2U INC COM 90214J101 9977128 1456515 SH SOLE 0 1456515 0 0 AERCAP HOLDINGS NV SHS N00985106 2811500 50000 SH SOLE 0 50000 0 0 AEROVIRONMENT INC COM 008073108 6042411 65922 SH SOLE 0 65922 0 0 ALAMO GROUP INC COM 011311107 4898840 26601 SH SOLE 0 26601 0 0 ALBERTSONS COS INC COMMON STOCK 013091103 2078000 100000 SH SOLE 0 100000 0 0 ALPHATEC HLDGS INC COM NEW 02081G201 10295922 659995 SH SOLE 0 659995 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 6570500 170000 SH SOLE 0 170000 0 0 ALTERYX INC COM CL A 02156B103 2766068 47010 SH SOLE 0 47010 0 0 A-MARK PRECIOUS METALS INC COM 00181T107 2425500 70000 SH SOLE 0 70000 0 0 APA CORPORATION COM 03743Q108 5126145 142156 SH SOLE 0 142156 0 0 APPLE HOSPITALITY REIT INC COM NEW 03784Y200 9047803 582977 SH SOLE 0 582977 0 0 APPLIED INDL TECHNOLOGIES IN COM 03820C105 1080188 7600 SH SOLE 0 7600 0 0 ATI INC COM 01741R102 5899270 149500 SH SOLE 0 149500 0 0 AVIDXCHANGE HOLDINGS INC COM 05368X102 13385518 1716092 SH SOLE 0 1716092 0 0 AXON ENTERPRISE INC COM 05464C101 11565834 51438 SH SOLE 0 51438 0 0 BLACKROCK INC COM 09247X101 3345600 5000 SH SOLE 0 5000 0 0 BRINKER INTL INC COM 109641100 11273042 296659 SH SOLE 0 296659 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 4881000 100000 SH SOLE 0 100000 0 0 CALIX INC COM 13100M509 13460522 251176 SH SOLE 0 251176 0 0 CASA SYS INC COM 14713L102 762137 600108 SH SOLE 0 600108 0 0 CASTLE BIOSCIENCES INC COM 14843C105 8993394 395836 SH SOLE 0 395836 0 0 CEDAR FAIR L P DEPOSITRY UNIT 150185106 5482800 120000 SH SOLE 0 120000 0 0 CELSIUS HLDGS INC COM NEW 15118V207 22424935 241284 SH SOLE 0 241284 0 0 CERENCE INC COM 156727109 3089900 110000 SH SOLE 0 110000 0 0 CHEFS WHSE INC COM 163086101 14312713 420344 SH SOLE 0 420344 0 0 COLLEGIUM PHARMACEUTICAL INC COM 19459J104 3877024 161610 SH SOLE 0 161610 0 0 COMPOSECURE INC COM CL A 20459V105 2770304 376400 SH SOLE 0 376400 0 0 COMPOSECURE INC *W EXP 12/27/202 20459V113 23718 20100 SH SOLE 0 20100 0 0 COSTAR GROUP INC COM 22160N109 19441243 282371 SH SOLE 0 282371 0 0 CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 942000 100000 SH SOLE 0 100000 0 0 CROSS CTRY HEALTHCARE INC COM 227483104 1116000 50000 SH SOLE 0 50000 0 0 CRYOPORT INC COM PAR $0.001 229050307 8348496 347854 SH SOLE 0 347854 0 0 CUTERA INC COM 232109108 10129413 428849 SH SOLE 0 428849 0 0 CUTERA INC COM 232109108 2362000 100000 SH Put SOLE 0 100000 0 0 CVR ENERGY INC COM 12662P108 5633636 171862 SH SOLE 0 171862 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 14086045 382877 SH SOLE 0 382877 0 0 DECKERS OUTDOOR CORP COM 243537107 11238750 25000 SH SOLE 0 25000 0 0 DELEK US HLDGS INC NEW COM 24665A103 2295000 100000 SH SOLE 0 100000 0 0 DEVON ENERGY CORP NEW COM 25179M103 5709010 112804 SH SOLE 0 112804 0 0 DEXCOM INC COM 252131107 3584618 30854 SH SOLE 0 30854 0 0 DIGI INTL INC COM 253798102 10760457 319491 SH SOLE 0 319491 0 0 E L F BEAUTY INC COM 26856L103 15695581 190596 SH SOLE 0 190596 0 0 ENPHASE ENERGY INC COM 29355A107 17199011 81791 SH SOLE 0 81791 0 0 EVOQUA WATER TECHNOLOGIES CO COM 30057T105 1951560 39251 SH SOLE 0 39251 0 0 EXACT SCIENCES CORP COM 30063P105 21145599 311836 SH SOLE 0 311836 0 0 EXPRO GROUP HOLDINGS NV COM N3144W105 1661543 90498 SH SOLE 0 90498 0 0 FISERV INC COM 337738108 293878 2600 SH SOLE 