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
1-800-FLOWERS.COM INC-CL A CL A 68243Q106 24,223 931,637 SH   SOLE 0 931,637 0 0
2U INC COM 90214J101 2,001 50,000 SH   SOLE 0 50,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 2,993 32,235 SH   SOLE 0 32,235 0 0
ADVANCED ENERGY INDS COM 007973100 3,309 34,125 SH   SOLE 0 34,125 0 0
ADVANCED MICRO DEVICES INC COM 007903107 990 10,800 SH   SOLE 0 10,800 0 0
AGNC INVT CORP COM 00123Q104 9,478 607,551 SH   SOLE 0 607,551 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 4,186 133,564 SH   SOLE 0 133,564 0 0
ALAMO GROUP INC COM 011311107 4,828 35,000 SH   SOLE 0 35,000 0 0
ALARM COM HLDGS INC COM 011642105 19,435 187,873 SH   SOLE 0 187,873 0 0
AMAZON COM INC COM 023135106 1,537 472 SH   SOLE 0 472 0 0
AMEDISYS INC COM 023436108 4,400 15,000 SH   SOLE 0 15,000 0 0
APACHE CORP COM 037411105 4,967 350,000 SH   SOLE 0 350,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,560 20,000 SH   SOLE 0 20,000 0 0
ARMADA HOFFLER PPTYS INC COM 04208T108 3,259 290,482 SH   SOLE 0 290,482 0 0
ARROW ELECTRS INC COM 042735100 8,784 90,282 SH   SOLE 0 90,282 0 0
ASANA INC CL A 04342Y104 2,955 100,000 SH   SOLE 0 100,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 2,244 4,600 SH   SOLE 0 4,600 0 0
ATLASSIAN CORP PLC CL A G06242104 2,339 10,000 SH   SOLE 0 10,000 0 0
AVAYA HOLDINGS CORP COM 05351X101 23,845 1,245,187 SH   SOLE 0 1,245,187 0 0
AVID BIOSERVICES INC COM 05368M106 4,454 385,966 SH   SOLE 0 385,966 0 0
AVIS BUDGET GROUP COM 053774105 11,446 306,872 SH   SOLE 0 306,872 0 0
AVNET INC COM 053807103 747 21,285 SH   SOLE 0 21,285 0 0
B & G FOODS INC NEW COM 05508R106 11,152 402,169 SH   SOLE 0 402,169 0 0
BASSETT FURNITURE INDS INC COM 070203104 2,039 101,556 SH   SOLE 0 101,556 0 0
BOISE CASCADE CO DEL COM 09739D100 2,149 44,960 SH   SOLE 0 44,960 0 0
BOYD GAMING CORP COM 103304101 4,049 94,336 SH   SOLE 0 94,336 0 0
BROOKS AUTOMATION INC NEW COM 114340102 8,059 118,773 SH   SOLE 0 118,773 0 0
BRUNSWICK CORP COM 117043109 16,799 220,339 SH   SOLE 0 220,339 0 0
BUCKLE INC COM 118440106 8,584 293,979 SH   SOLE 0 293,979 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 4,833 118,437 SH   SOLE 0 118,437 0 0
BUNGE LIMITED COM G16962105 1,967 30,000 SH   SOLE 0 30,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 4,263 31,250 SH   SOLE 0 31,250 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 5,199 70,000 SH   SOLE 0 70,000 0 0
CALLAWAY GOLF CO COM 131193104 3,015 125,581 SH   SOLE 0 125,581 0 0
CALLON PETE CO DEL COM 13123X508 3,290 250,000 SH   SOLE 0 250,000 0 0
CANTEL MED CORP COM 138098108 3,151 39,955 SH   SOLE 0 39,955 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 4,847 128,506 SH   SOLE 0 128,506 0 0
CATERPILLAR INC DEL COM 149123101 1,620 8,900 SH   SOLE 0 8,900 0 0
CAVCO INDS INC DEL COM 149568107 5,264 30,000 SH   SOLE 0 30,000 0 0
CENOVUS ENERGY INC COM 15135U109 1,812 300,000 SH   SOLE 0 300,000 0 0
CERUS CORP COM 157085101 5,624 812,676 SH   SOLE 0 812,676 0 0
CHAMPIONX CORPORATION COM 15872M104 8,443 551,820 SH   SOLE 0 551,820 0 0
