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
ARGAN INC COM 04010E109 23,291 541,643 SH   SOLE   541,643 0 0
BRIGHTCOVE INC COM 10921T101 14,483 1,724,197 SH   SOLE   1,724,197 0 0
CELESTICA INC SUB VTG SHS 15101Q108 36,034 3,327,194 SH   SOLE   3,327,194 0 0
COMMSCOPE HLDG CO INC COM 20337X109 9,256 300,900 SH   SOLE   300,900 0 0
COREPOINT LODGING INC COM 21872L104 1,727 88,800 SH   SOLE   88,800 0 0
DARLING INGREDIENTS INC COM 237266101 5,195 268,877 SH   SOLE   268,877 0 0
ELEVATE CREDIT INC COM 28621V101 14,014 1,738,708 SH   SOLE   1,738,708 0 0
ENSIGN GROUP INC COM 29358P101 7,750 204,390 SH   SOLE   204,390 0 0
ETSY INC COM 29786A106 23,655 460,389 SH   SOLE   460,389 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 15,078 745,332 SH   SOLE   745,332 0 0
FABRINET SHS G3323L100 8,125 175,641 SH   SOLE   175,641 0 0
GARRETT MOTION INC COM 366505105 9,308 503,110 SH   SOLE   503,110 0 0
GOLDEN ENTMT INC COM 381013101 7,211 300,335 SH   SOLE   300,335 0 0
GULFPORT ENERGY CORP COM NEW 402635304 3,400 326,600 SH   SOLE   326,600 0 0
INSIGHT ENTERPRISES INC COM 45765U103 11,304 208,984 SH   SOLE   208,984 0 0
LANDS END INC NEW COM 51509F105 1,671 95,200 SH   SOLE   95,200 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 22,168 468,182 SH   SOLE   468,182 0 0
MANITOWOC CO INC COM NEW 563571405 11,159 465,168 SH   SOLE   465,168 0 0
META FINL GROUP INC COM 59100U108 5,629 68,101 SH   SOLE   68,101 0 0
MICHAELS COS INC COM 59408Q106 4,872 300,200 SH   SOLE   300,200 0 0
MICROSTRATEGY INC CL A NEW 594972408 11,389 80,992 SH   SOLE   80,992 0 0
MILACRON HLDGS CORP COM 59870L106 9,481 468,189 SH   SOLE   468,189 0 0
MOBILEIRON INC COM NEW 60739U204 5,060 954,799 SH   SOLE   954,799 0 0
ON DECK CAP INC COM 682163100 12,841 1,696,248 SH   SOLE   1,696,248 0 0
ORION ENGINEERED CARBONS S A COM L72967109 15,433 480,788 SH   SOLE   480,788 0 0
PDF SOLUTIONS INC COM 693282105 1,991 220,497 SH   SOLE   220,497 0 0
PRIMO WTR CORP COM 74165N105 1,658 91,851 SH   SOLE   91,851 0 0
RETAIL VALUE INC COM 76133Q102 9,380 286,924 SH   SOLE   286,924 0 0
RMR GROUP INC CL A 74967R106 8,346 89,938 SH   SOLE   89,938 0 0
SEALED AIR CORP NEW COM 81211K100 11,447 285,100 SH   SOLE   285,100 0 0
SEASPINE HLDGS CORP COM 81255T108 6,676 429,024 SH   SOLE   429,024 0 0
SHUTTERFLY INC COM 82568P304 23,488 356,470 SH   SOLE   356,470 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 2,340 81,900 SH   SOLE   81,900 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 20,362 272,510 SH   SOLE   272,510 0 0
SPIRIT MTA REIT COM SHS BEN IN 84861U105 7,352 638,197 SH   SOLE   638,197 0 0
SYNEOS HEALTH INC CL A 87166B102 24,605 477,300 SH   SOLE   477,300 0 0
TEAM INC COM 878155100 3,827 170,088 SH   SOLE   170,088 0 0
TPI COMPOSITES INC COM 87266J104 982 34,385 SH   SOLE   34,385 0 0
TRUECAR INC COM 89785L107 8,544 605,931 SH   SOLE   605,931 0 0
VANDA PHARMACEUTICALS INC COM 921659108 5,941 258,877 SH   SOLE   258,877 0 0
WIDEOPENWEST INC COM 96758W101 4,106 366,280 SH   SOLE   366,280 0 0
WORKIVA INC COM CL A 98139A105 22,055 558,363 SH   SOLE   558,363 0 0
XPERI CORP COM 98421B100 2,123 142,991 SH   SOLE   142,991 0 0