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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CORECIVIC INC COM NEW 21871N901   7,265 500,000 SH Call SOLE NONE 500,000 0 0
FUNKO INCCLASS A COM NEW 361008905   1,933 250,000 SH Call SOLE NONE 250,000 0 0
FRONTLINE PLC COM NEW M46528951   15,038 750,000 SH Put SOLE NONE 750,000 0 0
ISHARES RUSSELL 2000 ETF COM NEW 464287905   135,479 675,000 SH Call SOLE NONE 675,000 0 0
ALIGHT INC CLASS A COM NEW 01626W101   21,597 2,531,881 SH   SOLE NONE 2,531,881 0 0
ADVANCED MICRO DEVICES COM NEW 007903107   14,680 99,585 SH   SOLE NONE 99,585 0 0
AMAZONCOM INC COM NEW 023135106   17,610 115,898 SH   SOLE NONE 115,898 0 0
ARCBEST CORP COM NEW 03937C105   36,778 305,947 SH   SOLE NONE 305,947 0 0
ALTERYX INC CLASS A COM NEW 02156B103   19,109 405,204 SH   SOLE NONE 405,204 0 0
BRIGHTCOVE COM NEW 10921T101   544 210,131 SH   SOLE NONE 210,131 0 0
BOOT BARN HOLDINGS INC COM NEW 099406100   19,925 259,571 SH   SOLE NONE 259,571 0 0
BURLINGTON STORES INC COM NEW 122017106   27,159 139,651 SH   SOLE NONE 139,651 0 0
COOL CO LTD COM NEW G2415A113   9,728 764,760 SH   SOLE NONE 764,760 0 0
CLEARFIELD INC COM NEW 18482P103   773 26,573 SH   SOLE NONE 26,573 0 0
CAPRI HOLDINGS LTD COM NEW G1890L107   15,647 311,439 SH   SOLE NONE 311,439 0 0
CARTER'S INC COM NEW 146229109   53,903 719,757 SH   SOLE NONE 719,757 0 0
CROCS INC COM NEW 227046109   16,780 179,643 SH   SOLE NONE 179,643 0 0
CITI TRENDS INC COM NEW 17306X102   11,510 406,994 SH   SOLE NONE 406,994 0 0
CORECIVIC INC COM NEW 21871N101   51,969 3,576,638 SH   SOLE NONE 3,576,638 0 0
DOORDASH INC A COM NEW 25809K105   17,369 175,644 SH   SOLE NONE 175,644 0 0
DNOW INC COM NEW 67011P100   2,746 242,600 SH   SOLE NONE 242,600 0 0
KRISPY KREME INC COM NEW 50101L106   33,995 2,252,793 SH   SOLE NONE 2,252,793 0 0
DORMAN PRODUCTS INC COM NEW 258278100   30,298 363,244 SH   SOLE NONE 363,244 0 0
LEONARDO DRS INC COM NEW 52661A108   19,972 996,625 SH   SOLE NONE 996,625 0 0
DUOLINGO COM NEW 26603R106   16,911 74,545 SH   SOLE NONE 74,545 0 0
BRINKER INTERNATIONAL INC COM NEW 109641100   48,766 1,129,355 SH   SOLE NONE 1,129,355 0 0
EVENTBRITE INCCLASS A COM NEW 29975E109   3,169 379,041 SH   SOLE NONE 379,041 0 0
8X8 INC COM NEW 282914100   1,949 515,606 SH   SOLE NONE 515,606 0 0
ELASTIC NV COM NEW N14506104   13,328 118,263 SH   SOLE NONE 118,263 0 0
EXTREME NETWORKS INC COM NEW 30226D106   6,368 360,978 SH   SOLE NONE 360,978 0 0
FRANKLIN COVEY CO COM NEW 353469109   3,024 69,466 SH   SOLE NONE 69,466 0 0
FUNKO INCCLASS A COM NEW 361008105   28,122 3,638,044 SH   SOLE NONE 3,638,044 0 0
FORESTAR GROUP INC COM NEW 346232101   3,313 100,189 SH   SOLE NONE 100,189 0 0
FORRESTER RESEARCH INC COM NEW 346563109   1,254 46,779 SH   SOLE NONE 46,779 0 0
GEO GROUP INCTHE COM NEW 36162J106   6,999 646,234 SH   SOLE NONE 646,234 0 0
ALPHABET INCCL A COM NEW 02079K305   20,018 143,301 SH   SOLE NONE 143,301 0 0
GREEN PLAINS INC COM NEW 393222104   6,556 259,954 SH   SOLE NONE 259,954 0 0
FERROGLOBE PLC COM NEW G33856108   84,540 12,986,178 SH   SOLE NONE 12,986,178 0 0
HUDSON TECHNOLOGIES INC COM NEW 444144109   8,986 666,135 SH   SOLE NONE 666,135 0 0
HUBSPOT INC COM NEW 443573100   18,174 31,305 SH   SOLE NONE 31,305 0 0
INSPIRED ENTERTAINMENT INC COM NEW 45782N108   2,023 204,756 SH   SOLE NONE 204,756 0 0
IRIDIUM COMMUNICATIONS INC COM NEW 46269C102   1,029 25,000 SH   SOLE NONE 25,000 0 0
NORDSTROM INC COM NEW 655664100   6,638 359,791 SH   SOLE NONE 359,791 0 0
KBR INC COM NEW 48242W106   12,225 220,621 SH   SOLE NONE 220,621 0 0
KYNDRYL HOLDINGS INC COM NEW 50155Q100   33,433 1,608,912 SH   SOLE NONE 1,608,912 0 0
