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
ADIENT PLC ORD SHS G0084W101 182 11,066 SH   SOLE   11,066 0 0
ALPHABET INC CAP STK CL A 02079K305 18,861 13,301 SH   SOLE   13,301 0 0
APPLIED MATLS INC COM 038222105 9,122 150,897 SH   SOLE   150,897 0 0
BILL COM HLDGS INC COM 090043100 12,402 137,474 SH   SOLE   137,474 0 0
BOTTOMLINE TECH DEL INC COM 101388106 9,987 196,710 SH   SOLE   196,710 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 894 6,410 SH   SOLE   6,410 0 0
CONSTELLIUM SE CL A SHS F21107101 4,849 631,372 SH   SOLE   631,372 0 0
DESPEGAR COM CORP ORD SHS G27358103 851 118,568 SH   SOLE   118,568 0 0
ENTEGRIS INC COM 29362U104 8,914 150,958 SH   SOLE   150,958 0 0
EQUINIX INC COM 29444U700 1,113 1,585 SH   SOLE   1,585 0 0
FIVERR INTL LTD ORD SHS M4R82T106 1,421 19,246 SH   SOLE   19,246 0 0
FLEX LTD ORD Y2573F102 29,975 2,924,388 SH   SOLE   2,924,388 0 0
GARTNER INC COM 366651107 26,376 217,389 SH   SOLE   217,389 0 0
GENTEX CORP COM 371901109 6,932 268,983 SH   SOLE   268,983 0 0
ISHARES TR 20 YR TR BD ETF 464287432 29,507 180,000 SH Put SOLE   180,000 0 0
KRATON CORPORATION COM 50077C106 3,816 220,840 SH   SOLE   220,840 0 0
LAM RESEARCH CORP COM 512807108 3,143 9,718 SH   SOLE   9,718 0 0
NCR CORP NEW COM 62886E108 787 45,421 SH   SOLE   45,421 0 0
OUTFRONT MEDIA INC COM 69007J106 10,542 743,961 SH   SOLE   743,961 0 0
PINTEREST INC CL A 72352L106 20,151 908,909 SH   SOLE   908,909 0 0
PLURALSIGHT INC COM CL A 72941B106 3,503 194,092 SH   SOLE   194,092 0 0
PROS HOLDINGS INC COM 74346Y103 1,660 37,353 SH   SOLE   37,353 0 0
Q2 HLDGS INC COM 74736L109 315 3,670 SH   SOLE   3,670 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 530 14,000 SH Call SOLE   14,000 0 0
SMARTSHEET INC COM CL A 83200N103 16,521 324,452 SH   SOLE   324,452 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,480 4,800 SH Put SOLE   4,800 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 12,814 467,477 SH   SOLE   467,477 0 0