| 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 |
| ADTALEM GLOBAL EDUCATION INC CMN | COM | 00737L103 | 3,604 | 80,000 | SH | | SOLE | | 80,000 | 0 | 0 |
| AMERICAN CAMPUS CMNTYS, INC CMN | COM | 024835100 | 3,462 | 75,000 | SH | | SOLE | | 75,000 | 0 | 0 |
| ARK RESTAURANTS CORP CMN | COM | 040712101 | 1,166 | 57,000 | SH | | SOLE | | 57,000 | 0 | 0 |
| BOOT BARN HOLDINGS, INC. CMN | COM | 099406100 | 1,782 | 50,000 | SH | | SOLE | | 50,000 | 0 | 0 |
| BRIGHT HORIZONS FAMILY SOL INC CMN | COM | 109194100 | 3,017 | 20,000 | SH | | SOLE | | 20,000 | 0 | 0 |
| CAREER EDUCATION CORP CMN | COM | 141665109 | 4,291 | 225,000 | SH | | SOLE | | 225,000 | 0 | 0 |
| CENTURY COMMUNITIES INC CMN | COM | 156504300 | 1,621 | 61,000 | SH | | SOLE | | 61,000 | 0 | 0 |
| CLARUS CORP CMN | COM | 18270P109 | 2,166 | 150,000 | SH | | SOLE | | 150,000 | 0 | 0 |
| COLUMBIA SPORTSWEAR COMPANY COMMON STOCK | COM | 198516106 | 5,008 | 50,000 | SH | | SOLE | | 50,000 | 0 | 0 |
| CORESITE REALTY CORP CMN | COM | 21870Q105 | 2,879 | 25,000 | SH | | SOLE | | 25,000 | 0 | 0 |
| COUSINS PROPERTIES INCORPORATED CMN | COM | 222795502 | 4,311 | 119,200 | SH | | SOLE | | 119,200 | 0 | 0 |
| DECKERS OUTDOORS CORP CMN | COM | 243537107 | 2,640 | 15,000 | SH | | SOLE | | 15,000 | 0 | 0 |
| DIAMONDBACK ENERGY INC CMN | COM | 25278X109 | 1,090 | 10,000 | SH | | SOLE | | 10,000 | 0 | 0 |
| ELDORADO RESORTS INC CMN | COM | 28470R102 | 3,455 | 75,000 | SH | | SOLE | | 75,000 | 0 | 0 |
| EURONET WORLDWIDE INC CMN | COM | 298736109 | 5,047 | 30,000 | SH | | SOLE | | 30,000 | 0 | 0 |
| EVERBRIDGE, INC. CMN | COM | 29978A104 | 3,577 | 40,000 | SH | | SOLE | | 40,000 | 0 | 0 |
| EXTRA SPACE STORAGE INC. CMN | COM | 30225T102 | 3,714 | 35,000 | SH | | SOLE | | 35,000 | 0 | 0 |
| FEDERAL AGRICULTURAL MORTGAGE CORP CL-C | COM | 313148306 | 2,180 | 30,000 | SH | | SOLE | | 30,000 | 0 | 0 |
| FEDERAL SIGNAL CORP CMN | COM | 313855108 | 2,675 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
| FIRSTCASH INC CMN | COM | 33767D105 | 5,501 | 55,000 | SH | | SOLE | | 55,000 | 0 | 0 |
| GLOBAL MEDICAL REIT INC. CMN | COM | 37954A204 | 1,050 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
| GRAND CANYON EDUCATION, INC. CMN | COM | 38526M106 | 7,465 | 63,793 | SH | | SOLE | | 63,793 | 0 | 0 |
| GREENBRIER COMPANIES INC CMN | COM | 393657101 | 1,824 | 60,000 | SH | | SOLE | | 60,000 | 0 | 0 |
| HOMESTREET, INC. CMN | COM | 43785V102 | 2,964 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
| INNOVATIVE INDUSTRIAL PROPERTIES INC CMN | COM | 45781V101 | 3,089 | 25,000 | SH | | SOLE | | 25,000 | 0 | 0 |
| K12 INC. CMN | COM | 48273U102 | 3,041 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
| LGI HOMES, INC. CMN | COM | 50187T106 | 4,643 | 65,000 | SH | | SOLE | | 65,000 | 0 | 0 |
| MASIMO CORPORATION CMN | COM | 574795100 | 2,976 | 20,000 | SH | | SOLE | | 20,000 | 0 | 0 |
| MODEL N, INC. CMN | COM | 607525102 | 1,950 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
| MONARCH CASINO & RESORT INC CMN | COM | 609027107 | 2,137 | 50,000 | SH | | SOLE | | 50,000 | 0 | 0 |
| NEXSTAR MEDIA GROUP INC CMN | COM | 65336K103 | 4,040 | 40,000 | SH | | SOLE | | 40,000 | 0 | 0 |
| NEXPOINT RESIDENTIAL TRUST INC CMN | COM | 65341D102 | 5,175 | 125,000 | SH | | SOLE | | 125,000 | 0 | 0 |
| NORTHWEST PIPE COMPANY CMN | COM | 667746101 | 3,094 | 120,000 | SH | | SOLE | | 120,000 | 0 | 0 |
| NVIDIA CORPORATION CMN | COM | 67066G104 | 1,889 | 11,500 | SH | | SOLE | | 11,500 | 0 | 0 |
| PAYSIGN INC CMN | COM | 70451A104 | 2,674 | 200,000 | SH | | SOLE | | 200,000 | 0 | 0 |
| POOL CORP CMN | COM | 73278L105 | 4,775 | 25,000 | SH | | SOLE | | 25,000 | 0 | 0 |
| REALPAGE, INC. CMN | COM | 75606N109 | 2,354 | 40,000 | SH | | SOLE | | 40,000 | 0 | 0 |
| ROSS STORES,INC CMN | COM | 778296103 | 5,375 | 54,232 | SH | | SOLE | | 54,232 | 0 | 0 |
| TANDEM DIABETES CARE, INC. CMN | COM | 875372203 | 6,452 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
| TETRA TECH INC (NEW) CMN | COM | 88162G103 | 3,928 | 50,000 | SH | | SOLE | | 50,000 | 0 | 0 |
| TEXAS CAPITAL BANCSHARES, INC. CMN | COM | 88224Q107 | 1,841 | 30,000 | SH | | SOLE | | 30,000 | 0 | 0 |
| TYLER TECHNOLOGIES INC CMN | COM | 902252105 | 3,240 | 15,000 | SH | | SOLE | | 15,000 | 0 | 0 |
| U.S. PHYSICAL THERAPY, INC. CMN | COM | 90337L108 | 1,839 | 15,000 | SH | | SOLE | | 15,000 | 0 | 0 |
| UPLAND SOFTWARE, INC. CMN | COM | 91544A109 | 2,277 | 50,000 | SH | | SOLE | | 50,000 | 0 | 0 |
| ROYAL CARIBBEAN CRUISES LTD ISIN: LR0008862868 | COM | V7780T103 | 1,212 | 10,000 | SH | | SOLE | | 10,000 | 0 | 0 |
