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
A10 NETWORKS INC COM 002121101 7,998 573,333 SH   SOLE 0 573,333 0 0
ADVANCED MICRO DEVICES INC COM 007903107 9,088 83,118 SH   SOLE 0 83,118 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 16,347 488,713 SH   SOLE 0 488,713 0 0
AIRBNB INC COM CL A 009066101 3,822 22,250 SH   SOLE 0 22,250 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 13,133 110,000 SH   SOLE 0 110,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 7,660 200,000 SH   SOLE 0 200,000 0 0
ALLSTATE CORP COM 020002101 5,540 40,000 SH   SOLE 0 40,000 0 0
ALTAIR ENGR INC COM CL A 021369103 8,214 127,551 SH   SOLE 0 127,551 0 0
AMDOCS LTD SHS G02602103 6,013 73,145 SH   SOLE 0 73,145 0 0
ANALOG DEVICES INC COM 032654105 27,412 165,950 SH   SOLE 0 165,950 0 0
APA CORPORATION COM 03743Q108 8,338 201,752 SH   SOLE 0 201,752 0 0
ARCHROCK INC COM 03957W106 4,615 500,000 SH   SOLE 0 500,000 0 0
AVAYA HLDGS CORP COM 05351X101 14,527 1,146,547 SH   SOLE 0 1,146,547 0 0
AVID TECHNOLOGY INC COM 05367P100 9,390 269,299 SH   SOLE 0 269,299 0 0
BARK INC COM 68622E104 2,627 710,069 SH   SOLE 0 710,069 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 4,718 310,000 SH   SOLE 0 310,000 0 0
BIG 5 SPORTING GOODS CORP COM 08915P101 5,145 300,000 SH Call SOLE 0 300,000 0 0
BRAEMAR HOTELS & RESORTS INC COM 10482B101 4,521 731,563 SH   SOLE 0 731,563 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 6,839 264,960 SH   SOLE 0 264,960 0 0
BRUNSWICK CORP COM 117043109 7,223 89,296 SH   SOLE 0 89,296 0 0
CAREDX INC COM 14167L103 7,588 205,141 SH   SOLE 0 205,141 0 0
CARLISLE COS INC COM 142339100 17,108 69,566 SH   SOLE 0 69,566 0 0
CASELLA WASTE SYS INC CL A 147448104 17,258 196,902 SH   SOLE 0 196,902 0 0
CASTLE BIOSCIENCES INC COM 14843C105 9,528 212,400 SH   SOLE 0 212,400 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 11,837 216,000 SH   SOLE 0 216,000 0 0
CELESTICA INC SUB VTG SHS 15101Q108 467 39,225 SH   SOLE 0 39,225 0 0
CHAMPIONX CORPORATION COM 15872M104 1,572 64,217 SH   SOLE 0 64,217 0 0
CHESAPEAKE ENERGY CORP COM 165167735 5,394 62,000 SH   SOLE 0 62,000 0 0
CLEAN HARBORS INC COM 184496107 25,432 227,807 SH   SOLE 0 227,807 0 0
CLEANSPARK INC COM NEW 18452B209 5,309 429,187 SH   SOLE 0 429,187 0 0
CLEARFIELD INC COM 18482P103 17,622 270,194 SH   SOLE 0 270,194 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 2,579 38,875 SH   SOLE 0 38,875 0 0
COMPOSECURE INC COM CL A 20459V105 1,580 208,190 SH   SOLE 0 208,190 0 0
COMPOSECURE INC *W EXP 12/27/202 20459V113 31 20,100 SH   SOLE 0 20,100 0 0
CONCORD ACQUISITION CORP COM CL A 206071102 813 81,671 SH   SOLE 0 81,671 0 0
CONCORD ACQUISITION CORP *W EXP 11/28/202 206071110 24 20,000 SH   SOLE 0 20,000 0 0
CORECIVIC INC COM 21871N101 3,762 336,772 SH   SOLE 0 336,772 0 0
COSTAR GROUP INC COM 22160N109 13,322 200,000 SH   SOLE 0 200,000 0 0
CRYOPORT INC COM PAR $0.001 229050307 4,934 141,334 SH   SOLE 0 141,334 0 0
CUSTOM TRUCK ONE SOURCE INC COM CL A 23204X103 839 100,000 SH   SOLE 0 100,000 0 0
CUTERA INC COM 232109108 2,760 40,000 SH   SOLE 0 40,000 0 0
CVR ENERGY INC COM 12662P108 6,130 240,000 SH   SOLE 0 240,000 0 0
