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
ALAMO GROUP INC COM 011311107 839 7,130 SH   SOLE   2,900 0 4,230
ALARM COM HLDGS INC COM 011642105 1,263 27,085 SH   SOLE   18,625 0 8,460
ALPHABET INC CAP STK CL A 02079K305 3,381 2,769 SH   SOLE   1,917 0 852
ALPHABET INC CAP STK CL C 02079K107 323 265 SH   SOLE   121 0 144
AMAZON COM INC COM 023135106 3,267 1,882 SH   SOLE   1,425 0 457
AMERICAN ELEC PWR CO INC COM 025537101 1,394 14,876 SH   SOLE   10,060 0 4,816
ARGAN INC COM 04010E109 4,256 108,312 SH   SOLE   62,140 0 46,172
ARISTA NETWORKS INC COM 040413106 976 4,084 SH   SOLE   2,925 0 1,159
AXOS FINL INC COM 05465C100 18,589 672,305 SH   SOLE   565,349 0 106,956
BOOKING HLDGS INC COM 09857L108 393 200 SH   SOLE   200 0 0
BOOT BARN HLDGS INC COM 099406100 481 13,796 SH   SOLE   0 0 13,796
BROADCOM INC COM 11135F101 3,238 11,729 SH   SOLE   8,783 0 2,946
BURLINGTON STORES INC COM 122017106 1,818 9,098 SH   SOLE   6,630 0 2,468
CALLAWAY GOLF CO COM 131193104 485 24,980 SH   SOLE   0 0 24,980
CALLON PETE CO DEL COM 13123X102 243 55,950 SH   SOLE   33,500 0 22,450
CDW CORP COM 12514G108 1,397 11,334 SH   SOLE   8,550 0 2,784
CHARLES RIV LABS INTL INC COM 159864107 693 5,235 SH   SOLE   0 0 5,235
CITIZENS FINL GROUP INC COM 174610105 545 15,400 SH   SOLE   15,400 0 0
COSTAR GROUP INC COM 22160N109 6,055 10,207 SH   SOLE   6,204 0 4,003
CRITEO S A SPONS ADS 226718104 743 39,728 SH   SOLE   23,680 0 16,048
D R HORTON INC COM 23331A109 1,690 32,057 SH   SOLE   22,170 0 9,887
DEXCOM INC COM 252131107 6,057 40,584 SH   SOLE   24,940 0 15,644
DIAMONDBACK ENERGY INC COM 25278X109 333 3,702 SH   SOLE   1,552 0 2,150
DXP ENTERPRISES INC NEW COM NEW 233377407 703 20,255 SH   SOLE   12,300 0 7,955
EDWARDS LIFESCIENCES CORP COM 28176E108 976 4,440 SH   SOLE   2,940 0 1,500
ENCORE CAP GROUP INC COM 292554102 2,184 65,535 SH   SOLE   36,190 0 29,345
EOG RES INC COM 26875P101 258 3,480 SH   SOLE   1,480 0 2,000
EURONET WORLDWIDE INC COM 298736109 2,199 15,033 SH   SOLE   10,200 0 4,833
FACEBOOK INC CL A 30303M102 691 3,880 SH   SOLE   3,860 0 20
FIDELITY NATL INFORMATION SV COM 31620M106 2,684 20,219 SH   SOLE   13,931 0 6,288
FORTINET INC COM 34959E109 568 7,400 SH   SOLE   7,400 0 0
GLOBANT S A COM L44385109 3,600 39,314 SH   SOLE   22,170 0 17,144
HEALTHEQUITY INC COM 42226A107 497 8,690 SH   SOLE   4,560 0 4,130
HOME DEPOT INC COM 437076102 1,606 6,920 SH   SOLE   4,850 0 2,070
INSPERITY INC COM 45778Q107 348 3,525 SH   SOLE   0 0 3,525
INSTALLED BLDG PRODS INC COM 45780R101 944 16,465 SH   SOLE   7,000 0 9,465
INSULET CORP COM 45784P101 7,214 43,740 SH   SOLE   25,280 0 18,460
INTUITIVE SURGICAL INC COM NEW 46120E602 2,546 4,715 SH   SOLE   3,252 0 1,463
IRHYTHM TECHNOLOGIES INC COM 450056106 2,218 29,925 SH   SOLE   17,825 0 12,100
ISHARES TR 1 3 YR TREAS BD 464287457 733 8,637 SH   SOLE   7,890 0 747
ISHARES TR INTRM TR CRP ETF 464288638 425 7,345 SH   SOLE   0 0 7,345
ISHARES TR SH TR CRPORT ETF 464288646 771 14,371 SH   SOLE   12,750 0 1,621
