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 549 14,111 SH   SOLE   7,495 0 6,616
ALPHABET INC CAP STK CL A 02079K305 2,704 2,327 SH   SOLE   1,648 0 679
AMAZON COM INC COM 023135106 3,123 1,602 SH   SOLE   1,129 0 473
AMERICAN ELEC PWR CO INC COM 025537101 1,186 14,831 SH   SOLE   9,814 0 5,017
APPLE INC COM 037833100 229 900 SH   SOLE   0 0 900
ARGAN INC COM 04010E109 3,761 108,797 SH   SOLE   61,805 0 46,992
AVERY DENNISON CORP COM 053611109 262 2,575 SH   SOLE   2,575 0 0
AXOS FINL INC COM 05465C100 11,705 645,602 SH   SOLE   536,547 0 109,055
BIOSPECIFICS TECHNOLOGIES CO COM 090931106 201 3,555 SH   SOLE   95 0 3,460
BOOT BARN HLDGS INC COM 099406100 185 14,311 SH   SOLE   370 0 13,941
BROADCOM INC COM 11135F101 2,629 11,090 SH   SOLE   8,055 0 3,035
BURLINGTON STORES INC COM 122017106 692 4,364 SH   SOLE   2,968 0 1,396
CALLAWAY GOLF CO COM 131193104 311 30,400 SH   SOLE   770 0 29,630
CARTERS INC COM 146229109 208 3,165 SH   SOLE   110 0 3,055
CDW CORP COM 12514G108 687 7,370 SH   SOLE   5,809 0 1,561
CHARLES RIV LABS INTL INC COM 159864107 685 5,430 SH   SOLE   140 0 5,290
CITIZENS FINANCIAL GROUP INC COM 174610105 2,014 107,063 SH   SOLE   72,034 0 35,029
COSTAR GROUP INC COM 22160N109 5,550 9,452 SH   SOLE   5,550 0 3,902
CRITEO S A SPONS ADS 226718104 316 39,756 SH   SOLE   23,375 0 16,381
DEXCOM INC COM 252131107 6,570 24,400 SH   SOLE   14,674 0 9,726
DXP ENTERPRISES INC NEW COM NEW 233377407 379 30,920 SH   SOLE   16,775 0 14,145
EDWARDS LIFESCIENCES CORP COM 28176E108 1,065 5,648 SH   SOLE   4,068 0 1,580
ENCORE CAP GROUP INC COM 292554102 2,412 103,151 SH   SOLE   59,693 0 43,458
EPAM SYS INC COM 29414B104 518 2,789 SH   SOLE   1,465 0 1,324
EURONET WORLDWIDE INC COM 298736109 581 6,781 SH   SOLE   4,595 0 2,186
FACEBOOK INC CL A 30303M102 587 3,517 SH   SOLE   2,335 0 1,182
FIDELITY NATL INFORMATION SV COM 31620M106 2,432 19,995 SH   SOLE   13,514 0 6,481
FORTINET INC COM 34959E109 749 7,400 SH   SOLE   7,400 0 0
GLOBAL PMTS INC COM 37940X102 584 4,050 SH   SOLE   4,050 0 0
GLOBANT S A COM L44385109 3,461 39,380 SH   SOLE   21,835 0 17,545
HEALTHEQUITY INC COM 42226A107 447 8,843 SH   SOLE   4,670 0 4,173
HOME DEPOT INC COM 437076102 1,274 6,825 SH   SOLE   4,705 0 2,120
INSTALLED BLDG PRODS INC COM 45780R101 671 16,820 SH   SOLE   7,250 0 9,570
INSULET CORP COM 45784P101 4,807 29,012 SH   SOLE   17,091 0 11,921
ISHARES TR 1 3 YR TREAS BD 464287457 654 7,542 SH   SOLE   6,860 0 682
ISHARES TR INTRM TR CRP ETF 464288638 404 7,352 SH   SOLE   0 0 7,352
ISHARES TR SH TR CRPORT ETF 464288646 699 13,349 SH   SOLE   12,225 0 1,124
LGI HOMES INC COM 50187T106 1,524 33,758 SH   SOLE   19,756 0 14,002
