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
ADVANCE AUTO PARTS INC COM 00751Y106 51,205 249,608 SH   SOLE   249,608 0 0
ALTERYX INC COM CL A 02156B103 6,378 74,149 SH   SOLE   74,149 0 0
AVALARA INC COM 05338G106 156,205 965,418 SH   SOLE   965,418 0 0
CANNAE HOLDINGS INC COM 13765N107 16,826 496,188 SH   SOLE   496,188 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 27,273 528,761 SH   SOLE   528,761 0 0
CROWN HOLDINGS INC COM STK COM 228368106 86,490 846,195 SH   SOLE   846,195 0 0
DICKS SPORTING GOODS COM 253393102 65,582 654,579 SH   SOLE   654,579 0 0
EQUINIX INC COM 29444U700 51,400 64,042 SH   SOLE   64,042 0 0
LIBERTY BRAVES GROUP -C COM C BRAVES GRP 531229888 30,943 1,114,263 SH   SOLE   1,114,263 0 0
LITHIA MOTOR CORP CL A 536797103 113,271 329,622 SH   SOLE   329,622 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 59,354 335,298 SH   SOLE   335,298 0 0
TALEND SA ADS 874224207 8,611 131,264 SH   SOLE   131,264 0 0
TUESDAY MORNING CORP COM 89904V101 90,714 20,158,593 SH   DFND   0 20,158,593 0
VALVOLINE INC COM 92047W101 80,060 2,466,415 SH   SOLE   2,466,415 0 0
VERTEX INC COM CL A 92538J106 18,533 844,700 SH   SOLE   844,700 0 0
VERTEX ENERGY INC COM 92534K107 19,845 1,500,000 SH   SOLE   1,500,000 0 0