM 05605H100 8,902 135,000 SH   SOLE   135,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 6,454 73,800 SH   SOLE   73,800 0 0
CALIX INC COM 13100M509 7,396 213,400 SH   SOLE   213,400 0 0
CHURCHILL DOWNS INC COM 171484108 8,503 37,390 SH   SOLE   37,390 0 0
CLARUS CORP NEW COM 18270P109 1,705 100,000 SH   SOLE   100,000 0 0
DANIMER SCIENTIFIC INC COM CL A 236272100 3,409 90,300 SH   SOLE   90,300 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,556 62,000 SH   SOLE   62,000 0 0
DMY TECHNOLOGY GROUP INC II COM CL A 233277102 4,078 277,200 SH   SOLE   277,200 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 9,998 318,300 SH   SOLE   318,300 0 0
ENCOMPASS HEALTH CORP COM 29261A100 10,303 125,800 SH   SOLE   125,800 0 0
EXPONENT INC COM 30214U102 2,943 30,200 SH   SOLE   30,200 0 0
FEDERAL SIGNAL CORP COM 313855108 7,476 195,200 SH   SOLE   195,200 0 0
FIRSTSERVICE CORP NEW COM 33767E202 10,811 72,955 SH   SOLE   72,955 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 4,812 106,700 SH   SOLE   106,700 0 0
FOX FACTORY HLDG CORP COM 35138V102 6,721 52,895 SH   SOLE   52,895 0 0
FULL HSE RESORTS INC COM 359678109 10,500 1,233,800 SH   SOLE   1,233,800 0 0
HARMONIC INC COM 413160102 4,275 545,300 SH   SOLE   545,300 0 0
HELIOS TECHNOLOGIES INC COM 42328H109 10,697 146,800 SH   SOLE   146,800 0 0
HURON CONSULTING GROUP INC COM 447462102 10,429 207,000 SH   SOLE   207,000 0 0
ICF INTL INC COM 44925C103 9,562 109,400 SH   SOLE   109,400 0 0
INTEGER HLDGS CORP COM 45826H109 15,031 163,200 SH   SOLE   163,200 0 0
IRADIMED CORP COM 46266A109 5,992 232,500 SH   SOLE   232,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 4,860 21,995 SH   SOLE   21,995 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 7,067 23,500 SH   SOLE   23,500 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 11,243 68,400 SH   SOLE   68,400 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 7,661 57,455 SH   SOLE   57,455 0 0
KBR INC COM 48242W106 9,628 250,800 SH   SOLE   250,800 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 7,848 163,200 SH   SOLE   163,200 0 0
LITTELFUSE INC COM 537008104 8,924 33,745 SH   SOLE   33,745 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 9,531 54,720 SH   SOLE   54,720 0 0
MATSON INC COM 57686G105 8,518 127,700 SH   SOLE   127,700 0 0
MAXIMUS INC COM 577933104 13,552 152,200 SH   SOLE   152,200 0 0
MCGRATH RENTCORP COM 580589109 9,275 115,000 SH   SOLE   115,000 0 0
MERCURY SYS INC COM 589378108 10,442 147,800 SH   SOLE   147,800 0 0
MILLER INDS INC TENN COM NEW 600551204 2,416 52,300 SH   SOLE   52,300 0 0
MODEL N INC COM 607525102 7,134 202,500 SH   SOLE   202,500 0 0
MYR GROUP INC DEL COM 55405W104 5,762 80,400 SH   SOLE   80,400 0 0
NVR INC COM 62944T105 11,471 2,435 SH   SOLE   2,435 0 0
OLD NATL BANCORP IND COM 680033107 7,266 375,700 SH   SOLE   375,700 0 0
R1 RCM INC COM 749397105 8,621 349,300 SH   SOLE   349,300 0 0
RBC BEARINGS INC COM 75524B104 8,255 41,955 SH   SOLE   41,955 0 0
REPAY HLDGS CORP COM CL A 76029L100 5,847 249,000 SH   SOLE   249,000 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 2,779 558,100 SH   SOLE   558,100 0 0
SHYFT GROUP INC COM 825698103 10,211 274,500 SH   SOLE   274,500 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 2,485 202,500 SH   SOLE   202,500 0 0
SPY 04/16/21 P383 US PUT 78462F953 320 1,800 SH   SOLE   1,800 0 0
TEMPUR SEALY INTL INC COM 88023U101 11,169 305,500 SH   SOLE   305,500 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 5,133 2,138,600 SH   SOLE   2,138,600 0 0
TILLYS INC CL A 886885102 4,450 393,100 SH   SOLE   393,100 0 0
TOPBUILD CORP COM 89055F103 9,931 47,420 SH   SOLE   47,420 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 4,604 164,200 SH   SOLE   164,200 0 0
UNITED BANKSHARES INC WEST V COM 909907107 6,755 175,100 SH   SOLE   175,100 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104 4,389 751,500 SH   SOLE   751,500 0 0
UPLAND SOFTWARE INC COM 91544A109 12,784 270,900 SH   SOLE   270,900 0 0
VEECO INSTRUMENTS INC COM 922417100 9,399 453,200 SH   SOLE   453,200 0 0
VICOR CORP COM 925815102 7,534 88,600 SH   SOLE   88,600 0 0
VONAGE HOLDINGS CORP COM 92886T201 7,384 624,700 SH   SOLE   624,700 0 0
WESCO INTL INC COM 95082P105 5,045 58,300 SH   SOLE   58,300 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105 7,195 25,535 SH   SOLE   25,535 0 0
WINNEBAGO INDS INC COM 974637100 5,040 65,700 SH   SOLE   65,700 0 0
WOLVERINE WORLD WIDE INC COM 978097103 5,346 139,500 SH   SOLE   139,500 0 0