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
ABIOMED INC COM 003654100 2,198 17,555 SH   SOLE   10,190 0 7,365
ALPHABET INC CAP STK CL A 02079K305 4,058 4,786 SH   SOLE   3,782 0 1,004
ALPHABET INC CAP STK CL C 02079K107 601 724 SH   SOLE   353 0 371
ARGAN INC COM 04010E109 2,166 32,750 SH   SOLE   20,900 0 11,850
B & G FOODS INC NEW COM 05508R106 1,952 48,495 SH   SOLE   30,450 0 18,045
BANK OF THE OZARKS INC COM 063904106 4,579 88,035 SH   SOLE   50,410 0 37,625
BOFI HLDG INC COM 05566U108 28,186 1,078,697 SH   SOLE   894,924 0 183,773
BROADCOM LTD SHS Y09827109 5,602 25,585 SH   SOLE   19,545 0 6,040
CALLON PETE CO DEL COM 13123X102 1,799 136,690 SH   SOLE   83,680 0 53,010
CAMBREX CORP COM 132011107 402 7,300 SH   SOLE   0 0 7,300
CELGENE CORP COM 151020104 1,883 15,131 SH   SOLE   11,688 0 3,443
CERNER CORP COM 156782104 900 15,293 SH   SOLE   6,385 0 8,908
COSTAR GROUP INC COM 22160N109 808 3,900 SH   SOLE   2,900 0 1,000
CRITEO S A SPONS ADS 226718104 4,224 84,495 SH   SOLE   51,340 0 33,155
D R HORTON INC COM 23331A109 2,285 68,607 SH   SOLE   51,000 0 17,607
DEXCOM INC COM 252131107 3,263 38,510 SH   SOLE   25,550 0 12,960
EAGLE MATERIALS INC COM 26969P108 2,302 23,700 SH   SOLE   13,950 0 9,750
ELLIE MAE INC COM 28849P100 3,580 35,705 SH   SOLE   21,190 0 14,515
EOG RES INC COM 26875P101 638 6,545 SH   SOLE   4,270 0 2,275
EQT CORP COM 26884L109 244 4,000 SH   SOLE   4,000 0 0
EURONET WORLDWIDE INC COM 298736109 3,327 38,900 SH   SOLE   24,030 0 14,870
FACEBOOK INC CL A 30303M102 5,078 35,750 SH   SOLE   24,165 0 11,585
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 374 51,000 SH   SOLE   37,700 0 13,300
FASTENAL CO COM 311900104 1,976 38,375 SH   SOLE   22,990 0 15,385
FEDEX CORP COM 31428X106 293 1,500 SH   SOLE   1,500 0 0
GRANITE CONSTR INC COM 387328107 813 16,200 SH   SOLE   9,700 0 6,500
HIBBETT SPORTS INC COM 428567101 819 27,765 SH   SOLE   17,535 0 10,230
IDEXX LABS INC COM 45168D104 309 2,000 SH   SOLE   0 0 2,000
INSTALLED BLDG PRODS INC COM 45780R101 1,271 24,100 SH   SOLE   13,000 0 11,100
INSULET CORP COM 45784P101 3,515 81,565 SH   SOLE   46,295 0 35,270
INTUITIVE SURGICAL INC COM NEW 46120E602 583 760 SH   SOLE   760 0 0
IPG PHOTONICS CORP COM 44980X109 2,760 22,865 SH   SOLE   10,460 0 12,405
ISHARES TR 1-3 YR CR BD ETF 464288646 929 8,833 SH   SOLE   7,645 0 1,188
ISHARES TR 1-3 YR TR BD ETF 464287457 911 10,775 SH   SOLE   9,465 0 1,310
ISHARES TR INTERM CR BD ETF 464288638 376 3,455 SH   SOLE   0 0 3,455
LCI INDS COM 50189K103 1,513 15,160 SH   SOLE   8,400 0 6,760
LENNAR CORP CL A 526057104 776 15,157 SH   SOLE   5,327 0 9,830
LGI HOMES INC COM 50187T106 2,593 76,465 SH   SOLE   49,685 0 26,780
LKQ CORP COM 501889208 2,854 97,500 SH   SOLE   60,595 0 36,905
MANITEX INTL INC COM 563420108 659 98,300 SH   SOLE   72,300 0 26,000
MICROCHIP TECHNOLOGY INC COM 595017104 2,129 28,851 SH   SOLE   23,951 0 4,900
NEVRO CORP COM 64157F103 796 8,500 SH   SOLE   3,200 0 5,300
NUVASIVE INC COM 670704105 1,120 15,000 SH   SOLE   8,000 0 7,000
NXP SEMICONDUCTORS N V COM N6596X109 615 5,940 SH   SOLE   5,940 0 0
OCLARO INC COM NEW 67555N206 1,008 102,660 SH   SOLE   58,910 0 43,750
PATRICK INDS INC COM 703343103 1,222 17,240 SH   SOLE   10,440 0 6,800
PAYCOM SOFTWARE INC COM 70432V102 2,338 40,650 SH   SOLE   29,150 0 11,500
PAYPAL HLDGS INC COM 70450Y103 1,896 44,070 SH   SOLE   33,800 0 10,270
POLYONE CORP COM 73179P106 956 28,030 SH   SOLE   16,230 0 11,800
POTBELLY CORP COM 73754Y100 1,123 80,800 SH   SOLE   60,500 0 20,300
PRICELINE GRP INC COM NEW 741503403 605 340 SH   SOLE   340 0 0
SNAP ON INC COM 833034101 2,758 16,352 SH   SOLE   10,001 0 6,351
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,124 4,766 SH   SOLE   4,127 0 639
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 434 1,388 SH   SOLE   1,388 0 0
STAMPS COM INC COM NEW 852857200 3,258 27,530 SH   SOLE   17,425 0 10,105
TANDEM DIABETES CARE INC COM 875372104 190 157,940 SH   SOLE   81,500 0 76,440
ULTA SALON COSMETCS & FRAG I COM 90384S303 285 1,000 SH   SOLE   1,000 0 0
UNIQUE FABRICATING INC COM 90915J103 211 17,500 SH   SOLE   0 0 17,500
UNITED NAT FOODS INC COM 911163103 1,817 42,040 SH   SOLE   25,300 0 16,740
UNIVERSAL DISPLAY CORP COM 91347P105 1,297 15,060 SH   SOLE   7,960 0 7,100
VANTIV INC CL A 92210H105 731 11,400 SH   SOLE   11,400 0 0
WAGEWORKS INC COM 930427109 723 10,000 SH   SOLE   7,300 0 2,700