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
ACTAVIS PLC SHS G0083B108 3,954 16,389 SH   SOLE   13,770 0 2,619
AKORN INC COM 009728106 757 20,875 SH   SOLE   16,175 0 4,700
ALASKA AIR GROUP INC COM 011659109 256 5,886 SH   SOLE   5,886 0 0
ALLIANCE FIBER OPTIC PRODS I COM NEW 018680306 924 74,350 SH   SOLE   58,350 0 16,000
AMERICAN AIRLS GROUP INC COM 02376R102 505 14,225 SH   SOLE   14,225 0 0
AUTONATION INC COM 05329W102 4,418 87,817 SH   SOLE   59,905 0 27,912
AUTOZONE INC COM 053332102 1,534 3,010 SH   SOLE   3,010 0 0
BIODELIVERY SCIENCES INTL IN COM 09060J106 1,521 89,000 SH   SOLE   68,000 0 21,000
BIOGEN IDEC INC COM 09062X103 602 1,820 SH   SOLE   1,820 0 0
BOFI HLDG INC COM 05566U108 23,195 319,003 SH   SOLE   267,744 0 51,259
BUFFALO WILD WINGS INC COM 119848109 2,059 15,335 SH   SOLE   10,440 0 4,895
CELGENE CORP COM 151020104 632 6,670 SH   SOLE   6,670 0 0
CELLADON CORP COM 15117E107 743 71,000 SH   SOLE   56,000 0 15,000
CENTURY CASINOS INC COM 156492100 156 30,500 SH   SOLE   23,900 0 6,600
CERNER CORP COM 156782104 4,669 78,381 SH   SOLE   62,225 0 16,156
COMMVAULT SYSTEMS INC COM 204166102 786 15,600 SH   SOLE   12,000 0 3,600
D R HORTON INC COM 23331A109 2,498 121,755 SH   SOLE   87,015 0 34,740
DELTA AIR LINES INC DEL COM NEW 247361702 1,268 35,080 SH   SOLE   25,660 0 9,420
DEXCOM INC COM 252131107 4,070 101,765 SH   SOLE   67,880 0 33,885
DREW INDS INC COM NEW 26168L205 1,802 42,700 SH   SOLE   25,280 0 17,420
EAGLE MATERIALS INC COM 26969P108 4,195 41,198 SH   SOLE   27,580 0 13,618
ENCORE CAP GROUP INC COM 292554102 2,376 53,632 SH   SOLE   31,507 0 22,125
EPAM SYS INC COM 29414B104 1,307 29,845 SH   SOLE   22,285 0 7,560
GENTHERM INC COM 37253A103 3,484 82,505 SH   SOLE   57,430 0 25,075
GILEAD SCIENCES INC COM 375558103 5,602 52,621 SH   SOLE   41,510 0 11,111
GOOGLE INC CL A 38259P508 2,790 4,742 SH   SOLE   4,072 0 670
GOOGLE INC CL C 38259P706 1,980 3,429 SH   SOLE   2,850 0 579
HOLLYFRONTIER CORP COM 436106108 2,620 59,990 SH   SOLE   40,740 0 19,250
INSULET CORP COM 45784P101 855 23,205 SH   SOLE   13,380 0 9,825
IPG PHOTONICS CORP COM 44980X109 1,932 28,093 SH   SOLE   11,180 0 16,913
ISHARES 1-3 YR CR BD ETF 464288646 1,990 18,904 SH   SOLE   2,927 0 15,977
ISHARES TR 1-3 YR TR BD ETF 464287457 1,985 23,491 SH   SOLE   3,625 0 19,866
ISHARES TR RUS 2000 GRW ETF 464287648 274 2,112 SH   SOLE   2,112 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 584 3,640 SH   SOLE   3,640 0 0
LENNAR CORP CL A 526057104 723 18,625 SH   SOLE   18,625 0 0
LKQ CORP COM 501889208 6,958 261,672 SH   SOLE   188,382 0 73,290
MANITEX INTL INC COM 563420108 1,309 115,900 SH   SOLE   89,300 0 26,600
MICROCHIP TECHNOLOGY INC COM 595017104 1,424 30,141 SH   SOLE   30,141 0 0
MICRON TECHNOLOGY INC COM 595112103 651 19,000 SH   SOLE   19,000 0 0
MIDDLEBY CORP COM 596278101 766 8,694 SH   SOLE   6,694 0 2,000
NXP SEMICONDUCTORS N V COM N6596X109 2,425 35,440 SH   SOLE   35,440 0 0
OASIS PETE INC NEW COM 674215108 3,400 81,315 SH   SOLE   55,545 0 25,770
PATRICK INDS INC COM 703343103 1,046 24,700 SH   SOLE   13,140 0 11,560
PEGASYSTEMS INC COM 705573103 3,720 194,685 SH   SOLE   140,870 0 53,815
PHARMACYCLICS INC COM 716933106 540 4,600 SH   SOLE   4,600 0 0
POLYONE CORP COM 73179P106 2,635 74,070 SH   SOLE   56,200 0 17,870
PORTFOLIO RECOVERY ASSOCS IN COM 73640Q105 8,212 157,233 SH   SOLE   107,648 0 49,585
PRICELINE GRP INC COM NEW 741503403 4,001 3,453 SH   SOLE   2,772 0 681
RYLAND GROUP INC COM 783764103 408 12,285 SH   SOLE   2,455 0 9,830
SCANSOURCE INC COM 806037107 692 20,000 SH   SOLE   15,300 0 4,700
SHILOH INDS INC COM 824543102 1,002 58,878 SH   SOLE   40,377 0 18,501
SOUTHWEST AIRLS CO COM 844741108 751 22,225 SH   SOLE   22,225 0 0
SPANSION INC COM CL A NEW 84649R200 1,525 66,900 SH   SOLE   51,270 0 15,630
SPARTON CORP COM 847235108 542 22,000 SH   SOLE   16,000 0 6,000
SPDR S&P 500 ETF TR TR UNIT 78462F103 875 4,441 SH   SOLE   4,014 0 427
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 335 1,343 SH   SOLE   1,343 0 0
SPIRIT AIRLS INC COM 848577102 764 11,045 SH   SOLE   8,445 0 2,600
TRUETT-HURST INC CL A 897871109 84 15,200 SH   SOLE   15,200 0 0
UBIQUITI NETWORKS INC COM 90347A100 4,272 113,826 SH   SOLE   77,370 0 36,456
UNITED CONTL HLDGS INC COM 910047109 1,922 41,070 SH   SOLE   27,810 0 13,260
UNITED INS HLDGS CORP COM 910710102 1,425 95,000 SH   SOLE   95,000 0 0
UNITED RENTALS INC COM 911363109 5,994 53,948 SH   SOLE   35,870 0 18,078