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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ISHARES RUSSELL 2000 ETF COM NEW 464287955   540,297 2,446,000 SH Put SOLE NONE 2,446,000 0 0
APPLE INC COM NEW 037833100   36,896 158,352 SH   SOLE NONE 158,352 0 0
ASBURY AUTOMOTIVE GROUP COM NEW 043436104   25,906 108,580 SH   SOLE NONE 108,580 0 0
ALIGHT INC CLASS A COM NEW 01626W101   106,424 14,381,617 SH   SOLE NONE 14,381,617 0 0
APPLIED MATERIALS INC COM NEW 038222105   29,778 147,379 SH   SOLE NONE 147,379 0 0
ADVANCED MICRO DEVICES COM NEW 007903107   36,012 219,477 SH   SOLE NONE 219,477 0 0
AMENTUM HOLDINGS INC COM NEW 023939101   27,015 837,670 SH   SOLE NONE 837,670 0 0
AMAZONCOM INC COM NEW 023135106   35,502 190,535 SH   SOLE NONE 190,535 0 0
ASTRONICS CORP COM NEW 046433108   8,234 422,674 SH   SOLE NONE 422,674 0 0
BATH BODY WORKS INC COM NEW 070830104   117,729 3,688,244 SH   SOLE NONE 3,688,244 0 0
BRIGHTCOVE COM NEW 10921T101   454 210,131 SH   SOLE NONE 210,131 0 0
BRIGHTVIEW HOLDINGS INC COM NEW 10948C107   42,469 2,698,129 SH   SOLE NONE 2,698,129 0 0
CONSOL ENERGY INC COM NEW 20854L108   16,311 155,863 SH   SOLE NONE 155,863 0 0
CLEARFIELD INC COM NEW 18482P103   1,035 26,568 SH   SOLE NONE 26,568 0 0
COMSTOCK RESOURCES INC COM NEW 205768302   32,039 2,878,637 SH   SOLE NONE 2,878,637 0 0
CERENCE INC COM NEW 156727109   5,091 1,616,206 SH   SOLE NONE 1,616,206 0 0
CORECIVIC INC COM NEW 21871N101   70,510 5,573,891 SH   SOLE NONE 5,573,891 0 0
CAESARS ENTERTAINMENT INC COM NEW 12769G100   49,486 1,185,577 SH   SOLE NONE 1,185,577 0 0
DOORDASH INC A COM NEW 25809K105   25,070 175,644 SH   SOLE NONE 175,644 0 0
DOLLAR TREE INC COM NEW 256746108   75,287 1,070,632 SH   SOLE NONE 1,070,632 0 0
DNOW INC COM NEW 67011P100   3,137 242,600 SH   SOLE NONE 242,600 0 0
KRISPY KREME INC COM NEW 50101L106   54,544 5,078,624 SH   SOLE NONE 5,078,624 0 0
DXC TECHNOLOGY CO COM NEW 23355L106   44,620 2,150,338 SH   SOLE NONE 2,150,338 0 0
EVENTBRITE INCCLASS A COM NEW 29975E109   1,035 379,041 SH   SOLE NONE 379,041 0 0
8X8 INC COM NEW 282914100   1,052 515,606 SH   SOLE NONE 515,606 0 0
ELASTIC NV COM NEW N14506104   34,499 449,445 SH   SOLE NONE 449,445 0 0
EXTREME NETWORKS INC COM NEW 30226D106   5,425 360,978 SH   SOLE NONE 360,978 0 0
FRANKLIN COVEY CO COM NEW 353469109   2,857 69,466 SH   SOLE NONE 69,466 0 0
FLYWIRE CORPVOTING COM NEW 302492103   2,270 138,507 SH   SOLE NONE 138,507 0 0
