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 4,906 15,092 SH   SOLE   9,248 0 5,844
ALARM COM HLDGS INC COM 011642105 1,393 26,850 SH   SOLE   14,450 0 12,400
ALPHABET INC CAP STK CL A 02079K305 2,850 2,727 SH   SOLE   1,921 0 806
ALPHABET INC CAP STK CL C 02079K107 289 279 SH   SOLE   121 0 158
AMAZON COM INC COM 023135106 1,744 1,161 SH   SOLE   956 0 205
AMERICAN ELEC PWR INC COM 025537101 1,405 18,802 SH   SOLE   11,720 0 7,082
ARGAN INC COM 04010E109 764 20,200 SH   SOLE   12,000 0 8,200
AT HOME GROUP INC COM 04650Y100 355 19,000 SH   SOLE   0 0 19,000
AVERY DENNISON CORP COM 053611109 808 8,996 SH   SOLE   5,427 0 3,569
AXOS FINL INC COM 05465C100 17,516 695,615 SH   SOLE   585,569 0 110,046
BOOKING HLDGS INC COM 09857L108 344 200 SH   SOLE   200 0 0
BROADCOM INC COM 11135F101 3,677 14,462 SH   SOLE   10,859 0 3,603
CABOT MICROELECTRONICS CORP COM 12709P103 605 6,350 SH   SOLE   0 0 6,350
CALLAWAY GOLF CO COM 131193104 282 18,400 SH   SOLE   0 0 18,400
CALLON PETE CO DEL COM 13123X102 247 38,090 SH   SOLE   1,000 0 37,090
CHARLES RIV LABS INTL INC COM 159864107 588 5,200 SH   SOLE   0 0 5,200
CINCINNATI BELL INC NEW COM NEW 171871502 195 25,000 SH   SOLE   25,000 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 1,177 46,265 SH   SOLE   26,325 0 19,940
COSTAR GROUP INC COM 22160N109 4,013 11,895 SH   SOLE   7,196 0 4,699
CRITEO S A SPONS ADS 226718104 1,032 45,438 SH   SOLE   19,180 0 26,258
D R HORTON INC COM 23331A109 1,607 46,362 SH   SOLE   36,395 0 9,967
DEXCOM INC COM 252131107 5,317 44,380 SH   SOLE   28,915 0 15,465
DIAMONDBACK ENERGY INC COM 25278X109 346 3,732 SH   SOLE   1,612 0 2,120
DORMAN PRODUCTS INC COM 258278100 252 2,800 SH   SOLE   0 0 2,800
DXP ENTERPRISES INC NEW COM NEW 233377407 315 11,300 SH   SOLE   7,800 0 3,500
EOG RES INC COM 26875P101 305 3,502 SH   SOLE   1,480 0 2,022
EURONET WORLDWIDE INC COM 298736109 2,058 20,100 SH   SOLE   13,500 0 6,600
FACEBOOK INC CL A 30303M102 505 3,850 SH   SOLE   3,830 0 20
GLOBANT S A COM L44385109 2,955 52,475 SH   SOLE   28,935 0 23,540
GUESS INC COM 401617105 239 11,500 SH   SOLE   0 0 11,500
HEALTHEQUITY INC COM 42226A107 507 8,500 SH   SOLE   4,500 0 4,000
HOME DEPOT INC COM 437076102 883 5,141 SH   SOLE   3,149 0 1,992
IMMUNOMEDICS INC COM 452907108 709 49,682 SH   SOLE   26,912 0 22,770
INSPERITY INC COM 45778Q107 327 3,500 SH   SOLE   0 0 3,500
INSULET CORP COM 45784P101 4,758 59,985 SH   SOLE   35,880 0 24,105
INTUITIVE SURGICAL INC COM NEW 46120E602 2,212 4,619 SH   SOLE   3,211 0 1,408
ISHARES TR 1 3 YR TREAS BD 464287457 808 9,665 SH   SOLE   9,040 0 625
ISHARES TR INTRM TR CRP ETF 464288638 362 6,910 SH   SOLE   0 0 6,910
ISHARES TR SH TR CRPORT ETF 464288646 820 15,872 SH   SOLE   14,585 0 1,287
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 275 2,217 SH   SOLE   925 0 1,292
LGI HOMES INC COM 50187T106 2,003 44,295 SH   SOLE   24,090 0 20,205
LKQ CORP COM 501889208 1,376 57,985 SH   SOLE   33,835 0 24,150
M/I HOMES INC COM 55305B101 240 11,400 SH   SOLE   0 0 11,400
MALIBU BOATS INC COM CL A 56117J100 230 6,600 SH   SOLE   0 0 6,600
MANITEX INTL INC COM 563420108 573 100,900 SH   SOLE   67,300 0 33,600
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 236 14,577 SH   SOLE   0 0 14,577
MICROCHIP TECHNOLOGY INC COM 595017104 1,023 14,227 SH   SOLE   14,227 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,174 10,100 SH   SOLE   4,100 0 6,000
NISOURCE INC COM 65473P105 943 37,200 SH   SOLE   19,500 0 17,700
PARSLEY ENERGY INC CL A 701877102 250 15,619 SH   SOLE   6,952 0 8,667
PAYCOM SOFTWARE INC COM 70432V102 4,454 36,373 SH   SOLE   22,005 0 14,368
PAYLOCITY HLDG CORP COM 70438V106 3,498 58,093 SH   SOLE   34,440 0 23,653
PAYPAL HLDGS INC COM 70450Y103 3,808 45,283 SH   SOLE   36,188 0 9,095
PERFORMANCE FOOD GROUP CO COM 71377A103 274 8,500 SH   SOLE   0 0 8,500
POLYONE CORP COM 73179P106 513 17,930 SH   SOLE   9,130 0 8,800
POWELL INDS INC COM 739128106 218 8,700 SH   SOLE   0 0 8,700
QUALYS INC COM 74758T303 738 9,880 SH   SOLE   3,680 0 6,200
RAYONIER ADVANCED MATLS INC COM 75508B104 154 14,500 SH   SOLE   0 0 14,500
SNAP ON INC COM 833034101 1,664 11,451 SH   SOLE   6,544 0 4,907
SPDR S&P 500 ETF TR TR UNIT 78462F103 930 3,722 SH   SOLE   3,062 0 660
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 429 1,417 SH   SOLE   1,417 0 0
SPROUTS FMRS MKT INC COM 85208M102 2,075 88,240 SH   SOLE   56,495 0 31,745
STAMPS COM INC COM NEW 852857200 3,042 19,543 SH   SOLE   10,655 0 8,888
SUPERNUS PHARMACEUTICALS INC COM 868459108 2,092 62,972 SH   SOLE   36,465 0 26,507
THE TRADE DESK INC COM CL A 88339J105 5,673 48,877 SH   SOLE   30,000 0 18,877
TRISTATE CAP HLDGS INC COM 89678F100 208 10,690 SH   SOLE   0 0 10,690
ULTA BEAUTY INC COM 90384S303 1,596 6,520 SH   SOLE   4,317 0 2,203
VISA INC COM CL A 92826C839 2,635 19,969 SH   SOLE   13,940 0 6,029
WORLDPAY INC CL A 981558109 2,009 26,289 SH   SOLE   19,659 0 6,630
XCEL ENERGY INC COM 98389B100 1,388 28,163 SH   SOLE   17,780 0 10,383