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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADEMY SPORTS & OUTDOORS IN COM CL A 00402L107   14,442,160 267,200 SH   SOLE   267,200 0 0
AGCO CORP COM 001084102   2,977,977 22,660 SH   SOLE   22,660 0 0
AGNC INVT CORP COM 00123Q104   3,955,765 390,500 SH   SOLE   390,500 0 0
BJS RESTAURANTS INC COM 09180C106   10,494,000 330,000 SH   SOLE   330,000 0 0
CALIX INC COM 13100M509   14,349,125 287,500 SH   SOLE   287,500 0 0
CARLISLE COS INC COM 142339100   15,321,254 59,725 SH   SOLE   59,725 0 0
CECO ENVIRONMENTAL CORP COM 125141101   8,647,313 647,254 SH   SOLE   647,254 0 0
CHURCHILL DOWNS INC COM 171484108   9,605,513 69,020 SH   SOLE   69,020 0 0
COMFORT SYS USA INC COM 199908104   21,317,265 129,825 SH   SOLE   129,825 0 0
EXPONENT INC COM 30214U102   2,836,928 30,400 SH   SOLE   30,400 0 0
FEDERAL SIGNAL CORP COM 313855108   15,911,455 248,500 SH   SOLE   248,500 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101   9,974,380 590,200 SH   SOLE   590,200 0 0
GOLDEN ENTMT INC COM 381013101   10,671,540 255,300 SH   SOLE   255,300 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   9,843,894 156,700 SH   SOLE   156,700 0 0
HARMONIC INC COM 413160102   17,308,368 1,070,400 SH   SOLE   1,070,400 0 0
HELIOS TECHNOLOGIES INC COM 42328H109   6,800,661 102,900 SH   SOLE   102,900 0 0
HURON CONSULTING GROUP INC COM 447462102   18,501,889 217,900 SH   SOLE   217,900 0 0
ICF INTL INC COM 44925C103   11,845,038 95,225 SH   SOLE   95,225 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   11,605,240 1,234,600 SH   SOLE   1,234,600 0 0
IRADIMED CORP COM 46266A109   13,753,894 288,100 SH   SOLE   288,100 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   3,633,038 19,400 SH   SOLE   19,400 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   4,246,550 17,500 SH   SOLE   17,500 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   17,524,399 141,360 SH   SOLE   141,360 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   11,067,412 91,240 SH   SOLE   91,240 0 0
KBR INC COM 48242W106   14,326,212 220,200 SH   SOLE   220,200 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104   7,700,616 138,600 SH   SOLE   138,600 0 0
LANTRONIX INC COM NEW 516548203   3,746,900 890,000 SH   SOLE   890,000 0 0
LITTELFUSE INC COM 537008104   12,093,735 41,515 SH   SOLE   41,515 0 0
MASIMO CORP COM 574795100   6,416,627 38,995 SH   SOLE   38,995 0 0
MATSON INC COM 57686G105   9,273,189 119,300 SH   SOLE   119,300 0 0
MCGRATH RENTCORP COM 580589109   4,392,800 47,500 SH   SOLE   47,500 0 0
MERIT MED SYS INC COM 589889104   10,998,660 131,500 SH   SOLE   131,500 0 0
MRC GLOBAL INC COM 55345K103   7,569,619 751,700 SH   SOLE   751,700 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   6,095,124 187,600 SH   SOLE   187,600 0 0
PAGERDUTY INC COM 69553P100   1,528,640 68,000 SH   SOLE   68,000 0 0
POOL CORP COM 73278L105   9,528,968 25,435 SH   SOLE   25,435 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   5,894,795 307,983 SH   SOLE   307,983 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101   4,738,158 342,600 SH   SOLE   342,600 0 0
SHYFT GROUP INC COM 825698103   6,456,962 292,700 SH   SOLE   292,700 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103   4,627,315 555,500 SH   SOLE   555,500 0 0
SOLO BRANDS INC COM CL A 83425V104   5,900,793 1,042,543 SH   SOLE   1,042,543 0 0
SPX CORP COM 784635104   13,792,330 162,320 SH   SOLE   162,320 0 0
STAGWELL INC COM CL A 85256A109   8,525,904 1,182,511 SH   SOLE   1,182,511 0 0
TECHNIPFMC PLC COM G87110105   13,979,082 841,100 SH   SOLE   841,100 0 0
TOPBUILD CORP COM 89055F103   15,363,985 57,755 SH   SOLE   57,755 0 0
VEECO INSTRUMENTS INC COM 922417100   9,283,320 361,500 SH   SOLE   361,500 0 0
VITA COCO CO INC COM 92846Q107   16,976,466 631,800 SH   SOLE   631,800 0 0