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
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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
BERRY CORP COM 08579X101 2,064 200,000 SH   SOLE 0 200,000 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 1,643 75,000 SH   SOLE 0 75,000 0 0
BIO TECHNE CORP CMN COM 09073M104 2,598 6,000 SH   SOLE 0 6,000 0 0
BIO-RAD LABORATORIES, INC CMN CLASS A COM 090572207 844 1,500 SH   SOLE 0 1,500 0 0
BLUELINX HLDGS INC CMN COM 09624H208 1,078 15,000 SH   SOLE 0 15,000 0 0
BUILDERS FIRSTSOURCE, INC. CMN COM 12008R107 9,681 150,000 SH   SOLE 0 150,000 0 0
CALAVO GROWERS INC COM 128246105 1,822 50,000 SH   SOLE 0 50,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 2,236 50,000 SH   SOLE 0 50,000 0 0
CAVCO INDUSTRIES INC CMN COM 149568107 7,225 30,000 SH   SOLE 0 30,000 0 0
CENTURY COMMUNITIES INC CMN COM 156504300 6,428 120,000 SH   SOLE 0 120,000 0 0
CHICOS FAS INC COM 168615102 1,680 350,000 SH   SOLE 0 350,000 0 0
COLLABORATIVE INVESTMNT SER TUTTLE CAP SHORT 19423L565 4,626 100,000 SH   SOLE 0 100,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 905 10,000 SH   SOLE 0 10,000 0 0
DECKERS OUTDOORS CORP CMN COM 243537107 2,737 10,000 SH   SOLE 0 10,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 3,427 25,000 SH   SOLE 0 25,000 0 0
ENCORE WIRE CORP CMN COM 292562105 5,703 50,000 SH   SOLE 0 50,000 0 0
ENVELA CORP COM 29402E102 1,118 240,000 SH   SOLE 0 240,000 0 0
EVERI HLDGS INC COM 30034T103 4,200 200,000 SH   SOLE 0 200,000 0 0
FEDERAL AGRIC MTG CORP CL C 313148306 2,712 25,000 SH   SOLE 0 25,000 0 0
FORMFACTOR INC COM 346375108 2,101 50,000 SH   SOLE 0 50,000 0 0
GLOBAL MED REIT INC COM 37954A204 3,264 200,000 SH   SOLE 0 200,000 0 0
GOLDEN ENTMT INC COM 381013101 5,807 100,000 SH   SOLE 0 100,000 0 0
GRAND CANYON EDUCATION, INC. CMN COM 38526M106 971 10,000 SH   SOLE 0 10,000 0 0
GREENBRIER COS INC COM 393657101 3,090 60,000 SH   SOLE 0 60,000 0 0
LAM RESEARCH CORPORATION CMN COM 512807108 2,688 5,000 SH   SOLE 0 5,000 0 0
LGI HOMES, INC. CMN COM 50187T106 2,442 25,000 SH   SOLE 0 25,000 0 0
MATADOR RES CO COM 576485205 2,649 50,000 SH   SOLE 0 50,000 0 0
N V R INC CMN COM 62944T105 2,903 650 SH   SOLE 0 650 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 3,451 55,000 SH   SOLE 0 55,000 0 0
NEXPOINT REAL ESTATE FIN INC COM 65342V101 452 20,000 SH   SOLE 0 20,000 0 0
NEXPOINT RESIDENTIAL TRUST INC CMN COM 65341D102 4,967 55,000 SH   SOLE 0 55,000 0 0
NORTHWEST PIPE CO COM 667746101 1,908 75,000 SH   SOLE 0 75,000 0 0
NVIDIA CORPORATION CMN COM 67066G104 6,275 23,000 SH   SOLE 0 23,000 0 0
ON SEMICONDUCTOR CORPORATION CMN COM 682189105 4,695 75,000 SH   SOLE 0 75,000 0 0
PIONEER NAT RES CO COM 723787107 3,000 12,000 SH   SOLE 0 12,000 0 0
POOL CORP CMN COM 73278L105 5,919 14,000 SH   SOLE 0 14,000 0 0
ROSS STORES,INC CMN COM 778296103 4,523 50,000 SH   SOLE 0 50,000 0 0
SCHNITZER STEEL INDS INC CL A 806882106 3,116 60,000 SH   SOLE 0 60,000 0 0
STRATUS PROPERTIES INC. CMN COM 863167201 3,231 75,000 SH   SOLE 0 75,000 0 0
SWK HLDGS CORP COM 78501P203 1,215 72,000 SH   SOLE 0 72,000 0 0
TERADYNE INC CMN COM 880770102 2,364 20,000 SH   SOLE 0 20,000 0 0
TETRA TECH INC (NEW) CMN COM 88162G103 4,123 25,000 SH   SOLE 0 25,000 0 0
TEXAS INSTRS INC COM 882508104 1,834 10,000 SH   SOLE 0 10,000 0 0
TYLER TECHNOLOGIES, INC. CMN COM 902252105 2,224 5,000 SH   SOLE 0 5,000 0 0