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 16,400 142,673 SH   SOLE 142,673 0 0
ADT INC COM 00090Q103 10,988 1,828,309 SH   SOLE 1,828,309 0 0
ADT INC COM 00090Q103 2,363 393,100 SH Call SOLE 393,100 0 0
AIR PRODS & CHEMS INC COM 009158106 6,022 37,627 SH   SOLE 37,627 0 0
ALASKA AIR GROUP INC COM 011659109 12,516 205,692 SH   SOLE 205,692 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 11,989 79,884 SH   SOLE 79,884 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 4,247 28,300 SH Call SOLE 28,300 0 0
CHEGG INC COM 163092109 36,511 1,284,698 SH   SOLE 1,284,698 0 0
CLARUS CORP NEW COM 18270P109 21,036 2,078,652 SH   SOLE 2,078,652 0 0
COGNEX CORP COM 192422103 9,590 248,000 SH   SOLE 248,000 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 1,287 145,748 SH   SOLE 145,748 0 0
COSTAR GROUP INC COM 22160N109 13,254 39,290 SH   SOLE 39,290 0 0
CRITEO S A SPONS ADS 226718104 1,370 60,300 SH Call SOLE 60,300 0 0
EURONET WORLDWIDE INC COM 298736109 25,417 248,264 SH   SOLE 248,264 0 0
EVO PMTS INC CL A COM 26927E104 11,909 482,750 SH   SOLE 482,750 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 10,567 430,417 SH   SOLE 430,417 0 0
GROUPON INC COM 399473107 2,899 906,000 SH Call SOLE 906,000 0 0
HABIT RESTAURANTS INC COM CL A 40449J103 10,251 976,305 SH   SOLE 976,305 0 0
HAIN CELESTIAL GROUP INC COM 405217100 17,177 1,083,037 SH   SOLE 1,083,037 0 0
HAIN CELESTIAL GROUP INC COM 405217100 2,379 150,000 SH Call SOLE 150,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 15,465 2,234,767 SH   SOLE 2,234,767 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 7,544 519,900 SH   SOLE 519,900 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 13,117 49,000 SH   SOLE 49,000 0 0
MOBILEIRON INC COM NEW 60739U204 14,637 3,188,982 SH   SOLE 3,188,982 0 0
NATIONAL CINEMEDIA INC COM 635309107 15,126 2,334,265 SH   SOLE 2,334,265 0 0
PAPA JOHNS INTL INC COM 698813102 4,905 123,200 SH   SOLE 123,200 0 0
PATTERSON UTI ENERGY INC COM 703481101 4,172 403,100 SH   SOLE 403,100 0 0
QUALCOMM INC COM 747525103 11,319 198,900 SH Call SOLE 198,900 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 22,738 504,062 SH   SOLE 504,062 0 0
STONECO LTD COM CL A G85158106 11,343 615,104 SH   SOLE 615,104 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 21,252 3,774,836 SH   SOLE 3,774,836 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 1,359 241,400 SH Call SOLE 241,400 0 0
VULCAN MATLS CO COM 929160109 21,349 216,087 SH   SOLE 216,087 0 0
XPO LOGISTICS INC COM 983793100 13,883 243,384 SH   SOLE 243,384 0 0