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 |
3-D SYS CORP DEL | COM NEW | 88554D205 | 5,461,500 | 550,000 | SH | | SOLE | 0 | 550,000 | 0 | 0 |
ACCEL ENTERTAINMENT INC | COM CL A1 | 00436Q106 | 528,000 | 50,000 | SH | | SOLE | 0 | 50,000 | 0 | 0 |
ADIENT PLC | ORD SHS | G0084W101 | 8,034,248 | 209,662 | SH | | SOLE | 0 | 209,662 | 0 | 0 |
ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 2,275,600 | 20,000 | SH | | SOLE | 0 | 20,000 | 0 | 0 |
AEHR TEST SYS | COM | 00760J108 | 12,060,716 | 292,381 | SH | | SOLE | 0 | 292,381 | 0 | 0 |
AERSALE CORPORATION | COM | 00810F106 | 3,611,276 | 245,665 | SH | | SOLE | 0 | 245,665 | 0 | 0 |
ALAMO GROUP INC | COM | 011311107 | 5,882,361 | 31,985 | SH | | SOLE | 0 | 31,985 | 0 | 0 |
ALPHA METALLURGICAL RESOUR I | COM | 020764106 | 6,334,927 | 38,543 | SH | | SOLE | 0 | 38,543 | 0 | 0 |
ALPHATEC HLDGS INC | COM NEW | 02081G201 | 19,387,546 | 1,078,284 | SH | | SOLE | 0 | 1,078,284 | 0 | 0 |
ALPS ETF TR | ALERIAN MLP | 00162Q452 | 2,352,600 | 60,000 | SH | | SOLE | 0 | 60,000 | 0 | 0 |
ALTERYX INC | COM CL A | 02156B103 | 11,350,000 | 250,000 | SH | | SOLE | 0 | 250,000 | 0 | 0 |
AMN HEALTHCARE SVCS INC | COM | 001744101 | 21,626,275 | 198,188 | SH | | SOLE | 0 | 198,188 | 0 | 0 |
ANNALY CAPITAL MANAGEMENT IN | COM NEW | 035710839 | 6,003,000 | 300,000 | SH | | SOLE | 0 | 300,000 | 0 | 0 |
APA CORPORATION | COM | 03743Q108 | 4,857,471 | 142,156 | SH | | SOLE | 0 | 142,156 | 0 | 0 |
ARDELYX INC | COM | 039697107 | 8,315,168 | 2,452,852 | SH | | SOLE | 0 | 2,452,852 | 0 | 0 |
ARGENX SE | SPONSORED ADR | 04016X101 | 1,948,650 | 5,000 | SH | | SOLE | 0 | 5,000 | 0 | 0 |
ASSERTIO HOLDINGS INC | COM NEW | 04546C205 | 6,504,000 | 1,200,000 | SH | | SOLE | 0 | 1,200,000 | 0 | 0 |
ASSOCIATED BANC CORP | COM | 045487105 | 4,869,000 | 300,000 | SH | | SOLE | 0 | 300,000 | 0 | 0 |
AVIDXCHANGE HOLDINGS INC | COM | 05368X102 | 28,187,316 | 2,715,541 | SH | | SOLE | 0 | 2,715,541 | 0 | 0 |
AXON ENTERPRISE INC | COM | 05464C101 | 18,489,571 | 94,760 | SH | | SOLE | 0 | 94,760 | 0 | 0 |
AXONICS INC | COM | 05465P101 | 10,707,412 | 212,154 | SH | | SOLE | 0 | 212,154 | 0 | 0 |
BLACKBAUD INC | COM | 09227Q100 | 3,583,201 | 50,340 | SH | | SOLE | 0 | 50,340 | 0 | 0 |
BRADY CORP | CL A | 104674106 | 10,803,623 | 227,110 | SH | | SOLE | 0 | 227,110 | 0 | 0 |
BRINKER INTL INC | COM | 109641100 | 2,662,174 | 72,737 | SH | | SOLE | 0 | 72,737 | 0 | 0 |
CALIX INC | COM | 13100M509 | 9,982,000 | 200,000 | SH | | SOLE | 0 | 200,000 | 0 | 0 |
CANADIAN SOLAR INC | COM | 136635109 | 464,280 | 12,000 | SH | | SOLE | 0 | 12,000 | 0 | 0 |
CANTALOUPE INC | COM | 138103106 | 2,604,297 | 327,173 | SH | | SOLE | 0 | 327,173 | 0 | 0 |
CARPENTER TECHNOLOGY CORP | COM | 144285103 | 10,274,316 | 183,045 | SH | | SOLE | 0 | 183,045 | 0 | 0 |
