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
MEDTRONIC PLC SHS G5960L103 3,045 35,245 SH   SOLE   35,245 0 0
SIGNET JEWELERS LIMITED SHS G81276100 5,888 79,000 SH   SOLE   61,500 0 17,500
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,238 15,350 SH   SOLE   15,350 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 1,894 48,850 SH   SOLE   48,850 0 0
AAC HLDGS INC COM 000307108 1,772 101,900 SH   SOLE   81,900 0 20,000
AGILENT TECHNOLOGIES INC COM 00846U101 454 9,650 SH   SOLE   9,650 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 735 3,425 SH   SOLE   3,425 0 0
ALLIED MOTION TECHNOLOGIES I COM 019330109 871 46,085 SH   SOLE   46,085 0 0
AMAZON COM INC COM 023135106 1,185 1,415 SH   SOLE   1,415 0 0
AMERCO COM 023586100 11,783 36,340 SH   SOLE   31,340 0 5,000
AMERICAN TOWER CORP NEW COM 03027X100 16,569 146,200 SH   SOLE   131,200 0 15,000
AMETEK INC NEW COM 031100100 38 787 SH   SOLE   787 0 0
ANADARKO PETE CORP COM 032511107 144 2,275 SH   SOLE   2,275 0 0
APOGEE ENTERPRISES INC COM 037598109 1,265 28,300 SH   SOLE   28,300 0 0
APPLE INC COM 037833100 41,282 365,165 SH   SOLE   322,665 0 42,500
ARMSTRONG WORLD INDS INC NEW COM 04247X102 517 12,500 SH   SOLE   12,500 0 0
ASTRONICS CORP COM 046433108 5,129 113,848 SH   SOLE   113,848 0 0
ATRICURE INC COM 04963C209 2,200 139,047 SH   SOLE   74,047 0 65,000
BANK OF THE OZARKS INC COM 063904106 783 20,400 SH   SOLE   20,400 0 0
BANKUNITED INC COM 06652K103 2,602 86,150 SH   SOLE   86,150 0 0
BEACON ROOFING SUPPLY INC COM 073685109 1,027 24,400 SH   SOLE   24,400 0 0
BLACKROCK INC COM 09247X101 1,812 5,000 SH   SOLE   0 0 5,000
BLOOMIN BRANDS INC COM 094235108 7,718 447,700 SH   SOLE   447,700 0 0
BOINGO WIRELESS INC COM 09739C102 6,006 584,200 SH   SOLE   559,200 0 25,000
BOJANGLES INC COM 097488100 2,764 173,200 SH   SOLE   163,200 0 10,000
BRUNSWICK CORP COM 117043109 610 12,500 SH   SOLE   12,500 0 0
CDK GLOBAL INC COM 12508E101 367 6,400 SH   SOLE   6,400 0 0
CME GROUP INC COM 12572Q105 1,907 18,250 SH   SOLE   3,250 0 15,000
CSX CORP COM 126408103 8,897 291,700 SH   SOLE   291,700 0 0
CVS HEALTH CORP COM 126650100 1,940 21,800 SH   SOLE   21,800 0 0
CAPITOL FED FINL INC COM 14057J101 477 33,900 SH   SOLE   33,900 0 0
CASELLA WASTE SYS INC CL A 147448104 17,481 1,697,200 SH   SOLE   1,447,200 0 250,000
CASEYS GEN STORES INC COM 147528103 739 6,150 SH   SOLE   3,150 0 3,000
CELGENE CORP COM 151020104 5,459 52,225 SH   SOLE   52,225 0 0
CENTURY CMNTYS INC COM 156504300 2,824 131,300 SH   SOLE   131,300 0 0
CEPHEID COM 15670R107 790 15,000 SH   SOLE   0 0 15,000
CHUYS HLDGS INC COM 171604101 912 32,650 SH   SOLE   32,650 0 0
CISCO SYS INC COM 17275R102 3,844 122,200 SH   SOLE   122,200 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 14,222 386,350 SH   SOLE   336,350 0 50,000
COHERENT INC COM 192479103 12,828 116,050 SH   SOLE   101,050 0 15,000
COLUMBIA BKG SYS INC COM 197236102 648 19,800 SH   SOLE   19,800 0 0
COMSCORE INC COM 20564W105 5,521 180,057 SH   SOLE   180,057 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,131 12,800 SH   SOLE   12,800 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 7,054 336,050 SH   SOLE   336,050 0 0
CONTINENTAL RESOURCES INC COM 212015101 185 3,570 SH   SOLE   3,570 0 0
