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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 871 12,160 SH   SOLE   9,460 0 2,700
ACTAVIS PLC SHS G0083B108 4,820 16,194 SH   SOLE   13,740 0 2,454
AKORN INC COM 009728106 2,020 42,525 SH   SOLE   30,725 0 11,800
ALLEGIANT TRAVEL CO COM 01748X102 304 1,580 SH   SOLE   330 0 1,250
ASTRONICS CORP COM 046433108 4,454 60,440 SH   SOLE   43,495 0 16,945
AUTONATION INC COM 05329W102 4,765 74,065 SH   SOLE   49,850 0 24,215
AVAGO TECHNOLOGIES LTD SHS Y0486S104 2,251 17,725 SH   SOLE   13,890 0 3,835
BALCHEM CORP COM 057665200 222 4,000 SH   SOLE   800 0 3,200
BANK OF THE OZARKS INC COM 063904106 316 8,570 SH   SOLE   8,500 0 70
BIODELIVERY SCIENCES INTL IN COM 09060J106 586 55,800 SH   SOLE   44,250 0 11,550
BIOGEN IDEC INC COM 09062X103 2,150 5,091 SH   SOLE   4,121 0 970
BOFI HLDG INC COM 05566U108 29,016 311,866 SH   SOLE   260,622 0 51,244
BUFFALO WILD WINGS INC COM 119848109 2,715 14,980 SH   SOLE   10,235 0 4,745
CARDTRONICS INC COM 14161H108 771 20,500 SH   SOLE   15,000 0 5,500
CAVIUM INC COM 14964U108 1,877 26,500 SH   SOLE   20,730 0 5,770
CELGENE CORP COM 151020104 1,940 16,828 SH   SOLE   13,780 0 3,048
CELLADON CORP COM 15117E107 1,042 55,000 SH   SOLE   43,500 0 11,500
CERNER CORP COM 156782104 5,707 77,901 SH   SOLE   62,375 0 15,526
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,622 4,030 SH   SOLE   3,183 0 847
D R HORTON INC COM 23331A109 2,340 82,180 SH   SOLE   66,215 0 15,965
DELTA AIR LINES INC DEL COM NEW 247361702 1,207 26,840 SH   SOLE   17,530 0 9,310
DEXCOM INC COM 252131107 7,236 116,075 SH   SOLE   80,690 0 35,385
DREW INDS INC COM NEW 26168L205 1,823 29,620 SH   SOLE   17,700 0 11,920
EAGLE MATERIALS INC COM 26969P108 2,202 26,358 SH   SOLE   15,100 0 11,258
EPAM SYS INC COM 29414B104 1,969 32,120 SH   SOLE   24,760 0 7,360
EURONET WORLDWIDE INC COM 298736109 845 14,375 SH   SOLE   11,175 0 3,200
FACEBOOK INC CL A 30303M102 206 2,500 SH   SOLE   0 0 2,500
FRESH MKT INC COM 35804H106 3,469 85,365 SH   SOLE   58,530 0 26,835
GENTHERM INC COM 37253A103 5,337 105,660 SH   SOLE   73,720 0 31,940
GILEAD SCIENCES INC COM 375558103 3,673 37,428 SH   SOLE   29,445 0 7,983
GOOGLE INC CL A 38259P508 822 1,482 SH   SOLE   752 0 730
GOOGLE INC CL C 38259P706 665 1,213 SH   SOLE   688 0 525
HCI GROUP INC COM 40416E103 1,771 38,600 SH   SOLE   29,500 0 9,100
HOME DEPOT INC COM 437076102 670 5,900 SH   SOLE   5,900 0 0
IPG PHOTONICS CORP COM 44980X109 2,999 32,353 SH   SOLE   16,500 0 15,853
ISHARES 1-3 YR CR BD ETF 464288646 1,938 18,365 SH   SOLE   4,075 0 14,290
ISHARES TR 1-3 YR TR BD ETF 464287457 1,937 22,820 SH   SOLE   5,045 0 17,775
ISHARES TR RUS 2000 GRW ETF 464287648 1,438 9,491 SH   SOLE   3,591 0 5,900
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 629 3,640 SH   SOLE   3,640 0 0
LENNAR CORP CL A 526057104 2,476 47,790 SH   SOLE   33,520 0 14,270
LKQ CORP COM 501889208 2,818 110,262 SH   SOLE   75,197 0 35,065
MANITEX INTL INC COM 563420108 544 55,900 SH   SOLE   43,200 0 12,700
MICHAEL KORS HLDGS LTD SHS G60754101 516 7,850 SH   SOLE   7,850 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 1,479 30,246 SH   SOLE   30,246 0 0
MICRON TECHNOLOGY INC COM 595112103 407 15,000 SH   SOLE   15,000 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 375 1,351 SH   SOLE   1,351 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,249 12,450 SH   SOLE   12,450 0 0
PATRICK INDS INC COM 703343103 1,538 24,700 SH   SOLE   13,140 0 11,560
PEGASYSTEMS INC COM 705573103 2,380 109,445 SH   SOLE   70,790 0 38,655
POLARIS INDS INC COM 731068102 575 4,075 SH   SOLE   4,075 0 0
POLYONE CORP COM 73179P106 1,601 42,870 SH   SOLE   32,600 0 10,270
PRA GROUP INC COM 69354N106 6,107 112,433 SH   SOLE   76,463 0 35,970
PROSHARES TR II ULTRASHRT EURO 74347W882 897 33,300 SH   SOLE   33,300 0 0
RYLAND GROUP INC COM 783764103 550 11,285 SH   SOLE   2,255 0 9,030
SPDR S&P 500 ETF TR TR UNIT 78462F103 949 4,599 SH   SOLE   4,049 0 550
SCANSOURCE INC COM 806037107 813 20,000 SH   SOLE   15,300 0 4,700
SHILOH INDS INC COM 824543102 419 29,878 SH   SOLE   21,597 0 8,281
SHIRE PLC SPONSORED ADR 82481R106 666 2,785 SH   SOLE   2,785 0 0
SOUTHWEST AIRLS CO COM 844741108 985 22,225 SH   SOLE   22,225 0 0
SPARTON CORP COM 847235108 539 22,000 SH   SOLE   16,000 0 6,000
SPIRIT AIRLS INC COM 848577102 2,033 26,285 SH   SOLE   20,245 0 6,040
SYNAPTICS INC COM 87157D109 2,455 30,195 SH   SOLE   20,875 0 9,320
UNITED CONTL HLDGS INC COM 910047109 2,395 35,620 SH   SOLE   27,050 0 8,570
UNITED INS HLDGS CORP COM 910710102 1,284 57,050 SH   SOLE   45,850 0 11,200
UNITED RENTALS INC COM 911363109 1,577 17,303 SH   SOLE   11,085 0 6,218
WCI CMNTYS INC COM PAR $0.01 92923C807 354 14,800 SH   SOLE   3,000 0 11,800
WISDOMTREE TR EUROPE HEDGED EQ 97717X701 331 5,000 SH   SOLE   5,000 0 0