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 1,082 17,330 SH   SOLE   14,030 0 3,300
ADVANCE AUTO PARTS INC COM 00751Y106 256 1,700 SH   SOLE   1,700 0 0
ALLEGIANT TRAVEL CO COM 01748X102 411 2,450 SH   SOLE   1,200 0 1,250
ALLERGAN PLC SHS G0177J108 2,272 7,270 SH   SOLE   5,705 0 1,565
ALPHABET INC CAP STK CL A 02079K305 1,772 2,278 SH   SOLE   1,645 0 633
ALPHABET INC CAP STK CL C 02079K107 630 830 SH   SOLE   496 0 334
APPLE INC COM 37833100 358 3,400 SH   SOLE   3,400 0 0
ARGAN INC COM 04010E109 1,137 35,100 SH   SOLE   0 0 7,600
ASTRONICS CORP COM 46433108 1,348 33,102 SH   SOLE   16,147 0 16,955
AUTONATION INC COM 05329W102 4,239 71,050 SH   SOLE   49,040 0 22,010
AVAGO TECHNOLOGIES LTD SHS Y0486S104 4,855 33,445 SH   SOLE   29,085 0 4,360
BOFI HOLDING INC COM 05566U108 23,976 1,138,980 SH   SOLE   966,216 0 172,764
BANK OF THE OZARKS INC COM 63904106 833 16,850 SH   SOLE   9,650 0 7,200
BUFFALO WILD WINGS INC COM 119848109 1,651 10,340 SH   SOLE   7,050 0 3,290
CALATLANTIC GROUP INC COM 128195104 349 9,202 SH   SOLE   0 0 9,202
CAVIUM INC COM 14964U108 723 11,000 SH   SOLE   8,400 0 2,600
CELGENE CORP COM 151020104 1,045 8,723 SH   SOLE   6,270 0 2,453
CENTER CORP COM 156782104 3,829 63,641 SH   SOLE   51,555 0 12,086
CHIPOTLE MEXICAN GRILL INC COM 169656105 240 500 SH   SOLE   500 0 0
CHUYS HLDGS INC COM 171604101 385 12,300 SH   SOLE   9,500 0 2,800
CIRRUS LOGIC INC COM 172755100 1,536 52,000 SH   SOLE   37,700 0 14,300
CRITEO S A SPONS ADS 226718104 2,394 60,465 SH   SOLE   37,485 0 22,980
CYPRESS SEMICONDUCTOR CORP COM 232806109 201 20,500 SH   SOLE   0 0 20,500
D R HORTON INC COM 23331A109 2,686 83,862 SH   SOLE   71,215 0 12,647
DELTA AIR LINES INC DEL COM NEW 247361702 1,341 26,450 SH   SOLE   18,770 0 7,680
DEXCOM INC COM 252131107 7,876 96,165 SH   SOLE   66,850 0 29,315
DREW INDS INC COM NEW 26168L205 902 14,810 SH   SOLE   8,850 0 5,960
DULUTH HLDGS INC COM CL B 26443V101 540 37,000 SH   SOLE   28,500 0 8,500
EPAM SYS INC COM 29414B104 1,764 22,440 SH   SOLE   17,340 0 5,100
ELLIE MAE INC COM 28849P100 2,467 40,955 SH   SOLE   28,930 0 12,025
EURONET WORLDWIDE INC COM 298736109 1,461 20,175 SH   SOLE   14,675 0 5,500
FACEBOOK INC CL A 30303M102 2,696 25,760 SH   SOLE   19,250 0 6,510
FASTENAL CO COM 311900104 1,024 25,076 SH   SOLE   13,481 0 11,595
FLEETCOR TECHNOLOGIES INC COM 339041105 550 3,850 SH   SOLE   3,850 0 0
FLEETMATICS GROUP PLC COM G35569105 742 14,600 SH   SOLE   11,200 0 3,400
GENTHERM INC COM 37253A103 2,187 46,145 SH   SOLE   28,280 0 17,865
GILEAD SCIENCES INC COM 375558103 2,989 29,543 SH   SOLE   22,735 0 6,808
HARMAN INTL INDS INC COM 413086109 707 7,500 SH   SOLE   5,500 0 2,000
