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
ALARM COM HLDGS INC COM 011642105 944 11,134 SH   SOLE   10,675 0 459
ALPHABET INC CAP STK CL A 02079K305 6,646 2,294 SH   SOLE   1,385 0 909
AMAZON COM INC COM 023135106 5,295 1,588 SH   SOLE   943 0 645
AMERISOURCEBERGEN CORP COM 03073E105 1,814 13,653 SH   SOLE   8,589 0 5,064
APPLE INC COM 037833100 516 2,904 SH   SOLE   0 0 2,904
APPLIED MATLS INC COM 038222105 1,168 7,424 SH   SOLE   3,503 0 3,921
ASML HOLDING N V N Y REGISTRY SHS N07059210 973 1,222 SH   SOLE   580 0 642
AVERY DENNISON CORP COM 053611109 2,441 11,269 SH   SOLE   7,015 0 4,254
AVIENT CORPORATION COM 05368V106 2,343 41,884 SH   SOLE   30,112 0 11,772
AXOS FINANCIAL INC COM 05465C100 26,357 471,425 SH   SOLE   116,078 0 355,347
BOOT BARN HLDGS INC COM 099406100 912 7,415 SH   SOLE   6,900 0 515
BROADCOM INC COM 11135F101 5,606 8,426 SH   SOLE   4,845 0 3,581
BURLINGTON STORES INC COM 122017106 1,011 3,468 SH   SOLE   2,107 0 1,361
CAMTEK LTD ORD M20791105 693 15,042 SH   SOLE   14,000 0 1,042
CAVCO INDS INC DEL COM 149568107 291 916 SH   SOLE   850 0 66
CDW CORP COM 12514G108 1,492 7,284 SH   SOLE   5,138 0 2,146
CHARLES RIV LABS INTL INC COM 159864107 1,565 4,154 SH   SOLE   3,850 0 304
CIRRUS LOGIC INC COM 172755100 317 3,445 SH   SOLE   3,200 0 245
CITIZENS FINL GROUP INC COM 174610105 3,324 70,346 SH   SOLE   33,013 0 37,333
CONCENTRIX CORP COM 20602D101 6,488 36,325 SH   SOLE   21,381 0 14,944
COSTAR GROUP INC COM 22160N109 4,978 62,990 SH   SOLE   40,202 0 22,788
D R HORTON INC COM 23331A109 2,892 26,668 SH   SOLE   14,240 0 12,428
DEXCOM INC COM 252131107 5,312 9,892 SH   SOLE   6,003 0 3,889
DIAMONDBACK ENERGY INC COM 25278X109 1,331 12,338 SH   SOLE   7,257 0 5,081
DOUBLEVERIFY HLDGS INC COM 25862V105 2,132 64,067 SH   SOLE   39,101 0 24,966
ENCORE CAP GROUP INC COM 292554102 4,893 78,773 SH   SOLE   47,260 0 31,513
EOG RES INC COM 26875P101 1,234 13,890 SH   SOLE   8,674 0 5,216
EPAM SYS INC COM 29414B104 1,582 2,367 SH   SOLE   2,265 0 102
EURONET WORLDWIDE INC COM 298736109 790 6,632 SH   SOLE   4,066 0 2,566
FIDELITY NATL INFORMATION SV COM 31620M106 1,267 11,610 SH   SOLE   6,714 0 4,896
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT ETF 33739Q200 682 13,635 SH   SOLE   1,917 0 11,718
FORMFACTOR INC COM 346375108 1,515 33,135 SH   SOLE   21,953 0 11,182
FORTINET INC COM 34959E109 5,328 14,825 SH   SOLE   10,616 0 4,209
GLOBAL PMTS INC COM 37940X102 1,226 9,072 SH   SOLE   6,618 0 2,454
GLOBANT S A COM L44385109 4,826 15,365 SH   SOLE   9,474 0 5,891
HENRY SCHEIN INC COM 806407102 519 6,690 SH   SOLE   6,200 0 490
HOME DEPOT INC COM 437076102 1,368 3,297 SH   SOLE   1,931 0 1,366
ICON PLC SHS G4705A100 4,066 13,129 SH   SOLE   9,266 0 3,863
INGLES MKTS INC CL A 457030104 689 7,976 SH   SOLE   7,400 0 576
INSTALLED BLDG PRODS INC COM 45780R101 1,426 10,209 SH   SOLE   9,500 0 709
INSULET CORP COM 45784P101 6,244 23,469 SH   SOLE   14,497 0 8,972
ISHARES TR 1 3 YR TREAS BD 464287457 275 3,211 SH   SOLE   1,374 0 1,837
ISHARES TR ISHS 5-10YR INVT 464288638 514 8,672 SH   SOLE   0 0 8,672
ISHARES TR RUS 2000 GRW ETF 464287648 217 741 SH   SOLE   40 0 701
ISHARES TR ISHS 1-5YR INVS 464288646 1,950 36,191 SH   SOLE   4,057 0 32,134
JPMORGAN CHASE & CO COM 46625H100 1,273 8,038 SH   SOLE   1,351 0 6,687
KLA CORP COM NEW 482480100 348 810 SH   SOLE   800 0 10