CVR PARTNERS LP COM 126633205 6,209 45,000 SH   SOLE 0 45,000 0 0
DELEK US HLDGS INC NEW COM 24665A103 8,488 400,000 SH   SOLE 0 400,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 9,171 155,102 SH   SOLE 0 155,102 0 0
DEXCOM INC COM 252131107 7,449 14,560 SH   SOLE 0 14,560 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 9,107 901,694 SH   SOLE 0 901,694 0 0
DOCGO INC COM 256086109 2,313 250,000 SH   SOLE 0 250,000 0 0
DROPBOX INC CL A 26210C104 11,160 480,000 SH   SOLE 0 480,000 0 0
EAGLE MATLS INC COM 26969P108 4,123 32,124 SH   SOLE 0 32,124 0 0
ECHOSTAR CORP CL A 278768106 2,788 114,554 SH   SOLE 0 114,554 0 0
ELASTIC N V ORD SHS N14506104 6,032 67,817 SH   SOLE 0 67,817 0 0
ENGAGESMART INC COMMON STOCK 29283F103 3,156 148,083 SH   SOLE 0 148,083 0 0
ENPHASE ENERGY INC COM 29355A107 22,196 110,000 SH   SOLE 0 110,000 0 0
EQONEX LIMITED SHS Y2074E109 1,236 551,744 SH   SOLE 0 551,744 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108 6,320 93,783 SH   SOLE 0 93,783 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 11,745 250,000 SH   SOLE 0 250,000 0 0
EXACT SCIENCES CORP COM 30063P105 16,264 232,603 SH   SOLE 0 232,603 0 0
EXLSERVICE HOLDINGS INC COM 302081104 17,092 119,300 SH   SOLE 0 119,300 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 6,322 62,951 SH   SOLE 0 62,951 0 0
FINTECH ACQUISITION CORP V COM CL A 31810Q107 1,448 146,753 SH   SOLE 0 146,753 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 2,228 30,000 SH   SOLE 0 30,000 0 0
FRANKLIN COVEY CO COM 353469109 1,977 43,722 SH   SOLE 0 43,722 0 0
GEO GROUP INC NEW COM 36162J106 9,797 1,482,212 SH   SOLE 0 1,482,212 0 0
GILDAN ACTIVEWEAR INC COM 375916103 22,990 613,400 SH   SOLE 0 613,400 0 0
GLOBAL PMTS INC COM 37940X102 13,415 98,032 SH   SOLE 0 98,032 0 0
GMS INC COM 36251C103 2,489 50,000 SH   SOLE 0 50,000 0 0
GOL LINHAS AEREAS INTELIGENT SPON ADR PFD NEW 38045R206 6,126 850,890 SH   SOLE 0 850,890 0 0
H&E EQUIPMENT SERVICES INC COM 404030108 10,649 244,689 SH   SOLE 0 244,689 0 0
HEICO CORP NEW COM 422806109 7,367 47,983 SH   SOLE 0 47,983 0 0
HELEN OF TROY LTD COM G4388N106 3,917 20,000 SH   SOLE 0 20,000 0 0
HERC HLDGS INC COM 42704L104 17,845 106,799 SH   SOLE 0 106,799 0 0
HERSHA HOSPITALITY TRUST PR SHS BEN INT 427825500 5,025 553,407 SH   SOLE 0 553,407 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,671 100,000 SH   SOLE 0 100,000 0 0
HF SINCLAIR CORPORATION COM 403949100 797 20,000 SH   SOLE 0 20,000 0 0
HOWARD HUGHES CORP COM 44267D107 12,446 120,128 SH   SOLE 0 120,128 0 0
ICF INTL INC COM 44925C103 9,761 103,690 SH   SOLE 0 103,690 0 0
ILLUMINA INC COM 452327109 3,494 10,000 SH   SOLE 0 10,000 0 0
IMPINJ INC COM 453204109 17,027 267,969 SH   SOLE 0 267,969 0 0
INSPIRED ENTMT INC COM 45782N108 2,682 218,075 SH   SOLE 0 218,075 0 0
INSULET CORP COM 45784P101 11,988 45,000 SH   SOLE 0 45,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 1,436 58,203 SH   SOLE 0 58,203 0 0
INVITATION HOMES INC COM 46187W107 5,577 138,810 SH   SOLE 0 138,810 0 0
ISHARES SILVER TR ISHARES 46428Q109 2,288 100,000 SH   SOLE 0 100,000 0 0
ISHARES TR ISHARES SEMICDTR 464287523 23,664 50,000 SH Put SOLE 0 50,000 0 0
JABIL INC COM 466313103 3,087 50,000 SH   SOLE 0 50,000 0 0
