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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1,390,330 8,603 SH   SOLE   8,603 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 BBG001SB06N3 175,247 11,008 SH   SOLE   11,008 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 BBG001S7YHX0 547,612 6,496 SH   SOLE   6,496 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 760,543 8,620 SH   SOLE   8,620 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 412,684 4,651 SH   SOLE   4,651 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 BBG001S5T012 3,812,555 83,572 SH   SOLE   39,283 0 44,289
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 717,031 4,853 SH   SOLE   4,853 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 934,210 3,557 SH   SOLE   3,557 0 0
APPLE INC COM 037833100 BBG001S5N8V8 1,612,172 12,408 SH   SOLE   12,408 0 0
APTIV PLC SHS G6095L109 BBG001TRL2T7 285,444 3,065 SH   SOLE   3,065 0 0
BLOCK INC CL A 852234103 BBG001TFLWL5 429,322 6,832 SH   SOLE   6,832 0 0
BOSTON BEER INC CL A 100557107 BBG001S5VVQ4 2,621,001 7,954 SH   SOLE   3,479 0 4,475
CISCO SYS INC COM 17275R102 BBG001S6HC62 474,018 9,950 SH   SOLE   9,950 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 BBG001S5PYN8 420,044 34,600 SH   SOLE   34,600 0 0
COOPER COS INC COM NEW 216648402 BBG001S5Q1H6 307,191 929 SH   SOLE   929 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 598,016 1,310 SH   SOLE   1,310 0 0
CROCS INC COM 227046109 BBG001SDGFR8 4,878,916 44,996 SH   SOLE   21,261 0 23,735
DISNEY WALT CO COM 254687106 BBG001S5QHF3 503,296 5,793 SH   SOLE   5,793 0 0
EAGLE BANCORP INC MD COM 268948106 BBG001SBX1Z5 3,865,335 87,709 SH   SOLE   35,732 0 51,977
EASTMAN CHEM CO COM 277432100 BBG001S7JNP3 295,708 3,631 SH   SOLE   3,631 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 BBG00LN4B6D9 4,137,402 122,881 SH   SOLE   50,300 0 72,581
EPAM SYS INC COM 29414B104 BBG001SKDJH8 3,951,561 12,057 SH   SOLE   4,530 0 7,527
FACTSET RESH SYS INC COM 303075105 BBG001S5XRL6 1,782,575 4,443 SH   SOLE   4,443 0 0
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 5,672,742 9,477 SH   SOLE   3,601 0 5,876
FEDEX CORP COM 31428X106 BBG001S5R3M5 291,669 1,684 SH   SOLE   1,684 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 BBG0145KL756 3,895,740 44,825 SH   SOLE   19,764 0 25,061
FORD MTR CO DEL COM 345370860 BBG001S5TZ33 729,772 62,749 SH   SOLE   62,749 0 0
FORWARD AIR CORP COM 349853101 BBG001SC0FW1 5,564,102 53,047 SH   SOLE   21,899 0 31,148
G III APPAREL GROUP LTD COM 36237H101 BBG001S6F0Z8 3,017,406 220,088 SH   SOLE   107,454 0 112,634
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 517,474 1,507 SH   SOLE   1,507 0 0
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 423,049 1,763 SH   SOLE   1,763 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 1,324,401 4,193 SH   SOLE   4,193 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 257,160 1,200 SH   SOLE   1,200 0 0
INSPERITY INC COM 45778Q107 BBG001S894P4 5,044,749 44,408 SH   SOLE   17,519 0 26,889
INTEL CORP COM 458140100 BBG001S5SF65 649,252 24,565 SH   SOLE   24,565 0 0
INVITAE CORP COM 46185L103 BBG005DJFD52 71,353 38,362 SH   SOLE   38,362 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 BBG00GSNPMQ9 421,854 17,936 SH   SOLE   17,936 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 BBG001SQLKR2 2,986,400 32,699 SH   SOLE   13,803 0 18,896
