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 3,297 11,545 SH   SOLE   6,948 0 4,597
ALARM COM HLDGS INC COM 011642105 2,074 31,950 SH   SOLE   19,550 0 12,400
ALPHABET INC CAP STK CL A 02079K305 3,493 2,968 SH   SOLE   2,172 0 796
ALPHABET INC CAP STK CL C 02079K107 320 273 SH   SOLE   121 0 152
AMAZON COM INC COM 023135106 2,522 1,416 SH   SOLE   1,211 0 205
AMERICAN ELEC PWR CO INC COM 025537101 1,570 18,747 SH   SOLE   11,720 0 7,027
ARGAN INC COM 04010E109 2,770 55,455 SH   SOLE   33,110 0 22,345
ARISTA NETWORKS INC COM 040413106 2,839 9,029 SH   SOLE   6,795 0 2,234
AT HOME GROUP INC COM 04650Y100 220 12,300 SH   SOLE   0 0 12,300
AVERY DENNISON CORP COM 053611109 1,009 8,931 SH   SOLE   5,407 0 3,524
AXOS FINL INC COM 05465C100 17,897 617,991 SH   SOLE   508,495 0 109,496
BOOKING HLDGS INC COM 09857L108 349 200 SH   SOLE   200 0 0
BROADCOM INC COM 11135F101 3,169 10,540 SH   SOLE   7,701 0 2,839
BURLINGTON STORES INC COM 122017106 1,541 9,835 SH   SOLE   7,430 0 2,405
CABOT CORP COM 127055101 395 9,500 SH   SOLE   6,500 0 3,000
CABOT MICROELECTRONICS CORP COM 12709P103 1,796 16,043 SH   SOLE   7,305 0 8,738
CALLAWAY GOLF CO COM 131193104 293 18,400 SH   SOLE   0 0 18,400
CALLON PETE CO DEL COM 13123X102 644 85,290 SH   SOLE   33,500 0 51,790
CDW CORP COM 12514G108 1,087 11,284 SH   SOLE   8,550 0 2,734
CHARLES RIV LABS INTL INC COM 159864107 755 5,200 SH   SOLE   0 0 5,200
CONTINENTAL BLDG PRODS INC COM 211171103 742 29,938 SH   SOLE   15,230 0 14,708
COSTAR GROUP INC COM 22160N109 5,514 11,823 SH   SOLE   7,176 0 4,647
CRITEO S A SPONS ADS 226718104 1,100 54,913 SH   SOLE   28,880 0 26,033
D R HORTON INC COM 23331A109 1,907 46,087 SH   SOLE   36,395 0 9,692
DEXCOM INC COM 252131107 4,787 40,197 SH   SOLE   24,890 0 15,307
DIAMONDBACK ENERGY INC COM 25278X109 374 3,682 SH   SOLE   1,612 0 2,070
DORMAN PRODUCTS INC COM 258278100 581 6,600 SH   SOLE   0 0 6,600
DULUTH HLDGS INC COM CL B 26443V101 279 11,700 SH   SOLE   0 0 11,700
DXP ENTERPRISES INC NEW COM NEW 233377407 440 11,300 SH   SOLE   7,800 0 3,500
EDWARDS LIFESCIENCES CORP COM 28176E108 344 1,800 SH   SOLE   1,800 0 0
EOG RES INC COM 26875P101 329 3,459 SH   SOLE   1,480 0 1,979
EURONET WORLDWIDE INC COM 298736109 2,866 20,100 SH   SOLE   13,500 0 6,600
FACEBOOK INC CL A 30303M102 325 1,950 SH   SOLE   1,930 0 20
FORTINET INC COM 34959E109 621 7,400 SH   SOLE   7,400 0 0
GLOBANT S A COM L44385109 3,262 45,690 SH   SOLE   24,470 0 21,220
HEALTHEQUITY INC COM 42226A107 1,110 15,000 SH   SOLE   8,900 0 6,100
HOME DEPOT INC COM 437076102 1,283 6,684 SH   SOLE   4,734 0 1,950
IMMUNOMEDICS INC COM 452907108 949 49,377 SH   SOLE   26,912 0 22,465
INSPERITY INC COM 45778Q107 433 3,500 SH   SOLE   0 0 3,500
INSTALLED BLDG PRODS INC COM 45780R101 795 16,400 SH   SOLE   7,000 0 9,400
