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
ABIOMED INC COM 003654100 2,073 7,957 SH   SOLE   4,288 0 3,669
ALAMO GROUP INC COM 011311107 713 7,130 SH   SOLE   2,900 0 4,230
ALARM COM HLDGS INC COM 011642105 1,933 36,125 SH   SOLE   22,325 0 13,800
ALPHABET INC CAP STK CL A 02079K305 2,994 2,765 SH   SOLE   1,917 0 848
ALPHABET INC CAP STK CL C 02079K107 292 270 SH   SOLE   121 0 149
AMAZON COM INC COM 023135106 3,568 1,884 SH   SOLE   1,425 0 459
AMERICAN ELEC PWR CO INC COM 025537101 1,312 14,911 SH   SOLE   10,060 0 4,851
ARGAN INC COM 04010E109 2,734 67,405 SH   SOLE   39,010 0 28,395
ARISTA NETWORKS INC COM 040413106 1,062 4,089 SH   SOLE   2,925 0 1,164
AXOS FINL INC COM 05465C100 18,410 675,590 SH   SOLE   568,404 0 107,186
BIOSPECIFICS TECHNOLOGIES CO COM 090931106 205 3,425 SH   SOLE   0 0 3,425
BOOKING HLDGS INC COM 09857L108 375 200 SH   SOLE   200 0 0
BOOT BARN HLDGS INC COM 099406100 323 9,065 SH   SOLE   0 0 9,065
BROADCOM INC COM 11135F101 3,290 11,429 SH   SOLE   8,476 0 2,953
BURLINGTON STORES INC COM 122017106 1,685 9,905 SH   SOLE   7,430 0 2,475
CABOT CORP COM 127055101 454 9,520 SH   SOLE   6,500 0 3,020
CALLAWAY GOLF CO COM 131193104 510 29,710 SH   SOLE   0 0 29,710
CALLON PETE CO DEL COM 13123X102 369 55,950 SH   SOLE   33,500 0 22,450
CDW CORP COM 12514G108 1,259 11,344 SH   SOLE   8,550 0 2,794
CHARLES RIV LABS INTL INC COM 159864107 743 5,235 SH   SOLE   0 0 5,235
CITIZENS FINL GROUP INC COM 174610105 545 15,400 SH   SOLE   15,400 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 801 30,149 SH   SOLE   15,230 0 14,919
COSTAR GROUP INC COM 22160N109 6,650 12,002 SH   SOLE   7,176 0 4,826
CRITEO S A SPONS ADS 226718104 687 39,898 SH   SOLE   23,680 0 16,218
D R HORTON INC COM 23331A109 1,385 32,107 SH   SOLE   22,170 0 9,937
DEXCOM INC COM 252131107 6,073 40,529 SH   SOLE   24,890 0 15,639
DIAMONDBACK ENERGY INC COM 25278X109 407 3,737 SH   SOLE   1,612 0 2,125
DORMAN PRODUCTS INC COM 258278100 579 6,645 SH   SOLE   0 0 6,645
DXP ENTERPRISES INC NEW COM NEW 233377407 957 25,255 SH   SOLE   17,300 0 7,955
EDWARDS LIFESCIENCES CORP COM 28176E108 333 1,800 SH   SOLE   1,800 0 0
EOG RES INC COM 26875P101 326 3,500 SH   SOLE   1,480 0 2,020
EURONET WORLDWIDE INC COM 298736109 3,018 17,940 SH   SOLE   12,200 0 5,740
FACEBOOK INC CL A 30303M102 749 3,880 SH   SOLE   3,860 0 20
FORTINET INC COM 34959E109 569 7,400 SH   SOLE   7,400 0 0
GLOBANT S A COM L44385109 4,113 40,706 SH   SOLE   22,270 0 18,436
HEALTHEQUITY INC COM 42226A107 568 8,690 SH   SOLE   4,560 0 4,130
HOME DEPOT INC COM 437076102 1,440 6,925 SH   SOLE   4,850 0 2,075
INSPERITY INC COM 45778Q107 431 3,525 SH   SOLE   0 0 3,525
INSTALLED BLDG PRODS INC COM 45780R101 975 16,465 SH   SOLE   7,000 0 9,465
INSULET CORP COM 45784P101 5,331 44,657 SH   SOLE   25,280 0 19,377
INTUITIVE SURGICAL INC COM NEW 46120E602 2,476 4,720 SH   SOLE   3,252 0 1,468
IOVANCE BIOTHERAPEUTICS INC COM 462260100 560 22,850 SH   SOLE   15,600 0 7,250
IRHYTHM TECHNOLOGIES INC COM 450056106 1,988 25,142 SH   SOLE   14,525 0 10,617
