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 9,091 355,525 SH   SOLE   355,525 0 0
ALPHABET INC CAP STK CL C 02079K107 2,024 1,725 SH   SOLE   1,725 0 0
ANADARKO PETE CORP COM 032511107 241 5,300 SH   SOLE   5,300 0 0
ANTERO RES CORP COM 03674X106 336 38,000 SH   SOLE   38,000 0 0
APACHE CORP COM 037411105 326 9,400 SH   SOLE   9,400 0 0
APPLE INC COM 037833100 760 4,000 SH   SOLE   4,000 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 685 29,500 SH   SOLE   29,500 0 0
ARISTA NETWORKS INC COM 040413106 212 675 SH   SOLE   675 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 501 19,900 SH   SOLE   19,900 0 0
AVANOS MED INC COM 05350V106 2,034 47,650 SH   SOLE   47,650 0 0
BOK FINL CORP COM NEW 05561Q201 2,916 35,760 SH   SOLE   35,760 0 0
BANK AMER CORP COM 060505104 259 9,375 SH   SOLE   9,375 0 0
BEACON ROOFING SUPPLY INC COM 073685109 4,793 149,025 SH   SOLE   149,025 0 0
BOSTON BEER INC CL A 100557107 6,414 21,761 SH   SOLE   21,761 0 0
BOX INC CL A 10316T104 3,828 198,225 SH   SOLE   198,225 0 0
BRUNSWICK CORP COM 117043109 5,006 99,454 SH   SOLE   99,454 0 0
CVS HEALTH CORP COM 126650100 366 6,780 SH   SOLE   6,780 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 1,544 39,950 SH   SOLE   39,950 0 0
CARLISLE COS INC COM 142339100 7,091 57,825 SH   SOLE   57,825 0 0
CATALENT INC COM 148806102 5,438 133,975 SH   SOLE   133,975 0 0
CENTERSTATE BK CORP COM 15201P109 555 23,300 SH   SOLE   23,300 0 0
CHEMICAL FINL CORP COM 163731102 7,197 174,862 SH   SOLE   174,862 0 0
CHUYS HLDGS INC COM 171604101 5,723 251,333 SH   SOLE   251,333 0 0
CIENA CORP COM NEW 171779309 4,335 116,100 SH   SOLE   116,100 0 0
CLOUDERA INC COM 18914U100 3,411 311,750 SH   SOLE   311,750 0 0
COMMVAULT SYSTEMS INC COM 204166102 14,536 224,529 SH   SOLE   224,529 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 2,437 190,848 SH   SOLE   190,848 0 0
CRANE CO COM 224399105 5,911 69,850 SH   SOLE   69,850 0 0
DOWDUPONT INC COM 26078J100 760 14,250 SH   SOLE   14,250 0 0
EDGEWELL PERS CARE CO COM 28035Q102 3,884 88,500 SH   SOLE   88,500 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 263 1,375 SH   SOLE   1,375 0 0
EMERSON ELEC CO COM 291011104 729 10,650 SH   SOLE   10,650 0 0
ENCOMPASS HEALTH CORP COM 29261A100 7,502 128,457 SH   SOLE   128,457 0 0
ENTEGRIS INC COM 29362U104 5,969 167,250 SH   SOLE   167,250 0 0
FLIR SYS INC COM 302445101 3,790 79,650 SH   SOLE   79,650 0 0
FERRO CORP COM 315405100 9,379 495,470 SH   SOLE   495,470 0 0
FIREEYE INC COM 31816Q101 9,067 540,050 SH   SOLE   540,050 0 0
FIRST DATA CORP NEW COM CL A 32008D106 201 7,650 SH   SOLE   7,650 0 0
FRESHPET INC COM 358039105 4,828 114,175 SH   SOLE   114,175 0 0
GARDNER DENVER HLDGS INC COM 36555P107 5,856 210,575 SH   SOLE   210,575 0 0
GENERAC HLDGS INC COM 368736104 620 12,100 SH   SOLE   12,100 0 0
GLOBUS MED INC CL A 379577208 7,386 149,475 SH   SOLE   149,475 0 0
HAIN CELESTIAL GROUP INC COM 405217100 3,875 167,625 SH   SOLE   167,625 0 0
HALLIBURTON CO COM 406216101 336 11,475 SH   SOLE   11,475 0 0
HIBBETT SPORTS INC COM 428567101 4,974 218,076 SH   SOLE   218,076 0 0
IBERIABANK CORP COM 450828108 5,373 74,925 SH   SOLE   74,925 0 0
JP MORGAN CHASE & CO COM 46625H100 415 4,100 SH   SOLE   4,100 0 0
KENNAMETAL INC COM 489170100 1,109 30,177 SH   SOLE   30,177 0 0
