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
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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
Acacia Communications, Inc. COM 00401C108 17,020 253,355 SH   SOLE   253,355 0 0
Akamai Technologies, Inc. COM 00971T101 1,015 11,095 SH   SOLE   11,095 0 0
Alibaba Group Holdings, Ltd. COM 01609W102 5,745 29,540 SH   SOLE   29,540 0 0
Allergan Plc. COM G0177J108 51,983 293,525 SH   SOLE   293,525 0 0
Alphabet, Inc. - Class C COM 02079K107 9,861 8,480 SH   SOLE   8,480 0 0
Amazon.com, Inc. COM 023135106 12,562 6,443 SH   SOLE   6,443 0 0
Amphenol Corp. - Cl A COM 032095101 502 6,890 SH   SOLE   6,890 0 0
Apple, Inc. COM 037833100 5,821 22,893 SH   SOLE   22,893 0 0
Ball Corp. COM 058498106 1,234 19,090 SH   SOLE   19,090 0 0
Bank of America Corp. COM 060505104 7,704 362,863 SH   SOLE   362,863 0 0
Berkshire Hathaway, Inc. - CL COM 084670702 2,204 12,057 SH   SOLE   12,057 0 0
Black Knight, Inc. COM 09215C105 1,328 22,867 SH   SOLE   22,867 0 0
Boeing Co. COM 097023105 1,214 8,142 SH   SOLE   8,142 0 0
Bristol-Myers Squibb - CVR COM 110122157 1,881 495,123 SH   SOLE   495,123 0 0
Caesars Entertainment Corp. COM 127686103 13,761 2,035,639 SH   SOLE   2,035,639 0 0
Carolina Financial Corp. COM 143873107 8,252 318,992 SH   SOLE   318,992 0 0
Centerstate Banks, Inc. COM 15201P109 4,758 276,140 SH   SOLE   276,140 0 0
Central European Media Enterpr COM G20045202 7,181 2,294,129 SH   SOLE   2,294,129 0 0
Chipotle Mexican Grill, Inc. COM 169656105 2,549 3,895 SH   SOLE   3,895 0 0
Citigroup Inc. COM 172967424 2,449 58,152 SH   SOLE   58,152 0 0
Condor Hospitality Trust, Inc. COM 20676Y403 3,450 839,346 SH   SOLE   839,346 0 0
Cypress Semiconductors Corp. COM 232806109 11,267 483,153 SH   SOLE   483,153 0 0
DexCom Inc. COM 252131107 5,858 21,754 SH   SOLE   21,754 0 0
Edwards Lifesciences Corp. COM 28176E108 1,140 6,044 SH   SOLE   6,044 0 0
El Paso Electric Company COM 283677854 34,629 509,544 SH   SOLE   509,544 0 0
Facebook, Inc. - A COM 30303M102 6,184 37,076 SH   SOLE   37,076 0 0
Five9, Inc. COM 338307101 2,561 33,496 SH   SOLE   33,496 0 0
FleetCor Technologies, Inc. COM 339041105 838 4,493 SH   SOLE   4,493 0 0
ForeScout Technologies, Inc. COM 34553D101 25,572 809,507 SH   SOLE   809,507 0 0
Forty Seven, Inc. COM 34983P104 39,640 415,425 SH   SOLE   415,425 0 0
Gain Capital Holdings, Inc. COM 36268W100 5,605 1,004,548 SH   SOLE   1,004,548 0 0
Gilat Satellite Network COM M51474118 13,166 1,857,046 SH   SOLE   1,857,046 0 0
Humana, Inc. COM 444859102 10,224 32,559 SH   SOLE   32,559 0 0
IBERIABANK Corporation COM 450828108 23,307 644,544 SH   SOLE   644,544 0 0
Intuitive Surgical, Inc. COM 46120E602 4,092 8,264 SH   SOLE   8,264 0 0
L3Harris Technologies, Inc. COM 502431109 5,292 29,380 SH   SOLE   29,380 0 0
