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
AARONS INC COM PAR $0.50 002535300 15,210 266,335 SH   SOLE 0 239,397 26,938 0
ABRAXAS PETE CORP COM 003830106 140 400,000 SH   SOLE 0 400,000 0 0
ADT INC COM 00090Q103 2,379 300,000 SH Put SOLE 0 269,800 30,200 0
ALLEGIANT TRAVEL CO COM 01748X102 9,500 54,588 SH   SOLE 0 49,093 5,495 0
ALPS ETF TR ALERIAN MLP 00162Q866 2,508 295,000 SH   SOLE 0 295,000 0 0
APPIAN CORP CL A 03782L101 2,173 56,863 SH   SOLE 0 56,863 0 0
APPIAN CORP CL A 03782L101 1,911 50,000 SH Put SOLE 0 50,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 1,188 100,000 SH   SOLE 0 100,000 0 0
ATLASSIAN CORP PLC CL A G06242104 5,212 43,314 SH   SOLE 0 43,314 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 8,878 149,365 SH   SOLE 0 136,197 13,168 0
AXOGEN INC COM 05463X106 4,616 258,003 SH   SOLE 0 231,897 26,106 0
BERRY GLOBAL GROUP INC COM 08579W103 1,425 30,000 SH   SOLE 0 30,000 0 0
BOOT BARN HLDGS INC COM 099406100 13,078 293,695 SH   SOLE 0 276,462 17,233 0
BUILDERS FIRSTSOURCE INC COM 12008R107 4,605 181,239 SH   SOLE 0 181,239 0 0
CAESARS ENTMT CORP COM 127686103 1,838 135,125 SH   SOLE 0 135,125 0 0
CAREDX INC COM 14167L103 12,324 571,334 SH   SOLE 0 513,491 57,843 0
CAREER EDUCATION CORP COM 141665109 13,795 750,140 SH   SOLE 0 674,897 75,243 0
CATCHMARK TIMBER TR INC CL A 14912Y202 3,352 292,241 SH   SOLE 0 292,241 0 0
CAVCO INDS INC DEL COM 149568107 3,513 17,978 SH   SOLE 0 17,978 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 23,437 422,741 SH   SOLE 0 422,741 0 0
CHART INDS INC COM PAR $0.01 16115Q308 12,059 178,680 SH   SOLE 0 160,603 18,077 0
CHURCHILL DOWNS INC COM 171484108 4,802 35,000 SH   SOLE 0 35,000 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 3,397 51,611 SH   SOLE 0 51,611 0 0
COMMERCIAL METALS CO COM 201723103 2,860 128,411 SH   SOLE 0 115,369 13,042 0
COMMVAULT SYSTEMS INC COM 204166102 7,142 160,000 SH   SOLE 0 143,488 16,512 0
COMPASS DIVERSIFIED HOLDINGS SH BEN INT 20451Q104 1,745 70,200 SH   SOLE 0 70,200 0 0
CORECIVIC INC COM 21871N101 14,840 853,863 SH   SOLE 0 767,330 86,533 0
COSTAR GROUP INC COM 22160N109 9,435 15,769 SH   SOLE 0 14,212 1,557 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 8,705 282,433 SH   SOLE 0 282,433 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 5,686 40,000 SH   SOLE 0 40,000 0 0
CUBIC CORP COM 229669106 11,392 179,207 SH   SOLE 0 162,319 16,888 0
DIAMONDBACK ENERGY INC COM 25278X109 1,857 20,000 SH   SOLE 0 20,000 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 7,756 700,000 SH   SOLE 0 629,586 70,414 0
DINE BRANDS GLOBAL INC COM 254423106 17,288 206,994 SH   SOLE 0 186,193 20,801 0
EASTERLY GOVT PPTYS INC COM 27616P103 5,842 246,200 SH   SOLE 0 246,200 0 0
ELEVATE CREDIT INC COM 28621V101 2,101 472,103 SH   SOLE 0 472,103 0 0
ENCORE CAP GROUP INC COM 292554102 5,733 162,128 SH   SOLE 0 162,128 0 0
ENOVA INTL INC COM 29357K103 1,203 50,000 SH   SOLE 0 50,000 0 0
ENPHASE ENERGY INC COM 29355A107 19,246 736,560 SH   SOLE 0 662,407 74,153 0
EVERBRIDGE INC COM 29978A104 9,544 122,240 SH   SOLE 0 109,382 12,858 0
EXACT SCIENCES CORP COM 30063P105 5,731 61,973 SH   SOLE 0 61,973 0 0
EXACT SCIENCES CORP COM 30063P105 5,734 62,000 SH Put SOLE 0 62,000 0 0
EXP WORLD HOLDINGS INC COM 30212W100 3,399 300,000 SH   SOLE 0 300,000 0 0
