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
ACTAVIS PLC SHS G0083B108 4,212 16,364 SH   SOLE   13,770 0 2,594
AKORN INC COM 009728106 756 20,875 SH   SOLE   16,175 0 4,700
ALLEGIANT TRAVEL CO COM 01748X102 238 1,580 SH   SOLE   330 0 1,250
ASTRONICS CORP COM 046433108 1,604 29,000 SH   SOLE   22,300 0 6,700
AUTONATION INC COM 05329W102 4,520 74,822 SH   SOLE   50,030 0 24,792
AVAGO TECHNOLOGIES LTD SHS Y0486S104 3,289 32,700 SH   SOLE   26,600 0 6,100
BOFI HLDG INC COM 05566U108 24,365 313,136 SH   SOLE   260,837 0 52,299
BIODELIVERY SCIENCES INTL IN COM 09060J106 1,070 89,000 SH   SOLE   68,000 0 21,000
BIOGEN IDEC INC COM 09062X103 618 1,820 SH   SOLE   1,820 0 0
BUFFALO WILD WINGS INC COM 119848109 2,710 15,025 SH   SOLE   10,265 0 4,760
CARDTRONICS INC COM 14161H108 791 20,500 SH   SOLE   15,000 0 5,500
CELGENE CORP COM 151020104 746 6,670 SH   SOLE   6,670 0 0
CELLADON CORP COM 15117E107 1,074 55,000 SH   SOLE   43,500 0 11,500
CERNER CORP COM 156782104 5,082 78,591 SH   SOLE   62,555 0 16,036
COMMVAULT SYSTEMS INC COM 204166102 806 15,600 SH   SOLE   12,000 0 3,600
D R HORTON INC COM 23331A109 3,548 140,280 SH   SOLE   107,225 0 33,055
DELTA AIR LINES INC DEL COM NEW 247361702 1,688 34,320 SH   SOLE   24,950 0 9,370
DEXCOM INC COM 252131107 6,438 116,955 SH   SOLE   80,880 0 36,075
DREW INDS INC COM NEW 26168L205 1,628 31,870 SH   SOLE   18,150 0 13,720
EAGLE MATERIALS INC COM 26969P108 2,458 32,323 SH   SOLE   20,580 0 11,743
ENCORE CAP GROUP INC COM 292554102 1,838 41,402 SH   SOLE   28,037 0 13,365
EPAM SYS INC COM 29414B104 1,534 32,120 SH   SOLE   24,760 0 7,360
FACEBOOK INC CL A 30303M102 195 2,500 SH   SOLE   0 0 2,500
FMSA HLDGS INC COM 30255X106 300 43,400 SH   SOLE   25,400 0 18,000
FRESH MKT INC COM 35804H106 3,540 85,925 SH   SOLE   58,600 0 27,325
GENTHERM INC COM 37253A103 2,742 74,865 SH   SOLE   49,760 0 25,105
GILEAD SCIENCES INC COM 375558103 3,855 40,893 SH   SOLE   32,645 0 8,248
GOOGLE INC CL A 38259P508 2,568 4,840 SH   SOLE   4,110 0 730
GOOGLE INC CL C 38259P706 648 1,231 SH   SOLE   696 0 535
HCI GROUP INC COM 40416E103 1,712 39,600 SH   SOLE   30,500 0 9,100
HOLLYFRONTIER CORP COM 436106108 2,246 59,930 SH   SOLE   40,740 0 19,190
HOME DEPOT INC COM 437076102 619 5,900 SH   SOLE   5,900 0 0
INSULET CORP COM 45784P101 1,535 33,335 SH   SOLE   21,280 0 12,055
IPG PHOTONICS CORP COM 44980X109 2,073 27,663 SH   SOLE   11,300 0 16,363
ISHARES 1-3 YR CR BD ETF 464288646 2,048 19,472 SH   SOLE   3,712 0 15,760
ISHARES TR 1-3 YR TR BD ETF 464287457 2,043 24,195 SH   SOLE   4,595 0 19,600
ISHARES TR RUS 2000 GRW ETF 464287648 1,081 7,596 SH   SOLE   3,296 0 4,300
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 596 3,640 SH   SOLE   3,640 0 0
JETBLUE AIRWAYS CORP COM 477143101 303 19,130 SH   SOLE   4,130 0 15,000
LENNAR CORP CL A 526057104 2,700 60,260 SH   SOLE   45,200 0 15,060
LKQ CORP COM 501889208 7,028 249,942 SH   SOLE   180,652 0 69,290
MANITEX INTL INC COM 563420108 710 55,900 SH   SOLE   43,200 0 12,700
MICHAEL KORS HLDGS LTD SHS G60754101 590 7,850 SH   SOLE   7,850 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 1,362 30,196 SH   SOLE   30,196 0 0
MICRON TECHNOLOGY INC COM 595112103 525 15,000 SH   SOLE   15,000 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 355 1,346 SH   SOLE   1,346 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,929 25,250 SH   SOLE   25,250 0 0
PATRICK INDS INC COM 703343103 1,086 24,700 SH   SOLE   13,140 0 11,560
PEGASYSTEMS INC COM 705573103 2,747 132,275 SH   SOLE   83,110 0 49,165
PHARMACYCLICS INC COM 716933106 562 4,600 SH   SOLE   4,600 0 0
POLARIS INDS INC COM 731068102 616 4,075 SH   SOLE   4,075 0 0
POLYONE CORP COM 73179P106 1,625 42,870 SH   SOLE   32,600 0 10,270
PRA GROUP INC COM 69354N106 9,164 158,198 SH   SOLE   108,333 0 49,865
PROSHARES TR II ULTRASHRT EURO 74347W882 292 13,500 SH   SOLE   13,500 0 0
PROSHARES TR II ULTRASHORT YEN N 74347W569 214 2,400 SH   SOLE   2,400 0 0
RYLAND GROUP INC COM 783764103 565 14,665 SH   SOLE   2,935 0 11,730
SPDR S&P 500 ETF TR TR UNIT 78462F103 943 4,589 SH   SOLE   4,042 0 547
SCANSOURCE INC COM 806037107 803 20,000 SH   SOLE   15,300 0 4,700
SHILOH INDS INC COM 824543102 863 54,878 SH   SOLE   37,797 0 17,081
SHIRE PLC SPONSORED ADR 82481R106 592 2,785 SH   SOLE   2,785 0 0
SOUTHWEST AIRLS CO COM 844741108 941 22,225 SH   SOLE   22,225 0 0
SPARTON CORP COM 847235108 623 22,000 SH   SOLE   16,000 0 6,000
SPIRIT AIRLS INC COM 848577102 1,987 26,285 SH   SOLE   20,245 0 6,040
UNITED CONTL HLDGS INC COM 910047109 3,349 50,070 SH   SOLE   37,000 0 13,070
UNITED INS HLDGS CORP COM 910710102 1,185 54,000 SH   SOLE   54,000 0 0
UNITED RENTALS INC COM 911363109 5,451 53,433 SH   SOLE   35,445 0 17,988