CASTLE BIOSCIENCES INC | COM | 14843C105 | 4,887,146 | 356,206 | SH | | SOLE | 0 | 356,206 | 0 | 0 |
CECO ENVIRONMENTAL CORP | COM | 125141101 | 3,901,120 | 292,000 | SH | | SOLE | 0 | 292,000 | 0 | 0 |
CEDAR FAIR L P | DEPOSITRY UNIT | 150185106 | 3,876,051 | 96,974 | SH | | SOLE | 0 | 96,974 | 0 | 0 |
CELSIUS HLDGS INC | COM NEW | 15118V207 | 13,622,241 | 91,308 | SH | | SOLE | 0 | 91,308 | 0 | 0 |
CELSIUS HLDGS INC | COM NEW | 15118V207 | 7,459,500 | 50,000 | SH | Put | SOLE | 0 | 50,000 | 0 | 0 |
CHARLES RIV LABS INTL INC | COM | 159864107 | 4,205,000 | 20,000 | SH | | SOLE | 0 | 20,000 | 0 | 0 |
CLEANSPARK INC | COM NEW | 18452B209 | 429,000 | 100,000 | SH | | SOLE | 0 | 100,000 | 0 | 0 |
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 7,289,916 | 1,656,799 | SH | | SOLE | 0 | 1,656,799 | 0 | 0 |
COMPOSECURE INC | COM CL A | 20459V105 | 1,277,270 | 186,191 | SH | | SOLE | 0 | 186,191 | 0 | 0 |
COMPOSECURE INC | *W EXP 12/27/202 | 20459V113 | 21,105 | 20,100 | SH | | SOLE | 0 | 20,100 | 0 | 0 |
COSTAR GROUP INC | COM | 22160N109 | 20,311,224 | 228,216 | SH | | SOLE | 0 | 228,216 | 0 | 0 |
CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | 1,734,000 | 100,000 | SH | | SOLE | 0 | 100,000 | 0 | 0 |
CROSS CTRY HEALTHCARE INC | COM | 227483104 | 13,887,469 | 494,568 | SH | | SOLE | 0 | 494,568 | 0 | 0 |
CRYOPORT INC | COM PAR $0.001 | 229050307 | 3,006,796 | 174,307 | SH | | SOLE | 0 | 174,307 | 0 | 0 |
CUSTOMERS BANCORP INC | COM | 23204G100 | 7,565,000 | 250,000 | SH | | SOLE | 0 | 250,000 | 0 | 0 |
DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | 456,550 | 11,500 | SH | | SOLE | 0 | 11,500 | 0 | 0 |
DECKERS OUTDOOR CORP | COM | 243537107 | 10,229,744 | 19,387 | SH | | SOLE | 0 | 19,387 | 0 | 0 |
DEVON ENERGY CORP NEW | COM | 25179M103 | 5,452,945 | 112,804 | SH | | SOLE | 0 | 112,804 | 0 | 0 |
DEXCOM INC | COM | 252131107 | 3,965,048 | 30,854 | SH | | SOLE | 0 | 30,854 | 0 | 0 |
DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 6,450,607 | 499,273 | SH | | SOLE | 0 | 499,273 | 0 | 0 |
DYNEX CAP INC | COM | 26817Q886 | 7,554,000 | 600,000 | SH | | SOLE | 0 | 600,000 | 0 | 0 |
E L F BEAUTY INC | COM | 26856L103 | 19,487,181 | 170,596 | SH | | SOLE | 0 | 170,596 | 0 | 0 |
ENCORE CAP GROUP INC | COM | 292554102 | 651,314 | 13,396 | SH | | SOLE | 0 | 13,396 | 0 | 0 |
ENOVA INTL INC | COM | 29357K103 | 5,843,200 | 110,000 | SH | | SOLE | 0 | 110,000 | 0 | 0 |
ENPHASE ENERGY INC | COM | 29355A107 | 452,196 | 2,700 | SH | | SOLE | 0 | 2,700 | 0 | 0 |
ENVIRI CORP | COM | 415864107 | 804,109 | 81,470 | SH | | SOLE | 0 | 81,470 | 0 | 0 |
EXACT SCIENCES CORP | COM | 30063P105 | 13,332,298 | 141,984 | SH | | SOLE | 0 | 141,984 | 0 | 0 |