FUNKO INCCLASS A COM NEW 361008105   48,195 3,943,941 SH   SOLE NONE 3,943,941 0 0
FORESTAR GROUP INC COM NEW 346232101   3,243 100,189 SH   SOLE NONE 100,189 0 0
FORRESTER RESEARCH INC COM NEW 346563109   842 46,779 SH   SOLE NONE 46,779 0 0
GENIUS SPORTS LTD COM NEW G3934V109   96,545 12,314,466 SH   SOLE NONE 12,314,466 0 0
GEO GROUP INCTHE COM NEW 36162J106   46,998 3,657,400 SH   SOLE NONE 3,657,400 0 0
ALPHABET INCCL A COM NEW 02079K305   35,768 215,663 SH   SOLE NONE 215,663 0 0
GREEN PLAINS INC COM NEW 393222104   55,192 4,076,185 SH   SOLE NONE 4,076,185 0 0
FERROGLOBE PLC COM NEW G33856108   68,205 14,699,282 SH   SOLE NONE 14,699,282 0 0
GXO LOGISTICS INC COM NEW 36262G101   122,967 2,361,563 SH   SOLE NONE 2,361,563 0 0
HUDSON TECHNOLOGIES INC COM NEW 444144109   8,320 997,644 SH   SOLE NONE 997,644 0 0
HEICO CORPCLASS A COM NEW 422806208   29,214 143,373 SH   SOLE NONE 143,373 0 0
HUBSPOT INC COM NEW 443573100   16,642 31,305 SH   SOLE NONE 31,305 0 0
INSPIRED ENTERTAINMENT INC COM NEW 45782N108   1,898 204,756 SH   SOLE NONE 204,756 0 0
NORDSTROM INC COM NEW 655664100   76,147 3,385,823 SH   SOLE NONE 3,385,823 0 0
KRATOS DEFENSE SECURITY COM NEW 50077B207   75,011 3,219,374 SH   SOLE NONE 3,219,374 0 0
LIBERTY BROADBANDC COM NEW 530307305   38,837 502,486 SH   SOLE NONE 502,486 0 0
LEIDOS HOLDINGS INC COM NEW 525327102   1,798 11,032 SH   SOLE NONE 11,032 0 0
MACY'S INC COM NEW 55616P104   97,445 6,210,668 SH   SOLE NONE 6,210,668 0 0
MONGODB INC COM NEW 60937P106   5,929 21,930 SH   SOLE NONE 21,930 0 0
MONRO INC COM NEW 610236101   16,113 558,328 SH   SOLE NONE 558,328 0 0
MICROSOFT CORP COM NEW 594918104   33,021 76,740 SH   SOLE NONE 76,740 0 0
MASTEC INC COM NEW 576323109   93,297 757,892 SH   SOLE NONE 757,892 0 0
NEWELL BRANDS INC COM NEW 651229106   137,415 17,892,524 SH   SOLE NONE 17,892,524 0 0
OI GLASS INC COM NEW 67098H104   123,027 9,377,046 SH   SOLE NONE 9,377,046 0 0
OLAPLEX HOLDINGS INC COM NEW 679369108   8,052 3,426,385 SH   SOLE NONE 3,426,385 0 0
PROCORE TECHNOLOGIES INC COM NEW 74275K108   33,242 538,595 SH   SOLE NONE 538,595 0 0
IMPINJ INC COM NEW 453204109   33,455 154,513 SH   SOLE NONE 154,513 0 0
PINTEREST INC CLASS A COM NEW 72352L106   17,276 533,701 SH   SOLE NONE 533,701 0 0
PLANET FITNESS INC CL A COM NEW 72703H101   95,400 1,174,593 SH   SOLE NONE 1,174,593 0 0
PLAYA HOTELS RESORTS NV COM NEW N70544106   31,463 4,059,780 SH   SOLE NONE 4,059,780 0 0
PAPA JOHN'S INTL INC COM NEW 698813102   72,493 1,345,705 SH   SOLE NONE 1,345,705 0 0
