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
ALLEGHENY TECHNOLOGIES INC COM 01741R102 271 17,000 SH   SOLE   12,700 0 4,300
ALPHABET INC CAP STK CL A 02079K305 3,896 4,916 SH   SOLE   3,976 0 940
ALPHABET INC CAP STK CL C 02079K107 559 724 SH   SOLE   382 0 342
ARGAN INC COM 04010E109 6,265 88,805 SH   SOLE   58,270 0 30,535
B & G FOODS INC NEW COM 05508R106 2,175 49,655 SH   SOLE   32,060 0 17,595
BANK OF THE OZARKS INC COM 063904106 4,359 82,880 SH   SOLE   50,840 0 32,040
BOFI HLDG INC COM 05566U108 32,381 1,134,197 SH   SOLE   953,834 0 180,363
BROADCOM LTD SHS Y09827109 4,659 26,355 SH   SOLE   20,540 0 5,815
BUFFALO WILD WINGS INC COM 119848109 1,520 9,842 SH   SOLE   5,965 0 3,877
CALLON PETE CO DEL COM 13123X102 478 31,100 SH   SOLE   18,500 0 12,600
CAMBREX CORP COM 132011107 205 3,800 SH   SOLE   0 0 3,800
CELGENE CORP COM 151020104 729 6,296 SH   SOLE   2,958 0 3,338
CERNER CORP COM 156782104 2,266 47,831 SH   SOLE   32,025 0 15,806
CRITEO S A SPONS ADS 226718104 3,451 84,010 SH   SOLE   54,035 0 29,975
D R HORTON INC COM 23331A109 1,924 70,407 SH   SOLE   53,655 0 16,752
DEXCOM INC COM 252131107 2,361 39,555 SH   SOLE   26,875 0 12,680
DREW INDS INC COM NEW 26168L205 1,682 15,610 SH   SOLE   8,850 0 6,760
EAGLE MATERIALS INC COM 26969P108 1,449 14,705 SH   SOLE   8,850 0 5,855
ELLIE MAE INC COM 28849P100 3,043 36,365 SH   SOLE   22,240 0 14,125
EOG RES INC COM 26875P101 409 4,045 SH   SOLE   1,860 0 2,185
EQT CORP COM 26884L109 262 4,000 SH   SOLE   4,000 0 0
EURONET WORLDWIDE INC COM 298736109 2,884 39,820 SH   SOLE   25,290 0 14,530
FACEBOOK INC CL A 30303M102 4,206 36,560 SH   SOLE   25,415 0 11,145
FASTENAL CO COM 311900104 1,272 27,065 SH   SOLE   12,400 0 14,665
GILEAD SCIENCES INC COM 375558103 1,062 14,836 SH   SOLE   6,733 0 8,103
GRANITE CONSTR INC COM 387328107 358 6,500 SH   SOLE   0 0 6,500
HIBBETT SPORTS INC COM 428567101 1,062 28,475 SH   SOLE   18,455 0 10,020
IDEXX LABS INC COM 45168D104 235 2,000 SH   SOLE   0 0 2,000
INSTALLED BLDG PRODS INC COM 45780R101 1,024 24,800 SH   SOLE   13,700 0 11,100
INSULET CORP COM 45784P101 3,137 83,265 SH   SOLE   48,825 0 34,440
INTUITIVE SURGICAL INC COM NEW 46120E602 482 760 SH   SOLE   760 0 0
IPG PHOTONICS CORP COM 44980X109 2,420 24,517 SH   SOLE   12,270 0 12,247
ISHARES TR 1-3 YR CR BD ETF 464288646 875 8,343 SH   SOLE   7,645 0 698
ISHARES TR 1-3 YR TR BD ETF 464287457 857 10,150 SH   SOLE   9,465 0 685
ISHARES TR INTERM CR BD ETF 464288638 374 3,455 SH   SOLE   0 0 3,455
ISHARES TR MBS ETF 464288588 627 5,900 SH   SOLE   0 0 5,900
ISHARES TR RUS 2000 GRW ETF 464287648 777 5,045 SH   SOLE   845 0 4,200
LENNAR CORP CL A 526057104 661 15,397 SH   SOLE   5,607 0 9,790
LGI HOMES INC COM 50187T106 2,256 78,515 SH   SOLE   52,305 0 26,210
LKQ CORP COM 501889208 3,461 112,910 SH   SOLE   65,095 0 47,815
MANITEX INTL INC COM 563420108 370 53,900 SH   SOLE   40,300 0 13,600
MANITOWOC FOODSERVICE INC COM 563568104 715 37,000 SH   SOLE   27,500 0 9,500
MICROCHIP TECHNOLOGY INC COM 595017104 1,911 29,788 SH   SOLE   24,888 0 4,900
NAUTILUS INC COM 63910B102 740 40,000 SH   SOLE   29,500 0 10,500
NEOPHOTONICS CORP COM 64051T100 1,003 92,750 SH   SOLE   55,050 0 37,700
NUVASIVE INC COM 670704105 283 4,200 SH   SOLE   0 0 4,200
NXP SEMICONDUCTORS N V COM N6596X109 1,093 11,150 SH   SOLE   11,150 0 0
PATRICK INDS INC COM 703343103 1,145 15,000 SH   SOLE   11,000 0 4,000
PAYCOM SOFTWARE INC COM 70432V102 1,808 39,750 SH   SOLE   29,150 0 10,600
PAYPAL HLDGS INC COM 70450Y103 1,783 45,185 SH   SOLE   35,400 0 9,785
POLYONE CORP COM 73179P106 784 24,480 SH   SOLE   17,100 0 7,380
POTBELLY CORP COM 73754Y100 1,042 80,800 SH   SOLE   60,500 0 20,300
PRICELINE GRP INC COM NEW 741503403 498 340 SH   SOLE   340 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,045 4,673 SH   SOLE   4,037 0 636
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 417 1,383 SH   SOLE   1,383 0 0
STAMPS COM INC COM NEW 852857200 4,172 36,385 SH   SOLE   24,445 0 11,940
TANDEM DIABETES CARE INC COM 875372104 340 157,940 SH   SOLE   82,700 0 75,240
ULTA SALON COSMETCS & FRAG I COM 90384S303 255 1,000 SH   SOLE   1,000 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 438 2,400 SH   SOLE   1,400 0 1,000
UNITED INS HLDGS CORP COM 910710102 406 26,800 SH   SOLE   18,600 0 8,200
UNITED NAT FOODS INC COM 911163103 2,047 42,900 SH   SOLE   26,620 0 16,280
UNIVERSAL DISPLAY CORP COM 91347P105 969 17,220 SH   SOLE   10,120 0 7,100
VANTIV INC CL A 92210H105 715 12,000 SH   SOLE   12,000 0 0
VASCULAR SOLUTIONS INC COM 92231M109 438 7,800 SH   SOLE   0 0 7,800