CONTROL4 CORP COM 21240D107 4,464 363,500 SH   SOLE   363,500 0 0
CORE MARK HOLDINGS CO INC COM 218681104 4,194 117,150 SH   SOLE   117,150 0 0
CORNING INC COM 219350105 52 2,200 SH   SOLE   2,200 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 53,582 568,750 SH   SOLE   568,750 0 0
CROWN HOLDINGS INC COM 228368106 320 5,600 SH   SOLE   5,600 0 0
CUMMINS INC COM 231021106 70 550 SH   SOLE   550 0 0
CYTOSORBENTS CORP COM NEW 23283X206 147 23,000 SH   SOLE   23,000 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 1,882 28,492 SH   SOLE   23,492 0 5,000
DELL TECHNOLOGIES INC COM CL V 24703L103 1,445 30,222 SH   SOLE   30,222 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,947 176,500 SH   SOLE   176,500 0 0
DENNYS CORP COM 24869P104 3,231 302,200 SH   SOLE   302,200 0 0
DIGITALGLOBE INC COM NEW 25389M877 2,941 106,950 SH   SOLE   106,950 0 0
DUNKIN BRANDS GROUP INC COM NEW 265504100 2,880 55,300 SH   SOLE   20,300 0 35,000
EAGLE MATERIALS INC COM 26969P108 3,169 41,000 SH   SOLE   41,000 0 0
ENERSYS COM 29275Y102 2,840 41,050 SH   SOLE   41,050 0 0
ESCALADE INC COM 296056104 401 31,450 SH   SOLE   31,450 0 0
EXACT SCIENCES CORP COM 30063P105 6,531 351,700 SH   SOLE   306,700 0 45,000
F M C CORP COM NEW 302491303 591 12,225 SH   SOLE   12,225 0 0
FARO TECHNOLOGIES INC COM 311642102 518 14,400 SH   SOLE   14,400 0 0
FLOTEK INDS INC DEL COM 343389102 1,105 76,000 SH   SOLE   76,000 0 0
FOX FACTORY HLDG CORP COM 35138V102 3,098 134,850 SH   SOLE   134,850 0 0
GATX CORP COM 361448103 10,527 236,300 SH   SOLE   216,300 0 20,000
GAMING & LEISURE PPTYS INC COM 36467J108 9 255 SH   SOLE   255 0 0
GENERAL ELECTRIC CO COM 369604103 444 15,000 SH   SOLE   15,000 0 0
GENERAL EMPLOYMENT ENTERPRIS COM NEW 369730304 601 114,855 SH   SOLE   114,855 0 0
GENERAL MTRS CO COM 37045V100 27,989 881,000 SH   SOLE   866,000 0 15,000
GENTEX CORP COM 371901109 9 500 SH   SOLE   500 0 0
GENTHERM INC COM 37253A103 4,601 146,450 SH   SOLE   146,450 0 0
GILEAD SCIENCES INC COM 375558103 2,840 35,900 SH   SOLE   28,400 0 7,500
GLACIER BANCORP INC NEW COM 37637Q105 2,185 76,600 SH   SOLE   76,600 0 0
HALLIBURTON CO COM 406216101 4,129 92,000 SH   SOLE   92,000 0 0
HARLEY DAVIDSON INC COM 412822108 125 2,375 SH   SOLE   2,375 0 0
HARMAN INTL INDS INC COM COM 413086109 543 6,425 SH   SOLE   6,425 0 0
HEADWATERS INC COM 42210P102 2,468 145,850 SH   SOLE   145,850 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 994 24,760 SH   SOLE   24,760 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 421 18,500 SH   SOLE   18,500 0 0
HOME BANCSHARES INC COM 436893200 2,443 117,400 SH   SOLE   117,400 0 0
HOME DEPOT INC COM 437076102 1,557 12,100 SH   SOLE   12,100 0 0
IGNITE RESTAURANT GROUP INC COM 451730105 538 814,447 SH   SOLE   814,447 0 0
INTEL CORP COM 458140100 15 400 SH   SOLE   400 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,384 8,850 SH   SOLE   3,850 0 5,000
INTERNATIONAL BUSINESS MACHS COM 459200101 38 240 SH   SOLE   240 0 0
IRADIMED CORP COM 46266A109 251 14,800 SH   SOLE   14,800 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 112 900 SH   SOLE   900 0 0
JPMORGAN CHASE & CO COM 46625H100 7,884 118,400 SH   SOLE   118,400 0 0
