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
ARDAGH GROUP S A CL A L0223L101 1,689 101,600 SH   SOLE   101,600 0 0
ARGAN INC COM 04010E109 16,641 406,370 SH   SOLE   406,370 0 0
BLOCK H & R INC COM 093671105 604 26,500 SH   SOLE   26,500 0 0
BRIGHTCOVE INC COM 10921T101 16,639 1,724,197 SH   SOLE   1,724,197 0 0
CELESTICA INC SUB VTG SHS 15101Q108 36,305 3,058,524 SH   SOLE   3,058,524 0 0
COMMSCOPE HLDG CO INC COM 20337X109 900 30,800 SH   SOLE   30,800 0 0
CORE MARK HOLDINGS CO INC COM 218681104 3,668 161,600 SH   SOLE   161,600 0 0
CROSS CTRY HEALTHCARE INC COM 227483104 7,438 661,182 SH   SOLE   661,182 0 0
CURO GROUP HLDGS CORP COM 23131L107 1,976 79,186 SH   SOLE   79,186 0 0
ELEVATE CREDIT INC COM 28621V101 15,574 1,840,865 SH   SOLE   1,840,865 0 0
ENOVA INTL INC COM 29357K103 2,476 67,750 SH   SOLE   67,750 0 0
ENPRO INDS INC COM 29355X107 3,248 46,428 SH   SOLE   46,428 0 0
ENSIGN GROUP INC COM 29358P101 12,033 335,930 SH   SOLE   335,930 0 0
ETSY INC COM 29786A106 28,035 664,489 SH   SOLE   664,489 0 0
EXTENDED STAY AMERICA INC UNIT 99/99/9999B 30224P200 12,605 583,283 SH   SOLE   583,283 0 0
FABRINET SHS G3323L100 10,563 286,341 SH   SOLE   286,341 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 6,540 286,700 SH   SOLE   286,700 0 0
FORWARD AIR CORP COM 349853101 7,571 128,152 SH   SOLE   128,152 0 0
GENTHERM INC COM 37253A103 7,485 190,464 SH   SOLE   190,464 0 0
GULFPORT ENERGY CORP COM NEW 402635304 4,105 326,600 SH   SOLE   326,600 0 0
HEALTH INS INNOVATIONS INC COM CL A 42225K106 426 13,174 SH   SOLE   13,174 0 0
HILL INTERNATIONAL INC COM 431466101 3,614 612,500 SH   SOLE   612,500 0 0
INSIGHT ENTERPRISES INC COM 45765U103 12,065 246,584 SH   SOLE   246,584 0 0
LANDS END INC NEW COM 51509F105 2,656 95,200 SH   SOLE   95,200 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 14,522 394,082 SH   SOLE   394,082 0 0
META FINL GROUP INC COM 59100U108 2,308 23,701 SH   SOLE   23,701 0 0
MICHAELS COS INC COM 59408Q106 8,088 421,900 SH   SOLE   421,900 0 0
MICROSTRATEGY INC CL A NEW 594972408 10,347 80,992 SH   SOLE   80,992 0 0
MILACRON HLDGS CORP COM 59870L106 9,978 527,089 SH   SOLE   527,089 0 0
MOBILEIRON INC COM NEW 60739U204 4,249 954,799 SH   SOLE   954,799 0 0
ON DECK CAP INC COM 682163100 11,192 1,598,801 SH   SOLE   1,598,801 0 0
ORION ENGINEERED CARBONS S A COM L72967109 12,400 401,939 SH   SOLE   401,939 0 0
PDF SOLUTIONS INC COM 693282105 8,157 680,888 SH   SOLE   680,888 0 0
PG&E CORP COM 69331C108 12,887 302,800 SH   SOLE   302,800 0 0
PRIMO WTR CORP COM 74165N105 1,606 91,851 SH   SOLE   91,851 0 0
RMR GROUP INC CL A 74967R106 8,461 107,851 SH   SOLE   107,851 0 0
SEASPINE HLDGS CORP COM 81255T108 5,269 417,524 SH   SOLE   417,524 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 2,974 50,000 SH   SOLE   50,000 0 0
SHUTTERFLY INC COM 82568P304 11,983 133,100 SH   SOLE   133,100 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 15,215 186,410 SH   SOLE   186,410 0 0
SPIRIT MTA REIT COM SHS BEN IN 84861U105 810 78,628 SH   SOLE   78,628 0 0
SYNEOS HEALTH INC CL A 87166B102 13,216 281,800 SH   SOLE   281,800 0 0
TEAM INC COM 878155100 7,140 309,091 SH   SOLE   309,091 0 0
TESLA INC PUT 88160R951 22,292 65,000 SH Put SOLE   65,000 0 0
TRUECAR INC COM 89785L107 6,114 605,931 SH   SOLE   605,931 0 0
VANDA PHARMACEUTICALS INC COM 921659108 4,932 258,877 SH   SOLE   258,877 0 0
WABCO HLDGS INC COM 92927K102 889 7,600 SH   SOLE   7,600 0 0
WIDEOPENWEST INC COM 96758W101 8,826 913,661 SH   SOLE   913,661 0 0
WORKIVA INC COM CL A 98139A105 13,038 534,363 SH   SOLE   534,363 0 0