The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ADTALEM GLOBAL ED INC | COM | 00737L103 | 8,156 | 304,450 | SH | SOLE | 304,450 | 0 | 0 | ||
ARGAN INC | COM | 04010E109 | 8,658 | 250,450 | SH | SOLE | 250,450 | 0 | 0 | ||
AT HOME GROUP INC | COM | 04650Y100 | 2,270 | 1,123,771 | SH | SOLE | 1,123,771 | 0 | 0 | ||
CARDLYTICS INC | COM | 14161W105 | 15,386 | 440,100 | SH | SOLE | 440,100 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 14,819 | 269,000 | SH | SOLE | 269,000 | 0 | 0 | ||
CHILDRENS PL INC | COM | 168905107 | 796 | 40,700 | SH | SOLE | 40,700 | 0 | 0 | ||
FIVERR INTL LTD | ORD SHS | M4R82T106 | 10,762 | 427,557 | SH | SOLE | 427,557 | 0 | 0 | ||
GRUBHUB INC | COM | 400110102 | 11,331 | 278,200 | SH | SOLE | 278,200 | 0 | 0 | ||
MELCO RESORTS AND ENTMNT LTD | ADR | 585464100 | 11,472 | 925,200 | SH | SOLE | 925,200 | 0 | 0 | ||
NORTHWEST PIPE CO | COM | 667746101 | 8,599 | 386,451 | SH | SOLE | 386,451 | 0 | 0 | ||
PAN AMERN SILVER CORP | COM | 697900108 | 12,129 | 846,400 | SH | SOLE | 846,400 | 0 | 0 | ||
QUANTA SVCS INC | COM | 74762E102 | 15,246 | 480,500 | SH | SOLE | 480,500 | 0 | 0 | ||
SEABOARD CORP | COM | 811543107 | 6,829 | 2,428 | SH | SOLE | 2,428 | 0 | 0 | ||
SELECT ENERGY SVCS INC | CL A COM | 81617J301 | 3,476 | 1,076,100 | SH | SOLE | 1,076,100 | 0 | 0 |