The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AARONS INC | COM PAR $0.50 | 002535300 | 6,361 | 140,112 | SH | SOLE | 140,112 | 0 | 0 | ||
| ADDUS HOMECARE CORP | COM | 006739106 | 2,703 | 29,200 | SH | SOLE | 29,200 | 0 | 0 | ||
| AEROJET ROCKETDYNE HLDGS INC | COM | 007800105 | 4,102 | 103,486 | SH | SOLE | 103,486 | 0 | 0 | ||
| AES CORP | COM | 00130H105 | 2,898 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| AMEDISYS INC | COM | 023436108 | 2,988 | 15,050 | SH | SOLE | 15,050 | 0 | 0 | ||
| AMERICAN CAMPUS CMNTYS INC | COM | 024835100 | 2,797 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| AMERICAN WOODMARK CORPORATIO | COM | 030506109 | 2,127 | 28,121 | SH | SOLE | 28,121 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 1,950 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| BARNES & NOBLE ED INC | COM | 06777U101 | 1,130 | 706,469 | SH | SOLE | 706,469 | 0 | 0 | ||
| CARLISLE COS INC | COM | 142339100 | 6,702 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 3,940 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| CITI TRENDS INC | COM | 17306X102 | 4,940 | 244,307 | SH | SOLE | 244,307 | 0 | 0 | ||
| CRACKER BARREL OLD CTRY STOR | COM | 22410J106 | 3,771 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 5,545 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DROPBOX INC | CL A | 26210C104 | 5,878 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| EVERCORE INC | CLASS A | 29977A105 | 4,419 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| FRONT YD RESIDENTIAL CORP | COM | 35904G107 | 3,045 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 3,737 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 3,652 | 209,500 | SH | SOLE | 209,500 | 0 | 0 | ||
| HEXCEL CORP NEW | COM | 428291108 | 4,070 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| LHC GROUP INC | COM | 50187A107 | 2,943 | 16,880 | SH | SOLE | 16,880 | 0 | 0 | ||
| LIVENT CORP | COM | 53814L108 | 0 | 20 | SH | SOLE | 20 | 0 | 0 | ||
| MITEK SYS INC | COM NEW | 606710200 | 4,884 | 508,191 | SH | SOLE | 508,191 | 0 | 0 | ||
| REGIONAL MGMT CORP | COM | 75902K106 | 7,114 | 401,700 | SH | SOLE | 401,700 | 0 | 0 | ||
| RENT A CTR INC NEW | COM | 76009N100 | 5,694 | 204,687 | SH | SOLE | 204,687 | 0 | 0 | ||
| SEABOARD CORP | COM | 811543107 | 3,814 | 1,300 | SH | SOLE | 1,300 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 2,364 | 69,149 | SH | SOLE | 69,149 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 3,399 | 142,000 | SH | SOLE | 142,000 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 3,482 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 6,103 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 11,063 | 561,000 | SH | SOLE | 561,000 | 0 | 0 | ||
| VIAD CORP | COM NEW | 92552R406 | 3,773 | 198,384 | SH | SOLE | 198,384 | 0 | 0 | ||
| WORTHINGTON INDS INC | COM | 981811102 | 3,171 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||