Legg Mason, Inc. COM 524901105 5,951 121,832 SH   SOLE   121,832 0 0
Lockheed Martin Corporation COM 539830109 5,045 14,884 SH   SOLE   14,884 0 0
MSCI, Inc. COM 55354G100 1,751 6,060 SH   SOLE   6,060 0 0
Marvell Technology Group, Ltd. COM G5876H105 2,261 99,908 SH   SOLE   99,908 0 0
Mastercard Inc. - Class A COM 57636Q104 9,543 39,506 SH   SOLE   39,506 0 0
Mellanox Technologies, Ltd. COM M51363113 33,521 276,305 SH   SOLE   276,305 0 0
Microsoft Corp. COM 594918104 1,671 10,597 SH   SOLE   10,597 0 0
MutualFirst Financial, Inc. COM 62845B104 2,320 82,277 SH   SOLE   82,277 0 0
NVIDIA Corp. COM 67066G104 2,740 10,393 SH   SOLE   10,393 0 0
NXP Semiconductors NV COM N6596X109 2,880 34,731 SH   SOLE   34,731 0 0
Netflix, Inc. COM 64110L106 274 731 SH   SOLE   731 0 0
Nike, Inc. Class B COM 654106103 3,908 47,235 SH   SOLE   47,235 0 0
Omnova Solutions, Inc. COM 682129101 2,718 268,039 SH   SOLE   268,039 0 0
PACCAR, Inc. COM 693718108 527 8,625 SH   SOLE   8,625 0 0
PB Bancorp Inc. COM 70454T100 1,464 98,247 SH   SOLE   98,247 0 0
PayPal Holdings, Inc. COM 70450Y103 3,729 38,946 SH   SOLE   38,946 0 0
Pioneer Natural Resources Comp COM 723787107 3,538 50,429 SH   SOLE   50,429 0 0
Proofpoint, Inc. COM 743424103 1,114 10,862 SH   SOLE   10,862 0 0
Q2 Holdings, Inc. COM 74736L109 1,850 31,323 SH   SOLE   31,323 0 0
RealPage, Inc. COM 75606N109 1,228 23,197 SH   SOLE   23,197 0 0
SPDR Gold Shares COM 78463V107 3,036 20,505 SH   SOLE   20,505 0 0
Salesforce.com, Inc. COM 79466L302 7,603 52,805 SH   SOLE   52,805 0 0
Shopify, Inc. - CL A COM 82509L107 1,610 3,861 SH   SOLE   3,861 0 0
Spotify Technology S.A. COM L8681T102 4,614 37,992 SH   SOLE   37,992 0 0
Square, Inc. COM 852234103 1,877 35,830 SH   SOLE   35,830 0 0
Starbucks Corp. COM 855244109 3,229 49,121 SH   SOLE   49,121 0 0
Take-Two Interactive Software, COM 874054109 6,147 51,823 SH   SOLE   51,823 0 0
Tallgrass Energy, LP COM 874696107 24,584 1,493,536 SH   SOLE   1,493,536 0 0
Taubman Centers Inc. COM 876664103 14,092 336,497 SH   SOLE   336,497 0 0
The Blackstone Group, Inc. COM 09260D107 557 12,230 SH   SOLE   12,230 0 0
The Sherwin-Williams Company COM 824348106 2,603 5,665 SH   SOLE   5,665 0 0
Tiffany & Company COM 886547108 24,119 186,244 SH   SOLE   186,244 0 0
TransDigm Group, Inc. COM 893641100 754 2,354 SH   SOLE   2,354 0 0
Vertex Pharmaceuticals COM 92532F100 7,953 33,424 SH   SOLE   33,424 0 0
Visa Inc. COM 92826C839 1,785 11,078 SH   SOLE   11,078 0 0
Vulcan Materials Company COM 929160109 1,309 12,116 SH   SOLE   12,116 0 0
WABCO Holdings, Inc. COM 92927K102 39,816 294,821 SH   SOLE   294,821 0 0
Walt Disney Company/The COM 254687106 3,122 32,315 SH   SOLE   32,315 0 0
Wright Medical Group N.V. COM N96617118 10,441 364,434 SH   SOLE   364,434 0 0
lululemon athletica, Inc. COM 550021109 4,163 21,963 SH   SOLE   21,963 0 0