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
ADVANCE AUTO PARTS INC COM 00751Y106 6,440 69,013 SH   SOLE   69,013 0 0
ALTRIA GROUP INC COM 02209S103 9,607 248,437 SH   SOLE   248,437 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 360 90,000 SH   SOLE   90,000 0 0
BJS RESTAURANTS INC COM 09180C106 1,104 79,446 SH   SOLE   79,446 0 0
BLOOMIN BRANDS INC COM 094235108 891 124,747 SH   SOLE   124,747 0 0
BOTTOMLINE TECH DEL INC COM 101388106 2,630 71,748 SH   SOLE   71,748 0 0
BOX INC CL A 10316T104 4,047 288,259 SH   SOLE   288,259 0 0
BRINKER INTL INC COM 109641100 649 54,000 SH   SOLE   54,000 0 0
CHANGE HEALTHCARE INC COM 15912K100 3,117 312,014 SH   SOLE   312,014 0 0
CHEESECAKE FACTORY INC COM 163072101 3,112 182,202 SH   SOLE   182,202 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,065 3,156 SH   SOLE   3,156 0 0
COMSCORE INC COM 20564W105 6,902 2,447,621 SH   SOLE   2,447,621 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 247 18,587 SH   SOLE   18,587 0 0
CONDUENT INC COM 206787103 2,563 1,046,189 SH   SOLE   1,046,189 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 743 23,393 SH   SOLE   23,393 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 1,258 15,117 SH   SOLE   15,117 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,300 41,310 SH   SOLE   41,310 0 0
DARDEN RESTAURANTS INC COM 237194105 2,362 43,365 SH   SOLE   43,365 0 0
DENNYS CORP COM 24869P104 2,103 273,778 SH   SOLE   273,778 0 0
DINE BRANDS GLOBAL INC COM 254423106 2,947 102,762 SH   SOLE   102,762 0 0
DUNKIN BRANDS GROUP INC COM 265504100 1,337 25,184 SH   SOLE   25,184 0 0
DUPONT DE NEMOURS INC COM 26614N102 3,854 113,028 SH   SOLE   113,028 0 0
DXC TECHNOLOGY CO COM 23355L106 13,547 1,038,115 SH   SOLE   1,038,115 0 0
DYCOM INDS INC COM 267475101 5,443 212,197 SH   SOLE   212,197 0 0
ECHOSTAR CORP CL A 278768106 9,130 285,574 SH   SOLE   285,574 0 0
EDGEWELL PERS CARE CO COM 28035Q102 10,306 428,006 SH   SOLE   428,006 0 0
FGL HLDGS *W EXP 11/30/202 G3402M110 75 30,391 SH   SOLE   30,391 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 74 18,453 SH   SOLE   18,453 0 0
FIREEYE INC COM 31816Q101 579 54,743 SH   SOLE   54,743 0 0
GREEN DOT CORP CL A 39304D102 2,851 112,272 SH   SOLE   112,272 0 0
HERON THERAPEUTICS INC COM 427746102 560 47,667 SH   SOLE   47,667 0 0
JACK IN THE BOX INC COM 466367109 3,195 91,163 SH   SOLE   91,163 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 3,015 495,952 SH   SOLE   495,952 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 4,095 162,179 SH   SOLE   162,179 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 8,547 773,475 SH   SOLE   773,475 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,518 20,285 SH   SOLE   20,285 0 0
MCDONALDS CORP COM 580135101 864 5,228 SH   SOLE   5,228 0 0
MEDIFAST INC COM 58470H101 459 7,351 SH   SOLE   7,351 0 0
MEDNAX INC COM 58502B106 6,316 542,630 SH   SOLE   542,630 0 0
MICRON TECHNOLOGY INC COM 595112103 1,245 29,600 SH   SOLE   29,600 0 0
MICROSTRATEGY INC CL A NEW 594972408 4,493 38,048 SH   SOLE   38,048 0 0
MYLAN NV SHS EURO N59465109 573 38,438 SH   SOLE   38,438 0 0
NCR CORP NEW COM 62886E108 5,683 321,077 SH   SOLE   321,077 0 0
PAE INC COM CL A 69290Y109 5,407 833,193 SH   SOLE   833,193 0 0
PG&E CORP COM 69331C108 651 72,446 SH   SOLE   72,446 0 0
PRIMO WATER CORPORATION COM 74167P108 7,827 863,959 SH   SOLE   863,959 0 0
QUINSTREET INC COM 74874Q100 441 54,808 SH   SOLE   54,808 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,855 46,345 SH   SOLE   46,345 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 573 7,672 SH   SOLE   7,672 0 0
SCIPLAY CORP CL A 809087109 567 59,510 SH   SOLE   59,510 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 3,044 83,690 SH   SOLE   83,690 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 7,356 1,519,843 SH   SOLE   1,519,843 0 0
TERADATA CORP DEL COM 88076W103 2,542 124,080 SH   SOLE   124,080 0 0
TIFFANY & CO NEW COM 886547108 1,166 9,000 SH   SOLE   9,000 0 0
TIVO CORP COM 88870P106 11,952 1,688,191 SH   SOLE   1,688,191 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104 120 20,221 SH   SOLE   20,221 0 0
WILEY JOHN & SONS INC CL A 968223206 6,877 183,447 SH   SOLE   183,447 0 0
WILLSCOT CORP COM 971375126 7,249 715,614 SH   SOLE   715,614 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 2,848 150,365 SH   SOLE   150,365 0 0
XPERI CORP COM 98421B100 4,756 341,900 SH   SOLE   341,900 0 0
XPO LOGISTICS INC COM 983793100 6,201 127,205 SH   SOLE   127,205 0 0
YUM BRANDS INC COM 988498101 1,649 24,058 SH   SOLE   24,058 0 0