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
AKAMAI TECHNOLOGIES INC COM 00971T101 345 3,992 SH   SOLE   3,992 0 0
ALPHABET INC CAP STK CL A 02079K305 1,716 1,281 SH   SOLE   275 0 1,006
ALPHABET INC CAP STK CL C 02079K107 346 259 SH   SOLE   259 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 1,865 62,328 SH   SOLE   15,066 0 47,262
AMERICAN EXPRESS CO COM 025816109 1,503 12,071 SH   SOLE   3,376 0 8,695
AMGEN INC COM 031162100 1,353 5,614 SH   SOLE   1,695 0 3,919
APPLE INC COM 037833100 2,899 9,871 SH   SOLE   4,016 0 5,855
APTIV PLC SHS G6095L109 1,045 11,005 SH   SOLE   3,065 0 7,940
BOSTON BEER INC CL A 100557107 3,458 9,152 SH   SOLE   1,447 0 7,705
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,830 12,174 SH   SOLE   1,954 0 10,220
BRISTOL MYERS SQUIBB CO COM 110122108 646 10,070 SH   SOLE   3,990 0 6,080
CALLAWAY GOLF CO COM 131193104 3,551 167,490 SH   SOLE   26,868 0 140,622
CISCO SYS INC COM 17275R102 1,705 35,543 SH   SOLE   9,950 0 25,593
CITRIX SYS INC COM 177376100 1,466 13,220 SH   SOLE   4,460 0 8,760
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 3,980 112,134 SH   SOLE   18,188 0 93,946
COOPER COS INC COM NEW 216648402 206 641 SH   SOLE   641 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,767 6,012 SH   SOLE   2,622 0 3,390
CROCS INC COM 227046109 4,336 103,504 SH   SOLE   12,109 0 91,395
CYPRESS SEMICONDUCTOR CORP COM 232806109 1,246 53,400 SH   SOLE   14,913 0 38,487
DANAHER CORPORATION COM 235851102 1,463 9,531 SH   SOLE   2,653 0 6,878
EASTMAN CHEMICAL CO COM 277432100 1,034 13,044 SH   SOLE   3,631 0 9,413
EPAM SYS INC COM 29414B104 2,807 13,229 SH   SOLE   1,758 0 11,471
EURONET WORLDWIDE INC COM 298736109 2,396 15,208 SH   SOLE   0 0 15,208
EXXON MOBIL CORP COM 30231G102 1,142 16,370 SH   SOLE   4,571 0 11,799
FACTSET RESH SYS INC COM 303075105 3,985 14,853 SH   SOLE   3,240 0 11,613
FAIR ISAAC CORP COM 303250104 4,332 11,562 SH   SOLE   1,758 0 9,804
FEDEX CORP COM 31428X106 1,000 6,616 SH   SOLE   2,249 0 4,367
FIRSTCASH INC COM 33767D105 2,518 31,224 SH   SOLE   6,163 0 25,061
FORWARD AIR CORP COM 349853101 3,508 50,155 SH   SOLE   6,138 0 44,017
G-III APPAREL GROUP LTD COM 36237H101 4,975 148,494 SH   SOLE   27,012 0 121,482
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 3,726 46,873 SH   SOLE   9,247 0 37,626
GOLDMAN SACHS GROUP INC COM 38141G104 651 2,831 SH   SOLE   791 0 2,040
HOME DEPOT INC COM 437076102 1,827 8,366 SH   SOLE   3,522 0 4,844
INSPERITY INC COM 45778Q107 2,499 29,039 SH   SOLE   3,918 0 25,121
INTEL CORP COM 458140100 294 4,911 SH   SOLE   4,911 0 0
INVITAE CORP COM 46185L103 2,971 184,167 SH   SOLE   37,762 0 146,405