LGI HOMES INC COM 50187T106 3,643 43,720 SH   SOLE   26,120 0 17,600
LIVEPERSON INC COM 538146101 1,257 35,200 SH   SOLE   20,800 0 14,400
MALIBU BOATS INC COM CL A 56117J100 439 14,300 SH   SOLE   0 0 14,300
MANITEX INTL INC COM 563420108 479 72,070 SH   SOLE   47,200 0 24,870
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 282 11,280 SH   SOLE   0 0 11,280
MEDPACE HLDGS INC COM 58506Q109 601 7,150 SH   SOLE   0 0 7,150
META FINL GROUP INC COM 59100U108 763 23,395 SH   SOLE   10,000 0 13,395
MICROCHIP TECHNOLOGY INC COM 595017104 1,329 14,306 SH   SOLE   14,306 0 0
MICRON TECHNOLOGY INC COM 595112103 1,565 36,512 SH   SOLE   29,012 0 7,500
MONOLITHIC PWR SYS INC COM 609839105 952 6,118 SH   SOLE   2,100 0 4,018
MONSTER BEVERAGE CORP NEW COM 61174X109 1,280 22,054 SH   SOLE   15,235 0 6,819
MOTOROLA SOLUTIONS INC COM NEW 620076307 665 3,900 SH   SOLE   3,900 0 0
NISOURCE INC COM 65473P105 1,448 48,405 SH   SOLE   19,500 0 28,905
O REILLY AUTOMOTIVE INC NEW COM 67103H107 646 1,620 SH   SOLE   1,620 0 0
OMNICELL INC COM 68213N109 908 12,560 SH   SOLE   4,500 0 8,060
PARSLEY ENERGY INC CL A 701877102 263 15,629 SH   SOLE   6,712 0 8,917
PAYCOM SOFTWARE INC COM 70432V102 5,635 26,897 SH   SOLE   16,050 0 10,847
PAYLOCITY HLDG CORP COM 70438V106 5,301 54,321 SH   SOLE   33,105 0 21,216
PAYPAL HLDGS INC COM 70450Y103 4,304 41,544 SH   SOLE   32,123 0 9,421
PERFORMANCE FOOD GROUP CO COM 71377A103 394 8,560 SH   SOLE   0 0 8,560
POLYONE CORP COM 73179P106 588 17,995 SH   SOLE   9,130 0 8,865
PRA HEALTH SCIENCES INC COM 69354M108 658 6,630 SH   SOLE   2,600 0 4,030
QUALYS INC COM 74758T303 889 11,770 SH   SOLE   7,240 0 4,530
SNAP ON INC COM 833034101 857 5,473 SH   SOLE   3,087 0 2,386
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 261 19,465 SH   SOLE   10,200 0 9,265
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,112 3,748 SH   SOLE   3,078 0 670
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 506 1,434 SH   SOLE   1,434 0 0
SPIRIT AIRLS INC COM 848577102 260 7,150 SH   SOLE   0 0 7,150
SPROUTS FMRS MKT INC COM 85208M102 1,033 53,425 SH   SOLE   32,225 0 21,200
STARBUCKS CORP COM 855244109 1,698 19,205 SH   SOLE   15,340 0 3,865
SYNNEX CORP COM 87162W100 4,449 39,405 SH   SOLE   23,765 0 15,640
SYNOVUS FINL CORP COM NEW 87161C501 2,063 57,698 SH   SOLE   27,540 0 30,158
TANDEM DIABETES CARE INC COM NEW 875372203 1,604 27,198 SH   SOLE   13,580 0 13,618
THE TRADE DESK INC COM CL A 88339J105 4,936 26,320 SH   SOLE   15,522 0 10,798
TRISTATE CAP HLDGS INC COM 89678F100 226 10,765 SH   SOLE   0 0 10,765
ULTA BEAUTY INC COM 90384S303 1,917 7,649 SH   SOLE   5,402 0 2,247
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 271 994 SH   SOLE   860 0 134
VISA INC COM CL A 92826C839 3,437 19,984 SH   SOLE   13,790 0 6,194
XCEL ENERGY INC COM 98389B100 1,463 22,550 SH   SOLE   15,220 0 7,330
ZEBRA TECHNOLOGIES CORP CL A 989207105 2,901 14,058 SH   SOLE   8,815 0 5,243