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 687 10,597 SH   SOLE   9,775 0 822
ALPHABET INC CAP STK CL A 02079K305 4,408 46,080 SH   SOLE   27,688 0 18,392
AMAZON COM INC COM 023135106 2,278 20,158 SH   SOLE   11,636 0 8,522
AMERICAN ELEC PWR CO INC COM 025537101 698 8,074 SH   SOLE   4,930 0 3,144
AMERISOURCEBERGEN CORP COM 03073E105 3,209 23,709 SH   SOLE   14,410 0 9,299
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 2,259 80,399 SH   SOLE   47,596 0 32,803
APPLE INC COM 037833100 401 2,904 SH   SOLE   0 0 2,904
AVIENT CORPORATION COM 05368V106 987 32,561 SH   SOLE   20,882 0 11,679
AXOS FINANCIAL INC COM 05465C100 15,416 450,354 SH   SOLE   100,402 0 349,952
BROADCOM INC COM 11135F101 3,781 8,515 SH   SOLE   4,864 0 3,651
CADENCE BANK COM 12740C103 572 22,524 SH   SOLE   9,912 0 12,612
CAVCO INDS INC DEL COM 149568107 1,661 8,074 SH   SOLE   5,264 0 2,810
CDW CORP COM 12514G108 1,676 10,737 SH   SOLE   6,689 0 4,048
CHARLES RIV LABS INTL INC COM 159864107 459 2,332 SH   SOLE   2,150 0 182
CIRRUS LOGIC INC COM 172755100 396 5,754 SH   SOLE   5,300 0 454
CITIZENS FINL GROUP INC COM 174610105 2,449 71,284 SH   SOLE   32,841 0 38,443
CONCENTRIX CORP COM 20602D101 3,354 30,045 SH   SOLE   17,193 0 12,852
COSTAR GROUP INC COM 22160N109 4,092 58,751 SH   SOLE   34,902 0 23,849
D R HORTON INC COM 23331A109 1,824 27,084 SH   SOLE   14,322 0 12,762
DEXCOM INC COM 252131107 3,675 45,627 SH   SOLE   29,592 0 16,035
DIAMONDBACK ENERGY INC COM 25278X109 3,384 28,094 SH   SOLE   17,393 0 10,701
DOUBLEVERIFY HLDGS INC COM 25862V105 1,086 39,707 SH   SOLE   26,109 0 13,598
ENCORE CAP GROUP INC COM 292554102 3,236 71,148 SH   SOLE   38,729 0 32,419
EOG RES INC COM 26875P101 3,098 27,729 SH   SOLE   16,847 0 10,882
EPAM SYS INC COM 29414B104 861 2,378 SH   SOLE   2,265 0 113
EURONET WORLDWIDE INC COM 298736109 513 6,770 SH   SOLE   3,238 0 3,532
FIDELITY NATL INFORMATION SV COM 31620M106 889 11,765 SH   SOLE   6,676 0 5,089
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 280 5,916 SH   SOLE   1,917 0 3,999
FORTINET INC COM 34959E109 2,703 55,021 SH   SOLE   33,307 0 21,714
GLOBANT S A COM L44385109 2,128 11,376 SH   SOLE   6,780 0 4,596
HALOZYME THERAPEUTICS INC COM 40637H109 1,602 40,508 SH   SOLE   24,095 0 16,413
HENRY SCHEIN INC COM 806407102 1,398 21,252 SH   SOLE   12,337 0 8,915
I3 VERTICALS INC COM CL A 46571Y107 203 10,132 SH   SOLE   9,350 0 782
ICON PLC SHS G4705A100 2,440 13,277 SH   SOLE   9,256 0 4,021
INGLES MKTS INC CL A 457030104 1,072 13,532 SH   SOLE   12,900 0 632
INSTALLED BLDG PRODS INC COM 45780R101 832 10,277 SH   SOLE   9,500 0 777
INSULET CORP COM 45784P101 3,743 16,318 SH   SOLE   9,567 0 6,751
ISHARES TR 1 3 YR TREAS BD 464287457 261 3,211 SH   SOLE   1,374 0 1,837
KB HOME COM 48666K109 309 11,934 SH   SOLE   1,981 0 9,953
KLA CORP COM NEW 482480100 245 810 SH   SOLE   800 0 10
KROGER CO COM 501044101 1,074 24,558 SH   SOLE   4,078 0 20,480