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 283 11,560 SH   SOLE   11,560 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 3,253 28,876 SH   SOLE   5,167 0 23,709
JPMORGAN CHASE & CO COM 46625H100 1,365 9,794 SH   SOLE   2,735 0 7,059
LOGMEIN INC COM 54142L109 679 7,919 SH   SOLE   2,213 0 5,706
MANPOWERGROUP INC COM 56418H100 991 10,206 SH   SOLE   4,604 0 5,602
MARATHON PETE CORP COM 56585A102 1,018 16,890 SH   SOLE   4,717 0 12,173
MASTEC INC COM 576323109 3,395 52,921 SH   SOLE   9,250 0 43,671
MCCORMICK & CO INC COM NON VTG 579780206 1,870 11,020 SH   SOLE   4,505 0 6,515
MEDTRONIC PLC SHS G5960L103 314 2,766 SH   SOLE   2,766 0 0
MICROSOFT CORP COM 594918104 2,853 18,089 SH   SOLE   6,387 0 11,702
NIKE INC CL B 654106103 2,333 23,030 SH   SOLE   9,302 0 13,728
NUVASIVE INC COM 670704105 3,013 38,961 SH   SOLE   7,391 0 31,570
PEPSICO INC COM 713448108 1,242 9,088 SH   SOLE   3,903 0 5,185
PETMED EXPRESS INC COM 716382106 2,416 102,725 SH   SOLE   15,770 0 86,955
PFIZER INC COM 717081103 977 24,940 SH   SOLE   6,935 0 18,005
PLANTRONICS INC NEW COM 727493108 2,213 80,955 SH   SOLE   12,085 0 68,870
PLEXUS CORP COM 729132100 3,256 42,319 SH   SOLE   6,441 0 35,878
PROCTER & GAMBLE CO COM 742718109 340 2,722 SH   SOLE   2,722 0 0
RAVEN INDS INC COM 754212108 1,755 50,915 SH   SOLE   9,156 0 41,759
REGAL BELOIT CORP COM 758750103 1,933 22,574 SH   SOLE   4,258 0 18,316
RELIANCE STEEL & ALUMINUM CO COM 759509102 5,045 42,125 SH   SOLE   8,393 0 33,732
REVLON INC CL A NEW 761525609 2,770 129,297 SH   SOLE   19,423 0 109,874
RLJ LODGING TR COM 74965L101 1,954 110,274 SH   SOLE   0 0 110,274
ROLLINS INC COM 775711104 2,916 87,936 SH   SOLE   19,180 0 68,756
SCANSOURCE INC COM 806037107 2,315 62,640 SH   SOLE   10,816 0 51,824
SOUTHWEST AIRLS CO COM 844741108 1,304 24,158 SH   SOLE   9,725 0 14,433
STARBUCKS CORP COM 855244109 1,312 14,925 SH   SOLE   4,154 0 10,771
SYNAPTICS INC COM 87157D109 1,481 22,512 SH   SOLE   0 0 22,512
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,018 24,654 SH   SOLE   5,224 0 19,430
TARGET CORP COM 87612E106 211 1,642 SH   SOLE   1,642 0 0
UNITED PARCEL SERVICE INC CL B 911312106 237 2,024 SH   SOLE   2,024 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,224 8,171 SH   SOLE   3,300 0 4,871
UNITEDHEALTH GROUP INC COM 91324P102 1,372 4,667 SH   SOLE   1,304 0 3,363
V F CORP COM 918204108 1,078 10,820 SH   SOLE   3,010 0 7,810
VERIZON COMMUNICATIONS INC COM 92343V104 1,453 23,663 SH   SOLE   8,081 0 15,582
VISA INC COM CL A 92826C839 2,685 14,289 SH   SOLE   5,489 0 8,800
WESCO INTL INC COM 95082P105 2,752 46,341 SH   SOLE   8,351 0 37,990
WINNEBAGO INDS INC COM 974637100 3,921 74,007 SH   SOLE   12,125 0 61,882
YUM BRANDS INC COM 988498101 299 2,970 SH   SOLE   2,970 0 0