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
ALLEGHENY TECHOLOGIES INC COM 01741R102 7,496 344,325 SH   SOLE   344,325 0 0
ALPHABET INC CAP STK CL C 02079K107 1,476 1,425 SH   SOLE   1,425 0 0
ANTERO RES CORP COM 03674X106 357 38,000 SH   SOLE   38,000 0 0
APPLE INC COM 037833100 631 4,000 SH   SOLE   4,000 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 541 30,400 SH   SOLE   30,400 0 0
BOK FINL CORP COM NEW 05561Q201 3,315 45,210 SH   SOLE   45,210 0 0
BANK AMER CORP COM 060505104 541 21,975 SH   SOLE   21,975 0 0
BEACON ROOFING SUPPLY INC COM 073685109 4,584 144,500 SH   SOLE   144,500 0 0
BOSTON BEER INC CL A 100557107 6,843 28,411 SH   SOLE   28,411 0 0
BOX INC CL A 10316T104 4,319 255,875 SH   SOLE   255,875 0 0
BRUNSWICK CORP COM 117043109 4,444 95,679 SH   SOLE   95,679 0 0
CVS HEALTH CORP COM 126650100 883 13,480 SH   SOLE   13,480 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 1,694 59,450 SH   SOLE   59,450 0 0
CARLISLE COS INC COM 142339100 7,275 72,375 SH   SOLE   72,375 0 0
CATALENT INC COM 148806102 4,567 146,475 SH   SOLE   146,475 0 0
CHEMICAL FINL CORP COM 163731102 6,329 172,887 SH   SOLE   172,887 0 0
CHUYS HLDGS INC COM 171604101 7,871 443,683 SH   SOLE   443,683 0 0
CIENA CORP COM NEW 171779309 8,110 239,150 SH   SOLE   239,150 0 0
COMMVAULT SYSTEMS INC COM 204166102 12,809 216,779 SH   SOLE   216,779 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 2,069 234,348 SH   SOLE   234,348 0 0
CRANE CO COM 224399105 6,352 88,000 SH   SOLE   88,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 496 22,000 SH   SOLE   22,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 6,072 98,407 SH   SOLE   98,407 0 0
ENTEGRIS INC COM 29362U104 4,696 168,350 SH   SOLE   168,350 0 0
FERRO CORP COM 315405100 7,984 509,153 SH   SOLE   509,153 0 0
FIREEYE INC COM 31816Q101 8,732 538,675 SH   SOLE   538,675 0 0
FIRST HORIZON NATL CORP COM 320517105 295 22,450 SH   SOLE   22,450 0 0
FRESHPET INC COM 358039105 5,383 167,375 SH   SOLE   167,375 0 0
GARDNER DENVER HLDGS INC COM 36555P107 4,131 202,000 SH   SOLE   202,000 0 0
GENERAC HLDGS INC COM 368736104 519 10,450 SH   SOLE   10,450 0 0
GLOBUS MED INC CL A 379577208 6,288 145,275 SH   SOLE   145,275 0 0
HIBBETT SPORTS INC COM 428567101 4,175 291,976 SH   SOLE   291,976 0 0
IBERIABANK CORP COM 450828108 5,417 84,275 SH   SOLE   84,275 0 0
IMPERVA INC COM 45321L100 306 5,500 SH   SOLE   5,500 0 0
JP MORGAN CHASE & CO COM 46625H100 625 6,400 SH   SOLE   6,400 0 0
KINDER MORGAN INC DEL COM 49456b101 204 13,275 SH   SOLE   13,275 0 0
KORNIT DIGITAL LTD SHS M6372Q113 11,057 590,675 SH   SOLE   590,675 0 0
LEGACY TEX FINL GROUP INC COM 52471Y106 5,742 178,933 SH   SOLE   178,933 0 0
LIVERAMP HLDGS INC COM 53815P108 7,230 187,166 SH   SOLE   187,166 0 0
MGIC INVT CORP WIS COM 552848103 13,683 1,308,100 SH   SOLE   1,308,100 0 0