LIVEPERSON INC COM 538146101 975 42,846 SH   SOLE   21,365 0 21,481
LIVONGO HEALTH INC COM 539183103 3,184 111,598 SH   SOLE   62,685 0 48,913
MALIBU BOATS INC COM CL A 56117J100 306 10,633 SH   SOLE   270 0 10,363
MANITEX INTL INC COM 563420108 301 72,941 SH   SOLE   47,825 0 25,116
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 326 14,415 SH   SOLE   370 0 14,045
MEDPACE HLDGS INC COM 58506Q109 544 7,420 SH   SOLE   195 0 7,225
META FINL GROUP INC COM 59100U108 688 31,665 SH   SOLE   12,665 0 19,000
MICROCHIP TECHNOLOGY INC COM 595017104 700 10,321 SH   SOLE   10,321 0 0
MICRON TECHNOLOGY INC COM 595112103 2,685 63,839 SH   SOLE   46,380 0 17,459
MONOLITHIC PWR SYS INC COM 609839105 1,230 7,346 SH   SOLE   3,795 0 3,551
MONSTER BEVERAGE CORP NEW COM 61174X109 1,241 22,064 SH   SOLE   14,997 0 7,067
MOTOROLA SOLUTIONS INC COM NEW 620076307 518 3,900 SH   SOLE   3,900 0 0
NISOURCE INC COM 65473P105 1,097 43,949 SH   SOLE   20,130 0 23,819
O REILLY AUTOMOTIVE INC NEW COM 67103H107 247 820 SH   SOLE   820 0 0
OMNICELL INC COM 68213N109 843 12,856 SH   SOLE   4,715 0 8,141
PAGERDUTY INC COM 69553P100 361 20,896 SH   SOLE   14,180 0 6,716
PAYCOM SOFTWARE INC COM 70432V102 4,339 21,481 SH   SOLE   12,307 0 9,174
PAYLOCITY HLDG CORP COM 70438V106 3,575 40,474 SH   SOLE   23,782 0 16,692
PAYPAL HLDGS INC COM 70450Y103 3,075 32,122 SH   SOLE   24,819 0 7,303
PGT INNOVATIONS INC COM 69336V101 322 38,409 SH   SOLE   17,550 0 20,859
POLYONE CORP COM 73179P106 630 33,184 SH   SOLE   19,445 0 13,739
PRA HEALTH SCIENCES INC COM 69354M108 563 6,785 SH   SOLE   2,710 0 4,075
PREFORMED LINE PRODS CO COM 740444104 260 5,225 SH   SOLE   135 0 5,090
QUALYS INC COM 74758T303 864 9,934 SH   SOLE   5,360 0 4,574
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 104 19,804 SH   SOLE   10,445 0 9,359
SPDR S&P 500 ETF TR TR UNIT 78462F103 831 3,222 SH   SOLE   2,540 0 682
SPROUTS FMRS MKT INC COM 85208M102 1,017 54,687 SH   SOLE   23,645 0 31,042
STARBUCKS CORP COM 855244109 1,266 19,251 SH   SOLE   15,176 0 4,075
SYNNEX CORP COM 87162W100 2,901 39,681 SH   SOLE   23,663 0 16,018
TANDEM DIABETES CARE INC COM NEW 875372203 2,086 32,416 SH   SOLE   18,568 0 13,848
THE TRADE DESK INC COM CL A 88339J105 3,810 19,743 SH   SOLE   11,572 0 8,171
UNITED RENTALS INC COM 911363109 573 5,571 SH   SOLE   3,949 0 1,622
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 251 1,059 SH   SOLE   861 0 198
VEEVA SYS INC CL A COM 922475108 727 4,650 SH   SOLE   4,650 0 0
VISA INC COM CL A 92826C839 3,197 19,840 SH   SOLE   13,419 0 6,421
XCEL ENERGY INC COM 98389B100 1,677 27,805 SH   SOLE   20,149 0 7,656
ZEBRA TECHNOLOGIES CORP CL A 989207105 2,572 14,009 SH   SOLE   8,616 0 5,393