FASTLY INC CL A 31188V100 2,384 118,773 SH   SOLE 0 106,710 12,063 0
FLWS/1-800 FLOWERS CL A 68243Q106 5,167 356,358 SH   SOLE 0 356,358 0 0
FRONTDOOR INC COM 35905A109 7,655 161,439 SH   SOLE 0 145,196 16,243 0
GAMING & LEISURE PPTYS INC COM 36467J108 4,305 100,000 SH   SOLE 0 100,000 0 0
GEO GROUP INC NEW COM 36162J106 5,789 348,541 SH   SOLE 0 313,214 35,327 0
GOLDEN ENTMT INC COM 381013101 4,843 252,000 SH   SOLE 0 252,000 0 0
GRAND CANYON ED INC COM 38526M106 18,118 189,147 SH   SOLE 0 169,942 19,205 0
HALLIBURTON CO COM 406216101 2,202 90,000 SH   SOLE 0 90,000 0 0
HALLMARK FINL SVCS INC EC COM NEW 40624Q203 2,636 150,000 SH   SOLE 0 150,000 0 0
HEICO CORP NEW COM 422806109 3,601 31,548 SH   SOLE 0 31,548 0 0
HERSHA HOSPITALITY TR PR SHS BEN INT 427825500 5,093 350,000 SH   SOLE 0 350,000 0 0
HESKA CORP COM RESTRC NEW 42805E306 8,764 91,351 SH   SOLE 0 82,158 9,193 0
HILTON GRAND VACATIONS INC COM 43283X105 7,222 210,000 SH   SOLE 0 188,936 21,064 0
HURON CONSULTING GROUP INC COM 447462102 4,590 66,786 SH   SOLE 0 66,786 0 0
IAA INC COM 449253103 1,882 40,000 SH   SOLE 0 40,000 0 0
INMODE LTD SHS M5425M103 1,560 39,800 SH   SOLE 0 35,786 4,014 0
INNOSPEC INC COM 45768S105 8,130 78,600 SH   SOLE 0 70,689 7,911 0
JELD-WEN HLDG INC COM 47580P103 14,772 631,017 SH   SOLE 0 567,134 63,883 0
KITE RLTY GROUP TR COM NEW 49803T300 2,468 126,382 SH   SOLE 0 126,382 0 0
KNOWLES CORP COM 49926D109 8,582 405,770 SH   SOLE 0 373,126 32,644 0
KORNIT DIGITAL LTD SHS M6372Q113 9,176 268,080 SH   SOLE 0 268,080 0 0
KORNIT DIGITAL LTD SHS M6372Q113 4,279 125,000 SH Put SOLE 0 125,000 0 0
LAUREATE EDUCATION INC CL A 518613203 4,050 230,000 SH   SOLE 0 230,000 0 0
LCI INDS COM 50189K103 4,285 40,000 SH   SOLE 0 35,993 4,007 0
LENNOX INTL INC COM 526107107 7,319 30,000 SH   SOLE 0 26,990 3,010 0
LIMELIGHT NETWORKS INC COM 53261M104 4,080 1,000,000 SH   SOLE 0 1,000,000 0 0
LIVEPERSON INC COM 538146101 5,891 159,213 SH   SOLE 0 149,593 9,620 0
LYFT INC CL A COM 55087P104 10,755 250,000 SH   SOLE 0 224,789 25,211 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 8,774 329,852 SH   SOLE 0 295,769 34,083 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 4,997 38,809 SH   SOLE 0 34,909 3,900 0
MARTEN TRANS LTD COM 573075108 2,817 131,098 SH   SOLE 0 131,098 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,192 7,837 SH   SOLE 0 7,837 0 0
MASONITE INTL CORP NEW COM 575385109 13,553 187,693 SH   SOLE 0 168,690 19,003 0
MASTEC INC COM 576323109 9,014 140,500 SH   SOLE 0 126,363 14,137 0
MDU RES GROUP INC COM 552690109 11,227 377,886 SH   SOLE 0 340,008 37,878 0
MEDALLIA INC COM 584021109 8,750 281,257 SH   SOLE 0 252,659 28,598 0
MEDICAL PPTYS TRUST INC COM 58463J304 3,800 180,000 SH   SOLE 0 180,000 0 0
MEDIFAST INC COM 58470H101 12,662 115,549 SH   SOLE 0 103,840 11,709 0
MERIT MED SYS INC COM 589889104 8,745 280,100 SH   SOLE 0 251,903 28,197 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 6,504 210,000 SH   SOLE 0 210,000 0 0
MOHAWK GROUP HLDGS INC COM 608189106 2,062 350,000 SH   SOLE 0 350,000 0 0
MOHAWK INDS INC COM 608190104 2,046 15,000 SH   SOLE 0 15,000 0 0
NATERA INC COM 632307104 6,630 196,804 SH   SOLE 0 176,887 19,917 0
NEXTIER OILFIELD SOLUTIONS I COM 65290C105 4,690 700,000 SH   SOLE 0 700,000 0 0
NICE LTD SPONSORED ADR 653656108 3,103 20,000 SH   SOLE 0 17,989 2,011 0
