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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADT INC DELCOM00090Q10314,2551,744,760SH SOLE 1,744,76000
BRIGHT HORIZONS FAM SOL IN DCOM10919410015,540102,213SH SOLE 102,21300
CHEFS WHSE INCCOM16308610120,5201,411,280SH SOLE 1,411,28000
CHEFS WHSE INCCOM1630861011,919132,000SHCallSOLE 132,00000
CHEGG INCCOM16309210936,782514,865SH SOLE 514,86500
CLARUS CORP NEWCOM18270P10937,1612,631,833SH SOLE 2,631,83300
COSTAR GROUP INCCOM22160N1093,3043,894SH SOLE 3,89400
DONALDSON INCCOM25765110922,883492,947SH SOLE 492,94700
DROPBOX INCCL A26210C10433,9991,765,287SH SOLE 1,765,28700
ELECTRONIC ARTS INCCOM28551210924,916191,062SH SOLE 191,06200
ENVESTNET INCCOM29404K10628,382367,829SH SOLE 367,82900
EVO PMTS INCCL A COM26927E10410,029403,596SH SOLE 403,59600
FORTRESS VALUE ACQUISITION CCOM CL A34962V10618,9331,394,178SH SOLE 1,394,17800
GARTNER INCCOM3666511077,40359,247SH SOLE 59,24700
GCP APPLIED TECHNOLOGIES INCCOM36164Y10112,408592,279SH SOLE 592,27900
GOPRO INCCL A38268T10318641,169SH SOLE 41,16900
GOPRO INCCL A38268T1031,105244,000SHCallSOLE 244,00000
GREEN DOT CORPCL A39304D10216,974335,390SH SOLE 335,39000
HAIN CELESTIAL GROUP INCCOM40521710026,056759,660SH SOLE 759,66000
HEALTHEQUITY INCCOM42226A10710,777209,794SH SOLE 209,79400
ILLUMINA INCCOM4523271095,56318,000SH SOLE 18,00000
INFINERA CORPCOM45667G10333,5625,448,437SH SOLE 5,448,43700
INFINERA CORPCOM45667G1036,1601,000,000SHCallSOLE 1,000,00000
INGERSOLL RAND INCCOM45687V10610,865305,183SH SOLE 305,18300
IRON MTN INC NEWCOM46284V10116,906631,060SH SOLE 631,06000
MAGNACHIP SEMICONDUCTOR CORPCOM55933J20320,5451,499,671SH SOLE 1,499,67100
NATIONAL CINEMEDIA INCCOM63530910710,5843,898,500SH SOLE 3,898,50000
PERSHING SQUARE TONTINE HLDGCOM CL A71531R10934,0351,500,000SH SOLE 1,500,00000
PERSHING SQUARE TONTINE HLDG*W EXP 07/24/20271531R1171,195166,664SH SOLE 166,66400
QUAKER CHEM CORPCOM74731610719,239107,057SH SOLE 107,05700
SITEONE LANDSCAPE SUPPLY INCCOM82982L10310,70087,737SH SOLE 87,73700
SPDR SER TRS&P REGL BKG78464A69824,761693,979SH SOLE 693,97900
STIFEL FINL CORPCOM86063010225,463503,627SH SOLE 503,62700
SYNAPTICS INCCOM87157D10920,071249,581SH SOLE 249,58100
TRIVAGO N VSPON ADS A SHS89686D1057,5184,850,527SH SOLE 4,850,52700
VISTA OUTDOOR INCCOM92837710036,0681,787,320SH SOLE 1,787,32000
ZUORA INCCOM CL A98983V10629,7112,873,374SH SOLE 2,873,37400