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 938 11,074 SH   SOLE   10,675 0 399
ALPHABET INC CAP STK CL A 02079K305 5,589 2,289 SH   SOLE   1,366 0 923
AMAZON COM INC COM 023135106 5,446 1,583 SH   SOLE   931 0 652
AMERISOURCEBERGEN CORP COM 03073E105 1,558 13,604 SH   SOLE   8,481 0 5,123
APPLE INC COM 037833100 425 3,104 SH   SOLE   0 0 3,104
APPLIED MATLS INC COM 038222105 1,056 7,415 SH   SOLE   3,429 0 3,986
ASML HOLDING N V N Y REGISTRY SHS N07059210 836 1,210 SH   SOLE   567 0 643
AVERY DENNISON CORP COM 053611109 2,364 11,244 SH   SOLE   6,923 0 4,321
AVIENT CORPORATION COM 05368V106 2,046 41,615 SH   SOLE   29,932 0 11,683
AXOS FINANCIAL INC COM 05465C100 24,708 532,619 SH   SOLE   132,508 0 400,111
BOOT BARN HLDGS INC COM 099406100 618 7,352 SH   SOLE   6,900 0 452
BROADCOM INC COM 11135F101 4,011 8,412 SH   SOLE   4,787 0 3,625
BURLINGTON STORES INC COM 122017106 2,287 7,104 SH   SOLE   4,189 0 2,915
CAMTEK LTD ORD M20791105 559 14,825 SH   SOLE   14,000 0 825
CARLOTZ INC COM CL A 142552108 206 37,683 SH   SOLE   36,000 0 1,683
CDW CORP COM 12514G108 1,270 7,273 SH   SOLE   5,097 0 2,176
CHARLES RIV LABS INTL INC COM 159864107 1,874 5,067 SH   SOLE   4,750 0 317
CITIZENS FINL GROUP INC COM 174610105 3,220 70,209 SH   SOLE   32,230 0 37,979
CONCENTRIX CORP COM 20602D101 5,807 36,115 SH   SOLE   21,102 0 15,013
COSTAR GROUP INC COM 22160N109 5,187 62,630 SH   SOLE   39,760 0 22,870
D R HORTON INC COM 23331A109 2,413 26,696 SH   SOLE   13,979 0 12,717
DEXCOM INC COM 252131107 4,194 9,822 SH   SOLE   5,926 0 3,896
ENCORE CAP GROUP INC COM 292554102 3,707 78,216 SH   SOLE   46,641 0 31,575
EOG RES INC COM 26875P101 280 3,359 SH   SOLE   514 0 2,845
EPAM SYS INC COM 29414B104 1,203 2,354 SH   SOLE   2,265 0 89
EURONET WORLDWIDE INC COM 298736109 1,823 13,467 SH   SOLE   8,083 0 5,384
FACEBOOK INC CL A 30303M102 3,853 11,080 SH   SOLE   6,199 0 4,881
FIDELITY NATL INFORMATION SV COM 31620M106 1,643 11,598 SH   SOLE   6,611 0 4,987
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 1,156 22,706 SH   SOLE   1,917 0 20,789
FORMFACTOR INC COM 346375108 998 27,382 SH   SOLE   16,437 0 10,945
FORTINET INC COM 34959E109 4,010 16,837 SH   SOLE   12,567 0 4,270
GLOBAL PMTS INC COM 37940X102 1,697 9,049 SH   SOLE   6,564 0 2,485
GLOBANT S A COM L44385109 2,459 11,221 SH   SOLE   6,775 0 4,446
HOME DEPOT INC COM 437076102 2,147 6,732 SH   SOLE   3,807 0 2,925
INSTALLED BLDG PRODS INC COM 45780R101 1,239 10,123 SH   SOLE   9,500 0 623
INSULET CORP COM 45784P101 6,398 23,307 SH   SOLE   14,329 0 8,978
IPG PHOTONICS CORP COM 44980X109 1,703 8,081 SH   SOLE   4,870 0 3,211
ISHARES TR 1 3 YR TREAS BD 464287457 360 4,177 SH   SOLE   1,525 0 2,652
ISHARES TR ISHS 5-10YR INVT 464288638 446 7,372 SH   SOLE   0 0 7,372
ISHARES TR RUS 2000 GRW ETF 464287648 230 739 SH   SOLE   40 0 699
ISHARES TR ISHS 1-5YR INVS 464288646 1,620 29,561 SH   SOLE   4,887 0 24,674
JPMORGAN CHASE & CO COM 46625H100 1,257 8,081 SH   SOLE   1,222 0 6,859
KLA CORP COM NEW 482480100 263 810 SH   SOLE   800 0 10
KROGER CO COM 501044101 913 23,820 SH   SOLE   3,676 0 20,144
LAM RESEARCH CORP COM 512807108 361 555 SH   SOLE   550 0 5
LCI INDS COM 50189K103 1,798 13,679 SH   SOLE   8,058 0 5,621
LEMAITRE VASCULAR INC COM 525558201 797 13,058 SH   SOLE   12,300 0 758