NOODLES & CO COM CL A 65540B105 2,532 456,998 SH   SOLE 0 456,998 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 6,556 253,601 SH   SOLE 0 253,601 0 0
NUVEEN FLOATING RATE INCOME COM 67072T108 512 50,000 SH   SOLE 0 50,000 0 0
NUVEEN FLTNG RTE INCM OPP FD COM SHS 6706EN100 849 85,000 SH   SOLE 0 85,000 0 0
NV5 GLOBAL INC COM 62945V109 2,018 40,000 SH   SOLE 0 40,000 0 0
OPKO HEALTH INC COM 68375N103 1,235 840,000 SH   SOLE 0 840,000 0 0
OPKO HEALTH INC COM 68375N103 995 676,600 SH Call SOLE 0 676,600 0 0
PAPA JOHNS INTL INC COM 698813102 8,759 138,700 SH   SOLE 0 124,794 13,906 0
PATRICK INDS INC COM 703343103 3,090 58,929 SH   SOLE 0 58,929 0 0
PERFICIENT INC COM 71375U101 6,590 143,052 SH   SOLE 0 143,052 0 0
PETIQ INC COM CL A 71639T106 17,661 705,012 SH   SOLE 0 633,723 71,289 0
PIONEER NAT RES CO COM 723787107 2,271 15,000 SH   SOLE 0 15,000 0 0
PLUG POWER INC COM NEW 72919P202 6,320 1,999,939 SH   SOLE 0 1,797,680 202,259 0
PLURALSIGHT INC COM CL A 72941B106 4,160 241,695 SH   SOLE 0 217,853 23,842 0
PRA GROUP INC COM 69354N106 4,421 121,781 SH   SOLE 0 121,781 0 0
REDFIN CORP COM 75737F108 22,190 1,049,649 SH   SOLE 0 943,619 106,030 0
RETAIL PPTYS AMER INC CL A 76131V202 3,449 257,404 SH   SOLE 0 257,404 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 7,832 90,000 SH   SOLE 0 80,964 9,036 0
SCIPLAY CORP CL A 809087109 3,956 321,849 SH   SOLE 0 321,849 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 9,259 87,200 SH   SOLE 0 78,422 8,778 0
SEAWORLD ENTMT INC COM 81282V100 3,152 99,406 SH   SOLE 0 89,379 10,027 0
SHOE CARNIVAL INC COM 824889109 11,578 310,582 SH   SOLE 0 279,356 31,226 0
SIGNET JEWELERS LIMITED SHS G81276100 6,522 300,000 SH Put SOLE 0 269,700 30,300 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 7,104 157,491 SH   SOLE 0 141,535 15,956 0
SKYLINE CHAMPION CORPORATION COM 830830105 13,524 426,618 SH   SOLE 0 385,775 40,843 0
SOLAR CAP LTD COM 83413U100 2,007 97,326 SH   SOLE 0 97,326 0 0
SUNOCO LP COM UT REP LP 86765K109 5,202 170,000 SH   SOLE 0 170,000 0 0
SUTTER ROCK CAP CORP COM 86944Q100 2,165 330,505 SH   SOLE 0 330,505 0 0
TECHNIPFMC PLC COM G87110105 1,072 50,000 SH   SOLE 0 50,000 0 0
TG THERAPEUTICS INC COM 88322Q108 1,110 100,000 SH Call SOLE 0 100,000 0 0
TOPBUILD CORP COM 89055F103 2,560 24,833 SH   SOLE 0 22,332 2,501 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 2,412 100,230 SH   SOLE 0 100,230 0 0
TTEC HLDGS INC COM 89854H102 1,947 49,149 SH   SOLE 0 49,149 0 0
TTEC HLDGS INC COM 89854H102 1,981 50,000 SH Put SOLE 0 50,000 0 0
TWIST BIOSCIENCE CORP COM 90184D100 1,673 79,689 SH   SOLE 0 71,649 8,040 0
U S PHYSICAL THERAPY INC COM 90337L108 1,144 10,000 SH   SOLE 0 10,000 0 0
UNITED INS HLDGS CORP COM 910710102 1,424 112,898 SH   SOLE 0 112,898 0 0
URBAN OUTFITTERS INC COM 917047102 8,331 300,000 SH   SOLE 0 269,759 30,241 0
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 90290N109 2,512 138,456 SH   SOLE 0 138,456 0 0
VIAD CORP COM NEW 92552R406 3,469 51,393 SH   SOLE 0 51,393 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 1,969 100,000 SH   SOLE 0 100,000 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 3,516 53,152 SH   SOLE 0 49,349 3,803 0
YETI HLDGS INC COM 98585X104 14,093 405,201 SH   SOLE 0 364,414 40,787 0
ZSCALER INC COM 98980G102 1,395 30,000 SH   SOLE 0 26,992 3,008 0