HENRY JACK & ASSOC INC COM 426281101 4,217 21,400 SH   SOLE 0 21,400 0 0
KAR AUCTION SVCS INC COM 48238T109 4,513 250,000 SH   SOLE 0 250,000 0 0
KINSALE CAP GROUP INC COM 49714P108 9,922 43,513 SH   SOLE 0 43,513 0 0
KIRKLANDS INC COM 497498105 795 85,527 SH   SOLE 0 85,527 0 0
KORNIT DIGITAL LTD SHS M6372Q113 3,809 46,066 SH   SOLE 0 46,066 0 0
KURA SUSHI USA INC CL A COM 501270102 4,047 73,388 SH   SOLE 0 73,388 0 0
LANTHEUS HLDGS INC COM 516544103 19,359 350,000 SH   SOLE 0 350,000 0 0
LATHAM GROUP INC COM 51819L107 11,688 882,790 SH   SOLE 0 882,790 0 0
LITHIA MTRS INC COM 536797103 8,052 26,829 SH   SOLE 0 26,829 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 7,003 59,532 SH   SOLE 0 59,532 0 0
LOVESAC COMPANY COM 54738L109 5,406 100,000 SH Put SOLE 0 100,000 0 0
M/I HOMES INC COM 55305B101 3,548 80,000 SH   SOLE 0 80,000 0 0
MARINEMAX INC COM 567908108 9,154 227,370 SH   SOLE 0 227,370 0 0
MARTEN TRANS LTD COM 573075108 4,618 260,000 SH   SOLE 0 260,000 0 0
MASTEC INC COM 576323109 4,355 50,000 SH   SOLE 0 50,000 0 0
META PLATFORMS INC CL A 30303M102 222 1,000 SH   SOLE 0 1,000 0 0
MILLERKNOLL INC COM 600544100 13,215 382,383 SH   SOLE 0 382,383 0 0
MITEK SYS INC COM NEW 606710200 2,714 185,030 SH   SOLE 0 185,030 0 0
MULTIPLAN CORPORATION *W EXP 02/13/202 62548M118 103 100,000 SH   SOLE 0 100,000 0 0
MURPHY OIL CORP COM 626717102 7,956 196,970 SH   SOLE 0 196,970 0 0
NANO DIMENSION LTD SPONSORD ADS NEW 63008G203 4,597 1,291,272 SH   SOLE 0 1,291,272 0 0
NANO DIMENSION LTD SPONSORD ADS NEW 63008G203 1,780 500,000 SH Call SOLE 0 500,000 0 0
NATERA INC COM 632307104 2,034 50,000 SH   SOLE 0 50,000 0 0
NATIONAL INSTRS CORP COM 636518102 13,892 342,243 SH   SOLE 0 342,243 0 0
NVIDIA CORPORATION COM 67066G104 5,736 21,020 SH   SOLE 0 21,020 0 0
OASIS PETROLEUM INC COM NEW 674215207 1,028 7,030 SH   SOLE 0 7,030 0 0
OXFORD INDS INC COM 691497309 5,696 62,936 SH   SOLE 0 62,936 0 0
PATTERSON-UTI ENERGY INC COM 703481101 1,548 100,000 SH   SOLE 0 100,000 0 0
PAYPAL HLDGS INC COM 70450Y103 347 3,000 SH   SOLE 0 3,000 0 0
PEBBLEBROOK HOTEL TR COM 70509V100 7,454 304,484 SH   SOLE 0 304,484 0 0
PENTAIR PLC SHS G7S00T104 2,711 50,000 SH   SOLE 0 50,000 0 0
PERFICIENT INC COM 71375U101 12,326 111,959 SH   SOLE 0 111,959 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105 19,438 993,251 SH   SOLE 0 993,251 0 0
PIONEER NAT RES CO COM 723787107 5,438 21,750 SH   SOLE 0 21,750 0 0
PITNEY BOWES INC COM 724479100 2,860 550,000 SH   SOLE 0 550,000 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 8,797 1,016,947 SH   SOLE 0 1,016,947 0 0
PLEXUS CORP COM 729132100 10,548 128,933 SH   SOLE 0 128,933 0 0
POOL CORP COM 73278L105 7,657 18,108 SH   SOLE 0 18,108 0 0
PURE STORAGE INC CL A 74624M102 12,712 360,000 SH   SOLE 0 360,000 0 0
RED ROCK RESORTS INC CL A 75700L108 12,052 248,181 SH   SOLE 0 248,181 0 0
REMITLY GLOBAL INC COM 75960P104 1,481 150,000 SH   SOLE 0 150,000 0 0
RINGCENTRAL INC CL A 76680R206 2,344 20,000 SH   SOLE 0 20,000 0 0
RITE AID CORP COM 767754872 3,075 351,431 SH   SOLE 0 351,431 0 0
ROCKET LAB USA INC COM 773122106 1,610 200,000 SH   SOLE 0 200,000 0 0
