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
ALARM COM HLDGS INC COM 011642105 911 21,193 SH   SOLE   14,625 0 6,568
ALPHABET INC CAP STK CL A 02079K305 3,133 2,339 SH   SOLE   1,661 0 678
AMAZON COM INC COM 023135106 2,999 1,623 SH   SOLE   1,163 0 460
AMERICAN ELEC PWR CO INC COM 025537101 1,400 14,812 SH   SOLE   9,915 0 4,897
APPLE INC COM 037833100 264 900 SH   SOLE   0 0 900
ARGAN INC COM 04010E109 4,321 107,646 SH   SOLE   61,404 0 46,242
AVERY DENNISON CORP COM 053611109 337 2,575 SH   SOLE   2,575 0 0
AXOS FINL INC COM 05465C100 19,943 658,630 SH   SOLE   550,457 0 108,173
BOOKING HLDGS INC COM 09857L108 421 205 SH   SOLE   200 0 5
BOOT BARN HLDGS INC COM 099406100 616 13,841 SH   SOLE   0 0 13,841
BROADCOM INC COM 11135F101 3,731 11,807 SH   SOLE   8,712 0 3,095
BURLINGTON STORES INC COM 122017106 2,059 9,029 SH   SOLE   6,543 0 2,486
CALLAWAY GOLF CO COM 131193104 626 29,505 SH   SOLE   0 0 29,505
CALLON PETE CO DEL COM 13123X102 113 23,450 SH   SOLE   1,000 0 22,450
CARTERS INC COM 146229109 333 3,050 SH   SOLE   30 0 3,020
CDW CORP COM 12514G108 1,605 11,238 SH   SOLE   8,453 0 2,785
CHARLES RIV LABS INTL INC COM 159864107 800 5,235 SH   SOLE   0 0 5,235
CITIZENS FINL GROUP INC COM 174610105 1,730 42,602 SH   SOLE   26,592 0 16,010
COSTAR GROUP INC COM 22160N109 6,082 10,165 SH   SOLE   6,126 0 4,039
CRITEO S A SPONS ADS 226718104 684 39,476 SH   SOLE   23,402 0 16,074
CYBERARK SOFTWARE LTD SHS M2682V108 485 4,164 SH   SOLE   2,850 0 1,314
DEXCOM INC COM 252131107 7,971 36,442 SH   SOLE   21,635 0 14,807
DIAMONDBACK ENERGY INC COM 25278X109 499 5,370 SH   SOLE   3,206 0 2,164
DXP ENTERPRISES INC NEW COM NEW 233377407 1,212 30,445 SH   SOLE   16,400 0 14,045
EDWARDS LIFESCIENCES CORP COM 28176E108 1,036 4,442 SH   SOLE   2,897 0 1,545
ENCORE CAP GROUP INC COM 292554102 2,323 65,683 SH   SOLE   35,769 0 29,914
EOG RES INC COM 26875P101 286 3,420 SH   SOLE   1,413 0 2,007
EURONET WORLDWIDE INC COM 298736109 2,118 13,442 SH   SOLE   9,100 0 4,342
FACEBOOK INC CL A 30303M102 1,619 7,890 SH   SOLE   5,495 0 2,395
FIDELITY NATL INFORMATION SV COM 31620M106 2,803 20,153 SH   SOLE   13,653 0 6,500
FORTINET INC COM 34959E109 790 7,400 SH   SOLE   7,400 0 0
GLOBAL PMTS INC COM 37940X102 739 4,050 SH   SOLE   4,050 0 0
GLOBANT S A COM L44385109 4,138 39,022 SH   SOLE   21,765 0 17,257
HEALTHEQUITY INC COM 42226A107 644 8,690 SH   SOLE   4,560 0 4,130
HOME DEPOT INC COM 437076102 1,493 6,837 SH   SOLE   4,753 0 2,084
INSTALLED BLDG PRODS INC COM 45780R101 1,136 16,495 SH   SOLE   7,000 0 9,495
INSULET CORP COM 45784P101 7,059 41,232 SH   SOLE   24,002 0 17,230
INTUITIVE SURGICAL INC COM NEW 46120E602 2,769 4,684 SH   SOLE   3,189 0 1,495
ISHARES TR 1 3 YR TREAS BD 464287457 698 8,242 SH   SOLE   7,560 0 682
ISHARES TR INTRM TR CRP ETF 464288638 426 7,349 SH   SOLE   0 0 7,349
ISHARES TR SH TR CRPORT ETF 464288646 716 13,349 SH   SOLE   12,225 0 1,124
KADANT INC COM 48282T104 309 2,930 SH   SOLE   0 0 2,930
LGI HOMES INC COM 50187T106 2,370 33,551 SH   SOLE   19,685 0 13,866
LIVEPERSON INC COM 538146101 1,557 42,084 SH   SOLE   20,800 0 21,284