HEADWATERS INC COM 42210P102 369 21,900 SH   SOLE   17,000 0 4,900
HOME DEPOT INC COM 437076102 569 4,300 SH   SOLE   4,300 0 0
IPG PHOTONICS CORP COM 44980X109 1,416 15,877 SH   SOLE   5,350 0 10,527
INSULT CORP COM 45784P101 2,600 68,770 SH   SOLE   48,120 0 20,650
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 301 2,140 SH   SOLE   2,140 0 0
LGI HOMES INC COM 50187T106 1,979 81,350 SH   SOLE   59,280 0 22,070
LKQ CORP COM 501889208 2,511 84,747 SH   SOLE   46,607 0 38,140
LENNAR CORP CL A 526057104 1,529 31,255 SH   SOLE   19,780 0 11,475
LOWES COS INC COM 548661107 1,252 16,465 SH   SOLE   12,505 0 3,960
MARRIOTT INTL INC NEW CL A 571903202 268 4,000 SH   SOLE   4,000 0 0
MASTERCARD INC CL A 57636Q104 672 6,900 SH   SOLE   6,900 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 1,226 26,353 SH   SOLE   26,353 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 346 1,363 SH   SOLE   1,363 0 0
MIDDLEBY CORP COM 596278101 712 6,600 SH   SOLE   5,100 0 1,500
NEOPHOTONICS CORP COM 64051T100 815 75,000 SH   SOLE   52,300 0 22,700
NETSCOUT SYS INC COM 64115T104 663 21,600 SH   SOLE   16,700 0 4,900
PRA GROUP INC COM 69354N106 1,469 42,345 SH   SOLE   27,000 0 15,345
PATRICK INDS INC COM 703343103 806 18,525 SH   SOLE   9,855 0 8,670
PEGASYSTEMS INC COM 705573103 2,974 108,150 SH   SOLE   69,245 0 38,905
PRINCELINE GRP INC COM NEW 741503403 2,167 1,700 SH   SOLE   1,700 0 0
PROSHARES TR II ULTRASHRT EURO 74347W882 562 22,000 SH   SOLE   22,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 956 4,689 SH   SOLE   4,067 0 622
SHIRE PLC SPONSORED ADR 82481R106 294 1,435 SH   SOLE   1,435 0 0
SOUTHWEST AIRLS CO COM 844741108 376 8,725 SH   SOLE   8,725 0 0
SPIRIT AIRLS INC COM 848577102 556 13,955 SH   SOLE   8,615 0 5,340
STARBUCKS CORP COM 855244109 570 9,500 SH   SOLE   9,500 0 0
SYNAPTICS INC COM 87157D109 1,347 16,765 SH   SOLE   8,265 0 8,500
TEAM HEALTH HOLDINGS INC COM 87817A107 290 6,600 SH   SOLE   5,100 0 1,500
ULTIMATE SOFTWARE GROUP INC COM 90385D107 371 1,900 SH   SOLE   1,400 0 500
UNITED CONTL HLDGS INC COM 910047109 850 14,840 SH   SOLE   7,630 0 7,210
UNITED INS HLDGS CORP COM 910710102 883 51,650 SH   SOLE   37,850 0 13,800
UNITED RENTALS INC COM 911363109 511 7,048 SH   SOLE   3,645 0 3,403
VANTIV INC CL A 92210H105 569 12,000 SH   SOLE   12,000 0 0
WCI CMNTYS INC COM PAR $0.01 92923C807 712 31,975 SH   SOLE   16,600 0 15,375
ISHARES TR 1-3 YR CR BD ETF 464288646 935 8,940 SH   SOLE   8,125 0 815
ISHARES TR 1-3 YR TR BD ETF 464287457 920 10,900 SH   SOLE   10,065 0 835
ISHARES TR RUS 2000 GRW ETF 464287648 297 2,133 SH   SOLE   2,133 0 0