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 5,291 28,233 SH   SOLE   18,035 0 10,198
ALPHABET INC CAP STK CL A 02079K305 4,761 4,520 SH   SOLE   3,541 0 979
ALPHABET INC CAP STK CL C 02079K107 685 655 SH   SOLE   322 0 333
AMAZON COM INC COM 023135106 614 525 SH   SOLE   525 0 0
AVERY DENNISON CORP COM 053611109 2,635 22,943 SH   SOLE   14,135 0 8,808
BOFI HLDG INC COM 05566U108 29,659 991,943 SH   SOLE   822,535 0 169,408
B & G FOODS INC NEW COM 05508R106 795 22,610 SH   SOLE   6,670 0 15,940
BANK OF THE OZARKS COM 063904106 3,666 75,660 SH   SOLE   42,040 0 33,620
BROADCOM LTD SHS Y09827109 4,387 17,076 SH   SOLE   13,120 0 3,956
CALLON PETE CO DEL COM 13123X102 759 62,435 SH   SOLE   22,335 0 40,100
CELGENE CORP COM 151020104 1,148 11,003 SH   SOLE   7,718 0 3,285
CERNER CORP COM 156782104 929 13,781 SH   SOLE   5,855 0 7,926
CHARLES RIV LABS INTL INC COM 159864107 880 8,040 SH   SOLE   2,840 0 5,200
COSTAR GROUP INC COM 22160N109 4,128 13,902 SH   SOLE   8,870 0 5,032
CORCEPT THERAPEUTICS INC COM 218352102 2,310 127,885 SH   SOLE   81,685 0 46,200
CRITEO S A SPONS ADS 226718104 763 29,303 SH   SOLE   12,955 0 16,348
D R HORTON INC COM 23331A109 3,455 67,652 SH   SOLE   50,540 0 17,112
DEXCOM INC COM 252131107 2,258 39,340 SH   SOLE   25,260 0 14,080
DIAMONDBACK ENERGY INC COM 25278X109 366 2,900 SH   SOLE   2,900 0 0
EOG RES INC COM 26875P101 675 6,255 SH   SOLE   4,045 0 2,210
EQT CORP COM 26884L109 221 3,880 SH   SOLE   3,880 0 0
EAGLE MATERIALS INC COM 26969P108 2,249 19,850 SH   SOLE   10,985 0 8,865
EURONET WORLDWIDE INC COM 298736109 3,218 38,185 SH   SOLE   23,555 0 14,630
FACEBOOK INC CL A 30303M102 6,140 34,797 SH   SOLE   23,590 0 11,207
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 771 147,400 SH   SOLE   101,000 0 46,400
FASTENAL CO COM 311900104 2,375 43,435 SH   SOLE   28,715 0 14,720
FEDEX CORP COM 31428X106 374 1,500 SH   SOLE   1,500 0 0
GRANITE CONSTR INC COM 387328107 825 13,000 SH   SOLE   9,200 0 3,800
IDEXX LABS INC COM 45168D104 313 2,000 SH   SOLE   0 0 2,000
IPG PHOTONICS CORP COM 44980X109 4,270 19,940 SH   SOLE   9,905 0 10,035
INSPERITY INC COM 45778Q107 310 5,400 SH   SOLE   0 0 5,400
INSTALLED BLDG PRODS INC COM 45780R101 1,830 24,100 SH   SOLE   13,000 0 11,100
INSULET CORP COM 45784P101 5,463 79,170 SH   SOLE   44,505 0 34,665
INTEL CORP COM 458140100 282 6,100 SH   SOLE   6,100 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 766 2,100 SH   SOLE   2,100 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 545 4,050 SH   SOLE   2,685 0 1,365
LCI INDS COM 50189K103 1,906 14,660 SH   SOLE   8,400 0 6,260
LGI HOMES INC COM 50187T106 4,033 53,750 SH   SOLE   32,800 0 20,950
LKQ CORP COM 501889208 2,500 61,475 SH   SOLE   35,200 0 26,275
LOWES COS INC COM 548661107 307 3,300 SH   SOLE   3,300 0 0
M/I HOMES INC COM 55305B101 557 16,200 SH   SOLE   8,900 0 7,300
MANITEX INTL INC COM 563420108 1,196 124,600 SH   SOLE   81,300 0 43,300
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 494 23,000 SH   SOLE   23,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 2,032 23,127 SH   SOLE   23,127 0 0
MICRON TECHNOLOGY INC COM 595112103 263 6,400 SH   SOLE   6,400 0 0
MIDDLEFIELD BANC CORP COM NEW 596304204 371 7,700 SH   SOLE   0 0 7,700
PARSLEY ENERGY INC CL A 701877102 359 12,200 SH   SOLE   12,200 0 0
PATRICK INDS INC COM 703343103 2,004 28,860 SH   SOLE   15,660 0 13,200
PAYPAL HLDGS INC COM 70450Y103 3,177 43,160 SH   SOLE   33,190 0 9,970
PAYCOM SOFTWARE INC COM 70432V102 3,065 38,150 SH   SOLE   27,350 0 10,800
PAYLOCITY HLDG CORP COM 70438V106 1,855 39,335 SH   SOLE   19,140 0 20,195
POLYONE CORP COM 73179P106 776 17,830 SH   SOLE   9,030 0 8,800
PREFORMED LINE PRODS CO COM 740444104 426 6,000 SH   SOLE   0 0 6,000
PRICELINE GRP INC COM NEW 741503403 1,757 1,011 SH   SOLE   666 0 345
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,109 4,156 SH   SOLE   3,508 0 648
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 484 1,400 SH   SOLE   1,400 0 0
SHILOH INDS INC COM 824543102 142 17,291 SH   SOLE   7,291 0 10,000
SNAP ON INC COM 833034101 2,111 12,112 SH   SOLE   6,766 0 5,346
SPROUTS FMRS MKT INC COM 85208M102 1,311 53,840 SH   SOLE   32,370 0 21,470
STAMPS COM INC COM NEW 852857200 5,225 27,793 SH   SOLE   17,060 0 10,733
TEXAS ROADHOUSE INC COM 882681109 237 4,500 SH   SOLE   0 0 4,500
BOSTON BEER INC CL A 100557107 255 1,335 SH   SOLE   35 0 1,300
THE TRADE DESK INC COM CL A 88339J105 2,477 54,160 SH   SOLE   30,690 0 23,470
ULTA BEAUTY INC COM 90384S303 224 1,000 SH   SOLE   1,000 0 0
UNITED NAT FOODS INC COM 911163103 1,804 36,605 SH   SOLE   23,765 0 12,840
UNIVERSAL DISPLAY CORP COM 91347P105 2,881 16,686 SH   SOLE   10,086 0 6,600
WAGEWORKS INC COM 930427109 787 12,700 SH   SOLE   8,700 0 4,000
WESTERN DIGITAL CORP COM 958102105 501 6,300 SH   SOLE   6,300 0 0
VANTIV INC CL A 92210H105 844 11,480 SH   SOLE   0 0 11,480
IRHYTHM TECHNOLOGIES INC COM 450056106 263 4,700 SH   SOLE   0 0 4,700
ISHARES TR 1 3 YR CR BD ETF 464288646 1,399 13,385 SH   SOLE   8,815 0 4,570
ISHARES TR 1 3 YR TREAS BD 464287457 1,373 16,380 SH   SOLE   10,920 0 5,460
ISHARES TR INTRMD CR BD ETF 464288638 377 3,455 SH   SOLE   0 0 3,455