0 2600 0 0 FIVE9 INC COM 338307101 18639615 257845 SH SOLE 0 257845 0 0 FLUENCE ENERGY INC COM CL A 34379V103 5779937 285429 SH SOLE 0 285429 0 0 FLUOR CORP NEW COM 343412102 11226976 363215 SH SOLE 0 363215 0 0 FRONTIER GROUP HLDGS INC COM 35909R108 3936000 400000 SH SOLE 0 400000 0 0 FULL HSE RESORTS INC COM 359678109 759179 105004 SH SOLE 0 105004 0 0 GENCO SHIPPING & TRADING LTD SHS Y2685T131 2818800 180000 SH SOLE 0 180000 0 0 GENESIS ENERGY L P UNIT LTD PARTN 371927104 6792854 603273 SH SOLE 0 603273 0 0 GENIUS SPORTS LIMITED SHARES CL A G3934V109 3006082 603631 SH SOLE 0 603631 0 0 GEO GROUP INC NEW COM 36162J106 10996372 1393710 SH SOLE 0 1393710 0 0 GLOBALSTAR INC COM 378973408 1160000 1000000 SH Call SOLE 0 1000000 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 15033835 66398 SH SOLE 0 66398 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 3057725 60597 SH SOLE 0 60597 0 0 H & E EQUIPMENT SERVICES INC COM 404030108 6781167 153316 SH SOLE 0 153316 0 0 HEICO CORP NEW COM 422806109 6496612 37983 SH SOLE 0 37983 0 0 HERSHA HOSPITALITY TR PR SHS BEN INT 427825500 3718895 553407 SH SOLE 0 553407 0 0 HURON CONSULTING GROUP INC COM 447462102 10193809 126836 SH SOLE 0 126836 0 0 IMAX CORP COM 45245E109 11179984 582898 SH SOLE 0 582898 0 0 IMPINJ INC COM 453204109 13763682 101562 SH SOLE 0 101562 0 0 INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 10952388 1038141 SH SOLE 0 1038141 0 0 INNOVIZ TECHNOLOGIES LTD SHS M5R635108 1027530 293580 SH SOLE 0 293580 0 0 INSPIRED ENTMT INC COM 45782N108 717877 56128 SH SOLE 0 56128 0 0 IRIDIUM COMMUNICATIONS INC COM 46269C102 8670200 140000 SH SOLE 0 140000 0 0 KINSALE CAP GROUP INC COM 49714P108 12867731 42871 SH SOLE 0 42871 0 0 KROGER CO COM 501044101 2468500 50000 SH SOLE 0 50000 0 0 LANDS END INC NEW COM 51509F105 1141808 117470 SH SOLE 0 117470 0 0 LANTHEUS HLDGS INC COM 516544103 10320000 125000 SH SOLE 0 125000 0 0 LENNAR CORP CL A 526057104 5594480 53225 SH SOLE 0 53225 0 0 LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 8788693 550670 SH SOLE 0 550670 0 0 LITHIA MTRS INC COM 536797103 3232034 14118 SH SOLE 0 14118 0 0 LPL FINL HLDGS INC COM 50212V100 4048000 20000 SH SOLE 0 20000 0 0 MARTEN TRANS LTD COM 573075108 3677018 175514 SH SOLE 0 175514 0 0 MASONITE INTL CORP COM 575385109 1889196 20813 SH SOLE 0 20813 0 0 MATRIX SVC CO COM 576853105 1930759 357548 SH SOLE 0 357548 0 0 MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 4327000 100000 SH SOLE 0 100000 0 0 MOMENTUS INC COM CL A 60879E101 117000 200000 SH SOLE 0 200000 0 0 MONRO INC COM 610236101 12975375 262500 SH SOLE 0 262500 0 0 MOOG INC CL A 615394202 10153081 100775 SH SOLE 0 100775 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 11439477 39980 SH SOLE 0 39980 0 0 NANO DIMENSION LTD SPONSORD ADS NEW 63008G203 2640596 913701 SH SOLE 0 913701 0 0 NEW YORK CMNTY BANCORP INC COM 649445103 4520000 500000 SH Call SOLE 0 500000 0 0 NICE LTD SPONSORED ADR 653656108 11215610 49000 SH SOLE 0 49000 0 0 NOVO-NORDISK A S ADR 670100205 1591400 10000 SH SOLE 0 10000 0 0 ONESPAWORLD HOLDINGS LIMITED COM P73684113 959200 80000 SH SOLE 0 80000 0 0 OPKO HEALTH INC COM 68375N103 876000 600000 SH SOLE 0 600000 0 0 OTIS WORLDWIDE CORP COM 68902V107 5908000 70000 SH SOLE 0 70000 0 0 PARSONS CORP DEL COM 70202L102 