JASON INDS INC COM 471172106 733 330,400 SH   SOLE   330,400 0 0
JETPAY CORP COM 477177109 100 37,037 SH   SOLE   37,037 0 0
JOINT CORP COM 47973J102 1,050 440,979 SH   SOLE   440,979 0 0
KENNAMETAL INC COM 489170100 743 25,600 SH   SOLE   25,600 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 11,322 502,100 SH   SOLE   442,100 0 60,000
KRATON PERFORMANCE POLYMERS COM 50077C106 625 17,850 SH   SOLE   17,850 0 0
L BRANDS COM 501797104 3,549 50,150 SH   SOLE   35,150 0 15,000
LIBBEY INC COM 529898108 4,500 252,100 SH   SOLE   252,100 0 0
LIFELOCK INC COM 53224V100 3,965 234,350 SH   SOLE   234,350 0 0
LINCOLN ELEC HLDGS INC COM 533900106 3,018 48,200 SH   SOLE   48,200 0 0
LULULEMON ATHLETICA INC COM 550021109 610 10,000 SH   SOLE   10,000 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 664 33,750 SH   SOLE   33,750 0 0
MGP INGREDIENTS INC NEW COM 55303J106 385 9,500 SH   SOLE   9,500 0 0
MALIBU BOATS INC COM CL A 56117J100 1,683 112,984 SH   SOLE   112,984 0 0
MARCUS CORP COM 566330106 816 32,600 SH   SOLE   32,600 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 325 12,300 SH   SOLE   12,300 0 0
MARTIN MARIETTA MATLS INC COM 573284106 3,314 18,500 SH   SOLE   12,500 0 6,000
MASTERCARD INC CL A 57636Q104 209 2,050 SH   SOLE   2,050 0 0
MCDONALDS CORP COM 580135101 231 2,000 SH   SOLE   2,000 0 0
MEDEQUITIES RLTY TR INC COM 58409L306 2,238 190,500 SH   SOLE   190,500 0 0
METALDYNE PERFORMANCE GROUP COM 59116R107 728 45,900 SH   SOLE   45,900 0 0
MICHAELS COS INC COM 59408Q106 4,317 178,593 SH   SOLE   158,593 0 20,000
NN INC COM 629337106 7,696 421,700 SH   SOLE   421,700 0 0
NEWELL CO BRANDS INC COM 651229106 242 4,596 SH   SOLE   4,596 0 0
NORDSON CORP COM 655663102 536 5,375 SH   SOLE   5,375 0 0
NORFOLK SOUTHERN CORP COM 655844108 16,316 168,100 SH   SOLE   148,100 0 20,000
NOVANTA INC COM 67000B104 2,293 132,180 SH   SOLE   132,180 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 314 4,300 SH   SOLE   4,300 0 0
ON SEMICONDUCTOR CORP COM 682189105 6,458 524,200 SH   SOLE   524,200 0 0
1 800 FLOWERS COM CL A 68243Q106 1,735 189,175 SH   SOLE   189,175 0 0
ORBCOMM INC COM 68555P100 6,030 588,300 SH   SOLE   528,300 0 60,000
ORBITAL ATK INC COM 68557N103 1,273 16,700 SH   SOLE   16,700 0 0
OSHKOSH CORP COM 688239201 2,780 49,650 SH   SOLE   49,650 0 0
OWENS CORNING NEW COM 690742101 5,431 101,725 SH   SOLE   101,725 0 0
PHI INC COM VTG 69336T106 274 14,950 SH   SOLE   14,950 0 0
PHI INC COM NON VTG 69336T205 779 42,850 SH   SOLE   0 0 42,850
PANERA BREAD CO CL A 69840W108 3,291 16,900 SH   SOLE   16,900 0 0
PARKER HANNIFIN CORP COM 701094104 6 50 SH   SOLE   50 0 0
PERFORMANCE SPORTS GROUP LTD COM 71377G100 534 131,500 SH   SOLE   131,500 0 0
PINNACLE ENTMT INC COM 723456109 4 300 SH   SOLE   300 0 0
POOL CORPORATION COM 73278L105 39 414 SH   SOLE   414 0 0
POPEYES LA KITCHEN INC COM 732872106 4,589 86,350 SH   SOLE   86,350 0 0
POTBELLY CORP COM 73754Y100 736 59,200 SH   SOLE   59,200 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 166 1,400 SH   SOLE   1,400 0 0
PURECYCLE CORP COM NEW 746228303 1,535 267,450 SH   SOLE   182,450 0 85,000
RAYMOND JAMES FINANCIAL INC COM 754730109 2,585 44,400 SH   SOLE   44,400 0 0
