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
ADVANCED MICRO DEVICES INC COM 007903107 840 7,681 SH   SOLE   4,700 0 2,981
ALARM COM HLDGS INC COM 011642105 240 3,609 SH   SOLE   3,375 0 234
ALPHABET INC CAP STK CL A 02079K305 6,389 2,297 SH   SOLE   1,384 0 913
AMAZON COM INC COM 023135106 4,681 1,436 SH   SOLE   778 0 658
AMERISOURCEBERGEN CORP COM 03073E105 2,130 13,767 SH   SOLE   8,591 0 5,176
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 1,213 33,794 SH   SOLE   20,295 0 13,499
APPLE INC COM 037833100 507 2,904 SH   SOLE   0 0 2,904
APPLIED MATLS INC COM 038222105 989 7,506 SH   SOLE   3,506 0 4,000
ASML Holding NV N Y REGISTRY SHS N07059210 827 1,238 SH   SOLE   581 0 657
AVERY DENNISON CORP COM 053611109 982 5,645 SH   SOLE   3,488 0 2,157
AVIENT CORPORATION COM 05368V106 2,022 42,135 SH   SOLE   30,061 0 12,074
AXOS FINANCIAL INC COM 05465C100 21,638 466,430 SH   SOLE   111,311 0 355,119
BROADCOM INC COM 11135F101 5,329 8,463 SH   SOLE   4,860 0 3,603
BURLINGTON STORES INC COM 122017106 637 3,499 SH   SOLE   2,108 0 1,391
CADENCE BANK COM 12740C103 654 22,363 SH   SOLE   9,893 0 12,470
CALLON PETE CO DEL COM 13123X508 1,112 18,829 SH   SOLE   11,473 0 7,356
CAMTEK LTD ORD M20791105 473 15,079 SH   SOLE   14,000 0 1,079
CARGURUS INC COM CL A 141788109 511 12,028 SH   SOLE   11,600 0 428
CAVCO INDS INC DEL COM 149568107 1,621 6,730 SH   SOLE   4,059 0 2,671
CDW CORP COM 12514G108 1,312 7,333 SH   SOLE   5,140 0 2,193
CHARLES RIV LABS INTL INC COM 159864107 659 2,321 SH   SOLE   2,150 0 171
CIRRUS LOGIC INC COM 172755100 486 5,728 SH   SOLE   5,300 0 428
CITIZENS FINL GROUP INC COM 174610105 3,205 70,696 SH   SOLE   32,798 0 37,898
CONCENTRIX CORP COM 20602D101 6,060 36,384 SH   SOLE   21,354 0 15,030
COSTAR GROUP INC COM 22160N109 3,024 45,401 SH   SOLE   27,226 0 18,175
D R HORTON INC COM 23331A109 1,999 26,828 SH   SOLE   14,293 0 12,535
DEXCOM INC COM 252131107 5,089 9,947 SH   SOLE   5,994 0 3,953
DIAMONDBACK ENERGY INC COM 25278X109 1,763 12,864 SH   SOLE   7,604 0 5,260
DOUBLEVERIFY HLDGS INC COM 25862V105 1,164 46,259 SH   SOLE   20,687 0 25,572
ENCORE CAP GROUP INC COM 292554102 4,621 73,657 SH   SOLE   41,594 0 32,063
EOG RES INC COM 26875P101 2,608 21,870 SH   SOLE   13,279 0 8,591
EPAM SYS INC COM 29414B104 703 2,370 SH   SOLE   2,265 0 105
EURONET WORLDWIDE INC COM 298736109 871 6,690 SH   SOLE   4,065 0 2,625
FIDELITY NATL INFORMATION SV COM 31620M106 1,178 11,726 SH   SOLE   6,688 0 5,038
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 669 13,671 SH   SOLE   1,917 0 11,754
FORD MTR CO DEL COM 345370860 473 28,000 SH   SOLE   28,000 0 0
FORMFACTOR INC COM 346375108 1,405 33,417 SH   SOLE   21,951 0 11,466
FORTINET INC COM 34959E109 4,038 11,816 SH   SOLE   7,532 0 4,284
GLOBAL PMTS INC COM 37940X102 1,249 9,128 SH   SOLE   6,620 0 2,508
GLOBANT S A COM L44385109 4,037 15,406 SH   SOLE   9,482 0 5,924
HENRY SCHEIN INC COM 806407102 585 6,706 SH   SOLE   6,200 0 506
HOME DEPOT INC COM 437076102 997 3,330 SH   SOLE   1,932 0 1,398
ICON PLC SHS G4705A100 3,213 13,211 SH   SOLE   9,263 0 3,948
INGLES MKTS INC CL A 457030104 1,202 13,495 SH   SOLE   12,900 0 595
INSTALLED BLDG PRODS INC COM 45780R101 864 10,227 SH   SOLE   9,500 0 727
INSULET CORP COM 45784P101 3,374 12,664 SH   SOLE   7,652 0 5,012
