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
APPLIED MATLS INC COM 038222105 22,689 169,823 SH   SOLE 169,823 0 0
BRINKER INTL INC COM 109641100 19,042 267,963 SH   SOLE 267,963 0 0
GSX TECHEDU INC SPONSORED ADS 36257Y109 5,835 172,223 SH   SOLE 172,223 0 0
INSTALLED BLDG PRODS INC COM 45780R101 16,396 147,872 SH   SOLE 147,872 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 19,730 127,113 SH   SOLE 127,113 0 0
MITEK SYS INC COM NEW 606710200 20,016 1,372,852 SH   SOLE 1,372,852 0 0
NEWS CORP NEW CL A 65249B109 13,707 538,995 SH   SOLE 538,995 0 0
NORTHROP GRUMMAN CORP COM 666807102 10,356 32,000 SH   SOLE 32,000 0 0
ONTO INNOVATION INC COM 683344105 6,571 100,000 SH   SOLE 100,000 0 0
PERFICIENT INC COM 71375U101 26,975 459,395 SH   SOLE 459,395 0 0
SEA LTD SPONSORD ADS 81141R100 6,505 29,141 SH   SOLE 29,141 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 25,136 295,714 SH   SOLE 295,714 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 7,456 106,703 SH   SOLE 106,703 0 0
VIAD CORP COM NEW 92552R406 17,089 409,312 SH   SOLE 409,312 0 0
WEBSTER FINL CORP CONN COM 947890109 14,187 257,423 SH   SOLE 257,423 0 0
WYNN RESORTS LTD COM 983134107 12,537 100,000 SH   SOLE 100,000 0 0
YANDEX N V SHS CLASS A N97284108 12,415 193,798 SH   SOLE 193,798 0 0
ZYNGA INC CL A 98986T108 14,305 1,401,088 SH   SOLE 1,401,088 0 0