MRC GLOBAL INC COM 55345K103 1,827 149,374 SH   SOLE   149,374 0 0
MARTIN MARIETTA MATLS INC COM 573284106 249 1,450 SH   SOLE   1,450 0 0
MARVELL TECHOLOGY GROUP LTD ORD G5876H105 9,189 567,600 SH   SOLE   567,600 0 0
MASCO CORP COM 574599106 10,122 346,163 SH   SOLE   346,163 0 0
MEDNAX INC COM 58502B106 2,385 72,275 SH   SOLE   72,275 0 0
METLIFE INC COM 59156R108 228 5,550 SH   SOLE   5,550 0 0
NATERA INC COM 632307104 5,137 367,967 SH   SOLE   367,967 0 0
NATIONAL CINEMEDIA INC COM 635309107 3,762 580,609 SH   SOLE   580,609 0 0
NEVRO CORP COM 64157F103 1,999 51,400 SH   SOLE   51,400 0 0
NORDSTROM INC COM 655664100 7,730 165,850 SH   SOLE   165,850 0 0
NUTRIEN LTD COM 67077M108 989 21,045 SH   SOLE   21,045 0 0
OASIS PETE INC NEW COM 674215108 917 165,850 SH   SOLE   165,850 0 0
OLIN CORP COM PAR $1 680665205 5,005 248,875 SH   SOLE   248,875 0 0
PRA GROUP INC COM 69354N106 5,438 223,150 SH   SOLE   223,150 0 0
PTC INC COM 69370C100 7,554 91,119 SH   SOLE   91,119 0 0
PALO ALTO NETWORKS INC COM 697435105 301 1,600 SH   SOLE   1,600 0 0
PRUDENTIAL FINL INC COM 744320102 449 5,500 SH   SOLE   5,500 0 0
PURE STORAGE INC CL A 74624M102 7,010 435,950 SH   SOLE   435,950 0 0
RANGE RES CORP COM 75281A109 2,992 312,625 SH   SOLE   312,625 0 0
REXNORD CORP NEW COM 76169B102 8,963 390,556 SH   SOLE   390,556 0 0
SELECT MED HLDGS CORP COM 81619Q105 3,611 235,243 SH   SOLE   235,243 0 0
STERICYCLE INC COM 858912108 4,040 110,100 SH   SOLE   110,100 0 0
TALEND S A ADS 874224207 2,193 59,152 SH   SOLE   59,152 0 0
TARGET CORP COM 87612E106 603 9,120 SH   SOLE   9,120 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 7,417 120,672 SH   SOLE   120,672 0 0
THERMON GROUP HLDGS INC COM 88362T103 2,216 109,294 SH   SOLE   109,294 0 0
TIVITY HEALTH INC COM 88870R102 4,564 183,965 SH   SOLE   183,965 0 0
TRIPADVISOR INC COM 896945201 7,740 143,500 SH   SOLE   143,500 0 0
TWIN DISC INC COM 901476101 3,522 238,750 SH   SOLE   238,750 0 0
US BANCORP DEL COM NEW 902973304 736 16,100 SH   SOLE   16,100 0 0
VERITEX HLDGS INC COM 923451108 3,460 161,850 SH   SOLE   161,850 0 0
VULCAN MATLS CO COM 929160109 5,470 55,361 SH   SOLE   55,361 0 0
WALMART INC COM 931142103 326 3,500 SH   SOLE   3,500 0 0
WELBILT INC COM 949090104 4,597 413,794 SH   SOLE   413,794 0 0
WESTERN ALLIANCE BANCORP COM 957638109 8,546 216,400 SH   SOLE   216,400 0 0
WHITING PETE CORP NEW COM NEW 966387409 1,826 80,471 SH   SOLE   80,471 0 0
WILLSCOT CORP COM 971375126 5,631 597,800 SH   SOLE   597,800 0 0
ZIONS BANCORPORATION COM 989701107 5,288 129,800 SH   SOLE   129,800 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 1,556 178,250 SH   SOLE   178,250 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,493 5,975 SH   SOLE   5,975 0 0
SPDR SERIES TRUST S & P REGL BKG 78464A698 647 13,825 SH   SOLE   13,825 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 3,984 29,750 SH   SOLE   29,750 0 0