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
AMEDISYS INC COM 023436108 1,903 36,110 SH   SOLE   36,110 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,721 40,670 SH   SOLE   40,670 0 0
APOGEE ENTERPRISES INC COM 037598109 1,799 39,330 SH   SOLE   39,330 0 0
AXALTA COATING SYS LTD COM G0750C108 3,358 103,760 SH   SOLE   103,760 0 0
BANK OF THE OZARKS COM 063904106 3,621 74,740 SH   SOLE   74,740 0 0
BRUNSWICK CORP COM 117043109 2,072 37,520 SH   SOLE   37,520 0 0
BURLINGTON STORES INC COM 122017106 2,843 23,110 SH   SOLE   23,110 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,155 27,610 SH   SOLE   27,610 0 0
COMFORT SYS USA INC COM 199908104 4,445 101,830 SH   SOLE   101,830 0 0
COSTAR GROUP INC COM 22160N109 3,284 11,060 SH   SOLE   11,060 0 0
COUPA SOFTWARE INC COM 22266L106 2,638 84,510 SH   SOLE   84,510 0 0
DIAMONDBACK ENERGY INC COM 25278X109 3,296 26,110 SH   SOLE   26,110 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 3,827 77,210 SH   SOLE   77,210 0 0
EAGLE MATERIALS INC COM 26969P108 3,350 29,570 SH   SOLE   29,570 0 0
EAST WEST BANCORP INC COM 27579R104 3,341 54,930 SH   SOLE   54,930 0 0
EQUINIX INC COM PAR $0.001 29444U700 4,464 9,850 SH   SOLE   9,850 0 0
EURONET WORLDWIDE INC COM 298736109 2,430 28,840 SH   SOLE   28,840 0 0
EVERCORE INC CLASS A 29977A105 5,936 65,950 SH   SOLE   65,950 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 3,335 38,490 SH   SOLE   38,490 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 2,756 14,320 SH   SOLE   14,320 0 0
FORTINET INC COM 34959E109 3,521 80,580 SH   SOLE   80,580 0 0
GARTNER INC COM 366651107 1,890 15,350 SH   SOLE   15,350 0 0
GRANITE CONSTR INC COM 387328107 962 15,170 SH   SOLE   15,170 0 0
HUBSPOT INC COM 443573100 2,619 29,630 SH   SOLE   29,630 0 0
HUDSON PAC PPTYS INC COM 444097109 2,599 75,870 SH   SOLE   75,870 0 0
INSULET CORP COM 45784P101 2,250 32,610 SH   SOLE   32,610 0 0
IONIS PHARMACEUTICALS INC COM 462222100 1,159 23,050 SH   SOLE   23,050 0 0
JETBLUE AIRWAYS CORP COM 477143101 2,969 132,900 SH   SOLE   132,900 0 0
K2M GROUP HLDGS INC COM 48273J107 1,667 92,610 SH   SOLE   92,610 0 0
LAM RESEARCH CORP COM 512807108 3,124 16,970 SH   SOLE   16,970 0 0
LENNOX INTL INC COM 526107107 3,120 14,980 SH   SOLE   14,980 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,888 67,830 SH   SOLE   67,830 0 0
LUMENTUM HLDGS INC COM 55024U109 1,941 39,690 SH   SOLE   39,690 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 3,845 179,100 SH   SOLE   179,100 0 0
MATADOR RES CO COM 576485205 3,388 108,840 SH   SOLE   108,840 0 0
MDU RES GROUP INC COM 552690109 2,566 95,460 SH   SOLE   95,460 0 0
MERCURY SYS INC COM 589378108 5,309 103,390 SH   SOLE   103,390 0 0
MIDDLEBY CORP COM 596278101 3,416 25,310 SH   SOLE   25,310 0 0
MOHAWK INDS INC COM 608190104 4,398 15,940 SH   SOLE   15,940 0 0
MONMOUTH REAL ESTATE INVT CO CL A 609720107 3,211 180,400 SH   SOLE   180,400 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 2,956 108,450 SH   SOLE   108,450 0 0
NATUS MEDICAL INC DEL COM 639050103 3,177 83,180 SH   SOLE   83,180 0 0
NEWFIELD EXPL CO COM 651290108 2,957 93,790 SH   SOLE   93,790 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 3,511 65,940 SH   SOLE   65,940 0 0
NUVASIVE INC COM 670704105 2,815 48,120 SH   SOLE   48,120 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 1,879 35,290 SH   SOLE   35,290 0 0
ON ASSIGNMENT INC COM 682159108 4,077 63,440 SH   SOLE   63,440 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,514 120,050 SH   SOLE   120,050 0 0
OSHKOSH CORP COM 688239201 5,209 57,310 SH   SOLE   57,310 0 0
OSI SYSTEMS INC COM 671044105 2,293 35,610 SH   SOLE   35,610 0 0
PALO ALTO NETWORKS INC COM 697435105 2,420 16,700 SH   SOLE   16,700 0 0
PARATEK PHARMACEUTICALS INC COM 699374302 1,369 76,490 SH   SOLE   76,490 0 0
PAYCOM SOFTWARE INC COM 70432V102 2,824 35,160 SH   SOLE   35,160 0 0
PERRIGO CO PLC SHS G97822103 2,003 22,980 SH   SOLE   22,980 0 0
PHYSICIANS RLTY TR COM 71943U104 2,536 140,950 SH   SOLE   140,950 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 2,987 45,050 SH   SOLE   45,050 0 0
PINNACLE FOODS INC DEL COM 72348P104 4,358 73,280 SH   SOLE   73,280 0 0
PRA HEALTH SCIENCES INC COM 69354M108 2,160 23,720 SH   SOLE   23,720 0 0
PROGRESSIVE CORP OHIO COM 743315103 4,002 71,060 SH   SOLE   71,060 0 0
PROOFPOINT INC COM 743424103 1,949 21,950 SH   SOLE   21,950 0 0
QUANTA SVCS INC COM 74762E102 4,011 102,560 SH   SOLE   102,560 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 4,102 45,940 SH   SOLE   45,940 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 2,554 128,040 SH   SOLE   128,040 0 0
RINGCENTRAL INC CL A 76680R206 5,035 104,030 SH   SOLE   104,030 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 2,439 17,770 SH   SOLE   17,770 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,858 30,100 SH   SOLE   30,100 0 0
SMITH A O COM 831865209 5,698 92,980 SH   SOLE   92,980 0 0
TELEFLEX INC COM 879369106 5,997 24,100 SH   SOLE   24,100 0 0
TETRA TECH INC NEW COM 88162G103 4,357 90,480 SH   SOLE   90,480 0 0
THOR INDS INC COM 885160101 3,937 26,120 SH   SOLE   26,120 0 0
TOTAL SYS SVCS INC COM 891906109 4,504 56,950 SH   SOLE   56,950 0 0
TYLER TECHNOLOGIES INC COM 902252105 2,128 12,020 SH   SOLE   12,020 0 0
ULTA BEAUTY INC COM 90384S303 2,011 8,990 SH   SOLE   8,990 0 0
VULCAN MATLS CO COM 929160109 3,264 25,430 SH   SOLE   25,430 0 0
WESTERN ALLIANCE BANCORP COM 957638109 5,197 91,790 SH   SOLE   91,790 0 0