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
ADVANCED DRAIN SYS INC DEL COM 00790R104 10,481 96,898 SH   SOLE   96,898 0 0
AMERICAS CAR-MART INC COM 03062T105 8,988 76,969 SH   SOLE   76,969 0 0
ANTERO RESOURCES CORP COM 03674X106 10,182 541,299 SH   SOLE   541,299 0 0
AVAYA HLDGS CORP COM 05351X101 6,030 304,689 SH   SOLE   304,689 0 0
AVAYA HLDGS CORP COM 05351X101 2,969 150,000 SH Put SOLE   150,000 0 0
BOYD GAMING CORP COM 103304101 260 4,104 SH   SOLE   4,104 0 0
BUCKLE INC COM 118440106 5,553 140,258 SH   SOLE   140,258 0 0
CAVCO INDS INC DEL COM 149568107 24,348 102,845 SH   SOLE   102,845 0 0
CELESTICA INC SUB VTG SHS 15101Q108 5,287 595,354 SH   SOLE   595,354 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 4,023 35,591 SH   SOLE   35,591 0 0
CLEAN HARBORS INC COM 184496107 7,263 69,925 SH   SOLE   69,925 0 0
CLEARFIELD INC COM 18482P103 2,980 67,508 SH   SOLE   67,508 0 0
CONCENTRIX CORP COM 20602D101 6,217 35,127 SH   SOLE   35,127 0 0
CONNS INC COM 208242107 3,765 164,921 SH   SOLE   164,921 0 0
CULP INC COM 230215105 658 51,065 SH   SOLE   51,065 0 0
EAGLE MATLS INC COM 26969P108 4,005 30,534 SH   SOLE   30,534 0 0
ECHOSTAR CORP CL A 278768106 4,792 187,829 SH   SOLE   187,829 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 1,568 20,077 SH   SOLE   20,077 0 0
EVERI HLDGS INC COM 30034T103 12,038 497,868 SH   SOLE   497,868 0 0
FORESTAR GROUP INC COM 346232101 3,740 200,732 SH   SOLE   200,732 0 0
GMS INC COM 36251C103 4,451 101,615 SH   SOLE   101,615 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 10,164 292,839 SH   SOLE   292,839 0 0
HACKETT GROUP INC COM 404609109 1,469 74,860 SH   SOLE   74,860 0 0
HESKA CORP COM RESTRC NEW 42805E306 3,634 14,056 SH   SOLE   14,056 0 0
HNI CORP COM 404251100 1,774 48,309 SH   SOLE   48,309 0 0
HUDSON GLOBAL INC COM NEW 443787205 222 13,959 SH   SOLE   13,959 0 0
HURON CONSULTING GROUP INC COM 447462102 4,943 95,049 SH   SOLE   95,049 0 0
IMAX CORP COM 45245E109 4,847 255,374 SH   SOLE   255,374 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 7,159 20,000 SH Put SOLE   20,000 0 0
LOVESAC COMPANY COM 54738L109 2,070 31,326 SH   SOLE   31,326 0 0
NATIONAL BEVERAGE CORP COM 635017106 1,964 37,416 SH   SOLE   37,416 0 0
NOVA LTD COM M7516K103 2,245 21,943 SH   SOLE   21,943 0 0
NUTRIEN LTD COM 67077M108 3,786 58,395 SH   SOLE   58,395 0 0
ORION GROUP HLDGS INC COM 68628V308 484 88,959 SH   SOLE   88,959 0 0
PRECISION DRILLING CORP COM NEW 74022D407 2,004 49,585 SH   SOLE   49,585 0 0
PRIMORIS SVCS CORP COM 74164F103 4,202 171,584 SH   SOLE   171,584 0 0
SCHOLASTIC CORP COM 807066105 2,275 63,826 SH   SOLE   63,826 0 0
SEMTECH CORP COM 816850101 1,332 17,084 SH   SOLE   17,084 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 11,959 199,120 SH   SOLE   199,120 0 0
SLEEP NUMBER CORP COM 83125X103 3,802 40,677 SH   SOLE   40,677 0 0
STANDEX INTL CORP COM 854231107 5,748 58,110 SH   SOLE   58,110 0 0
STRIDE INC COM 86333M108 18,451 513,377 SH   SOLE   513,377 0 0
STRIDE INC COM 86333M108 4,312 120,000 SH Put SOLE   120,000 0 0
SUN CMNTYS INC COM 866674104 4,577 24,725 SH   SOLE   24,725 0 0
TECNOGLASS INC SHS G87264100 1,528 70,312 SH   SOLE   70,312 0 0
TITAN MACHY INC COM 88830R101 1,425 54,979 SH   SOLE   54,979 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 5,657 132,788 SH   SOLE   132,788 0 0
VISTA OUTDOOR INC COM 928377100 4,455 110,507 SH   SOLE   110,507 0 0
WABTEC COM 929740108 2,597 30,122 SH   SOLE   30,122 0 0
WNS HLDGS LTD SPON ADR 92932M101 439 5,368 SH   SOLE   5,368 0 0