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 1,217 15,540 SH   SOLE   10,140 0 5,400
AKORN INC COM 009728106 1,870 42,825 SH   SOLE   31,025 0 11,800
ALLEGIANT TRAVEL CO COM 01748X102 281 1,580 SH   SOLE   330 0 1,250
ALLERGAN PLC SHS G0177J108 4,174 13,754 SH   SOLE   11,690 0 2,064
APPLE INC COM 037833100 627 5,000 SH   SOLE   5,000 0 0
ASTRONICS CORP COM 046433108 3,504 49,435 SH   SOLE   35,220 0 14,215
AUTONATION INC COM 05329W102 4,521 71,780 SH   SOLE   49,830 0 21,950
AVAGO TECHNOLOGIES LTD SHS Y0486S104 2,068 15,560 SH   SOLE   12,465 0 3,095
BALCHEM CORP COM 057665200 223 4,000 SH   SOLE   800 0 3,200
BANK OF THE OZARKS INC COM 063904106 661 14,440 SH   SOLE   9,650 0 4,790
BIOGEN IDEC INC COM 09062X103 2,382 5,896 SH   SOLE   5,076 0 820
BOFI HLDG INC COM 05566U108 31,798 300,806 SH   SOLE   254,662 0 46,144
BUFFALO WILD WINGS INC COM 119848109 2,391 15,257 SH   SOLE   10,385 0 4,872
CARDTRONICS INC COM 14161H108 885 23,880 SH   SOLE   15,680 0 8,200
CDW CORP COM 12514G108 569 16,600 SH   SOLE   16,600 0 0
CELGENE CORP COM 151020104 1,339 11,573 SH   SOLE   9,015 0 2,558
CERNER CORP COM 156782104 4,461 64,601 SH   SOLE   51,475 0 13,126
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,344 3,875 SH   SOLE   3,178 0 697
CYPRESS SEMICONDUCTOR CORP COM 232806109 1,129 96,000 SH   SOLE   74,000 0 22,000
D R HORTON INC COM 23331A109 2,172 79,380 SH   SOLE   66,135 0 13,245
DELTA AIR LINES INC DEL COM NEW 247361702 1,038 25,265 SH   SOLE   17,440 0 7,825
DEXCOM INC COM 252131107 8,179 102,260 SH   SOLE   71,310 0 30,950
DREW INDS INC COM NEW 26168L205 859 14,810 SH   SOLE   8,850 0 5,960
EAGLE MATERIALS INC COM 26969P108 2,013 26,368 SH   SOLE   15,430 0 10,938
EPAM SYS INC COM 29414B104 416 5,840 SH   SOLE   4,540 0 1,300
EURONET WORLDWIDE INC COM 298736109 887 14,375 SH   SOLE   11,175 0 3,200
FACEBOOK INC CL A 30303M102 2,398 27,960 SH   SOLE   21,415 0 6,545
FASTENAL CO COM 311900104 2,557 60,627 SH   SOLE   48,357 0 12,270
FIESTA RESTAURANT GROUP INC COM 31660B101 783 15,650 SH   SOLE   12,150 0 3,500
FRESH MKT INC COM 35804H106 2,655 82,595 SH   SOLE   58,500 0 24,095
GENTHERM INC COM 37253A103 5,647 102,840 SH   SOLE   73,620 0 29,220
GILEAD SCIENCES INC COM 375558103 3,574 30,528 SH   SOLE   23,845 0 6,683
GOOGLE INC CL A 38259P508 707 1,310 SH   SOLE   728 0 582
GOOGLE INC CL C 38259P706 544 1,045 SH   SOLE   682 0 363
HCI GROUP INC COM 40416E103 1,375 31,100 SH   SOLE   23,560 0 7,540
HIBBETT SPORTS INC COM 428567101 239 5,140 SH   SOLE   1,140 0 4,000
HOME DEPOT INC COM 437076102 656 5,900 SH   SOLE   5,900 0 0
INSULET CORP COM 45784P101 1,028 33,190 SH   SOLE   23,640 0 9,550
INVENTURE FOODS INC COM 461212102 102 10,000 SH   SOLE   2,000 0 8,000
IPG PHOTONICS CORP COM 44980X109 1,671 19,622 SH   SOLE   8,240 0 11,382
ISHARES 1-3 YR CR BD ETF 464288646 500 4,745 SH   SOLE   4,075 0 670
ISHARES TR 1-3 YR TR BD ETF 464287457 499 5,880 SH   SOLE   5,045 0 835
ISHARES TR RUS 2000 GRW ETF 464287648 1,390 8,995 SH   SOLE   3,495 0 5,500
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 641 3,640 SH   SOLE   3,640 0 0
LENNAR CORP CL A 526057104 2,371 46,450 SH   SOLE   33,410 0 13,040
LKQ CORP COM 501889208 2,276 75,262 SH   SOLE   45,687 0 29,575
MANITEX INTL INC COM 563420108 427 55,900 SH   SOLE   43,200 0 12,700
MICROCHIP TECHNOLOGY INC COM 595017104 1,342 28,300 SH   SOLE   28,300 0 0
NEOPHOTONICS CORP COM 64051T100 1,223 134,000 SH   SOLE   92,800 0 41,200
NXP SEMICONDUCTORS N V COM N6596X109 1,056 10,750 SH   SOLE   10,750 0 0
PATRICK INDS INC COM 703343103 705 18,525 SH   SOLE   9,855 0 8,670
PEGASYSTEMS INC COM 705573103 2,431 106,200 SH   SOLE   70,965 0 35,235
POLARIS INDS INC COM 731068102 604 4,075 SH   SOLE   4,075 0 0
POLYONE CORP COM 73179P106 1,679 42,870 SH   SOLE   32,600 0 10,270
PRA GROUP INC COM 69354N106 6,768 108,623 SH   SOLE   76,323 0 32,300
PRICELINE GRP INC COM NEW 741503403 610 530 SH   SOLE   530 0 0
PROSHARES TR II ULTRASHRT EURO 74347W882 453 18,300 SH   SOLE   18,300 0 0
RYLAND GROUP INC COM 783764103 523 11,285 SH   SOLE   2,255 0 9,030
SHILOH INDS INC COM 824543102 374 28,878 SH   SOLE   20,597 0 8,281
SHIRE PLC SPONSORED ADR 82481R106 673 2,785 SH   SOLE   2,785 0 0
SOUTHWEST AIRLS CO COM 844741108 491 14,825 SH   SOLE   14,825 0 0
SPARTON CORP COM 847235108 601 22,000 SH   SOLE   16,000 0 6,000
SPDR S&P 500 ETF TR TR UNIT 78462F103 948 4,607 SH   SOLE   4,055 0 552
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 370 1,354 SH   SOLE   1,354 0 0
SPIRIT AIRLS INC COM 848577102 1,278 20,585 SH   SOLE   15,745 0 4,840
SYNAPTICS INC COM 87157D109 2,247 25,905 SH   SOLE   17,475 0 8,430
UNITED CONTL HLDGS INC COM 910047109 1,415 26,690 SH   SOLE   19,810 0 6,880
UNITED INS HLDGS CORP COM 910710102 731 47,050 SH   SOLE   37,850 0 9,200
UNITED RENTALS INC COM 911363109 2,248 25,658 SH   SOLE   18,240 0 7,418
WCI CMNTYS INC COM PAR $0.01 92923C807 361 14,800 SH   SOLE   3,000 0 11,800
WISDOMTREE TR EUROPE HEDGED EQ 97717X701 308 5,000 SH   SOLE   5,000 0 0