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
ABBVIE INC COM 00287Y109 1,427 8,805 SH   SOLE   8,805 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 328 13,516 SH   SOLE   13,516 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 862 7,224 SH   SOLE   7,224 0 0
ALPHABET INC CAP STK CL A 02079K305 1,199 431 SH   SOLE   431 0 0
ALPHABET INC CAP STK CL C 02079K107 686 246 SH   SOLE   246 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 3,336 83,572 SH   SOLE   39,283 0 44,289
AMERICAN EXPRESS CO COM 025816109 907 4,853 SH   SOLE   4,853 0 0
AMGEN INC COM 031162100 859 3,557 SH   SOLE   3,557 0 0
APPLE INC COM 037833100 2,353 13,483 SH   SOLE   13,483 0 0
APTIV PLC SHS G6095L109 367 3,065 SH   SOLE   3,065 0 0
BLOCK INC CL A 852234103 857 6,314 SH   SOLE   6,314 0 0
BOSTON BEER INC CL A 100557107 3,090 7,954 SH   SOLE   3,479 0 4,475
CALLAWAY GOLF CO COM 131193104 4,517 192,860 SH   SOLE   79,325 0 113,535
CISCO SYS INC COM 17275R102 556 9,950 SH   SOLE   9,950 0 0
CITRIX SYS INC COM 177376100 343 3,395 SH   SOLE   3,395 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 543 34,600 SH   SOLE   34,600 0 0
COOPER COS INC COM NEW 216648402 387 929 SH   SOLE   929 0 0
COSTCO WHSL CORP NEW COM 22160K105 754 1,310 SH   SOLE   1,310 0 0
CROCS INC COM 227046109 3,343 43,762 SH   SOLE   20,027 0 23,735
DISNEY WALT CO COM 254687106 794 5,793 SH   SOLE   5,793 0 0
EAGLE BANCORP INC MD COM 268948106 4,999 87,709 SH   SOLE   35,732 0 51,977
EASTMAN CHEM CO COM 277432100 407 3,631 SH   SOLE   3,631 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 5,920 121,530 SH   SOLE   48,949 0 72,581
EPAM SYS INC COM 29414B104 3,577 12,057 SH   SOLE   4,530 0 7,527
EURONET WORLDWIDE INC COM 298736109 248 1,902 SH   SOLE   1,902 0 0
FACTSET RESH SYS INC COM 303075105 1,983 4,565 SH   SOLE   4,565 0 0
FAIR ISAAC CORP COM 303250104 4,495 9,636 SH   SOLE   3,760 0 5,876
FEDEX CORP COM 31428X106 389 1,684 SH   SOLE   1,684 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 3,154 44,825 SH   SOLE   19,764 0 25,061
FORD MTR CO DEL COM 345370860 789 46,660 SH   SOLE   46,660 0 0
FORWARD AIR CORP COM 349853101 5,517 56,416 SH   SOLE   21,899 0 34,517
G III APPAREL GROUP LTD COM 36237H101 6,407 236,996 SH   SOLE   112,213 0 124,783
GOLDMAN SACHS GROUP INC COM 38141G104 498 1,507 SH   SOLE   1,507 0 0
HCA HEALTHCARE INC COM 40412C101 532 2,119 SH   SOLE   2,119 0 0
HOME DEPOT INC COM 437076102 1,340 4,473 SH   SOLE   4,473 0 0
HONEYWELL INTL INC COM 438516106 233 1,200 SH   SOLE   1,200 0 0
INSPERITY INC COM 45778Q107 4,460 44,408 SH   SOLE   17,519 0 26,889
INTEL CORP COM 458140100 1,216 24,565 SH   SOLE   24,565 0 0
INVITAE CORP COM 46185L103 2,025 254,247 SH   SOLE   133,318 0 120,929
