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
ALPHABET INC CLASS A CAP STK CL A 02079K305 4,689 5,044 SH   SOLE   5,044 0 0
ALTRIA GROUP INC COM 02209S103 2,462 33,060 SH   SOLE   33,060 0 0
AMAZON.COM INC COM 023135106 4,181 4,319 SH   SOLE   4,319 0 0
BANK OF AMERICA CORP COM 060505104 3,954 162,975 SH   SOLE   162,975 0 0
CELGENE CORPORATION COM 151020104 1,295 9,975 SH   SOLE   9,975 0 0
CHARLES SCHWAB COM 808513105 2,171 50,545 SH   SOLE   50,545 0 0
COMCAST CORPORATION CL A 20030N101 4,098 105,281 SH   SOLE   105,281 0 0
COMMUNITY HEALTHCARE TRUST INC COM 20369C106 4,251 166,115 SH   SOLE   166,115 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,494 23,199 SH   SOLE   23,199 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 2,053 12,839 SH   SOLE   12,839 0 0
COTIVITI HOLDINGS INC COM 22164K101 3,064 82,500 SH   SOLE   82,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 3,981 44,822 SH   SOLE   44,822 0 0
DOLLAR GENERAL CORPORATION COM 256677105 2,180 30,245 SH   SOLE   30,245 0 0
EDWARDS LIFESCIENCES CORPORATI COM 28176E108 3,800 32,140 SH   SOLE   32,140 0 0
ELECTRONIC ARTS INC COM 285512109 3,130 29,605 SH   SOLE   29,605 0 0
FACEBOOK INC CL A 30303M102 1,078 7,137 SH   SOLE   7,137 0 0
FEDEX CORP COM 31428X106 2,225 10,238 SH   SOLE   10,238 0 0
FIRST REPUBLIC BANK COM 33616C100 4,840 48,350 SH   SOLE   48,350 0 0
FLEXION THERAPEUTICS INC COM 33938J106 1,131 55,955 SH   SOLE   55,955 0 0
FULGENT GENETICS, INC COM 359664109 1,601 250,580 SH   SOLE   250,580 0 0
HOME DEPOT COM 437076102 1,615 10,525 SH   SOLE   10,525 0 0
HOSTESS BRANDS INC CL A 44109J106 1,936 120,265 SH   SOLE   120,265 0 0
LAMAR ADVERTISING COMPANY CL A 512816109 1,017 13,825 SH   SOLE   13,825 0 0
LAS VEGAS SANDS CORPORATION COM 517834107 2,208 34,560 SH   SOLE   34,560 0 0
LINDBLAD EXPEDITIONS HOLDINGS COM 535219109 494 47,063 SH   SOLE   47,063 0 0
LIVE NATION ENTERTAINMENT COM 538034109 2,140 61,405 SH   SOLE   61,405 0 0
M/A-COM TECHNOLOGY SOLUTIONS H COM 55405Y100 1,966 35,260 SH   SOLE   35,260 0 0
MASTEC INC COM 576323109 1,252 27,730 SH   SOLE   27,730 0 0
MASTERCARD INCORPORATED CL A 57636Q104 4,336 35,705 SH   SOLE   35,705 0 0
MELCO RESORTS & ENTERTAINMENT ADR 585464100 1,652 73,575 SH   SOLE   73,575 0 0
MICROSOFT CORPORATION COM 594918104 4,319 62,655 SH   SOLE   62,655 0 0
NEOGENOMICS INC COM NEW 64049M209 1,967 219,500 SH   SOLE   219,500 0 0
NUTRISYSTEM INC COM 67069D108 3,102 59,590 SH   SOLE   59,590 0 0
PACIFIC PREMIER BANCORP INC COM 69478X105 2,056 55,715 SH   SOLE   55,715 0 0
PARSLEY ENERGY CL A 701877102 4,064 146,450 SH   SOLE   146,450 0 0
POTASH CORPORATION OF SASKATCH COM 73755L107 1,315 80,705 SH   SOLE   80,705 0 0
QUANTA SERVICES INC COM 74762E102 760 23,095 SH   SOLE   23,095 0 0
QUANTENNA COMMUNICATIONS INC COM 74766D100 1,341 70,600 SH   SOLE   70,600 0 0
QUOTIENT LIMITED SHS G73268107 939 127,525 SH   SOLE   127,525 0 0
RAYTHEON CO COM NEW COM NEW 755111507 2,329 14,423 SH   SOLE   14,423 0 0
RSP PERMIAN INC COM 74978Q105 1,934 59,930 SH   SOLE   59,930 0 0
SPDR TR UNIT SER 1 TR UNIT 78462F103 284 1,175 SH   SOLE   1,175 0 0
SQL TECHNOLOGIES CORPORATION COM 78471E105 208 104,186 SH   SOLE   104,186 0 0
SVB FINANCIAL GROUP COM 78486Q101 2,055 11,689 SH   SOLE   11,689 0 0
TACTILE SYSTEMS TECHNOLOGY COM 87357P100 3,463 121,160 SH   SOLE   121,160 0 0
THE TJX COMPANIES INC COM 872540109 2,072 28,715 SH   SOLE   28,715 0 0
TIME WARNER INC COM COM NEW 887317303 1,591 15,850 SH   SOLE   15,850 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 1,089 69,345 SH   SOLE   69,345 0 0
ZAYO GROUP HOLDINGS INC COM 98919V105 1,760 56,970 SH   SOLE   56,970 0 0