CHART INDS INC COM PAR $0.01 16115Q308 8,671 73,613 SH   SOLE 0 73,613 0 0
CHURCHILL DOWNS INC COM 171484108 4,376 22,465 SH   SOLE 0 22,465 0 0
CIMAREX ENERGY CO COM 171798101 4,211 112,265 SH   SOLE 0 112,265 0 0
CLARUS CORP NEW COM 18270P109 1,823 118,374 SH   SOLE 0 118,374 0 0
CLEAN HARBORS INC COM 184496107 2,283 30,000 SH   SOLE 0 30,000 0 0
CNX RES CORP COM 12653C108 2,160 200,000 SH   SOLE 0 200,000 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 5,763 96,264 SH   SOLE 0 96,264 0 0
COHEN & STEERS INFRASTRUCTUR COM 19248A109 4,085 158,207 SH   SOLE 0 158,207 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 5,321 265,666 SH   SOLE 0 265,666 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 5,281 112,091 SH   SOLE 0 112,091 0 0
COMMVAULT SYSTEMS INC COM 204166102 20,902 377,497 SH   SOLE 0 377,497 0 0
COMSTOCK RES INC COM 205768302 3,407 779,559 SH   SOLE 0 779,559 0 0
CONTINENTAL RES INC COM 212015101 3,919 240,439 SH   SOLE 0 240,439 0 0
COPART INC COM 217204106 9,321 73,250 SH   SOLE 0 73,250 0 0
CORECIVIC INC COM 21871N101 7,128 1,088,281 SH   SOLE 0 1,088,281 0 0
COSTAR GROUP INC COM 22160N109 2,540 2,748 SH   SOLE 0 2,748 0 0
CROWN HLDGS INC COM 228368106 6,019 60,065 SH   SOLE 0 60,065 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,953 250,000 SH   SOLE 0 250,000 0 0
DEXCOM INC COM 252131107 14,909 40,324 SH   SOLE 0 40,324 0 0
DIGITAL TURBINE INC COM NEW 25400W102 3,389 59,922 SH   SOLE 0 59,922 0 0
DMY TECHNOLOGY GROUP INC II COM CL A 233277102 880 50,000 SH   SOLE 0 50,000 0 0
DOCUSIGN INC COM 256163106 2,735 12,303 SH   SOLE 0 12,303 0 0
DORMAN PRODUCTS INC COM 258278100 10,174 117,183 SH   SOLE 0 117,183 0 0
DRAFTKINGS INC COM CL A 26142R104 8,161 175,281 SH   SOLE 0 175,281 0 0
DUCOMMUN INC DEL COM 264147109 4,269 79,492 SH   SOLE 0 79,492 0 0
EAGLE MATLS INC COM 26969P108 20,860 205,822 SH   SOLE 0 205,822 0 0
EASTERLY GOVT PPTYS INC COM 27616P103 8,239 363,761 SH   SOLE 0 363,761 0 0
ELECTRONIC ARTS INC COM 285512109 2,796 19,470 SH   SOLE 0 19,470 0 0
ELEVATE CREDIT INC COM 28621V101 2,030 508,727 SH   SOLE 0 508,727 0 0
ESSENT GROUP LTD COM G3198U102 8,411 194,694 SH   SOLE 0 194,694 0 0
EVERBRIDGE INC COM 29978A104 12,876 86,376 SH   SOLE 0 86,376 0 0
EVERI HLDGS INC COM 30034T103 6,985 505,776 SH   SOLE 0 505,776 0 0
EXACT SCIENCES CORP COM 30063P105 4,484 33,841 SH   SOLE 0 33,841 0 0
EXP WORLD HLDGS INC COM 30212W100 7,984 126,492 SH   SOLE 0 126,492 0 0
EXTRA SPACE STORAGE INC COM 30225T102 11,676 100,781 SH   SOLE 0 100,781 0 0
FASTLY INC CL A 31188V100 874 10,000 SH   SOLE 0 10,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 6,816 48,180 SH   SOLE 0 48,180 0 0
FIRST AMERN FINL CORP COM 31847R102 15,300 296,347 SH   SOLE 0 296,347 0 0
FIVE9 INC COM 338307101 4,102 23,521 SH   SOLE 0 23,521 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 9,808 240,621 SH   SOLE 0 240,621 0 0
FORESTAR GROUP INC COM 346232101 2,018 100,000 SH   SOLE 0 100,000 0 0
