| Builders Firstsource, Inc. CMN(BLDR) | COM | 12008R107 | $7.5M | 175,000 | 33.1% |
| Bluelinx Hldgs Inc CMN(BXC) | COM | 09624H208 | $3.8M | 75,000 | 16.7% |
| Cavco Industries Inc CMN(CVCO) | COM | 149568107 | $3.3M | 15,000 | 14.8% |
| Americas CAR Mart Inc CMN(CRMT) | COM | 03062T105 | $3.3M | 23,000 | 14.4% |
| Cohu, Inc. CMN(COHU) | COM | 192576106 | $1.8M | 50,000 | 8.2% |
| D R Horton Inc(DHI) | COM | 23331A109 | $1.8M | 20,000 | 8.0% |
| Bio-Rad Laboratories, Inc CMN Class A(BIO) | COM | 090572207 | $966.0K | 1,500 | 4.3% |
| Nvidia Corporation CMN(NVDA) | COM | 67066G104 | $8.8K | 11,000 | 0.0% |
| LGI Homes, Inc. CMN(LGIH) | COM | 50187T106 | $8.1K | 50,000 | 0.0% |
| Century Communities Inc CMN(CCS) | COM | 156504300 | $7.5K | 113,000 | 0.0% |
| Pool Corp CMN(POOL) | COM | 73278L105 | $6.4K | 14,000 | 0.0% |
| Ross Stores,inc CMN(ROST) | COM | 778296103 | $6.2K | 50,000 | 0.0% |
| Deckers Outdoors Corp CMN(DECK) | COM | 243537107 | $6.1K | 16,000 | 0.0% |
| Teradyne Inc CMN(TER) | COM | 880770102 | $6.0K | 45,000 | 0.0% |
| Methode Electrs Inc(MEI)Put | COM | 591520200 | $5.0K | 500 | 0.0% |
| Everi Hldgs Inc(G2C) | COM | 30034T103 | $5.0K | 200,000 | 0.0% |
| Tetra Tech Inc (New) CMN(TTEK) | COM | 88162G103 | $4.9K | 40,000 | 0.0% |
| Golden Entmt Inc(GDEN) | COM | 381013101 | $4.5K | 100,000 | 0.0% |
| Nexpoint Residential Trust Inc CMN(NXRT) | COM | 65341D102 | $4.1K | 75,000 | 0.0% |
| LAM Research Corporation CMN(LRCXEUR) | COM | 512807108 | $3.9K | 6,000 | 0.0% |
| ON Semiconductor Corporation CMN(ON) | COM | 682189105 | $3.8K | 100,000 | 0.0% |
| Installed Bldg Prods Inc CMN(IBP) | COM | 45780R101 | $3.7K | 30,000 | 0.0% |
| N V R Inc CMN(NVR) | COM | 62944T105 | $3.2K | 650 | 0.0% |
| Encore Wire Corp CMN(WIREEUR) | COM | 292562105 | $3.0K | 40,000 | 0.0% |
| Global MED REIT Inc(GMREUSD) | COM | 37954A204 | $3.0K | 200,000 | 0.0% |
| Starbucks Corp. CMN(SBUX) | COM | 855244109 | $2.8K | 25,000 | 0.0% |
| BIO Techne Corp CMN(TECH) | COM | 09073M104 | $2.7K | 6,000 | 0.0% |
| Equity Lifestyle Properties, Inc. CMN(ELS) | COM | 29472R108 | $2.6K | 35,000 | 0.0% |
| Entegris, Inc. CMN(ENTG) | COM | 29362U104 | $2.5K | 20,000 | 0.0% |
| Tandem Diabetes Care, Inc. CMN(TNDM) | COM | 875372203 | $2.4K | 25,000 | 0.0% |
| Grand Canyon Education, Inc. CMN(LOPE) | COM | 38526M106 | $2.3K | 26,000 | 0.0% |
| Tyler Technologies, Inc. CMN(TYL) | COM | 902252105 | $2.3K | 5,000 | 0.0% |
| Armstrong World Industries, Inc CMN(AWI) | COM | 04247X102 | $2.1K | 20,000 | 0.0% |
| Columbia Sportswear Co(COLM) | COM | 198516106 | $2.0K | 20,000 | 0.0% |
| Monolithic Power Systems, Inc. CMN(MPWR) | COM | 609839105 | $1.9K | 5,000 | 0.0% |
| Sonic Automotive Inc Class A CMN Class A(SAH) | COM | 83545G102 | $1.3K | 30,000 | 0.0% |
| SWK Hldgs Corp(SWKH) | COM | 78501P203 | $1.3K | 72,000 | 0.0% |
| Stratus Properties Inc. CMN(STRS) | COM | 863167201 | $1.2K | 50,000 | 0.0% |
| Envela Corp(ELA) | COM | 29402E102 | $960 | 200,000 | 0.0% |
| Masimo Corporation CMN(MASI) | COM | 574795100 | $727 | 3,000 | 0.0% |