FISERV INC | COM | 337738108 | 327,990 | 2,600 | SH | | SOLE | 0 | 2,600 | 0 | 0 |
FLOWSERVE CORP | COM | 34354P105 | 18,149,335 | 488,542 | SH | | SOLE | 0 | 488,542 | 0 | 0 |
FLUENCE ENERGY INC | COM CL A | 34379V103 | 4,338,431 | 162,854 | SH | | SOLE | 0 | 162,854 | 0 | 0 |
FORTUNE BRANDS INNOVATIONS I | COM | 34964C106 | 22,938,308 | 318,809 | SH | | SOLE | 0 | 318,809 | 0 | 0 |
FRONTIER GROUP HLDGS INC | COM | 35909R108 | 6,285,500 | 650,000 | SH | | SOLE | 0 | 650,000 | 0 | 0 |
GAMBLING COM GROUP LIMITED | ORDINARY SHARES | G3R239101 | 147,569 | 14,411 | SH | | SOLE | 0 | 14,411 | 0 | 0 |
GENESIS ENERGY L P | UNIT LTD PARTN | 371927104 | 2,566,161 | 268,708 | SH | | SOLE | 0 | 268,708 | 0 | 0 |
GENIUS SPORTS LIMITED | SHARES CL A | G3934V109 | 3,736,476 | 603,631 | SH | | SOLE | 0 | 603,631 | 0 | 0 |
GENPACT LIMITED | SHS | G3922B107 | 12,286,930 | 327,041 | SH | | SOLE | 0 | 327,041 | 0 | 0 |
GENTEX CORP | COM | 371901109 | 7,168,232 | 244,984 | SH | | SOLE | 0 | 244,984 | 0 | 0 |
GEO GROUP INC NEW | COM | 36162J106 | 16,859,494 | 2,354,678 | SH | | SOLE | 0 | 2,354,678 | 0 | 0 |
GOLDEN ENTMT INC | COM | 381013101 | 5,854,508 | 140,060 | SH | | SOLE | 0 | 140,060 | 0 | 0 |
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 18,765,161 | 72,705 | SH | | SOLE | 0 | 72,705 | 0 | 0 |
GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | 3,806,704 | 60,597 | SH | | SOLE | 0 | 60,597 | 0 | 0 |
H & E EQUIPMENT SERVICES INC | COM | 404030108 | 10,565,322 | 230,936 | SH | | SOLE | 0 | 230,936 | 0 | 0 |
HARROW HEALTH INC | COM | 415858109 | 4,661,373 | 244,820 | SH | | SOLE | 0 | 244,820 | 0 | 0 |
HEICO CORP NEW | COM | 422806109 | 6,720,712 | 37,983 | SH | | SOLE | 0 | 37,983 | 0 | 0 |
HERC HLDGS INC | COM | 42704L104 | 12,826,540 | 93,727 | SH | | SOLE | 0 | 93,727 | 0 | 0 |
HERSHA HOSPITALITY TR | PR SHS BEN INT | 427825500 | 3,370,249 | 553,407 | SH | | SOLE | 0 | 553,407 | 0 | 0 |
HUDSON TECHNOLOGIES INC | COM | 444144109 | 4,193,704 | 435,936 | SH | | SOLE | 0 | 435,936 | 0 | 0 |
HURON CONSULTING GROUP INC | COM | 447462102 | 8,222,345 | 96,836 | SH | | SOLE | 0 | 96,836 | 0 | 0 |
ICHOR HOLDINGS | SHS | G4740B105 | 5,498,738 | 146,633 | SH | | SOLE | 0 | 146,633 | 0 | 0 |
IDEXX LABS INC | COM | 45168D104 | 1,305,798 | 2,600 | SH | | SOLE | 0 | 2,600 | 0 | 0 |
IMMUNOGEN INC | COM | 45253H101 | 943,500 | 50,000 | SH | | SOLE | 0 | 50,000 | 0 | 0 |
IMPINJ INC | COM | 453204109 | 3,726,033 | 41,562 | SH | | SOLE | 0 | 41,562 | 0 | 0 |
INDIE SEMICONDUCTOR INC | CLASS A COM | 45569U101 | 11,699,860 | 1,244,666 | SH | | SOLE | 0 | 1,244,666 | 0 | 0 |
INSPIRE MED SYS INC | COM | 457730109 | 3,219,130 | 9,916 | SH | | SOLE | 0 | 9,916 | 0 | 0 |
INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 7,873,705 | 246,902 | SH | | SOLE | 0 | 246,902 | 0 | 0 |
IRIDIUM COMMUNICATIONS INC | COM | 46269C102 | 14,772,322 | 237,803 | SH | | SOLE | 0 | 237,803 | 0 | 0 |
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 74,908,000 | 400,000 | SH | Put | SOLE | 0 | 400,000 | 0 | 0 |
JINKOSOLAR HLDG CO LTD | SPONSORED ADR | 47759T100 | 488,180 | 11,000 | SH | | SOLE | 0 | 11,000 | 0 | 0 |
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 2,511,750 | 15,000 | SH | | SOLE | 0 | 15,000 | 0 | 0 |
KINSALE CAP GROUP INC | COM | 49714P108 | 8,571,425 | 22,906 | SH | | SOLE | 0 | 22,906 | 0 | 0 |
KORN FERRY | COM NEW | 500643200 | 4,954,000 | 100,000 | SH | Put | SOLE | 0 | 100,000 | 0 | 0 |
LANDS END INC NEW | COM | 51509F105 | 609,804 | 78,583 | SH | | SOLE | 0 | 78,583 | 0 | 0 |
LANTHEUS HLDGS INC | COM | 516544103 | 22,589,753 | 269,182 | SH | | SOLE | 0 | 269,182 | 0 | 0 |
LAUDER ESTEE COS INC | CL A | 518439104 | 1,963,800 | 10,000 | SH | | SOLE | 0 | 10,000 | 0 | 0 |
LENNAR CORP | CL A | 526057104 | 6,669,625 | 53,225 | SH | | SOLE | 0 | 53,225 | 0 | 0 |
LIFE TIME GROUP HOLDINGS INC | COMMON STOCK | 53190C102 | 7,203,174 | 366,201 | SH | | SOLE | 0 | 366,201 | 0 | 0 |
LITHIA MTRS INC | COM | 536797103 | 13,011,650 | 42,786 | SH | | SOLE | 0 | 42,786 | 0 | 0 |
LOVESAC COMPANY | COM | 54738L109 | 15,016,675 | 557,205 | SH | | SOLE | 0 | 557,205 | 0 | 0 |
MARTEN TRANS LTD | COM | 573075108 | 3,236,030 | 150,513 | SH | | SOLE | 0 | 150,513 | 0 | 0 |
MARTIN MARIETTA MATLS INC | COM | 573284106 | 15,697,460 | 34,000 | SH | | SOLE | 0 | 34,000 | 0 | 0 |
MASCO CORP | COM | 574599106 | 4,590,400 | 80,000 | SH | | SOLE | 0 | 80,000 | 0 | 0 |
MATRIX SVC CO | COM | 576853105 | 1,485,228 | 252,161 | SH | | SOLE | 0 | 252,161 | 0 | 0 |
MATTERPORT INC | COM CL A | 577096100 | 5,040,000 | 1,600,000 | SH | | SOLE | 0 | 1,600,000 | 0 | 0 |
MCGRATH RENTCORP | COM | 580589109 | 3,699,200 | 40,000 | SH | | SOLE | 0 | 40,000 | 0 | 0 |
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 20,924,941 | 71,348 | SH | | SOLE | 0 | 71,348 | 0 | 0 |
NAPCO SEC TECHNOLOGIES INC | COM | 630402105 | 6,905,052 | 199,280 | SH | | SOLE | 0 | 199,280 | 0 | 0 |
NEW YORK CMNTY BANCORP INC | COM | 649445103 | 5,631,240 | 501,000 | SH | | SOLE | 0 | 501,000 | 0 | 0 |
NICE LTD | SPONSORED ADR | 653656108 | 10,850,336 | 52,544 | SH | | SOLE | 0 | 52,544 | 0 | 0 |
OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 | 14,427,930 | 249,058 | SH | | SOLE | 0 | 249,058 | 0 | 0 |
OLO INC | CL A | 68134L109 | 3,480,325 | 538,750 | SH | | SOLE | 0 | 538,750 | 0 | 0 |
ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | 4,181,857 | 345,608 | SH | | SOLE | 0 | 345,608 | 0 | 0 |
OPEN LENDING CORP | COM | 68373J104 | 107,738 | 10,251 | SH | | SOLE | 0 | 10,251 | 0 | 0 |
