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
ACUITY BRANDS INC COM 00508Y102 1,924 12,216 SH   SOLE   12,216 0 0
AEROVIRONMENT INC COM 008073108 4,940 59,257 SH   SOLE   59,257 0 0
ANTERO MIDSTREAM CORP COM 03676B102 2,231 243,001 SH   SOLE   243,001 0 0
ANTERO RESOURCES CORP COM 03674X106 1,712 56,070 SH   SOLE   56,070 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 3,165 30,797 SH   SOLE   30,797 0 0
BELDEN INC COM 077454106 6,096 101,562 SH   SOLE   101,562 0 0
BLACKBAUD INC COM 09227Q100 3,305 75,000 SH Put SOLE   75,000 0 0
BLACKBAUD INC COM 09227Q100 6,420 145,700 SH   SOLE   145,700 0 0
CALERES INC COM 129500104 2,422 100,000 SH Put SOLE   100,000 0 0
CALERES INC COM 129500104 4,686 193,471 SH   SOLE   193,471 0 0
CALIX INC COM 13100M509 16,800 274,774 SH   SOLE   274,774 0 0
CASELLA WASTE SYS INC CL A 147448104 3,767 49,317 SH   SOLE   49,317 0 0
CAVCO INDS INC DEL COM 149568107 1,555 7,556 SH   SOLE   7,556 0 0
CELESTICA INC SUB VTG SHS 15101Q108 2,332 277,250 SH   SOLE   277,250 0 0
CLEAN HARBORS INC COM 184496107 2,636 23,970 SH   SOLE   23,970 0 0
CLEARFIELD INC COM 18482P103 14,241 136,093 SH   SOLE   136,093 0 0
CVD EQUIP CORP COM 126601103 58 11,139 SH   SOLE   11,139 0 0
DYCOM INDS INC COM 267475101 4,752 49,743 SH   SOLE   49,743 0 0
ECHOSTAR CORP CL A 278768106 284 17,218 SH   SOLE   17,218 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 3,111 282,070 SH   SOLE   282,070 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 296 8,947 SH   SOLE   8,947 0 0
FEDERAL SIGNAL CORP COM 313855108 6,886 184,510 SH   SOLE   184,510 0 0
FLEX LTD ORD Y2573F102 1,802 108,145 SH   SOLE   108,145 0 0
FRANKLIN COVEY CO COM 353469109 1,755 38,659 SH   SOLE   38,659 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 3,084 335,164 SH   SOLE   335,164 0 0
GRAND CANYON ED INC COM 38526M106 8,393 102,042 SH   SOLE   102,042 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 3,773 133,116 SH   SOLE   133,116 0 0
ICF INTL INC COM 44925C103 1,664 15,264 SH   SOLE   15,264 0 0
INSPIRED ENTMT INC COM 45782N108 208 23,569 SH   SOLE   23,569 0 0
JUNIPER NETWORKS INC COM 48203R104 6,489 248,423 SH   SOLE   248,423 0 0
LANTRONIX INC COM NEW 516548203 1,752 364,343 SH   SOLE   364,343 0 0
LSB INDS INC COM 502160104 3,118 218,803 SH   SOLE   218,803 0 0
MATRIX SVC CO COM 576853105 3,501 845,750 SH   SOLE   845,750 0 0
MCGRATH RENTCORP COM 580589109 18,581 221,574 SH   SOLE   221,574 0 0
NUTANIX INC CL A 67059N108 6,253 300,174 SH   SOLE   300,174 0 0
NUTANIX INC CL A 67059N108 3,125 150,000 SH Put SOLE   150,000 0 0
NUVASIVE INC COM 670704105 6,307 143,967 SH   SOLE   143,967 0 0
OXFORD INDS INC COM 691497309 3,871 43,114 SH   SOLE   43,114 0 0
PATTERSON-UTI ENERGY INC COM 703481101 664 56,861 SH   SOLE   56,861 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105 2,653 237,741 SH   SOLE   237,741 0 0
PETIQ INC COM CL A 71639T106 112 16,277 SH   SOLE   16,277 0 0
RICHARDSON ELECTRS LTD COM 763165107 495 32,788 SH   SOLE   32,788 0 0
RINGCENTRAL INC CL A 76680R206 201 5,022 SH   SOLE   5,022 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 7,175 1,029,399 SH   SOLE   1,029,399 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 3,182 60,186 SH   SOLE   60,186 0 0
STANDEX INTL CORP COM 854231107 411 5,030 SH   SOLE   5,030 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 308 39,551 SH   SOLE   39,551 0 0
TRANSOCEAN LTD REG SHS H8817H100 3,860 1,562,681 SH   SOLE   1,562,681 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 5,102 178,021 SH   SOLE   178,021 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 18,321 454,270 SH   SOLE   454,270 0 0
WNS HLDGS LTD SPON ADR 92932M101 1,946 23,777 SH   SOLE   23,777 0 0
WOODWARD INC COM 980745103 301 3,747 SH   SOLE   3,747 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 2,244 339,509 SH   SOLE   339,509 0 0