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
ALLIANCE DATA SYSTEMS CORP COM 018581108 4,529 35,350 SH   SOLE   34,550 800 0
AMERICAN TOWER CORP NEW COM 03027X100 14,936 67,545 SH   SOLE   65,845 1,700 0
ARLO TECHNOLOGIES INC COM 04206A101 558 163,700 SH   SOLE   160,000 3,700 0
CAREDX INC COM 14167L103 1,157 51,150 SH   SOLE   50,000 1,150 0
CINEMARK HOLDINGS INC COM 17243V102 3,951 102,250 SH   SOLE   100,000 2,250 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 4,189 184,950 SH   SOLE   181,500 3,450 0
EURONET WORLDWIDE INC COM 298736109 8,976 61,350 SH   SOLE   60,000 1,350 0
8X8 INC NEW COM 282914100 6,886 332,350 SH   SOLE   325,000 7,350 0
EHEALTH INC COM 28238P109 10,696 160,150 SH   SOLE   154,600 5,550 0
ENOVA INTL INC COM 29357K103 1,592 76,700 SH   SOLE   75,000 1,700 0
EVERQUOTE INC COM CL A 30041R108 3,822 179,100 SH   SOLE   175,000 4,100 0
FIVE9 INC COM 338307101 22,826 424,750 SH   SOLE   415,000 9,750 0
ORTHOPEDIATRICS CORP COM 68752L100 9,954 282,300 SH   SOLE   276,100 6,200 0
LOGMEIN INC COM 54142L109 11,222 158,150 SH   SOLE   140,000 18,150 0
GRAND CANYON ED INC COM 38526M106 19,301 196,550 SH   SOLE   180,000 16,550 0
NATIONAL CINEMEDIA INC COM 635309107 8,286 1,010,450 SH   SOLE   988,200 22,250 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 15,167 148,250 SH   SOLE   145,000 3,250 0
OSI SYSTEMS INC COM 671044105 9,349 92,050 SH   SOLE   90,000 2,050 0
PJT PARTNERS INC COM CL A 69343T107 9,780 240,300 SH   SOLE   235,000 5,300 0
POOL CORPORATION COM 73278L105 10,337 51,250 SH   SOLE   50,000 1,250 0
QUINSTREET INC COM 74874Q100 6,509 517,000 SH   SOLE   505,600 11,400 0
SMART GLOBAL HLDGS INC SHS G8232Y101 814 31,950 SH   SOLE   29,100 2,850 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 1,920 54,316 SH   SOLE   54,316 0 0
CONTAINER STORE GROUP INC COM 210751103 2,712 613,600 SH   SOLE   600,000 13,600 0
TECHTARGET INC COM 87874R100 5,761 255,750 SH   SOLE   250,000 5,750 0
2U INC COM 90214J101 1,998 122,700 SH   SOLE   120,000 2,700 0
VISTA OUTDOOR INC COM 928377100 363 58,650 SH   SOLE   57,500 1,150 0