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
ACTIVISION BLIZZARD INC COM 00507V109 21,622 325,000 SH Call SOLE   325,000 0 0
ALIGHT INC COM CL A 01626W101 2,355 217,900 SH Call SOLE   217,900 0 0
ALIGHT INC COM CL A 01626W101 33,591 3,107,419 SH   SOLE   3,107,419 0 0
BLACKBAUD INC COM 09227Q100 58,854 745,170 SH   SOLE   745,170 0 0
CADRE HLDGS INC COM 12763L105 21,793 857,300 SH   SOLE   857,300 0 0
CHEFS WHSE INC COM 163086101 50,960 1,530,327 SH   SOLE   1,530,327 0 0
CHEGG INC COM 163092109 2,342 76,296 SH   SOLE   76,296 0 0
CLARUS CORP NEW COM 18270P109 72,256 2,606,621 SH   SOLE   2,606,621 0 0
DEVON ENERGY CORP NEW COM 25179M103 585 13,288 SH   SOLE   13,288 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,106 10,252 SH   SOLE   10,252 0 0
DONALDSON INC COM 257651109 28,247 476,657 SH   SOLE   476,657 0 0
DROPBOX INC CL A 26210C104 52,433 2,136,625 SH   SOLE   2,136,625 0 0
EVEREST RE GROUP LTD COM G3223R108 400 1,460 SH   SOLE   1,460 0 0
EVO PMTS INC CL A COM 26927E104 62,044 2,423,581 SH   SOLE   2,423,581 0 0
EVOLENT HEALTH INC CL A 30050B101 33,124 1,197,098 SH   SOLE   1,197,098 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 761 14,590 SH   SOLE   14,590 0 0
FREEPORT-MCMORAN INC CL B 35671D857 23,144 554,616 SH   SOLE   554,616 0 0
GLOBAL PMTS INC COM 37940X102 30,997 229,301 SH   SOLE   229,301 0 0
GREEN DOT CORP CL A 39304D102 29,175 805,044 SH   SOLE   805,044 0 0
HUNTINGTON BANCSHARES INC COM 446150104 453 29,390 SH   SOLE   29,390 0 0
HUNTSMAN CORP COM 447011107 1,074 30,779 SH   SOLE   30,779 0 0
INFINERA CORP COM 45667G103 62,483 6,515,398 SH   SOLE   6,515,398 0 0
INGERSOLL RAND INC COM 45687V106 48,185 778,814 SH   SOLE   778,814 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 41,255 135,000 SH Put SOLE   135,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 1,068 17,528 SH   SOLE   17,528 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 19,207 110,554 SH   SOLE   110,554 0 0
NORDSON CORP COM 655663102 47,557 186,301 SH   SOLE   186,301 0 0
NVENT ELECTRIC PLC SHS G6700G107 43,248 1,138,098 SH   SOLE   1,138,098 0 0
ONEWATER MARINE INC CL A COM 68280L101 1,618 26,542 SH   SOLE   26,542 0 0
OPERA LTD SPONSORED ADS 68373M107 11,019 1,560,764 SH   SOLE   1,560,764 0 0
QUAKER HOUGHTON COM 747316107 16,550 71,715 SH   SOLE   71,715 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 19,419 202,552 SH   SOLE   202,552 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 351 20,000 SH   SOLE   20,000 0 0
TATTOOED CHEF INC COM CL A 87663X102 3,667 236,000 SH Put SOLE   236,000 0 0
TUESDAY MORNING CORP COM 89904V101 13,815 6,059,305 SH   SOLE   6,059,305 0 0
VALMONT INDS INC COM 920253101 30,914 123,410 SH   SOLE   123,410 0 0
VERISK ANALYTICS INC COM 92345Y106 31,540 137,891 SH   SOLE   137,891 0 0
VISTA OUTDOOR INC COM 928377100 34,889 757,295 SH   SOLE   757,295 0 0
XPERI HOLDING CORP COM 98390M103 10,153 536,918 SH   SOLE   536,918 0 0
XPERI HOLDING CORP COM 98390M103 1,065 56,300 SH Call SOLE   56,300 0 0
ZUORA INC COM CL A 98983V106 56,110 3,003,769 SH   SOLE   3,003,769 0 0
ZYNGA INC CL A 98986T108 48,238 7,537,177 SH   SOLE   7,537,177 0 0