INSULET CORP COM 45784P101 4,509 47,415 SH   SOLE   28,480 0 18,935
INTUITIVE SURGICAL INC COM NEW 46120E602 2,600 4,557 SH   SOLE   3,188 0 1,369
IRHYTHM TECHNOLOGIES INC COM 450056106 1,871 24,954 SH   SOLE   14,525 0 10,429
ISHARES TR 1 3 YR TREAS BD 464287457 783 9,305 SH   SOLE   8,680 0 625
ISHARES TR INTRM TR CRP ETF 464288638 381 6,910 SH   SOLE   0 0 6,910
ISHARES TR SH TR CRPORT ETF 464288646 808 15,299 SH   SOLE   14,010 0 1,289
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 320 2,237 SH   SOLE   960 0 1,277
LGI HOMES INC COM 50187T106 2,668 44,290 SH   SOLE   26,320 0 17,970
M/I HOMES INC COM 55305B101 303 11,400 SH   SOLE   0 0 11,400
MALIBU BOATS INC COM CL A 56117J100 483 12,200 SH   SOLE   0 0 12,200
MANITEX INTL INC COM 563420108 619 80,900 SH   SOLE   53,800 0 27,100
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 290 14,577 SH   SOLE   0 0 14,577
MEDPACE HLDGS INC COM 58506Q109 307 5,200 SH   SOLE   0 0 5,200
MICROCHIP TECHNOLOGY INC COM 595017104 675 8,135 SH   SOLE   8,135 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,368 10,100 SH   SOLE   4,100 0 6,000
NISOURCE INC COM 65473P105 1,066 37,200 SH   SOLE   19,500 0 17,700
PARSLEY ENERGY INC CL A 701877102 297 15,374 SH   SOLE   6,952 0 8,422
PAYCOM SOFTWARE INC COM 70432V102 5,887 31,127 SH   SOLE   18,560 0 12,567
PAYLOCITY HLDG CORP COM 70438V106 4,953 55,533 SH   SOLE   33,210 0 22,323
PAYPAL HLDGS INC COM 70450Y103 4,667 44,943 SH   SOLE   36,143 0 8,800
PERFORMANCE FOOD GROUP CO COM 71377A103 337 8,500 SH   SOLE   0 0 8,500
POLYONE CORP COM 73179P106 526 17,930 SH   SOLE   9,130 0 8,800
PRA HEALTH SCIENCES INC COM 69354M108 1,412 12,800 SH   SOLE   8,800 0 4,000
QUALYS INC COM 74758T303 1,103 13,330 SH   SOLE   7,130 0 6,200
SNAP ON INC COM 833034101 1,721 10,998 SH   SOLE   6,182 0 4,816
SPDR S&P 500 ETF TR TR UNIT 78462F103 732 2,590 SH   SOLE   1,970 0 620
SPROUTS FMRS MKT INC COM 85208M102 1,896 88,010 SH   SOLE   56,495 0 31,515
STAMPS COM INC COM NEW 852857200 1,576 19,363 SH   SOLE   10,570 0 8,793
STARBUCKS CORP COM 855244109 1,421 19,120 SH   SOLE   15,340 0 3,780
SUPERNUS PHARMACEUTICALS INC COM 868459108 2,202 62,840 SH   SOLE   36,465 0 26,375
SYNNEX CORP COM 87162W100 3,318 34,787 SH   SOLE   20,765 0 14,022
SYNOVUS FINL CORP COM NEW 87161C501 928 27,000 SH   SOLE   15,800 0 11,200
THE TRADE DESK INC COM CL A 88339J105 5,519 27,880 SH   SOLE   16,722 0 11,158
TRISTATE CAP HLDGS INC COM 89678F100 218 10,690 SH   SOLE   0 0 10,690
ULTA BEAUTY INC COM 90384S303 2,593 7,435 SH   SOLE   5,302 0 2,133
VISA INC COM CL A 92826C839 3,074 19,682 SH   SOLE   13,865 0 5,817
WORLDPAY INC CL A 981558109 2,634 23,207 SH   SOLE   16,809 0 6,398
XCEL ENERGY INC COM 98389B100 1,580 28,108 SH   SOLE   17,700 0 10,408
ZEBRA TECHNOLOGIES CORP CL A 989207105 691 3,300 SH   SOLE   3,300 0 0