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 948,354 7,072 SH   SOLE   7,072 0 0
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 478,247 3,523 SH   SOLE   3,523 0 0
LIVE OAK BANCSHARES INC COM 53803X105 BBG001T4RVG2 2,300,667 76,181 SH   SOLE   33,001 0 43,180
MASTEC INC COM 576323109 BBG001S95HF8 4,224,517 49,508 SH   SOLE   22,747 0 26,761
MCCORMICK & CO INC COM NON VTG 579780206 BBG001S79S19 1,035,959 12,498 SH   SOLE   12,498 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 336,525 4,330 SH   SOLE   4,330 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 1,504,153 6,272 SH   SOLE   6,272 0 0
MODERNA INC COM 60770K107 BBG003PHHZV8 1,490,128 8,296 SH   SOLE   8,296 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 988,733 3,353 SH   SOLE   3,353 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 1,227,437 10,490 SH   SOLE   10,490 0 0
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 278,947 1,132 SH   SOLE   1,132 0 0
NUVASIVE INC COM 670704105 BBG001SK3C57 3,000,663 72,761 SH   SOLE   33,664 0 39,097
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 836,797 5,726 SH   SOLE   5,726 0 0
OPPENHEIMER HLDGS INC CL A NON VTG 683797104 BBG001S77PP1 2,440,788 57,661 SH   SOLE   25,007 0 32,654
PATTERSON COS INC COM 703395103 BBG001S5V2S6 4,054,680 144,655 SH   SOLE   68,287 0 76,368
PEPSICO INC COM 713448108 BBG001S695T1 707,647 3,917 SH   SOLE   3,917 0 0
PETMED EXPRESS INC COM 716382106 BBG001S6TKF1 2,042,970 115,422 SH   SOLE   57,764 0 57,658
PFIZER INC COM 717081103 BBG001S5V466 355,349 6,935 SH   SOLE   6,935 0 0
PLEXUS CORP COM 729132100 BBG001S5V812 5,279,795 51,295 SH   SOLE   18,921 0 32,374
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 924,213 6,098 SH   SOLE   6,098 0 0
REGAL REXNORD CORPORATION COM 758750103 BBG001S5VL68 3,629,155 30,248 SH   SOLE   11,932 0 18,316
RELIANCE STEEL & ALUMINUM CO COM 759509102 BBG001S81M27 6,580,110 32,504 SH   SOLE   15,794 0 16,710
ROLLINS INC COM 775711104 BBG001S5VRG4 3,742,937 102,434 SH   SOLE   55,275 0 47,159
SCANSOURCE INC COM 806037107 BBG001S7S0W5 1,810,588 61,964 SH   SOLE   38,878 0 23,086
STARBUCKS CORP COM 855244109 BBG001S72KH6 412,076 4,154 SH   SOLE   4,154 0 0
SYNAPTICS INC COM 87157D109 BBG001SCDXM9 2,230,455 23,439 SH   SOLE   7,625 0 15,814
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 782,016 7,510 SH   SOLE   7,510 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 596,457 4,002 SH   SOLE   4,002 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 707,053 5,740 SH   SOLE   5,740 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104 BBG001S70DV8 3,808,985 192,860 SH   SOLE   79,325 0 113,535
UNDER ARMOUR INC CL C 904311206 BBG009DTD8J0 3,390,446 380,095 SH   SOLE   139,547 0 240,548
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 736,561 4,237 SH   SOLE   4,237 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1,005,221 1,896 SH   SOLE   1,896 0 0
VANDA PHARMACEUTICALS INC COM 921659108 BBG001SP95N5 2,475,310 334,954 SH   SOLE   166,004 0 168,950
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 286,320 7,267 SH   SOLE   7,267 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,352,309 6,509 SH   SOLE   6,509 0 0
WESCO INTL INC COM 95082P105 BBG001SCRP78 5,015,136 40,057 SH   SOLE   16,625 0 23,432
WINNEBAGO INDS INC COM 974637100 BBG001S5XFG8 3,499,543 66,405 SH   SOLE   25,614 0 40,791