FRANCHISE GROUP INC COM 35180X105 778 25,558 SH   SOLE 0 25,558 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 3,261 76,910 SH   SOLE 0 76,910 0 0
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 2,836 222,234 SH   SOLE 0 222,234 0 0
GENERAC HLDGS INC COM 368736104 13,685 60,176 SH   SOLE 0 60,176 0 0
GENTEX CORP COM 371901109 5,109 150,579 SH   SOLE 0 150,579 0 0
GEO GROUP INC NEW COM 36162J106 12,254 1,383,045 SH   SOLE 0 1,383,045 0 0
GOL LINHAS AEREAS INTELIGENT SPON ADR PFD NEW 38045R206 3,928 400,000 SH   SOLE 0 400,000 0 0
GOLDEN ENTMT INC COM 381013101 1,513 76,064 SH   SOLE 0 76,064 0 0
GOLDEN NUGGET ONLINE GAMIN COM CL A 38113L107 2,955 150,000 SH   SOLE 0 150,000 0 0
GRAND CANYON ED INC COM 38526M106 25,579 274,719 SH   SOLE 0 274,719 0 0
GREENBRIER COS INC COM 393657101 6,348 174,482 SH   SOLE 0 174,482 0 0
GRIFFON CORP COM 398433102 9,526 467,436 SH   SOLE 0 467,436 0 0
HEICO CORP NEW COM 422806109 6,353 47,983 SH   SOLE 0 47,983 0 0
HERSHA HOSPITALITY TR PR SHS BEN INT 427825500 1,883 100,000 SH   SOLE 0 100,000 0 0
HIBBETT SPORTS INC COM 428567101 23,697 513,151 SH   SOLE 0 513,151 0 0
HOLLYFRONTIER CORP COM 436106108 3,878 150,000 SH   SOLE 0 150,000 0 0
HOWARD HUGHES CORP COM 44267D107 15,651 198,295 SH   SOLE 0 198,295 0 0
IAA INC COM 449253103 12,525 192,744 SH   SOLE 0 192,744 0 0
ICF INTL INC COM 44925C103 3,717 50,000 SH   SOLE 0 50,000 0 0
IDEX CORP COM 45167R104 1,215 6,100 SH   SOLE 0 6,100 0 0
INARI MED INC COM 45332Y109 10,147 116,242 SH   SOLE 0 116,242 0 0
INGERSOLL RAND INC COM 45687V106 1,367 30,000 SH   SOLE 0 30,000 0 0
INMODE LTD SHS M5425M103 3,742 78,818 SH   SOLE 0 78,818 0 0
INSTALLED BLDG PRODS INC COM 45780R101 4,745 46,551 SH   SOLE 0 46,551 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 14,878 878,254 SH   SOLE 0 878,254 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 1,876 120,872 SH   SOLE 0 120,872 0 0
INVITATION HOMES INC COM 46187W107 15,314 515,619 SH   SOLE 0 515,619 0 0
KNOWLES CORP COM 49926D109 11,782 639,288 SH   SOLE 0 639,288 0 0
KORNIT DIGITAL LTD SHS M6372Q113 16,267 182,510 SH   SOLE 0 182,510 0 0
LANCASTER COLONY CORP COM 513847103 9,036 49,180 SH   SOLE 0 49,180 0 0
LAREDO PETROLEUM INC COM 516806205 1,182 60,000 SH   SOLE 0 60,000 0 0
LCI INDS COM 50189K103 8,570 66,089 SH   SOLE 0 66,089 0 0
LENNOX INTL INC COM 526107107 11,528 42,078 SH   SOLE 0 42,078 0 0
LINDSAY CORP COM 535555106 1,285 10,000 SH   SOLE 0 10,000 0 0
LISTED FD TR ROUNDHILL BITK 53656F706 482 16,000 SH   SOLE 0 16,000 0 0
LITHIA MTRS INC CL A 536797103 4,900 16,742 SH   SOLE 0 16,742 0 0
LUMINEX CORP DEL COM 55027E106 7,613 329,300 SH   SOLE 0 329,300 0 0
LYDALL INC DEL COM 550819106 3,137 104,469 SH   SOLE 0 104,469 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 2,824 400,000 SH   SOLE 0 400,000 0 0
MALIBU BOATS INC COM CL A 56117J100 6,221 99,639 SH   SOLE 0 99,639 0 0
MARCUS & MILLICHAP INC COM 566324109 3,325 89,320 SH   SOLE 0 89,320 0 0
MARINEMAX INC COM 567908108 3,503 100,000 SH   SOLE 0 100,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 9,122 32,122 SH   SOLE 0 32,122 0 0