OPKO HEALTH INC | COM | 68375N103 | 1,953,000 | 900,000 | SH | | SOLE | 0 | 900,000 | 0 | 0 |
OSI SYSTEMS INC | COM | 671044105 | 13,460,781 | 114,239 | SH | | SOLE | 0 | 114,239 | 0 | 0 |
OTIS WORLDWIDE CORP | COM | 68902V107 | 3,560,400 | 40,000 | SH | | SOLE | 0 | 40,000 | 0 | 0 |
PAR TECHNOLOGY CORP | COM | 698884103 | 4,367,671 | 132,635 | SH | | SOLE | 0 | 132,635 | 0 | 0 |
PARKER-HANNIFIN CORP | COM | 701094104 | 11,701,200 | 30,000 | SH | | SOLE | 0 | 30,000 | 0 | 0 |
PARSONS CORP DEL | COM | 70202L102 | 26,824,330 | 557,215 | SH | | SOLE | 0 | 557,215 | 0 | 0 |
PETCO HEALTH & WELLNESS CO I | COM | 71601V105 | 21,578,922 | 2,424,598 | SH | | SOLE | 0 | 2,424,598 | 0 | 0 |
PETIQ INC | COM CL A | 71639T106 | 151,700 | 10,000 | SH | | SOLE | 0 | 10,000 | 0 | 0 |
PETIQ INC | COM CL A | 71639T106 | 1,517,000 | 100,000 | SH | Call | SOLE | 0 | 100,000 | 0 | 0 |
PGT INNOVATIONS INC | COM | 69336V101 | 5,482,882 | 188,092 | SH | | SOLE | 0 | 188,092 | 0 | 0 |
PIONEER NAT RES CO | COM | 723787107 | 4,506,165 | 21,750 | SH | | SOLE | 0 | 21,750 | 0 | 0 |
PLAYAGS INC | COM | 72814N104 | 4,023,862 | 712,188 | SH | | SOLE | 0 | 712,188 | 0 | 0 |
PRA GROUP INC | COM | 69354N106 | 1,142,500 | 50,000 | SH | | SOLE | 0 | 50,000 | 0 | 0 |
PRIMO WATER CORPORATION | COM | 74167P108 | 19,797,625 | 1,578,758 | SH | | SOLE | 0 | 1,578,758 | 0 | 0 |
PROS HOLDINGS INC | COM | 74346Y103 | 3,659,502 | 118,815 | SH | | SOLE | 0 | 118,815 | 0 | 0 |
PURE STORAGE INC | CL A | 74624M102 | 8,580,165 | 233,030 | SH | | SOLE | 0 | 233,030 | 0 | 0 |
QUANEX BLDG PRODS CORP | COM | 747619104 | 1,566,510 | 58,343 | SH | | SOLE | 0 | 58,343 | 0 | 0 |
RADNET INC | COM | 750491102 | 9,887,122 | 303,100 | SH | | SOLE | 0 | 303,100 | 0 | 0 |
REMITLY GLOBAL INC | COM | 75960P104 | 16,208,988 | 861,264 | SH | | SOLE | 0 | 861,264 | 0 | 0 |
RIBBON COMMUNICATIONS INC | COM | 762544104 | 2,819,900 | 1,010,717 | SH | | SOLE | 0 | 1,010,717 | 0 | 0 |
RIOT PLATFORMS INC | COM | 767292105 | 18,197,587 | 1,539,559 | SH | | SOLE | 0 | 1,539,559 | 0 | 0 |
RLI CORP | COM | 749607107 | 2,729,400 | 20,000 | SH | | SOLE | 0 | 20,000 | 0 | 0 |
ROCKET LAB USA INC | COM | 773122106 | 3,931,356 | 655,226 | SH | | SOLE | 0 | 655,226 | 0 | 0 |
RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | 17,863,684 | 192,248 | SH | | SOLE | 0 | 192,248 | 0 | 0 |
SALLY BEAUTY HLDGS INC | COM | 79546E104 | 12,034,742 | 974,473 | SH | | SOLE | 0 | 974,473 | 0 | 0 |
SEAWORLD ENTMT INC | COM | 81282V100 | 1,680,300 | 30,000 | SH | | SOLE | 0 | 30,000 | 0 | 0 |
SHERWIN WILLIAMS CO | COM | 824348106 | 13,381,411 | 50,397 | SH | | SOLE | 0 | 50,397 | 0 | 0 |
SI-BONE INC | COM | 825704109 | 8,837,461 | 327,556 | SH | | SOLE | 0 | 327,556 | 0 | 0 |
