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 3,641 21,595 SH   SOLE   13,455 0 8,140
ALPHABET INC CAP STK CL A 02079K305 4,448 4,568 SH   SOLE   3,581 0 987
ALPHABET INC CAP STK CL C 02079K107 689 718 SH   SOLE   347 0 371
AMAZON COM INC COM 023135106 250 260 SH   SOLE   260 0 0
AVERY DENNISON CORP COM 053611109 2,300 23,390 SH   SOLE   14,440 0 8,950
B & G FOODS INC NEW COM 05508R106 1,331 41,805 SH   SOLE   25,660 0 16,145
BANK OF THE OZARKS COM 063904106 3,969 82,610 SH   SOLE   48,535 0 34,075
BOFI HLDG INC COM 05566U108 29,374 1,031,768 SH   SOLE   856,560 0 175,208
BOSTON BEER INC CL A 100557107 209 1,335 SH   SOLE   35 0 1,300
BROADCOM LTD SHS Y09827109 3,747 15,449 SH   SOLE   12,425 0 3,024
CALLON PETE CO DEL COM 13123X102 1,374 122,200 SH   SOLE   83,390 0 38,810
CAMBREX CORP COM 132011107 402 7,300 SH   SOLE   0 0 7,300
CELGENE CORP COM 151020104 2,206 15,131 SH   SOLE   11,728 0 3,403
CERNER CORP COM 156782104 1,076 15,093 SH   SOLE   6,315 0 8,778
CHARLES RIV LABS INTL INC COM 159864107 868 8,040 SH   SOLE   2,840 0 5,200
COHERENT INC COM 192479103 800 3,400 SH   SOLE   2,400 0 1,000
CORCEPT THERAPEUTICS INC COM 218352102 2,202 114,085 SH   SOLE   71,950 0 42,135
COSTAR GROUP INC COM 22160N109 3,442 12,832 SH   SOLE   7,730 0 5,102
CRITEO S A SPONS ADS 226718104 1,546 37,248 SH   SOLE   20,010 0 17,238
D R HORTON INC COM 23331A109 2,730 68,362 SH   SOLE   50,845 0 17,517
DEXCOM INC COM 252131107 1,943 39,705 SH   SOLE   25,500 0 14,205
DORMAN PRODUCTS INC COM 258278100 201 2,800 SH   SOLE   0 0 2,800
EAGLE MATERIALS INC COM 26969P108 2,035 19,075 SH   SOLE   11,210 0 7,865
ELLIE MAE INC COM 28849P100 1,891 23,025 SH   SOLE   10,420 0 12,605
EOG RES INC COM 26875P101 622 6,425 SH   SOLE   4,170 0 2,255
EQT CORP COM 26884L109 253 3,880 SH   SOLE   3,880 0 0
EURONET WORLDWIDE INC COM 298736109 3,675 38,775 SH   SOLE   23,960 0 14,815
FACEBOOK INC CL A 30303M102 6,080 35,585 SH   SOLE   24,080 0 11,505
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 339 71,000 SH   SOLE   55,400 0 15,600
FASTENAL CO COM 311900104 2,025 44,425 SH   SOLE   29,350 0 15,075
FEDEX CORP COM 31428X106 338 1,500 SH   SOLE   1,500 0 0
GLAUKOS CORP COM 377322102 1,552 47,025 SH   SOLE   26,040 0 20,985
GRANITE CONSTR INC COM 387328107 753 13,000 SH   SOLE   9,200 0 3,800
IDEXX LABS INC COM 45168D104 311 2,000 SH   SOLE   0 0 2,000
INSPERITY INC COM 45778Q107 238 2,700 SH   SOLE   0 0 2,700
INSTALLED BLDG PRODS INC COM 45780R101 1,562 24,100 SH   SOLE   13,000 0 11,100
INSULET CORP COM 45784P101 4,432 80,460 SH   SOLE   45,320 0 35,140
INTUITIVE SURGICAL INC COM NEW 46120E602 732 700 SH   SOLE   700 0 0
IPG PHOTONICS CORP COM 44980X109 4,051 21,890 SH   SOLE   10,020 0 11,870
ISHARES TR 1 3 YR CR BD ETF 464288646 875 8,309 SH   SOLE   7,120 0 1,189
ISHARES TR 1 3 YR TREAS BD 464287457 855 10,120 SH   SOLE   8,810 0 1,310
ISHARES TR INTRMD CR BD ETF 464288638 381 3,455 SH   SOLE   0 0 3,455
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 847 5,789 SH   SOLE   4,345 0 1,444
LCI INDS COM 50189K103 1,698 14,660 SH   SOLE   8,400 0 6,260
LENNAR CORP CL A 526057104 598 11,332 SH   SOLE   5,267 0 6,065
LGI HOMES INC COM 50187T106 3,280 67,525 SH   SOLE   43,485 0 24,040
LKQ CORP COM 501889208 2,265 62,935 SH   SOLE   36,355 0 26,580
LOWES COS INC COM 548661107 264 3,300 SH   SOLE   3,300 0 0
M/I HOMES INC COM 55305B101 342 12,800 SH   SOLE   8,900 0 3,900
MANITEX INTL INC COM 563420108 883 98,300 SH   SOLE   72,300 0 26,000
MICROCHIP TECHNOLOGY INC COM 595017104 2,487 27,701 SH   SOLE   23,101 0 4,600
MICRON TECHNOLOGY INC COM 595112103 295 7,500 SH   SOLE   7,500 0 0
NUVASIVE INC COM 670704105 832 15,000 SH   SOLE   8,000 0 7,000
PATRICK INDS INC COM 703343103 1,618 19,240 SH   SOLE   10,440 0 8,800
PAYCOM SOFTWARE INC COM 70432V102 2,860 38,150 SH   SOLE   27,350 0 10,800
PAYPAL HLDGS INC COM 70450Y103 2,806 43,820 SH   SOLE   33,710 0 10,110
POLYONE CORP COM 73179P106 714 17,830 SH   SOLE   9,030 0 8,800
PREFORMED LINE PRODS CO COM 740444104 471 7,000 SH   SOLE   0 0 7,000
PRICELINE GRP INC COM NEW 741503403 1,739 950 SH   SOLE   596 0 354
SHILOH INDS INC COM 824543102 180 17,291 SH   SOLE   7,291 0 10,000
SNAP ON INC COM 833034101 1,848 12,400 SH   SOLE   6,964 0 5,436
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,042 4,147 SH   SOLE   3,502 0 645
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 455 1,394 SH   SOLE   1,394 0 0
STAMPS COM INC COM NEW 852857200 5,560 27,435 SH   SOLE   17,375 0 10,060
TEXAS ROADHOUSE INC COM 882681109 221 4,500 SH   SOLE   0 0 4,500
THE TRADE DESK INC COM CL A 88339J105 3,231 52,520 SH   SOLE   31,150 0 21,370
ULTA BEAUTY INC COM 90384S303 226 1,000 SH   SOLE   1,000 0 0
UNITED NAT FOODS INC COM 911163103 1,559 37,485 SH   SOLE   24,490 0 12,995
UNIVERSAL DISPLAY CORP COM 91347P105 1,876 14,561 SH   SOLE   7,961 0 6,600
VANTIV INC CL A 92210H105 809 11,480 SH   SOLE   11,480 0 0
WAGEWORKS INC COM 930427109 771 12,700 SH   SOLE   8,700 0 4,000