LIVONGO HEALTH INC COM 539183103 2,067 82,497 SH   SOLE   47,736 0 34,761
MALIBU BOATS INC COM CL A 56117J100 422 10,303 SH   SOLE   0 0 10,303
MANITEX INTL INC COM 563420108 429 72,146 SH   SOLE   47,200 0 24,946
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 301 11,315 SH   SOLE   0 0 11,315
MEDPACE HLDGS INC COM 58506Q109 601 7,150 SH   SOLE   0 0 7,150
META FINL GROUP INC COM 59100U108 1,447 39,620 SH   SOLE   18,000 0 21,620
MICROCHIP TECHNOLOGY INC COM 595017104 1,501 14,329 SH   SOLE   14,329 0 0
MICRON TECHNOLOGY INC COM 595112103 1,962 36,480 SH   SOLE   28,788 0 7,692
MONOLITHIC PWR SYS INC COM 609839105 1,284 7,215 SH   SOLE   3,700 0 3,515
MONSTER BEVERAGE CORP NEW COM 61174X109 1,400 22,026 SH   SOLE   15,111 0 6,915
MOTOROLA SOLUTIONS INC COM NEW 620076307 628 3,900 SH   SOLE   3,900 0 0
NISOURCE INC COM 65473P105 1,348 48,405 SH   SOLE   19,500 0 28,905
O REILLY AUTOMOTIVE INC NEW COM 67103H107 710 1,620 SH   SOLE   1,620 0 0
OMNICELL INC COM 68213N109 1,029 12,586 SH   SOLE   4,500 0 8,086
PAGERDUTY INC COM 69553P100 483 20,666 SH   SOLE   14,000 0 6,666
PARSLEY ENERGY INC CL A 701877102 315 16,667 SH   SOLE   7,727 0 8,940
PAYCOM SOFTWARE INC COM 70432V102 6,606 24,952 SH   SOLE   14,597 0 10,355
PAYLOCITY HLDG CORP COM 70438V106 6,275 51,934 SH   SOLE   31,242 0 20,692
PAYPAL HLDGS INC COM 70450Y103 4,486 41,471 SH   SOLE   31,711 0 9,760
PERFORMANCE FOOD GROUP CO COM 71377A103 1,050 20,395 SH   SOLE   7,100 0 13,295
PGT INNOVATIONS INC COM 69336V101 561 37,645 SH   SOLE   17,000 0 20,645
POLYONE CORP COM 73179P106 663 18,025 SH   SOLE   9,130 0 8,895
PRA HEALTH SCIENCES INC COM 69354M108 739 6,645 SH   SOLE   2,600 0 4,045
PREFORMED LINE PRODS CO COM 740444104 305 5,050 SH   SOLE   0 0 5,050
QUALYS INC COM 74758T303 981 11,770 SH   SOLE   7,240 0 4,530
SNAP ON INC COM 833034101 925 5,461 SH   SOLE   3,036 0 2,425
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 273 19,465 SH   SOLE   10,200 0 9,265
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,200 3,730 SH   SOLE   3,057 0 673
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 540 1,440 SH   SOLE   1,440 0 0
SPIRIT AIRLS INC COM 848577102 288 7,150 SH   SOLE   0 0 7,150
SPROUTS FMRS MKT INC COM 85208M102 869 44,900 SH   SOLE   23,360 0 21,540
STARBUCKS CORP COM 855244109 1,689 19,211 SH   SOLE   15,242 0 3,969
SYNNEX CORP COM 87162W100 5,065 39,325 SH   SOLE   23,545 0 15,780
SYNOVUS FINL CORP COM NEW 87161C501 1,663 42,427 SH   SOLE   27,036 0 15,391
TANDEM DIABETES CARE INC COM NEW 875372203 1,913 32,091 SH   SOLE   18,417 0 13,674
THE TRADE DESK INC COM CL A 88339J105 6,803 26,186 SH   SOLE   15,333 0 10,853
TRISTATE CAP HLDGS INC COM 89678F100 350 13,385 SH   SOLE   0 0 13,385
ULTA BEAUTY INC COM 90384S303 1,927 7,611 SH   SOLE   5,302 0 2,309
UNITED RENTALS INC COM 911363109 374 2,240 SH   SOLE   2,240 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 313 1,058 SH   SOLE   861 0 197
VISA INC COM CL A 92826C839 3,751 19,964 SH   SOLE   13,533 0 6,431
XCEL ENERGY INC COM 98389B100 1,760 27,723 SH   SOLE   20,272 0 7,451
ZEBRA TECHNOLOGIES CORP CL A 989207105 3,576 13,999 SH   SOLE   8,709 0 5,290