MASONITE INTL CORP COM 575385109 12,221 124,270 SH   SOLE 0 124,270 0 0
MCCORMICK & CO INC COM NON VTG 579780206 10,389 108,668 SH   SOLE 0 108,668 0 0
M D C HLDGS INC COM 552676108 3,888 80,000 SH   SOLE 0 80,000 0 0
MEDALLIA INC COM 584021109 14,602 439,543 SH   SOLE 0 439,543 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 2,487 114,127 SH   SOLE 0 114,127 0 0
MERITOR INC COM 59001K100 16,573 593,791 SH   SOLE 0 593,791 0 0
MGIC INVT CORP WIS COM 552848103 11,178 890,682 SH   SOLE 0 890,682 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 5,321 170,000 SH   SOLE 0 170,000 0 0
MICROSOFT CORP COM 594918104 1,361 6,120 SH   SOLE 0 6,120 0 0
MONOLITHIC PWR SYS INC COM 609839105 3,853 10,521 SH   SOLE 0 10,521 0 0
MOSAIC CO NEW COM 61945C103 1,611 70,000 SH   SOLE 0 70,000 0 0
MR COOPER GROUP INC COM 62482R107 4,167 134,276 SH   SOLE 0 134,276 0 0
MULTIPLAN CORPORATION COM 62548M100 12,105 1,515,000 SH   SOLE 0 1,515,000 0 0
MURPHY USA INC COM 626755102 8,996 68,742 SH   SOLE 0 68,742 0 0
NETAPP INC COM 64110D104 9,168 138,404 SH   SOLE 0 138,404 0 0
NICE LTD SPONSORED ADR 653656108 4,147 14,626 SH   SOLE 0 14,626 0 0
NMI HLDGS INC CL A 629209305 11,182 493,681 SH   SOLE 0 493,681 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 21,180 387,698 SH   SOLE 0 387,698 0 0
NVIDIA CORPORATION COM 67066G104 5,222 10,000 SH   SOLE 0 10,000 0 0
OPKO HEALTH INC COM 68375N103 1,975 500,000 SH   SOLE 0 500,000 0 0
OPKO HEALTH INC COM 68375N103 1,975 500,000 SH Call SOLE 0 500,000 0 0
ORBCOMM INC COM 68555P100 1,873 252,371 SH   SOLE 0 252,371 0 0
OVERSTOCK COM INC DEL COM 690370101 959 20,000 SH   SOLE 0 20,000 0 0
OVINTIV INC COM 69047Q102 718 50,000 SH   SOLE 0 50,000 0 0
PALO ALTO NETWORKS INC COM 697435105 3,142 8,842 SH   SOLE 0 8,842 0 0
PATRICK INDS INC COM 703343103 8,395 122,819 SH   SOLE 0 122,819 0 0
PDC ENERGY INC COM 69327R101 3,691 179,763 SH   SOLE 0 179,763 0 0
PENN NATL GAMING INC COM 707569109 3,981 46,090 SH   SOLE 0 46,090 0 0
PENN NATL GAMING INC COM 707569109 4,319 50,000 SH Put SOLE 0 50,000 0 0
PERFICIENT INC COM 71375U101 11,504 241,427 SH   SOLE 0 241,427 0 0
PIONEER NAT RES CO COM 723787107 3,986 35,000 SH   SOLE 0 35,000 0 0
PLUG POWER INC COM NEW 72919P202 4,119 121,458 SH   SOLE 0 121,458 0 0
POOL CORP COM 73278L105 3,595 9,650 SH   SOLE 0 9,650 0 0
POTLATCHDELTIC CORPORATION COM 737630103 3,610 72,170 SH   SOLE 0 72,170 0 0
PROSHARES TR II ULTRA VIX SHORT 74347W148 1,065 100,000 SH   SOLE 0 100,000 0 0
THE PROVIDENCE SERVICE CORP COM 743815102 2,773 20,000 SH   SOLE 0 20,000 0 0
QTS RLTY TR INC COM CL A 74736A103 9,312 150,487 SH   SOLE 0 150,487 0 0
QUINSTREET INC COM 74874Q100 5,742 267,824 SH   SOLE 0 267,824 0 0
REDFIN CORP COM 75737F108 21,807 317,748 SH   SOLE 0 317,748 0 0
REDWOOD TR INC COM 758075402 3,512 400,000 SH   SOLE 0 400,000 0 0
RENT A CTR INC NEW COM 76009N100 3,561 93,001 SH   SOLE 0 93,001 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 13,863 652,070 SH   SOLE 0 652,070 0 0
RH COM 74967X103 2,238 5,000 SH   SOLE 0 5,000 0 0
