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 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
AMERCO COM 023586100 10,767 28,443 SH   SOLE   28,443 0 0
AMERICAN SOFTWARE INC CL A 029683109 14,202 1,079,966 SH   SOLE   1,079,966 0 0
BARRETT BUSINESS SERVICES IN COM 068463108 18,129 219,475 SH   SOLE   219,475 0 0
BOX INC CL A 10316T104 8,324 472,700 SH   SOLE   472,700 0 0
CARE COM INC COM 141633107 10,365 943,998 SH   SOLE   943,998 0 0
CIVEO CORP CDA COM 17878Y108 6,657 3,870,147 SH   SOLE   3,870,147 0 0
CLOUDERA INC COM 18914U100 7,315 1,390,774 SH   SOLE   1,390,774 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 1,147 99,311 SH   SOLE   99,311 0 0
MOHAWK INDS INC COM 608190104 17,272 117,122 SH   SOLE   117,122 0 0
NIO INC PUT 62914V956 520 200,000 SH Put SOLE   200,000 0 0
PERSPECTA INC COM 715347100 18,835 804,574 SH   SOLE   804,574 0 0
RENT A CTR INC NEW COM 76009N100 26,353 989,606 SH   SOLE   989,606 0 0
ZOVIO INC COM 98979V102 5,723 1,598,716 SH   SOLE   1,598,716 0 0