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
ADVANCED MICRO DEVICES INC COM 007903107 588 7,693 SH   SOLE   4,702 0 2,991
ALARM COM HLDGS INC COM 011642105 459 7,425 SH   SOLE   6,875 0 550
ALPHABET INC CAP STK CL A 02079K305 5,017 2,302 SH   SOLE   1,385 0 917
AMAZON COM INC COM 023135106 2,731 25,710 SH   SOLE   12,592 0 13,118
AMERICAN ELEC PWR CO INC COM 025537101 773 8,056 SH   SOLE   4,930 0 3,126
AMERISOURCEBERGEN CORP COM 03073E105 1,952 13,798 SH   SOLE   8,598 0 5,200
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 1,291 37,117 SH   SOLE   23,301 0 13,816
APPLE INC COM 037833100 397 2,904 SH   SOLE   0 0 2,904
ASML HOLDING N V N Y REGISTRY SHS N07059210 592 1,244 SH   SOLE   582 0 662
AVIENT CORPORATION COM 05368V106 1,507 37,612 SH   SOLE   25,676 0 11,936
AXOS FINANCIAL INC COM 05465C100 16,143 450,282 SH   SOLE   100,350 0 349,932
BROADCOM INC COM 11135F101 4,130 8,501 SH   SOLE   4,863 0 3,638
CADENCE BANK COM 12740C103 527 22,435 SH   SOLE   9,911 0 12,524
CALLON PETE CO DEL COM 13123X508 897 22,888 SH   SOLE   15,183 0 7,705
CAMTEK LTD ORD M20791105 364 15,098 SH   SOLE   14,000 0 1,098
CARGURUS INC COM CL A 141788109 381 17,714 SH   SOLE   16,700 0 1,014
CAVCO INDS INC DEL COM 149568107 1,323 6,748 SH   SOLE   4,064 0 2,684
CDW CORP COM 12514G108 1,158 7,348 SH   SOLE   5,143 0 2,205
CHARLES RIV LABS INTL INC COM 159864107 497 2,324 SH   SOLE   2,150 0 174
CIRRUS LOGIC INC COM 172755100 416 5,735 SH   SOLE   5,300 0 435
CITIZENS FINL GROUP INC COM 174610105 2,539 71,133 SH   SOLE   32,837 0 38,296
CONCENTRIX CORP COM 20602D101 4,966 36,610 SH   SOLE   21,365 0 15,245
COSTAR GROUP INC COM 22160N109 2,749 45,505 SH   SOLE   27,246 0 18,259
D R HORTON INC COM 23331A109 1,785 26,974 SH   SOLE   14,304 0 12,670
DEXCOM INC COM 252131107 2,975 39,911 SH   SOLE   23,988 0 15,923
DIAMONDBACK ENERGY INC COM 25278X109 3,093 25,531 SH   SOLE   15,109 0 10,422
DOUBLEVERIFY HLDGS INC COM 25862V105 701 30,903 SH   SOLE   18,108 0 12,795
ENCORE CAP GROUP INC COM 292554102 4,278 74,054 SH   SOLE   41,622 0 32,432
EOG RES INC COM 26875P101 3,056 27,671 SH   SOLE   16,858 0 10,813
EPAM SYS INC COM 29414B104 700 2,373 SH   SOLE   2,265 0 108
EURONET WORLDWIDE INC COM 298736109 1,920 19,084 SH   SOLE   11,342 0 7,742
FIDELITY NATL INFORMATION SV COM 31620M106 1,078 11,762 SH   SOLE   6,695 0 5,067
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 662 13,708 SH   SOLE   1,917 0 11,791
FORD MTR CO DEL COM 345370860 312 28,000 SH   SOLE   28,000 0 0
FORMFACTOR INC COM 346375108 1,298 33,508 SH   SOLE   21,967 0 11,541
FORTINET INC COM 34959E109 3,357 59,325 SH   SOLE   37,680 0 21,645
GLOBAL PMTS INC COM 37940X102 1,012 9,148 SH   SOLE   6,624 0 2,524
GLOBANT S A COM L44385109 2,145 12,329 SH   SOLE   7,775 0 4,554
HENRY SCHEIN INC COM 806407102 1,624 21,156 SH   SOLE   12,334 0 8,822
ICON PLC SHS G4705A100 2,871 13,247 SH   SOLE   9,268 0 3,979
INGLES MKTS INC CL A 457030104 1,172 13,505 SH   SOLE   12,900 0 605
INSTALLED BLDG PRODS INC COM 45780R101 852 10,243 SH   SOLE   9,500 0 743
INSULET CORP COM 45784P101 3,593 16,485 SH   SOLE   9,773 0 6,712
ISHARES TR 1 3 YR TREAS BD 464287457 266 3,211 SH   SOLE   1,374 0 1,837
KB HOME COM 48666K109 937 32,923 SH   SOLE   14,425 0 18,498
