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 7,150 17,479 SH   SOLE   10,433 0 7,046
ALARM COM HLDGS INC COM 011642105 971 24,050 SH   SOLE   14,450 0 9,600
ALPHABET INC CAP STK CL A 02079K305 5,108 4,524 SH   SOLE   3,534 0 990
ALPHABET INC CAP STK CL C 02079K107 731 655 SH   SOLE   322 0 333
AMAZON COM INC COM 023135106 1,657 975 SH   SOLE   975 0 0
ARGAN INC COM 04010E109 598 14,600 SH   SOLE   7,700 0 6,900
AT HOME GROUP INC COM 04650Y100 466 11,900 SH   SOLE   0 0 11,900
AVERY DENNISON CORP COM 053611109 2,347 22,988 SH   SOLE   14,115 0 8,873
BOFI HLDG INC COM 05566U108 28,986 708,522 SH   SOLE   598,904 0 109,618
B & G FOODS INC NEW COM 05508R106 467 15,630 SH   SOLE   6,640 0 8,990
BANK OF THE OZARKS COM 06417N103 3,404 75,580 SH   SOLE   42,150 0 33,430
BOOKING HLDGS INC COM 09857L108 2,045 1,009 SH   SOLE   665 0 344
BROADCOM INC COM 11135F101 2,224 9,165 SH   SOLE   6,975 0 2,190
CABOT MICROELECTRONICS CORP COM 12709P103 688 6,400 SH   SOLE   0 0 6,400
CALLON PETE CO DEL COM 13123X102 1,814 168,920 SH   SOLE   83,190 0 85,730
CAVIUM INC COM 14964U108 908 10,500 SH   SOLE   3,800 0 6,700
CHARLES RIV LABS INTL INC COM 159864107 584 5,200 SH   SOLE   0 0 5,200
COSTAR GROUP INC COM 22160N109 5,743 13,917 SH   SOLE   8,895 0 5,022
CORCEPT THERAPEUTICS INC COM 218352102 1,692 107,640 SH   SOLE   66,855 0 40,785
COVIA HLDGS CORP COM 22305A103 1,248 67,217 SH   SOLE   41,959 0 25,258
CRITEO S A SPONS ADS 226718104 1,966 59,858 SH   SOLE   30,190 0 29,668
D R HORTON INC COM 23331A109 1,929 47,042 SH   SOLE   36,220 0 10,822
DEXCOM INC COM 252131107 4,854 51,110 SH   SOLE   31,345 0 19,765
DIAMONDBACK ENERGY INC COM 25278X109 382 2,900 SH   SOLE   2,900 0 0
DORMAN PRODUCTS INC COM 258278100 273 4,000 SH   SOLE   0 0 4,000
EOG RES INC COM 26875P101 776 6,240 SH   SOLE   4,045 0 2,195
EAGLE MATERIALS INC COM 26969P108 2,311 22,017 SH   SOLE   13,170 0 8,847
EURONET WORLDWIDE INC COM 298736109 1,290 15,400 SH   SOLE   11,000 0 4,400
FACEBOOK INC CL A 30303M102 6,301 32,427 SH   SOLE   23,650 0 8,777
FASTENAL CO COM 311900104 2,091 43,435 SH   SOLE   28,665 0 14,770
FEDEX CORP COM 31428X106 341 1,500 SH   SOLE   1,500 0 0
FEDNAT HLDG CO COM 31431B109 300 13,000 SH   SOLE   0 0 13,000
GLOBANT S A COM L44385109 1,258 22,150 SH   SOLE   11,950 0 10,200
GRANITE CONSTR INC COM 387328107 902 16,200 SH   SOLE   9,200 0 7,000
HOME DEPOT INC COM 437076102 338 1,730 SH   SOLE   1,730 0 0
IPG PHOTONICS CORP COM 44980X109 4,153 18,823 SH   SOLE   10,070 0 8,753
IMMUNOMEDICS INC COM 452907108 1,989 84,015 SH   SOLE   50,280 0 33,735
INSPERITY INC COM 45778Q107 333 3,500 SH   SOLE   0 0 3,500
INSULET CORP COM 45784P101 5,986 69,845 SH   SOLE   40,655 0 29,190
INTUITIVE SURGICAL INC COM NEW 46120E602 1,005 2,100 SH   SOLE   2,100 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 683 3,962 SH   SOLE   2,635 0 1,327
LGI HOMES INC COM 50187T106 2,605 45,130 SH   SOLE   24,135 0 20,995
LKQ CORP COM 501889208 1,959 61,415 SH   SOLE   35,170 0 26,245
M/I HOMES INC COM 55305B101 302 11,400 SH   SOLE   0 0 11,400
MANITEX INTL INC COM 563420108 1,446 115,900 SH   SOLE   77,700 0 38,200
MICROCHIP TECHNOLOGY INC COM 595017104 2,044 22,471 SH   SOLE   22,471 0 0
MICRON TECHNOLOGY INC COM 595112103 540 10,300 SH   SOLE   10,300 0 0
MIDDLEFIELD BANC CORP COM NEW 596304204 390 7,700 SH   SOLE   0 0 7,700
MONOLITHIC PWR SYS INC COM 609839105 588 4,400 SH   SOLE   0 0 4,400
NVIDIA CORP COM 67066G104 308 1,300 SH   SOLE   1,300 0 0
PARSLEY ENERGY INC CL A 701877102 1,175 38,795 SH   SOLE   29,360 0 9,435
PAYPAL HLDGS INC COM 70450Y103 3,594 43,165 SH   SOLE   33,235 0 9,930
PAYCOM SOFTWARE INC COM 70432V102 3,902 39,478 SH   SOLE   23,945 0 15,533
PAYLOCITY HLDG CORP COM 70438V106 3,124 53,070 SH   SOLE   30,600 0 22,470
POLYONE CORP COM 73179P106 771 17,830 SH   SOLE   9,030 0 8,800
PREFORMED LINE PRODS CO COM 740444104 444 5,000 SH   SOLE   0 0 5,000
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,131 4,169 SH   SOLE   3,515 0 654
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 500 1,409 SH   SOLE   1,409 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 280 2,900 SH   SOLE   2,900 0 0
SNAP ON INC COM 833034101 1,942 12,086 SH   SOLE   6,759 0 5,327
SPROUTS FMRS MKT INC COM 85208M102 1,947 88,205 SH   SOLE   56,345 0 31,860
STAMPS COM INC COM NEW 852857200 4,360 17,228 SH   SOLE   10,405 0 6,823
SUPERNUS PHARMACEUTICALS INC COM 868459108 2,971 49,642 SH   SOLE   26,660 0 22,982
THE TRADE DESK INC COM CL A 88339J105 6,889 73,440 SH   SOLE   43,100 0 30,340
UNITED NAT FOODS INC COM 911163103 1,562 36,615 SH   SOLE   23,695 0 12,920
VISA INC COM CL A 92826C839 2,758 20,820 SH   SOLE   14,265 0 6,555
WORLDPAY INC CL A 981558109 1,960 23,969 SH   SOLE   16,764 0 7,205
IRHYTHM TECHNOLOGIES INC COM 450056106 1,890 23,298 SH   SOLE   12,450 0 10,848
ISHARES TR 1 3 YR CR BD ETF 464288646 1,294 12,481 SH   SOLE   7,950 0 4,531
ISHARES TR 1 3 YR TREAS BD 464287457 1,028 12,335 SH   SOLE   9,840 0 2,495
ISHARES TR INTRMD CR BD ETF 464288638 367 3,455 SH   SOLE   0 0 3,455