7473638 167046 SH SOLE 0 167046 0 0 PIONEER NAT RES CO COM 723787107 4442220 21750 SH SOLE 0 21750 0 0 PLANET FITNESS INC CL A 72703H101 3883500 50000 SH SOLE 0 50000 0 0 PLAYAGS INC COM 72814N104 3651627 510717 SH SOLE 0 510717 0 0 PLEXUS CORP COM 729132100 3771568 38655 SH SOLE 0 38655 0 0 PRIMO WATER CORPORATION COM 74167P108 4211395 274358 SH SOLE 0 274358 0 0 PRIMORIS SVCS CORP COM 74164F103 2930101 118820 SH SOLE 0 118820 0 0 PROS HOLDINGS INC COM 74346Y103 5883684 214733 SH SOLE 0 214733 0 0 PURE STORAGE INC CL A 74624M102 12755000 500000 SH SOLE 0 500000 0 0 RED ROCK RESORTS INC CL A 75700L108 5348400 120000 SH SOLE 0 120000 0 0 REMITLY GLOBAL INC COM 75960P104 6259940 369318 SH SOLE 0 369318 0 0 RENT THE RUNWAY INC COM CL A 76010Y103 1425000 500000 SH SOLE 0 500000 0 0 RIBBON COMMUNICATIONS INC COM 762544104 4482652 1310717 SH SOLE 0 1310717 0 0 RIOT PLATFORMS INC COM 767292105 15579994 1559559 SH SOLE 0 1559559 0 0 RYMAN HOSPITALITY PPTYS INC COM 78377T107 10761588 119933 SH SOLE 0 119933 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 13969246 896614 SH SOLE 0 896614 0 0 SCORPIO TANKERS INC SHS Y7542C130 3941700 70000 SH SOLE 0 70000 0 0 SCOTTS MIRACLE-GRO CO CL A 810186106 29140650 417847 SH SOLE 0 417847 0 0 SHUTTERSTOCK INC COM 825690100 10664650 146896 SH SOLE 0 146896 0 0 SI-BONE INC COM 825704109 3934000 200000 SH SOLE 0 200000 0 0 SIGNATURE BK NEW YORK N Y COM 82669G104 12810 70000 SH SOLE 0 70000 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 13671975 44981 SH SOLE 0 44981 0 0 SONIC AUTOMOTIVE INC CL A 83545G102 2894203 53261 SH SOLE 0 53261 0 0 SOUTHWEST AIRLS CO COM 844741108 4881000 150000 SH SOLE 0 150000 0 0 SPDR GOLD TR GOLD SHS 78463V107 7328800 40000 SH SOLE 0 40000 0 0 SRAX INC CL A 78472M106 220728 380566 SH SOLE 0 380566 0 0 STRIDE INC COM 86333M108 10819263 275650 SH SOLE 0 275650 0 0 SUN CTRY AIRLS HLDGS INC COM 866683105 5508227 268694 SH SOLE 0 268694 0 0 SUNOPTA INC COM 8676EP108 770000 100000 SH SOLE 0 100000 0 0 SUPERNUS PHARMACEUTICALS INC COM 868459108 10495976 289704 SH SOLE 0 289704 0 0 SURO CAPITAL CORP COM NEW 86887Q109 933536 257883 SH SOLE 0 257883 0 0 TACTILE SYS TECHNOLOGY INC COM 87357P100 4339510 264282 SH SOLE 0 264282 0 0 TARGET HOSPITALITY CORP COM 87615L107 4578423 348434 SH SOLE 0 348434 0 0 TECNOGLASS INC ORD SHS G87264100 10632538 253397 SH SOLE 0 253397 0 0 TEXAS ROADHOUSE INC COM 882681109 14042937 129955 SH SOLE 0 129955 0 0 TITAN MACHY INC COM 88830R101 2941805 96611 SH SOLE 0 96611 0 0 TRANSDIGM GROUP INC COM 893641100 14741000 20000 SH SOLE 0 20000 0 0 TRANSMEDICS GROUP INC COM 89377M109 1514600 20000 SH SOLE 0 20000 0 0 TREACE MED CONCEPTS INC COM 89455T109 7400142 293773 SH SOLE 0 293773 0 0 VALMONT INDS INC COM 920253101 9321699 29196 SH SOLE 0 29196 0 0 WABASH NATL CORP COM 929566107 17369761 706375 SH SOLE 0 706375 0 0 WILLIAMS COS INC COM 969457100 5972000 200000 SH SOLE 0 200000 0 0 WINGSTOP INC COM 974155103 7343200 40000 SH SOLE 0 40000 0 0 WOODWARD INC COM 980745103 18477126 189762 SH SOLE 0 189762 0 0 ZETA GLOBAL HOLDINGS CORP CL A 98956A105 13515082 1247930 SH SOLE 0 1247930 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 11628000 90000 SH SOLE 0 90000 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 18164640 246000 SH SOLE 0 246000 0 0