ROCKLEY PHOTONICS HOLDINGS L ORDINARY SHARES G7614L109 1,330 330,000 SH   SOLE 0 330,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 1,676 20,000 SH   SOLE 0 20,000 0 0
RPC INC COM 749660106 4,535 425,000 SH   SOLE 0 425,000 0 0
RYDER SYS INC COM 783549108 3,740 47,142 SH   SOLE 0 47,142 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 22,101 238,238 SH   SOLE 0 238,238 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,470 18,802 SH   SOLE 0 18,802 0 0
SHIFT4 PMTS INC CL A 82452J109 2,477 40,000 SH   SOLE 0 40,000 0 0
SHUTTERSTOCK INC COM 825690100 16,622 178,582 SH   SOLE 0 178,582 0 0
SITIME CORP COM 82982T106 23,567 95,097 SH   SOLE 0 95,097 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 18,996 346,145 SH   SOLE 0 346,145 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 6,600 155,264 SH   SOLE 0 155,264 0 0
SOUTHWESTERN ENERGY CO COM 845467109 7,170 1,000,000 SH   SOLE 0 1,000,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 10,839 60,000 SH   SOLE 0 60,000 0 0
SRAX INC CL A 78472M106 4,848 1,003,692 SH   SOLE 0 1,003,692 0 0
STRIDE INC COM 86333M108 13,199 363,312 SH   SOLE 0 363,312 0 0
STRONGHOLD DIGITAL MINING IN CLASS A COM 86337R103 1,024 175,000 SH   SOLE 0 175,000 0 0
STRONGHOLD DIGITAL MINING IN CLASS A COM 86337R103 585 100,000 SH Call SOLE 0 100,000 0 0
SUMO LOGIC INC COM 86646P103 8,169 700,000 SH   SOLE 0 700,000 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 7,200 275,000 SH   SOLE 0 275,000 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 15,371 132,175 SH   SOLE 0 132,175 0 0
TARGET HOSPITALITY CORP COM 87615L107 3,165 527,500 SH   SOLE 0 527,500 0 0
TASKUS INC CLASS A COM 87652V109 19,228 499,938 SH   SOLE 0 499,938 0 0
TECNOGLASS INC SHS G87264100 10,189 403,703 SH   SOLE 0 403,703 0 0
TENARIS S A SPONSORED ADS 88031M109 2,691 89,500 SH   SOLE 0 89,500 0 0
TRANSDIGM GROUP INC COM 893641100 13,031 20,000 SH   SOLE 0 20,000 0 0
TREX CO INC COM 89531P105 9,800 150,000 SH   SOLE 0 150,000 0 0
TRI POINTE HOMES INC COM 87265H109 4,326 215,452 SH   SOLE 0 215,452 0 0
TRICON RESIDENTIAL INC COM NPV 89612W102 6,313 397,357 SH   SOLE 0 397,357 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,784 50,000 SH   SOLE 0 50,000 0 0
UNITED NAT FOODS INC COM 911163103 23,085 558,287 SH   SOLE 0 558,287 0 0
UNITY SOFTWARE INC COM 91332U101 4,961 50,000 SH   SOLE 0 50,000 0 0
USIO INC COM 917313108 294 82,156 SH   SOLE 0 82,156 0 0
VAIL RESORTS INC COM 91879Q109 5,205 20,000 SH   SOLE 0 20,000 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 1,479 50,000 SH   SOLE 0 50,000 0 0
VIVINT SMART HOME INC COM CL A 928542109 3,380 500,000 SH   SOLE 0 500,000 0 0
WASTE CONNECTIONS INC COM 94106B101 16,764 120,000 SH   SOLE 0 120,000 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 6,161 15,000 SH   SOLE 0 15,000 0 0
WEWORK INC CL A 96209A104 5,502 806,702 SH   SOLE 0 806,702 0 0
WEX INC COM 96208T104 10,850 60,804 SH   SOLE 0 60,804 0 0
WILLIAMS COS INC COM 969457100 6,682 200,000 SH   SOLE 0 200,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 5,870 150,000 SH   SOLE 0 150,000 0 0
WNS HLDGS LTD SPON ADR 92932M101 10,194 119,238 SH   SOLE 0 119,238 0 0
ZUORA INC COM CL A 98983V106 1,820 121,502 SH   SOLE 0 121,502 0 0