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 484,290 | 1,800 | SH | | SOLE | 0 | 1,800 | 0 | 0 |
SPDR GOLD TR | GOLD SHS | 78463V107 | 7,130,800 | 40,000 | SH | | SOLE | 0 | 40,000 | 0 | 0 |
SPROUT SOCIAL INC | COM CL A | 85209W109 | 20,264,886 | 439,014 | SH | | SOLE | 0 | 439,014 | 0 | 0 |
SUN CTRY AIRLS HLDGS INC | COM | 866683105 | 3,880,902 | 172,638 | SH | | SOLE | 0 | 172,638 | 0 | 0 |
SUNOPTA INC | COM | 8676EP108 | 3,235,097 | 483,572 | SH | | SOLE | 0 | 483,572 | 0 | 0 |
SURGERY PARTNERS INC | COM | 86881A100 | 4,499,000 | 100,000 | SH | | SOLE | 0 | 100,000 | 0 | 0 |
TACTILE SYS TECHNOLOGY INC | COM | 87357P100 | 6,588,550 | 264,282 | SH | | SOLE | 0 | 264,282 | 0 | 0 |
TARGET HOSPITALITY CORP | COM | 87615L107 | 5,346,984 | 398,434 | SH | | SOLE | 0 | 398,434 | 0 | 0 |
TECNOGLASS INC | ORD SHS | G87264100 | 7,231,883 | 139,990 | SH | | SOLE | 0 | 139,990 | 0 | 0 |
TEREX CORP NEW | COM | 880779103 | 2,991,500 | 50,000 | SH | | SOLE | 0 | 50,000 | 0 | 0 |
TEXAS ROADHOUSE INC | COM | 882681109 | 11,447,732 | 101,957 | SH | | SOLE | 0 | 101,957 | 0 | 0 |
TRANSDIGM GROUP INC | COM | 893641100 | 18,846,421 | 21,077 | SH | | SOLE | 0 | 21,077 | 0 | 0 |
TREACE MED CONCEPTS INC | COM | 89455T109 | 9,070,284 | 354,585 | SH | | SOLE | 0 | 354,585 | 0 | 0 |
TREEHOUSE FOODS INC | COM | 89469A104 | 4,286,230 | 85,078 | SH | | SOLE | 0 | 85,078 | 0 | 0 |
UPBOUND GROUP INC | COM | 76009N100 | 1,556,500 | 50,000 | SH | | SOLE | 0 | 50,000 | 0 | 0 |
URBAN OUTFITTERS INC | COM | 917047102 | 10,655,668 | 321,632 | SH | | SOLE | 0 | 321,632 | 0 | 0 |
US FOODS HLDG CORP | COM | 912008109 | 19,679,308 | 447,257 | SH | | SOLE | 0 | 447,257 | 0 | 0 |
VALVOLINE INC | COM | 92047W101 | 3,938,550 | 105,000 | SH | | SOLE | 0 | 105,000 | 0 | 0 |
VAREX IMAGING CORP | COM | 92214X106 | 1,178,500 | 50,000 | SH | | SOLE | 0 | 50,000 | 0 | 0 |
VERICEL CORP | COM | 92346J108 | 6,361,014 | 169,311 | SH | | SOLE | 0 | 169,311 | 0 | 0 |
WABASH NATL CORP | COM | 929566107 | 3,648,341 | 142,291 | SH | | SOLE | 0 | 142,291 | 0 | 0 |
WINGSTOP INC | COM | 974155103 | 12,009,600 | 60,000 | SH | | SOLE | 0 | 60,000 | 0 | 0 |
WINNEBAGO INDS INC | COM | 974637100 | 20,007,000 | 300,000 | SH | Put | SOLE | 0 | 300,000 | 0 | 0 |
WNS HLDGS LTD | SPON ADR | 92932M101 | 12,147,950 | 164,785 | SH | | SOLE | 0 | 164,785 | 0 | 0 |
WOODWARD INC | COM | 980745103 | 27,331,820 | 229,853 | SH | | SOLE | 0 | 229,853 | 0 | 0 |
XYLEM INC | COM | 98419M100 | 2,121,761 | 18,840 | SH | | SOLE | 0 | 18,840 | 0 | 0 |
ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 | 20,150,326 | 2,359,523 | SH | | SOLE | 0 | 2,359,523 | 0 | 0 |
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 26,597,043 | 182,672 | SH | | SOLE | 0 | 182,672 | 0 | 0 |