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
ADAPTHEALTH CORP CMN COM 00653Q102 2,112 132,000 SH   SOLE   132,000 0 0
ARCOSA INC CMN COM 039653100 2,981 75,000 SH   SOLE   75,000 0 0
ARK RESTAURANTS CORP CMN COM 040712101 1,057 100,000 SH   SOLE   100,000 0 0
BIO-RAD LABORATORIES, INC CMN CLASS A COM 090572207 526 1,500 SH   SOLE   1,500 0 0
BIO TECHNE CORP CMN COM 09073M104 2,844 15,000 SH   SOLE   15,000 0 0
BUILDERS FIRSTSOURCE, INC. CMN COM 12008R107 1,835 150,000 SH   SOLE   150,000 0 0
CAVCO INDUSTRIES INC CMN COM 149568107 2,899 20,000 SH   SOLE   20,000 0 0
CENTURY COMMUNITIES INC CMN COM 156504300 2,902 200,000 SH   SOLE   200,000 0 0
COMFORT SYSTEMS USA INC COMMON STOCK COM 199908104 2,741 75,000 SH   SOLE   75,000 0 0
COUSINS PROPERTIES INCORPORATED CMN COM 222795502 3,489 119,200 SH   SOLE   119,200 0 0
DECKERS OUTDOORS CORP CMN COM 243537107 3,350 25,000 SH   SOLE   25,000 0 0
EHEALTH, INC. CMN COM 28238P109 9,153 65,000 SH   SOLE   65,000 0 0
EQUITY LIFESTYLE PROPERTIES, INC. CMN COM 29472R108 2,874 50,000 SH   SOLE   50,000 0 0
EVERBRIDGE, INC. CMN COM 29978A104 2,659 25,000 SH   SOLE   25,000 0 0
EXPONENT, INC. CMN COM 30214U102 3,596 50,000 SH   SOLE   50,000 0 0
EXTRA SPACE STORAGE INC. CMN COM 30225T102 3,352 35,000 SH   SOLE   35,000 0 0
FEDERAL SIGNAL CORPORATION CMN COM 313855108 3,819 140,000 SH   SOLE   140,000 0 0
FIRSTCASH INC CMN COM 33767D105 3,946 55,000 SH   SOLE   55,000 0 0
GLOBAL MEDICAL REIT INC. CMN COM 37954A204 3,036 300,000 SH   SOLE   300,000 0 0
GRAND CANYON EDUCATION, INC. CMN COM 38526M106 2,289 30,000 SH   SOLE   30,000 0 0
ICU MEDICAL INC CMN COM 44930G107 4,035 20,000 SH   SOLE   20,000 0 0
KULICKE AND SOFFA INDUSTRIES, INC. CMN COM 501242101 3,131 150,000 SH   SOLE   150,000 0 0
LGI HOMES, INC. CMN COM 50187T106 3,386 75,000 SH   SOLE   75,000 0 0
LAM RESEARCH CORPORATION CMN COM 512807108 1,440 6,000 SH   SOLE   6,000 0 0
MASIMO CORPORATION CMN COM 574795100 3,542 20,000 SH   SOLE   20,000 0 0
NEXSTAR MEDIA GROUP INC CMN COM 65336K103 2,021 35,000 SH   SOLE   35,000 0 0
NEXPOINT RESIDENTIAL TRUST INC CMN COM 65341D102 3,782 150,000 SH   SOLE   150,000 0 0
NORTHWEST PIPE COMPANY CMN COM 667746101 3,338 150,000 SH   SOLE   150,000 0 0
NVIDIA CORPORATION CMN COM 67066G104 3,031 11,500 SH   SOLE   11,500 0 0
ONTO INNOVATION INC. CMN COM 683344105 4,451 150,000 SH   SOLE   150,000 0 0
POOL CORP CMN COM 73278L105 4,919 25,000 SH   SOLE   25,000 0 0
QUIDEL CORP CMN COM 74838J101 3,912 40,000 SH   SOLE   40,000 0 0
ROSS STORES,INC CMN COM 778296103 4,717 54,232 SH   SOLE   54,232 0 0
SWK HOLDINGS CORPORATION CMN COM 78501P203 806 72,000 SH   SOLE   72,000 0 0
STARBUCKS CORP. CMN COM 855244109 1,315 20,000 SH   SOLE   20,000 0 0
TANDEM DIABETES CARE, INC. CMN COM 875372203 3,217 50,000 SH   SOLE   50,000 0 0
TERADYNE INC CMN COM 880770102 3,792 70,000 SH   SOLE   70,000 0 0
TETRA TECH INC (NEW) CMN COM 88162G103 4,943 70,000 SH   SOLE   70,000 0 0
TYLER TECHNOLOGIES INC CMN COM 902252105 3,707 12,500 SH   SOLE   12,500 0 0
VAIL RESORTS, INC. CMN COM 91879Q109 1,477 10,000 SH   SOLE   10,000 0 0