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
AVID TECHNOLOGY INC COM 05367P100 14,458 911,000 SH   SOLE   911,000 0 0
BGC PARTNERS INC CL A 05541T101 2,400 600,000 SH   SOLE   600,000 0 0
CARDLYTICS INC COM 14161W105 7,139 50,000 SH   SOLE   50,000 0 0
DELUXE CORP COM 248019101 1,752 60,000 SH   SOLE   60,000 0 0
COMMVAULT SYSTEMS INC COM 204166102 11,185 202,000 SH   SOLE   202,000 0 0
COOPER STD HLDGS INC COM 21676P103 13,331 384,500 SH   SOLE   384,500 0 0
DARLING INGREDIENTS INC COM 237266101 7,210 125,000 SH   SOLE   125,000 0 0
ENVIVA PARTNERS LP COM UNIT 29414J107 13,263 292,000 SH   SOLE   292,000 0 0
EVOQUA WATER TECHNOLOGIES COM 30057T105 2,698 100,000 SH   SOLE   100,000 0 0
HYSTER YALE MATLS HANDLING I CL A 449172105 7,622 128,000 SH   SOLE   128,000 0 0
ICU MED INC COM 44930G107 4,719 22,000 SH   SOLE   22,000 0 0
MICROSTRATEGY INC CL A NEW 594972408 3,886 10,000 SH   SOLE   10,000 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 2,504 120,000 SH   SOLE   120,000 0 0
RYDER SYS INC COM 783549108 4,941 80,000 SH   SOLE   80,000 0 0
SEABOARD CORP COM 811543107 2,070 683 SH   SOLE   683 0 0
SHAKE SHACK INC CL A 819047101 3,391 40,000 SH   SOLE   40,000 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 16,329 423,366 SH   SOLE   423,366 0 0
TALEND S A ADS 874224207 3,461 90,284 SH   SOLE   90,284 0 0