LGI HOMES INC COM 50187T106 4,545 28,064 SH   SOLE   17,761 0 10,303
LIVEPERSON INC COM 538146101 2,075 32,813 SH   SOLE   19,748 0 13,065
M/I HOMES INC COM 55305B101 1,867 31,820 SH   SOLE   18,855 0 12,965
MALIBU BOATS INC COM CL A 56117J100 1,744 23,781 SH   SOLE   14,059 0 9,722
MANITEX INTL INC COM 563420108 355 48,638 SH   SOLE   47,200 0 1,438
MARVELL TECHNOLOGY INC COM 573874104 427 7,322 SH   SOLE   6,900 0 422
MEDPACE HLDGS INC COM 58506Q109 3,060 17,323 SH   SOLE   11,982 0 5,341
MICROCHIP TECHNOLOGY INC. COM 595017104 2,619 17,493 SH   SOLE   6,808 0 10,685
MICRON TECHNOLOGY INC COM 595112103 5,370 63,193 SH   SOLE   38,515 0 24,678
MICROSOFT CORP COM 594918104 732 2,703 SH   SOLE   1,650 0 1,053
MKS INSTRS INC COM 55306N104 2,934 16,486 SH   SOLE   9,876 0 6,610
MONOLITHIC PWR SYS INC COM 609839105 1,462 3,916 SH   SOLE   3,700 0 216
MONSTER BEVERAGE CORP NEW COM 61174X109 1,975 21,624 SH   SOLE   11,966 0 9,658
MOTOROLA SOLUTIONS INC COM NEW 620076307 868 4,002 SH   SOLE   3,900 0 102
OREILLY AUTOMOTIVE INC COM 67103H107 2,267 4,003 SH   SOLE   2,849 0 1,154
OLLIES BARGAIN OUTLET HLDGS COM 681116109 587 6,973 SH   SOLE   6,700 0 273
ONTO INNOVATION INC COM 683344105 318 4,352 SH   SOLE   4,100 0 252
PAGERDUTY INC COM 69553P100 1,607 37,733 SH   SOLE   28,118 0 9,615
PAYCOM SOFTWARE INC COM 70432V102 4,967 13,666 SH   SOLE   8,215 0 5,451
PAYLOCITY HLDG CORP COM 70438V106 5,684 29,788 SH   SOLE   17,986 0 11,802
PAYPAL HLDGS INC COM 70450Y103 7,331 25,150 SH   SOLE   15,186 0 9,964
PGT INNOVATIONS INC COM 69336V101 461 19,864 SH   SOLE   18,600 0 1,264
PRA HEALTH SCIENCES INC COM 69354M108 878 5,312 SH   SOLE   5,000 0 312
PREFORMED LINE PRODS CO COM 740444104 392 5,277 SH   SOLE   4,950 0 327
QORVO INC COM 74736K101 456 2,333 SH   SOLE   2,200 0 133
QUALYS INC COM 74758T303 1,046 10,393 SH   SOLE   5,426 0 4,967
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 204 1,963 SH   SOLE   136 0 1,827
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 224 2,857 SH   SOLE   0 0 2,857
SERVISFIRST BANCSHARES INC COM 81768T108 613 9,020 SH   SOLE   8,500 0 520
SNAP ON INC COM 833034101 2,082 9,319 SH   SOLE   5,653 0 3,666
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,348 3,148 SH   SOLE   553 0 2,595
SPDR SER TR S&P BIOTECH 78464A870 808 5,967 SH   SOLE   5,600 0 367
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 290 591 SH   SOLE   29 0 562
SPROUTS FMRS MKT INC COM 85208M102 1,272 51,207 SH   SOLE   34,233 0 16,974
SPS COMM INC COM 78463M107 266 2,659 SH   SOLE   2,500 0 159
SYNNEX CORP COM 87162W100 3,816 31,341 SH   SOLE   18,790 0 12,551
THE TRADE DESK INC COM CL A 88339J105 6,035 78,010 SH   SOLE   46,880 0 31,130
TRANSLATE BIO INC COM 89374L104 365 13,271 SH   SOLE   12,300 0 971
UNITED RENTALS INC COM 911363109 1,744 5,466 SH   SOLE   3,250 0 2,216
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 481 1,222 SH   SOLE   773 0 449
VEEVA SYS INC CL A COM 922475108 404 1,300 SH   SOLE   1,300 0 0
VISA INC COM CL A 92826C839 3,896 16,662 SH   SOLE   7,893 0 8,769
WESCO INTL INC COM 95082P105 9,276 90,214 SH   SOLE   50,084 0 40,130
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 6,184 11,680 SH   SOLE   7,210 0 4,470
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 1,926 36,915 SH   SOLE   22,860 0 14,055