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
2U INC COM 90214J101 6,832 170,747 SH   SOLE   170,747 0 0
AVAYA HLDGS CORP COM 05351X101 7,582 395,901 SH   SOLE   395,901 0 0
AVNET INC COM 053807103 11,045 314,591 SH   SOLE   314,591 0 0
BMC STK HLDGS INC COM 05591B109 7,511 139,924 SH   SOLE   139,924 0 0
BOISE CASCADE CO DEL COM 09739D100 2,594 54,267 SH   SOLE   54,267 0 0
BOYD GAMING CORP COM 103304101 375 8,744 SH   SOLE   8,744 0 0
BRUNSWICK CORP COM 117043109 4,991 65,464 SH   SOLE   65,464 0 0
BUILD A BEAR WORKSHOP COM 120076104 208 48,620 SH   SOLE   48,620 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 366 4,930 SH   SOLE   4,930 0 0
CALIX INC COM 13100M509 8,396 282,118 SH   SOLE   282,118 0 0
CASELLA WASTE SYS INC CL A 147448104 1,213 19,588 SH   SOLE   19,588 0 0
CASPER SLEEP INC COM 147626105 4,418 718,354 SH   SOLE   718,354 0 0
CAVCO INDS INC DEL COM 149568107 17,021 97,016 SH   SOLE   97,016 0 0
CLEAN HARBORS INC COM 184496107 6,636 87,199 SH   SOLE   87,199 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 17,712 295,842 SH   SOLE   295,842 0 0
COMMVAULT SYSTEMS INC COM 204166102 13,031 235,353 SH   SOLE   235,353 0 0
CULP INC COM 230215105 2,005 126,340 SH   SOLE   126,340 0 0
EAGLE MATLS INC COM 26969P108 5,051 49,836 SH   SOLE   49,836 0 0
EDUCATIONAL DEV CORP COM 281479105 624 40,650 SH   SOLE   40,650 0 0
ESSENT GROUP LTD COM G3198U102 3,350 77,537 SH   SOLE   77,537 0 0
FALCON MINERALS CORP CL A COM 30607B109 132 41,904 SH   SOLE   41,904 0 0
FIFTH THIRD BANCORP COM 316773100 2,303 83,527 SH   SOLE   83,527 0 0
FORESTAR GROUP INC COM 346232101 3,276 162,329 SH   SOLE   162,329 0 0
GRAND CANYON ED INC COM 38526M106 15,900 170,764 SH   SOLE   170,764 0 0
GRAND CANYON ED INC COM 38526M106 3,166 34,000 SH Put SOLE   34,000 0 0
HASBRO INC COM 418056107 4,388 46,907 SH   SOLE   46,907 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,187 93,991 SH   SOLE   93,991 0 0
ICF INTL INC COM 44925C103 6,036 81,199 SH   SOLE   81,199 0 0
IMAX CORP COM 45245E109 4,442 246,499 SH   SOLE   246,499 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 29,409 150,000 SH Put SOLE   150,000 0 0
LAUREATE EDUCATION INC CL A 518613203 5,612 385,452 SH   SOLE   385,452 0 0
LINDSAY CORP COM 535555106 6,882 53,576 SH   SOLE   53,576 0 0
M D C HLDGS INC COM 552676108 2,847 58,570 SH   SOLE   58,570 0 0
MGIC INVT CORP WIS COM 552848103 4,816 383,712 SH   SOLE   383,712 0 0
NMI HLDGS INC CL A 629209305 1,978 87,322 SH   SOLE   87,322 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 11,087 202,946 SH   SOLE   202,946 0 0
OLD NATL BANCORP IND COM 680033107 4,082 246,501 SH   SOLE   246,501 0 0
ORION GROUP HOLDINGS INC COM 68628V308 526 106,038 SH   SOLE   106,038 0 0
PENN NATL GAMING INC COM 707569109 437 5,060 SH   SOLE   5,060 0 0
PERFICIENT INC COM 71375U101 2,221 46,619 SH   SOLE   46,619 0 0
PETIQ INC COM CL A 71639T106 13,419 349,000 SH Put SOLE   349,000 0 0
PETIQ INC COM CL A 71639T106 16,894 439,368 SH   SOLE   439,368 0 0
POTLATCHDELTIC CORPORATION COM 737630103 1,738 34,740 SH   SOLE   34,740 0 0
QUANEX BUILDING PRODUCTS COR COM 747619104 3,227 145,547 SH   SOLE   145,547 0 0
RADIAN GROUP INC COM 750236101 11,244 555,252 SH   SOLE   555,252 0 0
RENT A CTR INC NEW COM 76009N100 3,697 96,563 SH   SOLE   96,563 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 3,581 168,435 SH   SOLE   168,435 0 0
REV GROUP INC COM 749527107 95 10,748 SH   SOLE   10,748 0 0
SCIPLAY CORPORATION CL A 809087109 8,237 594,704 SH   SOLE   594,704 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 17,271 558,204 SH   SOLE   558,204 0 0
SLEEP NUMBER CORP COM 83125X103 5,550 67,803 SH   SOLE   67,803 0 0
STAMPS COM INC COM NEW 852857200 9,285 47,325 SH   SOLE   47,325 0 0
TELOS CORP MD COM 87969B101 6,746 204,540 SH   SOLE   204,540 0 0
TUPPERWARE BRANDS CORP COM 899896104 10,201 314,933 SH   SOLE   314,933 0 0
UFP INDUSTRIES INC COM 90278Q108 32,507 585,193 SH   SOLE   585,193 0 0
UNIFI INC COM NEW 904677200 1,006 56,700 SH   SOLE   56,700 0 0
WNS HLDGS LTD SPON ADR 92932M101 9,131 126,735 SH   SOLE   126,735 0 0