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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 757 13,730 SH   SOLE   9,230 0 4,500
ALLERGAN PLC SHS G0177J108 1,671 6,235 SH   SOLE   4,705 0 1,530
ALLIANCE FIBER OPTIC PRODS I COM NEW 018680306 451 30,520 SH   SOLE   19,520 0 11,000
ALPHABET INC CAP STK CL A 02079K305 3,162 4,145 SH   SOLE   3,526 0 619
ALPHABET INC CAP STK CL C 02079K107 587 788 SH   SOLE   462 0 326
ARGAN INC COM 04010E109 1,937 55,100 SH   SOLE   42,700 0 12,400
AUTONATION INC COM 05329W102 462 9,900 SH   SOLE   4,700 0 5,200
BOFI HOLDING INC COM 05566U108 24,678 1,156,440 SH   SOLE   976,446 0 179,994
BANK OF THE OZARKS INC COM 063904106 1,544 36,800 SH   SOLE   24,550 0 12,250
BOJANGLES INC COM 097488100 349 20,500 SH   SOLE   15,800 0 4,700
BROADCOM LTD SHS Y09827109 4,421 28,615 SH   SOLE   24,280 0 4,335
CASEYS GEN STORES INC COM 147528103 1,383 12,200 SH   SOLE   9,300 0 2,900
CAVIUM INC COM 14964U108 336 5,500 SH   SOLE   4,200 0 1,300
CELGENE CORP COM 151020104 703 7,023 SH   SOLE   4,630 0 2,393
CERNER CORP COM 156782104 2,396 45,241 SH   SOLE   33,285 0 11,956
CHUYS HLDGS INC COM 171604101 1,004 32,300 SH   SOLE   24,900 0 7,400
CRITEO S A SPONS ADS 226718104 1,938 46,795 SH   SOLE   26,755 0 20,040
D R HORTON INC COM 23331A109 2,228 73,702 SH   SOLE   61,345 0 12,357
DELTA AIR LINES INC DEL COM NEW 247361702 1,588 32,620 SH   SOLE   25,110 0 7,510
DEXCOM INC COM 252131107 4,628 68,145 SH   SOLE   45,890 0 22,255
DREW INDS INC COM NEW 26168L205 1,038 16,110 SH   SOLE   8,850 0 7,260
DULUTH HLDGS INC COM CL B 26443V101 555 28,500 SH   SOLE   20,000 0 8,500
EPAM SYS INC COM 29414B104 2,064 27,640 SH   SOLE   20,940 0 6,700
ELLIE MAE INC COM 28849P100 3,358 37,045 SH   SOLE   24,850 0 12,195
EURONET WORLDWIDE INC COM 298736109 1,117 15,075 SH   SOLE   10,675 0 4,400
FACEBOOK INC CL A 30303M102 3,345 29,315 SH   SOLE   22,890 0 6,425
FASTENAL CO COM 311900104 1,503 30,675 SH   SOLE   19,510 0 11,165
FLEETMATICS GROUP PLC COM G35569105 407 10,000 SH   SOLE   6,600 0 3,400
GENTHERM INC COM 37253A103 408 9,800 SH   SOLE   6,000 0 3,800
GILEAD SCIENCES INC COM 375558103 2,658 28,933 SH   SOLE   22,805 0 6,128
HEICO CORP NEW CL A 422806208 343 7,200 SH   SOLE   5,500 0 1,700
HOME DEPOT INC COM 437076102 574 4,300 SH   SOLE   4,300 0 0
IPG PHOTONICS CORP COM 44980X109 1,328 13,822 SH   SOLE   3,370 0 10,452
INSULT CORP COM 45784P101 2,714 81,840 SH   SOLE   52,905 0 28,935
LGI HOMES INC COM 50187T106 2,037 84,120 SH   SOLE   60,750 0 23,370
LKQ CORP COM 501889208 2,696 84,420 SH   SOLE   43,280 0 41,140
LENNAR CORP CL A 526057104 856 17,705 SH   SOLE   6,340 0 11,365
LOWES COS INC COM 548661107 1,216 16,055 SH   SOLE   12,245 0 3,810
MERITAGE HOMES CORP COM 59001A102 321 8,800 SH   SOLE   0 0 8,800
MICROCHIP TECHNOLOGY INC COM 595017104 1,504 31,200 SH   SOLE   26,300 0 4,900
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 360 1,369 SH   SOLE   1,369 0 0
NIC INC COM 62914B100 1,481 82,160 SH   SOLE   57,200 0 24,960
NEOPHOTONICS CORP COM 64051T100 993 70,700 SH   SOLE   36,000 0 34,700
OASIS PETE INC NEW COM 674215108 146 20,000 SH   SOLE   20,000 0 0
PATRICK INDS INC COM 703343103 404 8,900 SH   SOLE   5,400 0 3,500
PAYPAL HLDGS INC COM 70450Y103 579 15,000 SH   SOLE   15,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 712 20,000 SH   SOLE   15,200 0 4,800
PEGASYSTEMS INC COM 705573103 2,975 117,200 SH   SOLE   75,045 0 42,155
PRINCELINE GRP INC COM NEW 741503403 876 680 SH   SOLE   680 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 966 4,701 SH   SOLE   4,074 0 627
SKECHERS U S A INC CL A 830566105 959 31,500 SH   SOLE   22,000 0 9,500
SOUTHWEST AIRLS CO COM 844741108 749 16,725 SH   SOLE   16,725 0 0
STARBUCKS CORP COM 855244109 567 9,500 SH   SOLE   9,500 0 0
TEXAS ROADHOUSE INC COM 882681109 763 17,500 SH   SOLE   13,500 0 4,000
ULTIMATE SOFTWARE GROUP INC COM 90385D107 464 2,400 SH   SOLE   1,400 0 1,000
ULTA SALON COSMETCS & FRAG I COM 90384S303 581 3,000 SH   SOLE   3,000 0 0
UNITED INS HLDGS CORP COM 910710102 1,139 59,300 SH   SOLE   41,400 0 17,900
VANTIV INC CL A 92210H105 647 12,000 SH   SOLE   12,000 0 0
WAGEWORKS INC COM 930427109 1,442 28,500 SH   SOLE   21,700 0 6,800
ISHARES TR 1-3 YR CR BD ETF 464288646 943 8,941 SH   SOLE   8,125 0 816
ISHARES TR 1-3 YR TR BD ETF 464287457 927 10,900 SH   SOLE   10,065 0 835
ISHARES TR RUS 2000 GRW ETF 464287648 429 3,239 SH   SOLE   739 0 2,500