KRATOS DEFENSE SECURITY COM NEW 50077B207   64,742 3,190,852 SH   SOLE NONE 3,190,852 0 0
LIBERTY BROADBANDC COM NEW 530307305   18,099 224,587 SH   SOLE NONE 224,587 0 0
LEIDOS HOLDINGS INC COM NEW 525327102   25,941 239,663 SH   SOLE NONE 239,663 0 0
STRIDE INC COM NEW 86333M108   4,084 68,781 SH   SOLE NONE 68,781 0 0
LIBERTY MEDIA CORPLIBERNEW COM NEW 531229789   20,410 709,158 SH   SOLE NONE 709,158 0 0
LULULEMON ATHLETICA INC COM NEW 550021109   2,832 5,538 SH   SOLE NONE 5,538 0 0
MONGODB INC COM NEW 60937P106   17,143 41,930 SH   SOLE NONE 41,930 0 0
META PLATFORMS INCCLASS A COM NEW 30303M102   20,312 57,386 SH   SOLE NONE 57,386 0 0
MERCURY SYSTEMS INC COM NEW 589378108   23,070 630,856 SH   SOLE NONE 630,856 0 0
NCR ATLEOS CORP COM NEW 63001N106   14,804 609,470 SH   SOLE NONE 609,470 0 0
NEWELL BRANDS INC COM NEW 651229106   46,483 5,355,178 SH   SOLE NONE 5,355,178 0 0
OI GLASS INC COM NEW 67098H104   61,205 3,736,548 SH   SOLE NONE 3,736,548 0 0
PROCORE TECHNOLOGIES INC COM NEW 74275K108   13,224 191,042 SH   SOLE NONE 191,042 0 0
PHINIA INC COM NEW 71880K101   80,728 2,665,158 SH   SOLE NONE 2,665,158 0 0
PINTEREST INC CLASS A COM NEW 72352L106   20,791 561,318 SH   SOLE NONE 561,318 0 0
PLAYA HOTELS RESORTS NV COM NEW N70544106   19,435 2,246,810 SH   SOLE NONE 2,246,810 0 0
PERRIGO CO PLC COM NEW G97822103   3,915 121,652 SH   SOLE NONE 121,652 0 0
PURE STORAGE INC CLASS A COM NEW 74624M102   17,608 493,780 SH   SOLE NONE 493,780 0 0
PATTERSONUTI ENERGY INC COM NEW 703481101   17,522 1,622,375 SH   SOLE NONE 1,622,375 0 0
SABRE CORP COM NEW 78573M104   7,225 1,641,966 SH   SOLE NONE 1,641,966 0 0
SONIC AUTOMOTIVE INCCLASS A COM NEW 83545G102   14,477 257,558 SH   SOLE NONE 257,558 0 0
SEADRILL LIMITED COM NEW G7997W102   25,539 540,168 SH   SOLE NONE 540,168 0 0
STITCH FIX INCCLASS A COM NEW 860897107   4,070 1,140,177 SH   SOLE NONE 1,140,177 0 0
SILICON MOTION TECHNOLADR COM NEW 82706C108   40,895 667,463 SH   SOLE NONE 667,463 0 0
SIX FLAGS ENTERTAINMENT CORP COM NEW 83001A102   29,600 1,180,223 SH   SOLE NONE 1,180,223 0 0
SEMTECH CORP COM NEW 816850101   7,547 344,473 SH   SOLE NONE 344,473 0 0
SHARKNINJA INC COM NEW G8068L108   40,077 783,211 SH   SOLE NONE 783,211 0 0
SPIRIT AEROSYSTEMS HOLDCL A COM NEW 848574109   52,161 1,641,313 SH   SOLE NONE 1,641,313 0 0
STONERIDGE INC COM NEW 86183P102   39,065 1,996,185 SH   SOLE NONE 1,996,185 0 0
SOUTHWESTERN ENERGY CO COM NEW 845467109   15,358 2,344,780 SH   SOLE NONE 2,344,780 0 0
TASKUS INCA COM NEW 87652V109   1,859 142,234 SH   SOLE NONE 142,234 0 0
TRUEBLUE INC COM NEW 89785X101   1,077 70,183 SH   SOLE NONE 70,183 0 0
ATLASSIAN CORPCL A COM NEW 049468101   16,925 71,155 SH   SOLE NONE 71,155 0 0
TRANSCAT INC COM NEW 893529107   2,015 18,427 SH   SOLE NONE 18,427 0 0
TAKETWO INTERACTIVE SOFTWRE COM NEW 874054109   50,699 315,000 SH   SOLE NONE 315,000 0 0
TWILIO INC A COM NEW 90138F102   20,814 274,334 SH   SOLE NONE 274,334 0 0
UBER TECHNOLOGIES INC COM NEW 90353T100   19,616 318,597 SH   SOLE NONE 318,597 0 0
ULTA BEAUTY INC COM NEW 90384S303   19,238 39,262 SH   SOLE NONE 39,262 0 0
VEECO INSTRUMENTS INC COM NEW 922417100   3,551 114,424 SH   SOLE NONE 114,424 0 0
VISTA OUTDOOR INC COM NEW 928377100   62,266 2,105,705 SH   SOLE NONE 2,105,705 0 0
VESTIS CORP COM NEW 29430C102   25,227 1,193,343 SH   SOLE NONE 1,193,343 0 0
WORKDAY INCCLASS A COM NEW 98138H101   19,550 70,817 SH   SOLE NONE 70,817 0 0
WEATHERFORD INTERNATIONAL PL COM NEW G48833118   67,213 687,040 SH   SOLE NONE 687,040 0 0
ZSCALER INC COM NEW 98980G102   18,944 85,505 SH   SOLE NONE 85,505 0 0
INVESCO QQQ TRUST SERIES 1 COM NEW 46090E103   59,912 146,297 SH   SOLE NONE 146,297 0 0