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
ALTO INGREDIENTS INC COM 021513106 460 84,734 SH   SOLE   84,734 0 0
AMEDISYS INC COM 023436108 5,234 19,766 SH   SOLE   19,766 0 0
AMERIS BANCORP COM 03076K108 1,914 36,458 SH   SOLE   36,458 0 0
APOLLO ENDOSURGERY INC COM 03767D108 823 149,397 SH   SOLE   149,397 0 0
ARAMARK COM 03852U106 6,330 167,538 SH   SOLE   167,538 0 0
AVAYA HLDGS CORP COM 05351X101 7,994 285,201 SH   SOLE   285,201 0 0
AVNET INC COM 053807103 15,080 363,281 SH   SOLE   363,281 0 0
AVNET INC COM 053807103 4,151 100,000 SH Put SOLE   100,000 0 0
BRUNSWICK CORP COM 117043109 11,904 124,821 SH   SOLE   124,821 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 3,152 67,968 SH   SOLE   67,968 0 0
BUNGE LIMITED COM G16962105 1,875 23,652 SH   SOLE   23,652 0 0
CARMAX INC COM 143130102 3,980 30,000 SH Call SOLE   30,000 0 0
CASPER SLEEP INC COM 147626105 425 58,711 SH   SOLE   58,711 0 0
CAVCO INDS INC DEL COM 149568107 11,460 50,795 SH   SOLE   50,795 0 0
CLEAN HARBORS INC COM 184496107 3,899 46,378 SH   SOLE   46,378 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 11,646 169,366 SH   SOLE   169,366 0 0
COMMVAULT SYSTEMS INC COM 204166102 5,182 80,348 SH   SOLE   80,348 0 0
CULP INC COM 230215105 3,071 199,554 SH   SOLE   199,554 0 0
EAGLE MATLS INC COM 26969P108 17,514 130,304 SH   SOLE   130,304 0 0
EDUCATIONAL DEV CORP COM 281479105 742 43,496 SH   SOLE   43,496 0 0
EHEALTH INC COM 28238P109 3,546 48,761 SH   SOLE   48,761 0 0
ENTEGRIS INC COM 29362U104 3,887 34,769 SH   SOLE   34,769 0 0
EVERI HLDGS INC COM 30034T103 4,095 290,253 SH   SOLE   290,253 0 0
FALCON MINERALS CORP CL A COM 30607B109 1,805 402,107 SH   SOLE   402,107 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 2,753 19,580 SH   SOLE   19,580 0 0
FIFTH THIRD BANCORP COM 316773100 4,617 123,279 SH   SOLE   123,279 0 0
FORESTAR GROUP INC COM 346232101 1,825 78,411 SH   SOLE   78,411 0 0
GMS INC COM 36251C103 2,006 48,036 SH   SOLE   48,036 0 0
GOPRO INC CL A 38268T103 10,913 937,502 SH   SOLE   937,502 0 0
GRAND CANYON ED INC COM 38526M106 837 7,812 SH   SOLE   7,812 0 0
ICF INTL INC COM 44925C103 1,842 21,074 SH   SOLE   21,074 0 0
INOTIV INC COM 45783Q100 226 11,278 SH   SOLE   11,278 0 0
ISHARES TR US HOME CONS ETF 464288752 3,210 47,300 SH Put SOLE   47,300 0 0
KNOLL INC COM NEW 498904200 3,486 211,150 SH   SOLE   211,150 0 0
LHC GROUP INC COM 50187A107 1,821 9,523 SH   SOLE   9,523 0 0
LINDSAY CORP COM 535555106 3,898 23,393 SH   SOLE   23,393 0 0
MASONITE INTL CORP COM 575385109 2,640 22,911 SH   SOLE   22,911 0 0
METHODE ELECTRS INC COM 591520200 889 21,176 SH   SOLE   21,176 0 0
NMI HLDGS INC CL A 629209305 627 26,515 SH   SOLE   26,515 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 22,096 417,776 SH   SOLE   417,776 0 0
NUTRIEN LTD COM 67077M108 3,076 57,077 SH   SOLE   57,077 0 0
ORION GROUP HLDGS INC COM 68628V308 596 98,249 SH   SOLE   98,249 0 0
OVERSTOCK COM INC DEL COM 690370101 3,255 49,126 SH   SOLE   49,126 0 0
PATRICK INDS INC COM 703343103 785 9,239 SH   SOLE   9,239 0 0
PETIQ INC COM CL A 71639T106 16,248 460,793 SH   SOLE   460,793 0 0
PETIQ INC COM CL A 71639T106 1,668 47,300 SH Put SOLE   47,300 0 0
RADIAN GROUP INC COM 750236101 984 42,339 SH   SOLE   42,339 0 0
ROCKY BRANDS INC COM 774515100 294 5,434 SH   SOLE   5,434 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106 1,595 6,512 SH   SOLE   6,512 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 6,462 94,600 SH Put SOLE   94,600 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 29,780 657,974 SH   SOLE   657,974 0 0
SLEEP NUMBER CORP COM 83125X103 3,443 23,996 SH   SOLE   23,996 0 0
SUN CMNTYS INC COM 866674104 4,941 32,928 SH   SOLE   32,928 0 0
TELOS CORP MD COM 87969B101 18,855 497,236 SH   SOLE   497,236 0 0
TITAN MACHY INC COM 88830R101 1,090 42,737 SH   SOLE   42,737 0 0
TUPPERWARE BRANDS CORP COM 899896104 277 10,497 SH   SOLE   10,497 0 0
U S PHYSICAL THERAPY INC COM 90337L108 1,651 15,858 SH   SOLE   15,858 0 0
UFP INDUSTRIES INC COM 90278Q108 30,154 397,595 SH   SOLE   397,595 0 0
UNIFI INC COM NEW 904677200 2,710 98,341 SH   SOLE   98,341 0 0
WESTERN ALLIANCE BANCORP COM 957638109 3,710 39,286 SH   SOLE   39,286 0 0
WINNEBAGO INDS INC COM 974637100 4,134 53,890 SH   SOLE   53,890 0 0
WINTRUST FINL CORP COM 97650W108 2,619 34,552 SH   SOLE   34,552 0 0
WNS HLDGS LTD SPON ADR 92932M101 7,891 108,929 SH   SOLE   108,929 0 0