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 761 13,730 SH   SOLE   9,230 0 4,500
ALLERGAN PLC SHS G0177J108 1,025 4,435 SH   SOLE   2,905 0 1,530
ALPHABET INC CAP STK CL A 02079K305 2,908 4,133 SH   SOLE   3,514 0 619
ALPHABET INC CAP STK CL C 02079K107 545 788 SH   SOLE   462 0 326
ARGAN INC COM 04010E109 3,875 92,890 SH   SOLE   65,040 0 27,850
BOFI HLDG INC COM 05566U108 20,362 1,149,734 SH   SOLE   976,396 0 173,338
BANK OF THE OZARKS INC COM 063904106 2,697 71,870 SH   SOLE   50,360 0 21,510
BOJANGLES INC COM 097488100 347 20,500 SH   SOLE   15,800 0 4,700
BROADCOM LTD SHS Y09827109 3,970 25,550 SH   SOLE   21,235 0 4,315
CASEYS GEN STORES INC COM 147528103 1,604 12,200 SH   SOLE   9,300 0 2,900
CELGENE CORP COM 151020104 693 7,023 SH   SOLE   4,630 0 2,393
CERNER CORP COM 156782104 2,649 45,201 SH   SOLE   33,285 0 11,916
CHUYS HLDGS INC COM 171604101 1,118 32,300 SH   SOLE   24,900 0 7,400
CRITEO S A SPONS ADS 226718104 3,408 74,215 SH   SOLE   49,755 0 24,460
D R HORTON INC COM 23331A109 2,122 67,402 SH   SOLE   55,045 0 12,357
DELTA AIR LINES INC DEL COM NEW 247361702 1,586 43,530 SH   SOLE   36,110 0 7,420
DEXCOM INC COM 252131107 6,279 79,145 SH   SOLE   56,890 0 22,255
DREW INDS INC COM NEW 26168L205 1,367 16,110 SH   SOLE   8,850 0 7,260
DULUTH HLDGS INC COM CL B 26443V101 306 12,500 SH   SOLE   9,400 0 3,100
DXP ENTERPRISES INC NEW COM NEW 233377407 1,489 99,720 SH   SOLE   67,230 0 32,490
ELLIE MAE INC COM 28849P100 3,395 37,045 SH   SOLE   24,850 0 12,195
EPAM SYS INC COM 29414B104 2,567 39,920 SH   SOLE   27,840 0 12,080
EURONET WORLDWIDE INC COM 298736109 1,043 15,075 SH   SOLE   10,675 0 4,400
FACEBOOK INC CL A 30303M102 3,352 29,335 SH   SOLE   22,890 0 6,445
FASTENAL CO COM 311900104 1,131 25,475 SH   SOLE   14,310 0 11,165
FLEETMATICS GROUP PLC COM G35569105 433 10,000 SH   SOLE   6,600 0 3,400
GENTHERM INC COM 37253A103 336 9,800 SH   SOLE   6,000 0 3,800
GILEAD SCIENCES INC COM 375558103 2,409 28,883 SH   SOLE   22,755 0 6,128
HEICO CORP NEW CL A 422806208 386 7,200 SH   SOLE   5,500 0 1,700
HOME DEPOT INC COM 437076102 549 4,300 SH   SOLE   4,300 0 0
INSULET CORP COM 45784P101 2,224 73,540 SH   SOLE   44,605 0 28,935
INTUITIVE SURGICAL INC COM NEW 46120E602 503 760 SH   SOLE   760 0 0
IPG PHOTONICS CORP COM 44980X109 1,546 19,322 SH   SOLE   8,870 0 10,452
ISHARES TR 1-3 YR CR BD ETF 464288646 949 8,941 SH   SOLE   8,125 0 816
ISHARES TR 1-3 YR TR BD ETF 464287457 930 10,900 SH   SOLE   10,065 0 835
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 283 2,000 SH   SOLE   2,000 0 0
LENNAR CORP CL A 526057104 693 15,040 SH   SOLE   6,340 0 8,700
LGI HOMES INC COM 50187T106 2,457 76,920 SH   SOLE   53,550 0 23,370
LKQ CORP COM 501889208 3,342 105,420 SH   SOLE   64,280 0 41,140
LOWES COS INC COM 548661107 1,517 19,155 SH   SOLE   15,345 0 3,810
MERITAGE HOMES CORP COM 59001A102 330 8,800 SH   SOLE   0 0 8,800
MICROCHIP TECHNOLOGY INC COM 595017104 1,509 29,720 SH   SOLE   24,820 0 4,900
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 374 1,373 SH   SOLE   1,373 0 0
NEOPHOTONICS CORP COM 64051T100 674 70,700 SH   SOLE   36,000 0 34,700
NIC INC COM 62914B100 1,792 81,680 SH   SOLE   56,720 0 24,960
PATRICK INDS INC COM 703343103 537 8,900 SH   SOLE   5,400 0 3,500
PAYCOM SOFTWARE INC COM 70432V102 1,448 33,500 SH   SOLE   25,200 0 8,300
PAYPAL HLDGS INC COM 70450Y103 763 20,900 SH   SOLE   20,900 0 0
PEGASYSTEMS INC COM 705573103 2,916 108,200 SH   SOLE   66,045 0 42,155
PRICELINE GRP INC COM NEW 741503403 849 680 SH   SOLE   680 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 987 4,710 SH   SOLE   4,081 0 629
SKECHERS U S A INC CL A 830566105 936 31,500 SH   SOLE   22,000 0 9,500
SOUTHWEST AIRLS CO COM 844741108 656 16,725 SH   SOLE   16,725 0 0
STAMPS COM INC COM NEW 852857200 1,224 14,000 SH   SOLE   10,600 0 3,400
STARBUCKS CORP COM 855244109 534 9,350 SH   SOLE   9,350 0 0
TEXAS ROADHOUSE INC COM 882681109 798 17,500 SH   SOLE   13,500 0 4,000
ULTIMATE SOFTWARE GROUP INC COM 90385D107 505 2,400 SH   SOLE   1,400 0 1,000
ULTA SALON COSMETCS & FRAG I COM 90384S303 487 2,000 SH   SOLE   2,000 0 0
UNITED INS HLDGS CORP COM 910710102 971 59,300 SH   SOLE   41,400 0 17,900
UNITED NAT FOODS INC COM 911163103 709 15,150 SH   SOLE   11,350 0 3,800
VANTIV INC CL A 92210H105 679 12,000 SH   SOLE   12,000 0 0
WAGEWORKS INC COM 930427109 1,370 22,900 SH   SOLE   17,500 0 5,400