KROGER CO COM 501044101 1,082 23,915 SH   SOLE   4,106 0 19,809
LAM RESEARCH CORP COM 512807108 399 555 SH   SOLE   550 0 5
LCI INDS COM 50189K103 1,085 6,964 SH   SOLE   4,130 0 2,834
LEMAITRE VASCULAR INC COM 525558201 569 11,322 SH   SOLE   10,500 0 822
LGI HOMES INC COM 50187T106 2,256 14,602 SH   SOLE   8,923 0 5,679
LIVEPERSON INC COM 538146101 1,184 33,160 SH   SOLE   20,022 0 13,138
M/I HOMES INC COM 55305B101 1,477 23,761 SH   SOLE   11,309 0 12,452
MALIBU BOATS INC COM CL A 56117J100 1,642 23,893 SH   SOLE   14,244 0 9,649
MANITEX INTL INC COM 563420108 262 41,190 SH   SOLE   41,190 0 0
MARVELL TECHNOLOGY INC COM 573874104 321 3,673 SH   SOLE   3,400 0 273
MEDPACE HLDGS INC COM 58506Q109 2,863 13,155 SH   SOLE   8,080 0 5,075
META PLATFORMS INC CL A 30303M102 3,750 11,149 SH   SOLE   6,301 0 4,848
MICROCHIP TECHNOLOGY INC. COM 595017104 3,058 35,125 SH   SOLE   13,796 0 21,329
MICRON TECHNOLOGY INC COM 595112103 4,251 45,633 SH   SOLE   26,523 0 19,110
MICROSOFT CORP COM 594918104 909 2,703 SH   SOLE   1,650 0 1,053
MKS INSTRS INC COM 55306N104 2,880 16,533 SH   SOLE   10,002 0 6,531
MONOLITHIC PWR SYS INC COM 609839105 1,349 2,735 SH   SOLE   2,550 0 185
MONSTER BEVERAGE CORP NEW COM 61174X109 2,075 21,607 SH   SOLE   12,143 0 9,464
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,087 4,002 SH   SOLE   3,900 0 102
OREILLY AUTOMOTIVE INC COM 67103H107 2,836 4,015 SH   SOLE   2,874 0 1,141
ONTO INNOVATION INC COM 683344105 699 6,902 SH   SOLE   6,400 0 502
PAGERDUTY INC COM 69553P100 1,316 37,877 SH   SOLE   28,299 0 9,578
PAYCOM SOFTWARE INC COM 70432V102 5,710 13,752 SH   SOLE   8,321 0 5,431
PAYLOCITY HLDG CORP COM 70438V106 7,073 29,952 SH   SOLE   18,214 0 11,738
PAYPAL HLDGS INC COM 70450Y103 4,762 25,252 SH   SOLE   15,384 0 9,868
PREFORMED LINE PRODS CO COM 740444104 344 5,317 SH   SOLE   4,950 0 367
QORVO INC COM 74736K101 370 2,364 SH   SOLE   2,200 0 164
QUALYS INC COM 74758T303 1,437 10,475 SH   SOLE   5,526 0 4,949
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 209 1,837 SH   SOLE   0 0 1,837
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 213 2,646 SH   SOLE   0 0 2,646
SERVISFIRST BANCSHARES INC COM 81768T108 773 9,100 SH   SOLE   8,500 0 600
SNAP ON INC COM 833034101 2,015 9,356 SH   SOLE   5,720 0 3,636
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,499 3,156 SH   SOLE   553 0 2,603
SPDR SER TR S&P BIOTECH 78464A870 674 6,017 SH   SOLE   5,600 0 417
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 329 635 SH   SOLE   29 0 606
SPROUTS FMRS MKT INC COM 85208M102 1,541 51,918 SH   SOLE   34,484 0 17,434
TD SYNNEX CORPORATION COM 87162W100 5,138 44,932 SH   SOLE   27,342 0 17,590
THE TRADE DESK INC COM CL A 88339J105 7,172 78,259 SH   SOLE   47,467 0 30,792
UNITED RENTALS INC COM 911363109 1,822 5,484 SH   SOLE   3,304 0 2,180
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 655 1,500 SH   SOLE   773 0 727
VEEVA SYS INC CL A COM 922475108 332 1,300 SH   SOLE   1,300 0 0
VISA INC COM CL A 92826C839 3,631 16,754 SH   SOLE   8,055 0 8,699
WESCO INTL INC COM 95082P105 10,565 80,287 SH   SOLE   45,730 0 34,557
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 6,995 11,753 SH   SOLE   7,295 0 4,458
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 2,373 36,963 SH   SOLE   23,166 0 13,797