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 343 6,930 SH   SOLE   4,730 0 2,200
ALLEGHENY TECHNOLOGIES INC COM 01741R102 669 37,000 SH   SOLE   27,500 0 9,500
ALLERGAN PLC SHS G0177J108 1,087 4,720 SH   SOLE   2,670 0 2,050
ALPHABET INC CAP STK CL A 02079K305 3,525 4,384 SH   SOLE   3,434 0 950
ALPHABET INC CAP STK CL C 02079K107 563 724 SH   SOLE   382 0 342
ARGAN INC COM 04010E109 5,266 88,975 SH   SOLE   58,270 0 30,705
BOFI HLDG INC COM 05566U108 25,884 1,155,517 SH   SOLE   958,939 0 196,578
BANK OF THE OZARKS INC COM 063904106 3,087 80,390 SH   SOLE   50,500 0 29,890
BROADCOM LTD SHS Y09827109 4,552 26,385 SH   SOLE   20,520 0 5,865
BUFFALO WILD WINGS INC COM 119848109 1,389 9,870 SH   SOLE   5,965 0 3,905
CASEYS GEN STORES INC COM 147528103 853 7,100 SH   SOLE   4,200 0 2,900
CELGENE CORP COM 151020104 1,036 9,913 SH   SOLE   6,535 0 3,378
CERNER CORP COM 156782104 2,957 47,881 SH   SOLE   31,975 0 15,906
CHUYS HLDGS INC COM 171604101 902 32,300 SH   SOLE   24,900 0 7,400
CRITEO S A SPONS ADS 226718104 2,926 83,325 SH   SOLE   53,745 0 29,580
D R HORTON INC COM 23331A109 2,115 70,027 SH   SOLE   53,075 0 16,952
DELTA AIR LINES INC DEL COM NEW 247361702 1,496 38,020 SH   SOLE   27,910 0 10,110
DEXCOM INC COM 252131107 6,667 76,055 SH   SOLE   50,475 0 25,580
DREW INDS INC COM NEW 26168L205 1,530 15,610 SH   SOLE   8,850 0 6,760
DULUTH HLDGS INC COM CL B 26443V101 331 12,500 SH   SOLE   9,400 0 3,100
ELLIE MAE INC COM 28849P100 3,808 36,165 SH   SOLE   21,960 0 14,205
EPAM SYS INC COM 29414B104 2,309 33,320 SH   SOLE   20,470 0 12,850
EURONET WORLDWIDE INC COM 298736109 1,234 15,075 SH   SOLE   10,675 0 4,400
FACEBOOK INC CL A 30303M102 3,948 30,780 SH   SOLE   22,620 0 8,160
FASTENAL CO COM 311900104 977 23,385 SH   SOLE   12,400 0 10,985
GILEAD SCIENCES INC COM 375558103 1,731 21,873 SH   SOLE   13,675 0 8,198
HIBBETT SPORTS INC COM 428567101 1,138 28,530 SH   SOLE   18,455 0 10,075
HOME DEPOT INC COM 437076102 553 4,300 SH   SOLE   4,300 0 0
IDEXX LABS INC COM 45168D104 225 2,000 SH   SOLE   0 0 2,000
INSTALLED BLDG PRODS INC COM 45780R101 201 5,600 SH   SOLE   0 0 5,600
INSULET CORP COM 45784P101 3,245 79,255 SH   SOLE   44,585 0 34,670
INTUITIVE SURGICAL INC COM NEW 46120E602 551 760 SH   SOLE   760 0 0
IPG PHOTONICS CORP COM 44980X109 1,697 20,607 SH   SOLE   9,110 0 11,497
ISHARES TR 1-3 YR CR BD ETF 464288646 882 8,342 SH   SOLE   7,645 0 697
ISHARES TR 1-3 YR TR BD ETF 464287457 863 10,150 SH   SOLE   9,465 0 685
ISHARES TR INTERM CR BD ETF 464288638 385 3,455 SH   SOLE   0 0 3,455
ISHARES TR MBS ETF 464288588 650 5,900 SH   SOLE   0 0 5,900
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 419 3,450 SH   SOLE   2,700 0 750
LENNAR CORP CL A 526057104 653 15,420 SH   SOLE   5,550 0 9,870
LGI HOMES INC COM 50187T106 2,897 78,625 SH   SOLE   52,305 0 26,320
LKQ CORP COM 501889208 3,997 112,720 SH   SOLE   64,705 0 48,015
LOWES COS INC COM 548661107 1,437 19,895 SH   SOLE   14,735 0 5,160
MANITOWOC FOODSERVICE INC COM 563568104 600 37,000 SH   SOLE   27,500 0 9,500
MICROCHIP TECHNOLOGY INC COM 595017104 1,849 29,755 SH   SOLE   24,855 0 4,900
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 389 1,377 SH   SOLE   1,377 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 426 10,000 SH   SOLE   10,000 0 0
NEOPHOTONICS CORP COM 64051T100 1,960 119,940 SH   SOLE   66,050 0 53,890
PATRICK INDS INC COM 703343103 551 8,900 SH   SOLE   5,400 0 3,500
PAYCOM SOFTWARE INC COM 70432V102 1,830 36,500 SH   SOLE   27,300 0 9,200
PAYPAL HLDGS INC COM 70450Y103 856 20,900 SH   SOLE   20,900 0 0
PEGASYSTEMS INC COM 705573103 2,993 101,500 SH   SOLE   60,755 0 40,745
POTBELLY CORP COM 73754Y100 646 52,000 SH   SOLE   38,700 0 13,300
PRICELINE GRP INC COM NEW 741503403 500 340 SH   SOLE   340 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,006 4,652 SH   SOLE   4,019 0 633
SHIRE PLC SPONSORED ADR 82481R106 407 2,100 SH   SOLE   2,100 0 0
SKECHERS U S A INC CL A 830566105 360 15,700 SH   SOLE   11,000 0 4,700
SOUTHWEST AIRLS CO COM 844741108 650 16,725 SH   SOLE   16,725 0 0
STAMPS COM INC COM NEW 852857200 1,323 14,000 SH   SOLE   10,600 0 3,400
TANDEM DIABETES CARE INC COM 875372104 1,318 172,040 SH   SOLE   105,500 0 66,540
TEXAS ROADHOUSE INC COM 882681109 710 18,200 SH   SOLE   13,500 0 4,700
ULTIMATE SOFTWARE GROUP INC COM 90385D107 491 2,400 SH   SOLE   1,400 0 1,000
ULTA SALON COSMETCS & FRAG I COM 90384S303 238 1,000 SH   SOLE   1,000 0 0
UNITED INS HLDGS CORP COM 910710102 1,007 59,300 SH   SOLE   41,400 0 17,900
UNITED NAT FOODS INC COM 911163103 607 15,150 SH   SOLE   11,350 0 3,800
UNIVERSAL DISPLAY CORP COM 91347P105 945 17,020 SH   SOLE   10,120 0 6,900
URBAN OUTFITTERS INC COM 917047102 204 5,900 SH   SOLE   100 0 5,800
VANTIV INC CL A 92210H105 675 12,000 SH   SOLE   12,000 0 0
WAGEWORKS INC COM 930427109 731 12,000 SH   SOLE   9,000 0 3,000