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
ADT INC COM 00090Q103 2,974 375,000 SH Call SOLE 375,000 0 0
ADT INC COM 00090Q103 19,235 2,425,592 SH   SOLE 2,425,592 0 0
ALASKA AIR GROUP INC COM 011659109 21,358 315,244 SH   SOLE 315,244 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 2,320 250,000 SH   SOLE 250,000 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 2,366 255,000 SH Call SOLE 255,000 0 0
CHEGG INC COM 163092109 29,233 771,123 SH   SOLE 771,123 0 0
CLARUS CORP NEW COM 18270P109 27,736 2,045,463 SH   SOLE 2,045,463 0 0
CONTINENTAL RESOURCES INC COM 212015101 5,330 155,387 SH   SOLE 155,387 0 0
COSTAR GROUP INC COM 22160N109 5,342 8,929 SH   SOLE 8,929 0 0
ELECTRONIC ARTS INC COM 285512109 16,396 152,509 SH   SOLE 152,509 0 0
EURONET WORLDWIDE INC COM 298736109 14,859 94,306 SH   SOLE 94,306 0 0
EVO PMTS INC CL A COM 26927E104 25,748 974,943 SH   SOLE 974,943 0 0
GARTNER INC COM 366651107 17,711 114,930 SH   SOLE 114,930 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 7,095 312,434 SH   SOLE 312,434 0 0
GLU MOBILE INC COM 379890106 16,987 2,807,768 SH   SOLE 2,807,768 0 0
HABIT RESTAURANTS INC COM CL A 40449J103 17,253 1,654,204 SH   SOLE 1,654,204 0 0
INFINERA CORPORATION COM 45667G103 35,800 4,508,756 SH   SOLE 4,508,756 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 5,361 280,100 SH   SOLE 280,100 0 0
LOGMEIN INC COM 54142L109 42,870 500,000 SH Call SOLE 500,000 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 15,173 51,575 SH   SOLE 51,575 0 0
MOBILEIRON INC COM NEW 60739U204 3,304 679,852 SH   SOLE 679,852 0 0
NATIONAL CINEMEDIA INC COM 635309107 26,541 3,640,732 SH   SOLE 3,640,732 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 35,114 2,085,141 SH   SOLE 2,085,141 0 0
PLANTRONICS INC NEW COM 727493108 16,269 595,075 SH   SOLE 595,075 0 0
QUAKER CHEM CORP COM 747316107 19,316 117,410 SH   SOLE 117,410 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 6,395 193,676 SH   SOLE 193,676 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 23,251 256,489 SH   SOLE 256,489 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 19,605 319,297 SH   SOLE 319,297 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 12,819 4,892,703 SH   SOLE 4,892,703 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 1,310 500,000 SH Call SOLE 500,000 0 0
VANECK VECTORS ETF TRUST OIL SVCS ETF 92189F718 18,088 1,365,146 SH   SOLE 1,365,146 0 0
VULCAN MATLS CO COM 929160109 15,515 107,748 SH   SOLE 107,748 0 0
ZYNGA INC CL A 98986T108 16,686 2,726,392 SH   SOLE 2,726,392 0 0