The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| China Rapid Finance Ltd | ADR | 16953Q105 | 100 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Four Seasons Education Cayman Inc | ADR | 35101A101 | 152 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| MiX Telematics Ltd | ADR | 60688N102 | 1,447 | 100,225 | SH | SOLE | 100,225 | 0 | 0 | ||
| RISE Education Cayman Ltd | ADR | 76761L102 | 284 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| Dycom Industries Inc | COM | 267475101 | 3,638 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
| Rogers Corp | COM | 775133101 | 3,576 | 24,277 | SH | SOLE | 24,277 | 0 | 0 | ||
| Roper Industries Inc | COM | 776696106 | 3,555 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| Trimble Navigation Ltd | COM | 896239100 | 4,003 | 92,100 | SH | SOLE | 92,100 | 0 | 0 | ||
| Veeco Instruments Inc | COM | 922417100 | 1,584 | 154,500 | SH | SOLE | 154,500 | 0 | 0 | ||
| Zebra Technologies Corp | COM | 989207105 | 1,591 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| Advanced Drainage Systems Inc | COM | 00790R104 | 3,850 | 124,600 | SH | SOLE | 124,600 | 0 | 0 | ||
| American Railcar Industries In | COM | 02916P103 | 4,022 | 87,254 | SH | SOLE | 87,254 | 0 | 0 | ||
| Fortive Corp | COM | 34959J108 | 2,442 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | ||
| Rexnord Corp | COM | 76169B102 | 4,230 | 137,322 | SH | SOLE | 137,322 | 0 | 0 | ||
| Sealed Air Corp | COM | 81211K100 | 3,674 | 91,500 | SH | SOLE | 91,500 | 0 | 0 | ||
| Switch Inc | COM | 87105L104 | 3,510 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| TreeHouse Foods Inc | COM | 89469A104 | 3,110 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| Vivint Solar Inc | COM | 92854Q106 | 3,319 | 638,285 | SH | SOLE | 638,285 | 0 | 0 | ||
| Waste Connections Inc | COM | 94106B101 | 2,333 | 29,244 | SH | SOLE | 29,244 | 0 | 0 | ||
| Johnson Controls International plc | COM | G51502105 | 3,254 | 92,963 | SH | SOLE | 92,963 | 0 | 0 | ||
| Green Plains Inc | COM | 393222104 | 4,874 | 283,348 | SH | SOLE | 283,348 | 0 | 0 | ||
| Evoqua Water Technologies Corp | COM | 30057T105 | 1,259 | 70,793 | SH | SOLE | 70,793 | 0 | 0 | ||
| Itron Inc | COM | 465741106 | 3,300 | 51,400 | SH | SOLE | 51,400 | 0 | 0 | ||
| Teradyne Inc | COM | 880770102 | 2,626 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
| Bunge Ltd | COM | G16962105 | 3,848 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| Sensata Technologies Holding PLC | COM | G8060N102 | 2,722 | 54,937 | SH | SOLE | 54,937 | 0 | 0 | ||
| TE Connectivity Ltd | COM | H84989104 | 4,230 | 48,104 | SH | SOLE | 48,104 | 0 | 0 | ||
| Luxoft Holding Inc | COM | G57279104 | 140 | 2,957 | SH | SOLE | 2,957 | 0 | 0 | ||