KINDER MORGAN INC DEL COM 49456b101 230 11,475 SH   SOLE   11,475 0 0
KORNIT DIGITAL LTD SHS M6372Q113 6,963 292,550 SH   SOLE   292,550 0 0
LEGACY TEX FINL GROUP INC COM 52471Y106 6,058 162,033 SH   SOLE   162,033 0 0
LIVERAMP HLDGS INC COM 53815P108 8,398 153,891 SH   SOLE   153,891 0 0
MGIC INVT CORP WIS COM 552848103 17,873 1,355,025 SH   SOLE   1,355,025 0 0
MARTIN MARIETTA MATLS INC COM 573284106 593 2,950 SH   SOLE   2,950 0 0
MARVELL TECHOLOGY GROUP LTD ORD G5876H105 7,896 397,000 SH   SOLE   397,000 0 0
MASCO CORP COM 574599106 5,561 141,463 SH   SOLE   141,463 0 0
NATERA INC COM 632307104 3,528 171,117 SH   SOLE   171,117 0 0
NATIONAL CINEMEDIA INC COM 635309107 4,205 596,384 SH   SOLE   596,384 0 0
NATIONAL INSTRS CORP COM 636518102 2,156 48,600 SH   SOLE   48,600 0 0
NEVRO CORP COM 64157F103 2,027 32,425 SH   SOLE   32,425 0 0
NORDSTROM INC COM 655664100 6,464 145,650 SH   SOLE   145,650 0 0
NUTRIEN LTD COM 67077M108 1,110 21,045 SH   SOLE   21,045 0 0
OLIN CORP COM PAR $1 680665205 3,733 161,325 SH   SOLE   161,325 0 0
PRA GROUP INC COM 69354N106 6,213 231,725 SH   SOLE   231,725 0 0
PTC INC COM 69370C100 7,079 76,794 SH   SOLE   76,794 0 0
PACWEST BANCORP DEL COM 695263103 1,751 46,550 SH   SOLE   46,550 0 0
PALO ALTO NETWORKS INC COM 697435105 389 1,600 SH   SOLE   1,600 0 0
PATTERSON UTI ENERGY INC COM 703481101 264 18,800 SH   SOLE   18,800 0 0
PRUDENTIAL FINL INC COM 744320102 450 4,900 SH   SOLE   4,900 0 0
PURE STORAGE INC CL A 74624M102 5,252 241,050 SH   SOLE   241,050 0 0
RANGE RES CORP COM 75281A109 3,625 322,500 SH   SOLE   322,500 0 0
RENASANT CORP COM 75970E107 2,174 64,225 SH   SOLE   64,225 0 0
REXNORD CORP NEW COM 76169B102 8,396 333,956 SH   SOLE   333,956 0 0
STERICYCLE INC COM 858912108 2,201 40,450 SH   SOLE   40,450 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 9,791 124,597 SH   SOLE   124,597 0 0
THERMON GROUP HLDGS INC COM 88362T103 2,744 111,944 SH   SOLE   111,944 0 0
TIVITY HEALTH INC COM 88870R102 4,036 229,840 SH   SOLE   229,840 0 0
TRIPADVISOR INC COM 896945201 8,154 158,475 SH   SOLE   158,475 0 0
TWIN DISC INC COM 901476101 4,046 242,975 SH   SOLE   242,975 0 0
US BANCORP DEL COM NEW 902973304 361 7,500 SH   SOLE   7,500 0 0
VERITEX HLDGS INC COM 923451108 4,809 198,573 SH   SOLE   198,573 0 0
VOCERA COMMUNICATIONS INC COM 92857F107 1,823 57,625 SH   SOLE   57,625 0 0
VULCAN MATLS CO COM 929160109 5,794 48,936 SH   SOLE   48,936 0 0
WPX ENERGY INC COM 98212B103 249 19,000 SH   SOLE   19,000 0 0
WALMART INC COM 931142103 341 3,500 SH   SOLE   3,500 0 0
WELBILT INC COM 949090104 5,929 361,969 SH   SOLE   361,969 0 0
WESTERN ALLIANCE BANCORP COM 957638109 8,265 201,400 SH   SOLE   201,400 0 0
WHITING PETE CORP NEW COM NEW 966387409 2,136 81,721 SH   SOLE   81,721 0 0
WILLSCOT CORP COM 971375126 7,961 717,850 SH   SOLE   717,850 0 0
ZIONS BANCORPORATION COM 989701107 5,685 125,200 SH   SOLE   125,200 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 2,053 204,700 SH   SOLE   204,700 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 1,318 6,700 SH   SOLE   6,700 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,080 3,825 SH   SOLE   3,825 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 1,868 12,200 SH   SOLE   12,200 0 0