LCI INDS COM 50189K103 505 4,973 SH   SOLE   2,199 0 2,774
LEMAITRE VASCULAR INC COM 525558201 826 16,296 SH   SOLE   15,000 0 1,296
M/I HOMES INC COM 55305B101 477 13,154 SH   SOLE   5,778 0 7,376
MALIBU BOATS INC COM CL A 56117J100 1,164 24,265 SH   SOLE   14,220 0 10,045
MATADOR RES CO COM 576485205 783 16,008 SH   SOLE   10,673 0 5,335
MEDPACE HLDGS INC COM 58506Q109 2,004 12,751 SH   SOLE   7,523 0 5,228
MICROCHIP TECHNOLOGY INC. COM 595017104 1,150 18,850 SH   SOLE   5,998 0 12,852
MICRON TECHNOLOGY INC COM 595112103 2,142 42,759 SH   SOLE   25,850 0 16,909
MICROSOFT CORP COM 594918104 3,067 13,168 SH   SOLE   7,399 0 5,769
MONOLITHIC PWR SYS INC COM 609839105 672 1,850 SH   SOLE   1,700 0 150
MONSTER BEVERAGE CORP NEW COM 61174X109 1,602 18,427 SH   SOLE   11,226 0 7,201
MOTOROLA SOLUTIONS INC COM NEW 620076307 897 4,003 SH   SOLE   3,900 0 103
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 1,950 11,686 SH   SOLE   7,313 0 4,373
NISOURCE INC COM 65473P105 356 14,126 SH   SOLE   13,000 0 1,126
OREILLY AUTOMOTIVE INC COM 67103H107 2,851 4,054 SH   SOLE   2,872 0 1,182
OLLIES BARGAIN OUTLET HLDGS COM 681116109 935 18,122 SH   SOLE   12,237 0 5,885
ON SEMICONDUCTOR CORP COM 682189105 973 15,618 SH   SOLE   9,387 0 6,231
PAYCOM SOFTWARE INC COM 70432V102 3,983 12,069 SH   SOLE   7,244 0 4,825
PAYLOCITY HLDG CORP COM 70438V106 5,594 23,157 SH   SOLE   13,890 0 9,267
PAYPAL HLDGS INC COM 70450Y103 2,202 25,579 SH   SOLE   15,330 0 10,249
PREFORMED LINE PRODS CO COM 740444104 381 5,353 SH   SOLE   4,950 0 403
QUALYS INC COM 74758T303 2,281 16,363 SH   SOLE   10,927 0 5,436
RIO TINTO PLC SPONSORED ADR 767204100 583 10,592 SH   SOLE   6,427 0 4,165
SERVISFIRST BANCSHARES INC COM 81768T108 733 9,158 SH   SOLE   8,500 0 658
SNAP ON INC COM 833034101 1,211 6,012 SH   SOLE   4,013 0 1,999
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,116 3,124 SH   SOLE   484 0 2,640
SPDR SER TR S&P BIOTECH 78464A870 431 5,435 SH   SOLE   5,000 0 435
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 245 610 SH   SOLE   0 0 610
SPROUTS FMRS MKT INC COM 85208M102 1,331 47,980 SH   SOLE   31,030 0 16,950
SPS COMM INC COM 78463M107 322 2,593 SH   SOLE   2,400 0 193
THE TRADE DESK INC COM CL A 88339J105 3,987 66,729 SH   SOLE   40,235 0 26,494
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 519 1,580 SH   SOLE   773 0 807
VEEVA SYS INC CL A COM 922475108 685 4,152 SH   SOLE   2,569 0 1,583
VERIZON COMMUNICATIONS INC COM 92343V104 622 16,378 SH   SOLE   9,939 0 6,439
VISA INC COM CL A 92826C839 4,117 23,177 SH   SOLE   14,200 0 8,977
WESCO INTL INC COM 95082P105 8,130 68,104 SH   SOLE   38,075 0 30,029
XCEL ENERGY INC COM 98389B100 665 10,394 SH   SOLE   6,327 0 4,067
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 1,186 4,525 SH   SOLE   2,653 0 1,872
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 801 19,231 SH   SOLE   11,825 0 7,406