RUSH STREET INTERACTIVE INC COM 782011100 2,165 100,000 SH   SOLE 0 100,000 0 0
SCIPLAY CORP CL A 809087109 2,078 150,000 SH   SOLE 0 150,000 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 6,282 31,544 SH   SOLE 0 31,544 0 0
SERVICE CORP INTL COM 817565104 2,946 60,000 SH   SOLE 0 60,000 0 0
SERVICENOW INC COM 81762P102 1,833 3,330 SH   SOLE 0 3,330 0 0
SG BLOCKS INC COM NEW 78418A505 1,389 227,756 SH   SOLE 0 227,756 0 0
SI BONE INC COM 825704109 4,390 146,834 SH   SOLE 0 146,834 0 0
SILVERGATE CAP CORP CL A 82837P408 1,486 20,000 SH   SOLE 0 20,000 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 8,246 266,502 SH   SOLE 0 266,502 0 0
SPDR GOLD TR GOLD SHS 78463V107 12,485 70,000 SH   SOLE 0 70,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 9,862 124,871 SH   SOLE 0 124,871 0 0
SPLUNK INC COM 848637104 10,227 60,200 SH   SOLE 0 60,200 0 0
STAMPS COM INC COM NEW 852857200 21,364 108,896 SH   SOLE 0 108,896 0 0
SUMMIT MATLS INC CL A 86614U100 9,468 471,514 SH   SOLE 0 471,514 0 0
SUNPOWER CORP COM 867652406 1,282 50,000 SH   SOLE 0 50,000 0 0
SURO CAPITAL CORP COM NEW 86887Q109 1,964 150,000 SH   SOLE 0 150,000 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 20,794 217,330 SH   SOLE 0 217,330 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 4,980 500,000 SH   SOLE 0 500,000 0 0
TELADOC HEALTH INC COM 87918A105 3,201 16,008 SH   SOLE 0 16,008 0 0
TENARIS S A SPONSORED ADS 88031M109 3,190 200,000 SH   SOLE 0 200,000 0 0
TERADYNE INC COM 880770102 4,812 40,134 SH   SOLE 0 40,134 0 0
TOPBUILD CORP COM 89055F103 2,851 15,487 SH   SOLE 0 15,487 0 0
TREX CO INC COM 89531P105 17,225 205,740 SH   SOLE 0 205,740 0 0
TWIST BIOSCIENCE CORP COM 90184D100 4,614 32,659 SH   SOLE 0 32,659 0 0
U S PHYSICAL THERAPY INC COM 90337L108 3,655 30,392 SH   SOLE 0 30,392 0 0
UFP INDUSTRIES INC COM 90278Q108 2,778 50,000 SH   SOLE 0 50,000 0 0
UNITED NAT FOODS INC COM 911163103 10,583 662,701 SH   SOLE 0 662,701 0 0
UNITED PARCEL SERVICE INC CL B 911312106 5,052 30,000 SH   SOLE 0 30,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 877 2,500 SH   SOLE 0 2,500 0 0
VALERO ENERGY CORP COM 91913Y100 2,263 40,000 SH   SOLE 0 40,000 0 0
VECTOR GROUP LTD COM 92240M108 215 18,446 SH   SOLE 0 18,446 0 0
VERICEL CORP COM 92346J108 7,703 249,462 SH   SOLE 0 249,462 0 0
VICI PPTYS INC COM 925652109 3,768 147,782 SH   SOLE 0 147,782 0 0
VISA INC COM CL A 92826C839 3,100 14,175 SH   SOLE 0 14,175 0 0
VOCERA COMMUNICATIONS INC COM 92857F107 4,409 106,174 SH   SOLE 0 106,174 0 0
WATSCO INC COM 942622200 3,508 15,486 SH   SOLE 0 15,486 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 2,200 7,767 SH   SOLE 0 7,767 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 1,008 30,066 SH   SOLE 0 30,066 0 0
WINNEBAGO INDS INC COM 974637100 2,610 43,550 SH   SOLE 0 43,550 0 0
WNS HLDGS LTD SPON ADR 92932M101 5,044 70,000 SH   SOLE 0 70,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 6,645 51,197 SH   SOLE 0 51,197 0 0
ZUMIEZ INC COM 989817101 13,275 360,930 SH   SOLE 0 360,930 0 0