RAYTHEON CO COM NEW 755111507 1,158 8,550 SH   SOLE   8,550 0 0
REALOGY HLDGS CORP COM 75605Y106 1,956 75,650 SH   SOLE   75,650 0 0
RENT A CTR INC NEW COM 76009N100 9 700 SH   SOLE   700 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 894 25,850 SH   SOLE   25,850 0 0
REXNORD CORP NEW COM 76169B102 1,120 52,300 SH   SOLE   52,300 0 0
ROGERS CORP COM 775133101 6,058 99,180 SH   SOLE   99,180 0 0
RYDER SYS INC COM 783549108 6,361 96,450 SH   SOLE   96,450 0 0
SBA COMMUNICATIONS CORP COM 78388J106 3,365 30,000 SH   SOLE   0 0 30,000
S&P GLOBAL INC COM 78409V104 2,379 18,800 SH   SOLE   10,300 0 8,500
SPDR S&P 500 ETF TR TR UNIT 78462F103 195 900 SH   SOLE   900 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 755 6,010 SH   SOLE   6,010 0 0
SP PLUS CORP COM 78469C103 74 2,900 SH   SOLE   2,900 0 0
SCHLUMBERGER LTD COM 806857108 180 2,290 SH   SOLE   2,290 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 6,520 78,300 SH   SOLE   78,300 0 0
SHERWIN WILLIAMS CO COM 824348106 1,927 6,965 SH   SOLE   6,965 0 0
SIMULATIONS PLUS INC COM 829214105 2,153 244,134 SH   SOLE   174,134 0 70,000
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 1,017 28,300 SH   SOLE   28,300 0 0
SMITH A O COM 831865209 1,057 10,700 SH   SOLE   10,700 0 0
SOUTHWEST AIRLS CO COM 844741108 3,325 85,500 SH   SOLE   85,500 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 638 60,650 SH   SOLE   60,650 0 0
STERICYCLE INC COM 858912108 2,156 26,900 SH   SOLE   16,900 0 10,000
STRYKER CORP COM 863667101 81 700 SH   SOLE   700 0 0
STUDENT TRANSN INC COM 86388A108 258 43,000 SH   SOLE   43,000 0 0
SUMMIT MATLS INC CL A 86614U100 1,219 65,700 SH   SOLE   40,700 0 25,000
TJX COS INC NEW COM 872540109 2,247 30,050 SH   SOLE   30,050 0 0
TARGET CORP COM 87612E106 103 1,500 SH   SOLE   1,500 0 0
TENNANT CO COM 880345103 972 14,998 SH   SOLE   14,998 0 0
3M CO COM 88579Y101 236 1,340 SH   SOLE   1,340 0 0
TILE SHOP HLDGS INC COM 88677Q109 10,114 611,100 SH   SOLE   576,100 0 35,000
TOWNSQUARE MEDIA INC CL A 892231101 1,528 163,600 SH   SOLE   88,600 0 75,000
TRANSDIGM GROUP INC COM 893641100 3,958 13,690 SH   SOLE   13,690 0 0
TRINITY BIOTECH PLC SPON ADR NEW 896438306 2,141 161,950 SH   SOLE   161,950 0 0
TRIUMPH GROUP INC NEW COM 896818101 1,637 58,700 SH   SOLE   58,700 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 428 1,800 SH   SOLE   1,800 0 0
UNION PAC CORP COM 907818108 50,284 515,575 SH   SOLE   465,575 0 50,000
UNIQUE FABRICATING INC COM 90915J103 537 43,836 SH   SOLE   43,836 0 0
UPLAND SOFTWARE INC COM 91544A109 2,017 228,933 SH   SOLE   121,433 0 107,500
VERIFONE SYS INC COM 92342Y109 3,559 226,100 SH   SOLE   196,100 0 30,000
VISA INC CL A 92826C839 9,692 117,200 SH   SOLE   92,200 0 25,000
WABTEC CORP COM 929740108 580 7,100 SH   SOLE   7,100 0 0
WENDYS CO COM 95058W100 1,592 147,400 SH   SOLE   147,400 0 0
WESTROCK CO COM 96145D105 2,710 55,900 SH   SOLE   55,900 0 0
WEYERHAEUSER CO COM 962166104 1,738 54,420 SH   SOLE   54,420 0 0
XERIUM TECHNOLOGIES INC COM NEW 98416J118 4,148 521,780 SH   SOLE   441,780 0 80,000
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,692 24,300 SH   SOLE   24,300 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 65 500 SH   SOLE   500 0 0