JOHN BEAN TECHNOLOGIES CORP COM 477839104 3,874 32,699 SH   SOLE   13,803 0 18,896
JPMORGAN CHASE & CO COM 46625H100 963 7,072 SH   SOLE   7,072 0 0
KIMBERLY-CLARK CORP COM 494368103 434 3,523 SH   SOLE   3,523 0 0
MASTEC INC COM 576323109 4,312 49,508 SH   SOLE   22,747 0 26,761
MCCORMICK & CO INC COM NON VTG 579780206 1,293 12,952 SH   SOLE   12,952 0 0
MEDTRONIC PLC SHS G5960L103 516 4,658 SH   SOLE   4,658 0 0
MICROSOFT CORP COM 594918104 2,012 6,530 SH   SOLE   6,530 0 0
MODERNA INC COM 60770K107 1,427 8,296 SH   SOLE   8,296 0 0
NETFLIX INC COM 64110L106 946 2,528 SH   SOLE   2,528 0 0
NIKE INC CL B 654106103 1,411 10,490 SH   SOLE   10,490 0 0
NORFOLK SOUTHN CORP COM 655844108 324 1,132 SH   SOLE   1,132 0 0
NUVASIVE INC COM 670704105 3,198 56,419 SH   SOLE   24,849 0 31,570
NVIDIA CORPORATION COM 67066G104 1,609 5,898 SH   SOLE   5,898 0 0
PATTERSON COS INC COM 703395103 4,585 141,686 SH   SOLE   65,318 0 76,368
PEPSICO INC COM 713448108 700 4,192 SH   SOLE   4,192 0 0
PETMED EXPRESS INC COM 716382106 2,896 112,208 SH   SOLE   54,550 0 57,658
PFIZER INC COM 717081103 359 6,935 SH   SOLE   6,935 0 0
PLANTRONICS INC NEW COM 727493108 4,867 123,532 SH   SOLE   61,699 0 61,833
PLEXUS CORP COM 729132100 4,650 56,841 SH   SOLE   20,963 0 35,878
PROCTER AND GAMBLE CO COM 742718109 980 6,409 SH   SOLE   6,409 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 555 5,606 PRN   SOLE   5,606 0 0
REGAL REXNORD CORPORATION COM 758750103 4,500 30,248 SH   SOLE   11,932 0 18,316
RELIANCE STEEL & ALUMINUM CO COM 759509102 6,904 37,650 SH   SOLE   17,556 0 20,094
REVLON INC CL A NEW 761525609 214 26,469 SH   SOLE   26,469 0 0
ROLLINS INC COM 775711104 3,590 102,434 SH   SOLE   55,275 0 47,159
SCANSOURCE INC COM 806037107 740 21,269 SH   SOLE   21,269 0 0
STARBUCKS CORP COM 855244109 378 4,154 SH   SOLE   4,154 0 0
SYNAPTICS INC COM 87157D109 4,548 22,801 SH   SOLE   6,987 0 15,814
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,155 7,510 SH   SOLE   7,510 0 0
TARGET CORP COM 87612E106 892 4,199 SH   SOLE   4,199 0 0
TESLA INC COM 88160R101 2,054 1,908 SH   SOLE   1,908 0 0
UNDER ARMOUR INC CL C 904311206 3,580 230,088 SH   SOLE   74,637 0 155,451
UNITED PARCEL SERVICE INC CL B 911312106 943 4,403 SH   SOLE   4,403 0 0
UNITEDHEALTH GROUP INC COM 91324P102 968 1,896 SH   SOLE   1,896 0 0
VANDA PHARMACEUTICALS INC COM 921659108 3,190 281,890 SH   SOLE   143,043 0 138,847
VERIZON COMMUNICATIONS INC COM 92343V104 405 7,947 SH   SOLE   7,947 0 0
VISA INC COM CL A 92826C839 1,443 6,509 SH   SOLE   6,509 0 0
WESCO INTL INC COM 95082P105 5,213 40,057 SH   SOLE   16,625 0 23,432
WINNEBAGO INDS INC COM 974637100 3,589 66,405 SH   SOLE   25,614 0 40,791