KLA CORP COM NEW 482480100 258 810 SH   SOLE   800 0 10
KROGER CO COM 501044101 1,158 24,462 SH   SOLE   4,128 0 20,334
LCI INDS COM 50189K103 797 7,120 SH   SOLE   4,199 0 2,921
LEMAITRE VASCULAR INC COM 525558201 518 11,364 SH   SOLE   10,500 0 864
M/I HOMES INC M/I HOMES INC 55305B101 958 24,161 SH   SOLE   11,267 0 12,894
MALIBU BOATS INC COM CL A 56117J100 1,276 24,206 SH   SOLE   14,256 0 9,950
MATADOR RES CO COM 576485205 1,491 32,007 SH   SOLE   21,352 0 10,655
MEDPACE HLDGS INC COM 58506Q109 1,513 10,112 SH   SOLE   5,137 0 4,975
META PLATFORMS INC CL A 30303M102 500 3,101 SH   SOLE   1,932 0 1,169
MICROCHIP TECHNOLOGY INC. COM 595017104 1,402 24,136 SH   SOLE   6,904 0 17,232
MICRON TECHNOLOGY INC COM 595112103 3,374 61,027 SH   SOLE   37,233 0 23,794
MICROSOFT CORP COM 594918104 3,377 13,150 SH   SOLE   7,396 0 5,754
MKS INSTRS INC COM 55306N104 858 8,358 SH   SOLE   5,011 0 3,347
MONOLITHIC PWR SYS INC COM 609839105 687 1,789 SH   SOLE   1,650 0 139
MONSTER BEVERAGE CORP NEW COM 61174X109 2,789 30,084 SH   SOLE   20,358 0 9,726
MOTOROLA SOLUTIONS INC COM NEW 620076307 839 4,003 SH   SOLE   3,900 0 103
NEXSTAR MEDIA GROUP INC CL A 65336K103 1,703 10,454 SH   SOLE   6,213 0 4,241
NISOURCE INC COM 65473P105 415 14,079 SH   SOLE   13,000 0 1,079
OREILLY AUTOMOTIVE INC COM 67103H107 2,559 4,050 SH   SOLE   2,876 0 1,174
OLLIES BARGAIN OUTLET HLDGS COM 681116109 292 4,967 SH   SOLE   4,600 0 367
ON SEMICONDUCTOR CORP COM 682189105 784 15,575 SH   SOLE   9,387 0 6,188
ONTO INNOVATION INC COM 683344105 483 6,928 SH   SOLE   6,400 0 528
PAYCOM SOFTWARE INC COM 70432V102 3,376 12,051 SH   SOLE   7,249 0 4,802
PAYLOCITY HLDG CORP COM 70438V106 4,543 26,047 SH   SOLE   15,648 0 10,399
PAYPAL HLDGS INC COM 70450Y103 1,780 25,483 SH   SOLE   15,320 0 10,163
PREFORMED LINE PRODS CO COM 740444104 328 5,336 SH   SOLE   4,950 0 386
QUALYS INC COM 74758T303 2,061 16,341 SH   SOLE   10,949 0 5,392
RIO TINTO PLC SPONSORED ADR 767204100 645 10,571 SH   SOLE   6,427 0 4,144
SERVISFIRST BANCSHARES INC COM 81768T108 720 9,128 SH   SOLE   8,500 0 628
SNAP ON INC COM 833034101 1,182 5,997 SH   SOLE   4,013 0 1,984
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,182 3,133 SH   SOLE   484 0 2,649
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 251 608 SH   SOLE   0 0 608
SPROUTS FMRS MKT INC COM 85208M102 1,224 48,348 SH   SOLE   31,029 0 17,319
SPS COMM INC COM 78463M107 292 2,585 SH   SOLE   2,400 0 185
THE TRADE DESK INC COM CL A 88339J105 2,790 66,592 SH   SOLE   40,238 0 26,354
UNITED RENTALS INC COM 911363109 737 3,035 SH   SOLE   1,858 0 1,177
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 540 1,557 SH   SOLE   773 0 784
VEEVA SYS INC CL A COM 922475108 821 4,146 SH   SOLE   2,569 0 1,577
VERIZON COMMUNICATIONS INC COM 92343V104 829 16,343 SH   SOLE   9,937 0 6,406
VISA INC COM CL A 92826C839 4,143 21,043 SH   SOLE   12,098 0 8,945
WESCO INTL INC COM 95082P105 7,497 70,003 SH   SOLE   40,155 0 29,848
XCEL ENERGY INC COM 98389B100 734 10,372 SH   SOLE   6,327 0 4,045
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 1,325 4,508 SH   SOLE   2,652 0 1,856
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 1,242 37,366 SH   SOLE   23,216 0 14,150