ISHARES TR 1 3 YR TREAS BD 464287457 268 3,211 SH   SOLE   1,374 0 1,837
JPMORGAN CHASE & CO COM 46625H100 1,114 8,171 SH   SOLE   1,347 0 6,824
KB HOME COM 48666K109 1,063 32,824 SH   SOLE   14,390 0 18,434
KLA CORP COM NEW 482480100 297 810 SH   SOLE   800 0 10
KROGER CO COM 501044101 1,397 24,342 SH   SOLE   4,112 0 20,230
LCI INDS COM 50189K103 737 7,096 SH   SOLE   4,195 0 2,901
LEMAITRE VASCULAR INC COM 525558201 527 11,350 SH   SOLE   10,500 0 850
M/I HOMES INC COM 55305B101 1,067 24,058 SH   SOLE   11,249 0 12,809
MALIBU BOATS INC COM CL A 56117J100 1,399 24,115 SH   SOLE   14,243 0 9,872
MARVELL TECHNOLOGY INC COM 573874104 264 3,682 SH   SOLE   3,400 0 282
MATADOR RES CO COM 576485205 1,347 25,433 SH   SOLE   15,338 0 10,095
MEDPACE HLDGS INC COM 58506Q109 2,171 13,269 SH   SOLE   8,082 0 5,187
META PLATFORMS INC CL A 30303M102 1,358 6,106 SH   SOLE   3,815 0 2,291
MICROCHIP TECHNOLOGY INC. COM 595017104 1,808 24,062 SH   SOLE   6,897 0 17,165
MICRON TECHNOLOGY INC COM 595112103 4,745 60,925 SH   SOLE   37,211 0 23,714
MICROSOFT CORP COM 594918104 4,051 13,140 SH   SOLE   7,392 0 5,748
MKS INSTRS INC COM 55306N104 2,502 16,678 SH   SOLE   9,998 0 6,680
MONOLITHIC PWR SYS INC COM 609839105 524 1,079 SH   SOLE   1,000 0 79
MONSTER BEVERAGE CORP NEW COM 61174X109 2,399 30,021 SH   SOLE   20,347 0 9,674
MOTOROLA SOLUTIONS INC COM NEW 620076307 969 4,003 SH   SOLE   3,900 0 103
NEXSTAR MEDIA GROUP INC CL A 65336K103 964 5,114 SH   SOLE   3,093 0 2,021
OREILLY AUTOMOTIVE INC COM 67103H107 2,768 4,041 SH   SOLE   2,875 0 1,166
ON SEMICONDUCTOR CORP COM 682189105 973 15,540 SH   SOLE   9,378 0 6,162
ONTO INNOVATION INC COM 683344105 601 6,919 SH   SOLE   6,400 0 519
PAYCOM SOFTWARE INC COM 70432V102 5,033 14,531 SH   SOLE   8,741 0 5,790
PAYLOCITY HLDG CORP COM 70438V106 6,178 30,026 SH   SOLE   18,117 0 11,909
PAYPAL HLDGS COM 70450Y103 2,940 25,420 SH   SOLE   15,308 0 10,112
PREFORMED LINE PRODS CO COM 740444104 338 5,329 SH   SOLE   4,950 0 379
QUALYS INC COM 74758T303 2,104 14,771 SH   SOLE   9,540 0 5,231
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 201 2,649 SH   SOLE   0 0 2,649
SERVISFIRST BANCSHARES INC COM 81768T108 868 9,112 SH   SOLE   8,500 0 612
SNAP ON INC COM 833034101 985 4,792 SH   SOLE   2,909 0 1,883
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,425 3,154 SH   SOLE   484 0 2,670
SPDR SER TR S&P BIOTECH 78464A870 272 3,031 SH   SOLE   2,800 0 231
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 312 635 SH   SOLE   0 0 635
SPROUTS FMRS MKT INC COM 85208M102 1,902 59,473 SH   SOLE   41,607 0 17,866
TD SYNNEX CORPORATION COM 87162W100 2,022 19,590 SH   SOLE   8,581 0 11,009
THE TRADE DESK INC COM 88339J105 5,434 78,476 SH   SOLE   47,485 0 30,991
UNITED RENTALS INC COM 911363109 1,075 3,027 SH   SOLE   1,856 0 1,171
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 695 1,674 SH   SOLE   773 0 901
VEEVA SYS INC CL A COM 922475108 1,761 8,288 SH   SOLE   5,092 0 3,196
VISA INC COM CL A 92826C839 3,738 16,857 SH   SOLE   7,990 0 8,867
WESCO INTL INC COM 95082P105 9,054 69,574 SH   SOLE   40,142 0 29,432
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 2,987 7,221 SH   SOLE   4,343 0 2,878
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 2,227 37,272 SH   SOLE   23,199 0 14,073