RADWARE LTD COM NEW M81873107   5,852 262,652 SH   SOLE NONE 262,652 0 0
SENTINELONE INC CLASS A COM NEW 81730H109   24,222 1,012,610 SH   SOLE NONE 1,012,610 0 0
SABRE CORP COM NEW 78573M104   4,039 1,100,434 SH   SOLE NONE 1,100,434 0 0
SEADRILL LIMITED COM NEW G7997W102   2,511 63,196 SH   SOLE NONE 63,196 0 0
STITCH FIX INCCLASS A COM NEW 860897107   801 283,903 SH   SOLE NONE 283,903 0 0
SHERWINWILLIAMS COTHE COM NEW 824348106   33,558 87,925 SH   SOLE NONE 87,925 0 0
SIGNET JEWELERS LTD COM NEW G81276100   17,000 164,821 SH   SOLE NONE 164,821 0 0
SIRIUS XM HOLDINGS INC COM NEW 829933100   5,003 211,536 SH   SOLE NONE 211,536 0 0
SEMTECH CORP COM NEW 816850101   15,729 344,473 SH   SOLE NONE 344,473 0 0
SHARKNINJA INC COM NEW G8068L108   47,407 436,085 SH   SOLE NONE 436,085 0 0
STONERIDGE INC COM NEW 86183P102   16,030 1,432,485 SH   SOLE NONE 1,432,485 0 0
SCORPIO TANKERS INC COM NEW Y7542C130   32,611 457,373 SH   SOLE NONE 457,373 0 0
TASKUS INCA COM NEW 87652V109   1,838 142,234 SH   SOLE NONE 142,234 0 0
TRUEBLUE INC COM NEW 89785X101   554 70,183 SH   SOLE NONE 70,183 0 0
ATLASSIAN CORPCL A COM NEW 049468101   28,933 182,187 SH   SOLE NONE 182,187 0 0
TSAKOS ENERGY NAVIGATION LTD COM NEW G9108L173   6,231 248,241 SH   SOLE NONE 248,241 0 0
TENABLE HOLDINGS INC COM NEW 88025T102   19,591 483,487 SH   SOLE NONE 483,487 0 0
TRANSCAT INC COM NEW 893529107   2,225 18,427 SH   SOLE NONE 18,427 0 0
TRANSUNION COM NEW 89400J107   14,767 141,042 SH   SOLE NONE 141,042 0 0
TAKETWO INTERACTIVE SOFTWRE COM NEW 874054109   73,600 478,827 SH   SOLE NONE 478,827 0 0
TWILIO INC A COM NEW 90138F102   30,000 459,979 SH   SOLE NONE 459,979 0 0
UBER TECHNOLOGIES INC COM NEW 90353T100   34,673 461,316 SH   SOLE NONE 461,316 0 0
ULTA BEAUTY INC COM NEW 90384S303   28,978 74,471 SH   SOLE NONE 74,471 0 0
URBAN OUTFITTERS INC COM NEW 917047102   96,714 2,524,502 SH   SOLE NONE 2,524,502 0 0
VEECO INSTRUMENTS INC COM NEW 922417100   3,791 114,424 SH   SOLE NONE 114,424 0 0
VISTA OUTDOOR INC COM NEW 928377100   18,692 477,073 SH   SOLE NONE 477,073 0 0
V2X INC COM NEW 92242T101   19,410 347,482 SH   SOLE NONE 347,482 0 0
WORKDAY INCCLASS A COM NEW 98138H101   28,642 117,187 SH   SOLE NONE 117,187 0 0
WEATHERFORD INTERNATIONAL PL COM NEW G48833118   34,279 403,660 SH   SOLE NONE 403,660 0 0
ZETA GLOBAL HOLDINGS CORPA COM NEW 98956A105   29,009 972,469 SH   SOLE NONE 972,469 0 0
ZSCALER INC COM NEW 98980G102   7,779 45,505 SH   SOLE NONE 45,505 0 0