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
ACXIOM CORP COM 005125109 2,249 79,000 SH   SOLE   51,607 193 27
ADOBE SYS INC COM 00724F101 1,940 14,907 SH   SOLE   2,545 0 12
ADVANCED MICRO DEVICES INC COM 007903107 3,808 261,697 SH   SOLE   155,619 460 105
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,027 18,799 SH   SOLE   4,663 0 14
ALIGN TECHNOLOGY INC COM 016255101 2,405 20,967 SH   SOLE   5,014 0 15
APPLE INC COM 037833100 5,645 39,295 SH   SOLE   8,068 0 31
APPLIED MATLS INC COM 038222105 1,660 42,677 SH   SOLE   9,418 0 33
APPLIED OPTOELECTRONICS INC COM 03823U102 3,085 54,942 SH   SOLE   32,555 105 22
ARAMARK COM 03852U106 427 11,577 SH   SOLE   4,688 0 6
AUTODESK INC COM 052769106 1,047 12,106 SH   SOLE   2,304 0 9
BROADCOM LTD SHS Y09827109 2,757 12,591 SH   SOLE   2,206 0 10
BROOKS AUTOMATION INC COM 114340102 949 42,363 SH   SOLE   14,562 0 27
BURLINGTON STORES INC COM 122017106 4,211 43,278 SH   SOLE   23,197 78 20
BWX TECHNOLOGIES INC COM 05605H100 2,063 43,332 SH   SOLE   29,303 110 13
CARNIVAL CORP UNIT 99/99/9999 143658300 1,555 26,403 SH   SOLE   4,656 0 21
CBS CORP NEW CL B 124857202 1,808 26,069 SH   SOLE   4,975 0 21
CEVA INC COM 157210105 1,374 38,706 SH   SOLE   27,582 117 11
CHEMOURS CO COM 163851108 2,791 72,506 SH   SOLE   47,260 178 25
CIENA CORP COM NEW 171779309 1,154 48,880 SH   SOLE   36,807 144 11
COHERENT INC COM 192479103 4,449 21,634 SH   SOLE   11,093 35 10
COMCAST CORP NEW CL A 20030N101 753 20,044 SH   SOLE   2,804 0 17
DAVE & BUSTERS ENTMT INC COM 238337109 2,094 34,280 SH   SOLE   23,192 87 11
DOW CHEM CO COM 260543103 1,545 24,312 SH   SOLE   4,266 0 20
ESSENT GROUP LTD COM G3198U102 3,588 99,204 SH   SOLE   67,725 243 31
EXELIXIS INC COM 30161Q104 2,928 135,119 SH   SOLE   78,344 243 56
F M C CORP COM NEW 302491303 850 12,211 SH   SOLE   1,709 0 10
FACEBOOK INC CL A 30303M102 2,043 14,384 SH   SOLE   2,609 0 11
FAIR ISAAC CORP COM 303250104 2,148 16,661 SH   SOLE   11,236 39 5
FOX FACTORY HLDG CORP COM 35138V102 2,355 82,055 SH   SOLE   60,403 224 21
GALLAGHER ARTHUR J & CO COM 363576109 1,504 26,601 SH   SOLE   4,693 0 21
GLAUKOS CORP COM 377322102 2,211 43,095 SH   SOLE   27,931 105 15
GTT COMMUNICATIONS INC COM 362393100 1,346 55,297 SH   SOLE   37,743 141 17
HOME DEPOT INC COM 437076102 1,926 13,118 SH   SOLE   2,317 0 10
ICHOR HOLDINGS SHS G4740B105 937 47,268 SH   SOLE   19,067 0 28
INSPERITY INC COM 45778Q107 3,065 34,574 SH   SOLE   20,010 57 14
J2 GLOBAL INC COM 48123V102 1,629 19,416 SH   SOLE   14,410 56 4
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,678 19,074 SH   SOLE   12,103 46 6
KB HOME COM 48666K109 1,412 71,007 SH   SOLE   41,039 0 29
