Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
LNN	LINDSAY CORP	176,916	$16.2M	7.5%	$91.58	$84.33	+9.6%	COM	535555106
CACI	CACI INTL INC	72,508	$15.31M	7.1%	$211.15 *	$237.00	+4.9%	CL A	127190304
PRDO	PERDOCEO ED CORP	1,221,451	$13.18M	6.1%	$10.79 *	$14.73	0.0%	COM	71363P106
SMG	SCOTTS MIRACLE GRO CO	123,827	$12.68M	5.9%	$102.40 *	$87.69	0.0%	CL A	810186106
IWM	ISHARES TR	100,000	$11.45M	5.3%	$114.46	—	—	Call	464287655
IBP	INSTALLED BLDG PRODS INC	240,399	$9.585M	4.4%	$39.87 *	$62.16	-4.1%	COM	45780R101
DG	DOLLAR GEN CORP NEW	60,627	$9.155M	4.2%	$151.01 *	$142.31	0.0%	COM	256677105
LAUR	LAUREATE EDUCATION INC	865,620	$9.098M	4.2%	$10.51 *	$16.23	+6.6%	CL A	518613203
—	ACTIVISION BLIZZARD INC	152,451	$9.068M	4.2%	$59.48	$59.48	—	COM	00507V109
EGHT	8X8 INC NEW	562,655	$7.798M	3.6%	$13.86 *	$19.30	-5.6%	COM	282914100
AKAM	AKAMAI TECHNOLOGIES INC	80,942	$7.405M	3.4%	$91.49	$92.71	0.0%	COM	00971T101
FIZZ	NATIONAL BEVERAGE CORP	173,066	$7.381M	3.4%	$42.65 *	$18.05	0.0%	COM	635017106
—	SCIPLAY CORP	710,764	$6.77M	3.1%	$9.52	$11.94	—	CL A	809087109
PRDO	PERDOCEO ED CORP	595,000	$6.42M	3.0%	$10.79 *	$14.73	0.0%	Put	71363P106
CVLT	COMMVAULT SYSTEMS INC	150,000	$6.072M	2.8%	$40.48 *	$47.29	-8.7%	Put	204166102
SHW	SHERWIN WILLIAMS CO	12,349	$5.675M	2.6%	$459.55 *	$171.20	0.0%	COM	824348106
—	VISTA OUTDOOR INC	601,715	$5.295M	2.4%	$8.80	$8.80	—	COM	928377100
DY	DYCOM INDS INC	173,705	$4.456M	2.1%	$25.65 *	$35.35	0.0%	COM	267475101
CCOI	COGENT COMMUNICATIONS HLDGS	51,004	$4.181M	1.9%	$81.97 *	$54.80	0.0%	COM NEW	19239V302
HURN	HURON CONSULTING GROUP INC	90,195	$4.091M	1.9%	$45.36 *	$56.79	+6.3%	COM	447462102
RDVT	RED VIOLET INC	198,585	$3.575M	1.7%	$18.00 *	$15.69	+29.8%	COM	75704L104
—	HILL ROM HLDGS INC	34,453	$3.466M	1.6%	$100.60	$100.60	—	COM	431475102
CHKP	CHECK POINT SOFTWARE TECH LT	34,338	$3.452M	1.6%	$100.53 *	$107.09	0.0%	ORD	M22465104
MGRC	MCGRATH RENTCORP	64,547	$3.381M	1.6%	$52.38 *	$54.57	+28.8%	COM	580589109
—	GLU MOBILE INC	518,283	$3.26M	1.5%	$6.29	$6.29	—	COM	379890106
EHTH	EHEALTH INC	19,660	$2.769M	1.3%	$140.84 *	$114.64	0.0%	COM	28238P109
IIIN	INSTEEL INDUSTRIES INC	202,352	$2.681M	1.2%	$13.25 *	$14.09	0.0%	COM	45774W108
FIVN	FIVE9 INC	34,684	$2.652M	1.2%	$76.46 *	$71.28	0.0%	COM	338307101
—	HESKA CORP	33,953	$1.878M	0.9%	$55.31	$70.87	—	COM RESTRC NEW	42805E306
MZTI	LANCASTER COLONY CORP	11,890	$1.72M	0.8%	$144.66 *	$151.63	0.0%	COM	513847103
VCEL	VERICEL CORP	179,924	$1.65M	0.8%	$9.17 *	$17.03	-12.0%	COM	92346J108
LAUR	LAUREATE EDUCATION INC	151,000	$1.587M	0.7%	$10.51 *	$16.23	+6.6%	Put	518613203
LUNA	LUNA INNOVATIONS	237,205	$1.459M	0.7%	$6.15 *	$7.40	0.0%	COM	550351100
—	MIMECAST LTD	39,513	$1.395M	0.6%	$35.30	$35.30	—	ORD SHS	G14838109
—	AMERICAN OUTDOOR BRANDS CORP	160,494	$1.332M	0.6%	$8.30	$8.30	—	COM	02874P103
—	SLACK TECHNOLOGIES INC	49,299	$1.323M	0.6%	$26.84	$26.84	—	COM CL A	83088V102
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	11,001	$1.305M	0.6%	$118.63	$118.20	0.0%	COM	874054109
—	SPLUNK INC	9,321	$1.177M	0.5%	$126.27	$126.27	—	COM	848637104
—	MGM GROWTH PPTYS LLC	48,052	$1.137M	0.5%	$23.66	$23.66	—	CL A COM	55303A105
CLAR	CLARUS CORP NEW	81,616	$800K	0.4%	$9.80 *	$11.23	0.0%	COM	18270P109
NEWT	NEWTEK BUSINESS SVCS CORP	52,312	$691K	0.3%	$13.21 *	$19.02	0.0%	COM NEW	652526203
—	LIMELIGHT NETWORKS INC	101,423	$578K	0.3%	$5.70	$5.70	—	COM	53261M104
—	MASONITE INTL CORP NEW	11,150	$529K	0.2%	$47.44	$72.21	—	COM	575385109
MTZ	MASTEC INC	11,456	$375K	0.2%	$32.73 *	$65.85	-22.7%	COM	576323109
—	SUMMIT MATLS INC	19,101	$287K	0.1%	$15.03	$15.03	—	CL A	86614U100
—	UNIVERSAL FST PRODS INC	6,782	$252K	0.1%	$37.16	$36.82	—	COM	913543104
LPTH	LIGHTPATH TECHNOLOGIES INC	185,428	$198K	0.1%	$1.07 *	$0.99	0.0%	COM CL A	532257805
—	BALLANTYNE STRONG INC	78,671	$135K	0.1%	$1.72	$3.11	—	COM	058516105
—	U.S. AUTO PARTS NETWORK INC	44,963	$79,000	0.0%	$1.76	$1.76	—	COM	90343C100
MTZ	MASTEC INC	750	$25,000	0.0%	$33.33 *	$65.85	-22.7%	Put	576323109