ISHARES TR 1 3 YR TREAS BD 464287457 734 8,662 SH   SOLE   7,890 0 772
ISHARES TR INTRM TR CRP ETF 464288638 415 7,291 SH   SOLE   0 0 7,291
ISHARES TR SH TR CRPORT ETF 464288646 778 14,557 SH   SOLE   12,750 0 1,807
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 324 2,276 SH   SOLE   960 0 1,316
LGI HOMES INC COM 50187T106 3,420 47,875 SH   SOLE   27,620 0 20,255
LIVEPERSON INC COM 538146101 1,128 40,235 SH   SOLE   20,800 0 19,435
MALIBU BOATS INC COM CL A 56117J100 556 14,300 SH   SOLE   0 0 14,300
MANITEX INTL INC COM 563420108 440 72,070 SH   SOLE   47,200 0 24,870
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 269 11,280 SH   SOLE   0 0 11,280
MEDPACE HLDGS INC COM 58506Q109 468 7,150 SH   SOLE   0 0 7,150
MICROCHIP TECHNOLOGY INC COM 595017104 1,238 14,281 SH   SOLE   14,281 0 0
MICRON TECHNOLOGY INC COM 595112103 1,140 29,537 SH   SOLE   22,012 0 7,525
MONOLITHIC PWR SYS INC COM 609839105 1,037 7,640 SH   SOLE   2,100 0 5,540
MONSTER BEVERAGE CORP NEW COM 61174X109 1,409 22,079 SH   SOLE   15,235 0 6,844
MOTOROLA SOLUTIONS INC COM NEW 620076307 350 2,100 SH   SOLE   2,100 0 0
NISOURCE INC COM 65473P105 1,243 43,165 SH   SOLE   19,500 0 23,665
PARSLEY ENERGY INC CL A 701877102 298 15,689 SH   SOLE   6,952 0 8,737
PAYCOM SOFTWARE INC COM 70432V102 6,098 26,897 SH   SOLE   16,050 0 10,847
PAYLOCITY HLDG CORP COM 70438V106 5,249 55,948 SH   SOLE   33,210 0 22,738
PAYPAL HLDGS INC COM 70450Y103 4,767 41,644 SH   SOLE   32,183 0 9,461
PERFORMANCE FOOD GROUP CO COM 71377A103 343 8,560 SH   SOLE   0 0 8,560
POLYONE CORP COM 73179P106 565 17,995 SH   SOLE   9,130 0 8,865
PRA HEALTH SCIENCES INC COM 69354M108 657 6,630 SH   SOLE   2,600 0 4,030
QUALYS INC COM 74758T303 1,025 11,770 SH   SOLE   7,240 0 4,530
SNAP ON INC COM 833034101 908 5,483 SH   SOLE   3,087 0 2,396
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 292 19,465 SH   SOLE   10,200 0 9,265
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,095 3,739 SH   SOLE   3,072 0 667
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 507 1,429 SH   SOLE   1,429 0 0
SPIRIT AIRLS INC COM 848577102 269 5,640 SH   SOLE   0 0 5,640
SPROUTS FMRS MKT INC COM 85208M102 1,671 88,485 SH   SOLE   56,495 0 31,990
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 588 10,200 SH   SOLE   10,200 0 0
STARBUCKS CORP COM 855244109 1,611 19,220 SH   SOLE   15,340 0 3,880
SUPERNUS PHARMACEUTICALS INC COM 868459108 960 29,005 SH   SOLE   14,165 0 14,840
SYNNEX CORP COM 87162W100 3,880 39,430 SH   SOLE   23,765 0 15,665
SYNOVUS FINL CORP COM NEW 87161C501 395 11,280 SH   SOLE   0 0 11,280
THE TRADE DESK INC COM CL A 88339J105 5,995 26,318 SH   SOLE   15,522 0 10,796
TRISTATE CAP HLDGS INC COM 89678F100 230 10,765 SH   SOLE   0 0 10,765
ULTA BEAUTY INC COM 90384S303 2,657 7,659 SH   SOLE   5,402 0 2,257
VISA INC COM CL A 92826C839 3,775 21,754 SH   SOLE   15,535 0 6,219
WORLDPAY INC CL A 981558109 2,931 23,918 SH   SOLE   17,109 0 6,809
XCEL ENERGY INC COM 98389B100 1,345 22,615 SH   SOLE   15,220 0 7,395
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,890 9,022 SH   SOLE   6,015 0 3,007