LENDINGTREE INC NEW COM 52603B107 1,680 13,401 SH   SOLE   9,951 43 3
LITTELFUSE INC COM 537008104 1,960 12,255 SH   SOLE   8,677 33 3
MARKETAXESS HLDGS INC COM 57060D108 1,993 10,630 SH   SOLE   1,883 0 8
MERCURY SYS INC COM 589378108 2,436 62,386 SH   SOLE   46,330 182 15
MICROCHIP TECHNOLOGY INC COM 595017104 1,828 24,776 SH   SOLE   5,803 0 18
MICRON TECHNOLOGY INC COM 595112103 2,802 96,955 SH   SOLE   23,199 0 73
MICROSOFT CORP COM 594918104 3,521 53,460 SH   SOLE   9,214 0 44
MONOLITHIC PWR SYS INC COM 609839105 4,229 45,916 SH   SOLE   23,208 67 22
NANOMETRICS INC COM 630077105 4,093 134,357 SH   SOLE   91,153 359 42
NEXPOINT RESIDENTIAL TR INC COM 65341D102 267 11,055 SH   SOLE   3,522 0 7
NEXSTAR MEDIA GROUP INC CL A 65336K103 2,289 32,628 SH   SOLE   25,692 100 6
NMI HLDGS INC CL A 629209305 2,000 175,449 SH   SOLE   113,692 420 61
NORDSON CORP COM 655663102 2,336 19,019 SH   SOLE   4,287 0 14
NUVASIVE INC COM 670704105 3,621 48,489 SH   SOLE   28,895 113 19
NVIDIA CORP COM 67066G104 1,608 14,759 SH   SOLE   2,806 0 11
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 3,756 112,119 SH   SOLE   69,840 278 42
PAYCOM SOFTWARE INC COM 70432V102 1,804 31,377 SH   SOLE   23,350 91 7
PRA HEALTH SCIENCES INC COM 69354M108 3,263 50,017 SH   SOLE   26,830 90 23
PTC INC COM 69370C100 1,474 28,052 SH   SOLE   4,940 0 23
REALPAGE INC COM 75606N109 4,410 126,365 SH   SOLE   74,821 266 51
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1,545 15,751 SH   SOLE   2,773 0 12
SCHWAB CHARLES CORP NEW COM 808513105 1,481 36,283 SH   SOLE   6,400 0 29
SHOPIFY INC CL A 82509L107 2,732 40,117 SH   SOLE   26,408 75 13
SILICON LABORATORIES INC COM 826919102 4,366 59,357 SH   SOLE   34,157 109 25
SQUARE INC CL A 852234103 2,431 140,691 SH   SOLE   36,054 0 104
T MOBILE US INC COM 872590104 1,044 16,171 SH   SOLE   2,225 0 13
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,597 60,684 SH   SOLE   30,066 91 30
TERADYNE INC COM 880770102 1,617 51,987 SH   SOLE   9,157 0 42
TTM TECHNOLOGIES INC COM 87305R109 2,712 168,119 SH   SOLE   95,917 302 71
VAIL RESORTS INC COM 91879Q109 4,809 25,058 SH   SOLE   13,407 47 11
VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,164 15,386 SH   SOLE   15,386 0 0
VEEVA SYS INC CL A COM 922475108 1,785 34,815 SH   SOLE   6,163 0 28
VISA INC COM CL A 92826C839 2,029 22,829 SH   SOLE   4,042 0 18
VOCERA COMMUNICATIONS INC COM 92857F107 5,071 204,228 SH   SOLE   117,310 387 86
WAGEWORKS INC COM 930427109 2,812 38,896 SH   SOLE   21,958 56 16
WIX COM LTD SHS M98068105 3,674 54,115 SH   SOLE   33,728 120 20
WOODWARD INC COM 980745103 1,239 18,240 SH   SOLE   12,994 55 5