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 3,214 45,120 SH   SOLE   45,120 0 0
SIGNET JEWELERS LIMITED SHS G81276100 7,343 77,900 SH   SOLE   62,900 0 15,000
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 725 8,450 SH   SOLE   8,450 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 672 17,250 SH   SOLE   17,250 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 440 9,650 SH   SOLE   9,650 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 1,560 6,825 SH   SOLE   6,825 0 0
AMAZON COM INC COM 023135106 2,261 3,015 SH   SOLE   2,015 0 1,000
AMERCO COM 023586100 14,003 37,888 SH   SOLE   31,888 0 6,000
AMERICAN TOWER CORP NEW COM 03027X100 11,741 111,100 SH   SOLE   93,600 0 17,500
AMETEK INC NEW COM 031100100 38 787 SH   SOLE   787 0 0
ANADARKO PETE CORP COM 032511107 159 2,275 SH   SOLE   2,275 0 0
APOGEE ENTERPRISES INC COM 037598109 2,046 38,200 SH   SOLE   38,200 0 0
APPLE INC COM 037833100 40,741 351,765 SH   SOLE   306,765 0 45,000
ARCH COAL INC CL A 039380407 11,493 147,252 SH   SOLE   113,752 0 33,500
ASTRONICS CORP COM 046433108 3,096 91,498 SH   SOLE   91,498 0 0
ASURE SOFTWARE INC COM 04649U102 97 11,380 SH   SOLE   11,380 0 0
ATRICURE INC COM 04963C209 283 14,450 SH   SOLE   14,450 0 0
BANK OF THE OZARKS INC COM 063904106 1,189 22,600 SH   SOLE   22,600 0 0
BANKUNITED INC COM 06652K103 3,511 93,150 SH   SOLE   93,150 0 0
BEACON ROOFING SUPPLY INC COM 073685109 779 16,900 SH   SOLE   16,900 0 0
BIOTELEMETRY INC COM 090672106 1,020 45,650 SH   SOLE   45,650 0 0
BLACKROCK INC COM 09247X101 1,903 5,000 SH   SOLE   0 0 5,000
BLOOMIN BRANDS INC COM 094235108 7,804 432,850 SH   SOLE   432,850 0 0
BOINGO WIRELESS INC COM 09739C102 6,970 571,741 SH   SOLE   571,741 0 0
BOJANGLES INC COM 097488100 2,089 112,000 SH   SOLE   112,000 0 0
BRUNSWICK CORP COM 117043109 682 12,500 SH   SOLE   12,500 0 0
CDK GLOBAL INC COM 12508E101 382 6,400 SH   SOLE   6,400 0 0
CME GROUP INC COM 12572Q105 2,105 18,250 SH   SOLE   3,250 0 15,000
CSX CORP COM 126408103 6,189 172,250 SH   SOLE   172,250 0 0
CVS HEALTH CORP COM 126650100 1,760 22,300 SH   SOLE   22,300 0 0
CANADIAN PAC RY LTD COM 13645T100 1,528 10,700 SH   SOLE   10,700 0 0
CAPITOL FED FINL INC COM 14057J101 558 33,900 SH   SOLE   33,900 0 0
CASELLA WASTE SYS INC CL A 147448104 20,316 1,637,100 SH   SOLE   1,457,100 0 180,000
CASEYS GEN STORES INC COM 147528103 2,734 23,000 SH   SOLE   9,500 0 13,500
CELGENE CORP COM 151020104 5,466 47,225 SH   SOLE   47,225 0 0
CENTURY CMNTYS INC COM 156504300 2,663 126,800 SH   SOLE   126,800 0 0
CHEROKEE INC DEL NEW COM 16444H102 351 33,450 SH   SOLE   33,450 0 0
CHUYS HLDGS INC COM 171604101 1,217 37,500 SH   SOLE   37,500 0 0
CISCO SYS INC COM 17275R102 2,662 88,100 SH   SOLE   88,100 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 18,356 443,906 SH   SOLE   393,906 0 50,000
COHERENT INC COM 192479103 23,889 173,875 SH   SOLE   151,375 0 22,500
COLUMBIA BKG SYS INC COM 197236102 442 9,900 SH   SOLE   9,900 0 0
COMSCORE INC COM 20564W105 4,543 143,842 SH   SOLE   143,842 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,579 10,300 SH   SOLE   10,300 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 6,920 299,550 SH   SOLE   299,550 0 0
CONTINENTAL RESOURCES INC COM 212015101 184 3,570 SH   SOLE   3,570 0 0
CONTROL4 CORP COM 21240D107 3,670 359,800 SH   SOLE   359,800 0 0
CORE MARK HOLDINGS CO INC COM 218681104 4,664 108,300 SH   SOLE   108,300 0 0
CORNING INC COM 219350105 53 2,200 SH   SOLE   2,200 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 47,151 543,400 SH   SOLE   543,400 0 0
CROWN HOLDINGS INC COM 228368106 294 5,600 SH   SOLE   5,600 0 0
CUMMINS INC COM 231021106 75 550 SH   SOLE   550 0 0
CYTOSORBENTS CORP COM NEW 23283X206 125 23,000 SH   SOLE   23,000 0 0
DAVITA INC COM 23918K108 3,643 56,750 SH   SOLE   41,750 0 15,000
DELTA AIR LINES INC DEL COM NEW 247361702 8,057 163,800 SH   SOLE   163,800 0 0
DENNYS CORP COM 24869P104 3,468 270,300 SH   SOLE   270,300 0 0
DIGITALGLOBE INC COM NEW 25389M877 2,143 74,800 SH   SOLE   74,800 0 0
DULUTH HLDGS INC COM CL B 26443V101 635 25,000 SH   SOLE   0 0 25,000
DUNKIN BRANDS GROUP INC COM 265504100 1,946 37,100 SH   SOLE   2,100 0 35,000
EAGLE MATERIALS INC COM 26969P108 2,444 24,800 SH   SOLE   24,800 0 0
ENERSYS COM 29275Y102 2,956 37,850 SH   SOLE   37,850 0 0
ESCALADE INC COM 296056104 382 28,952 SH   SOLE   28,952 0 0
EXACT SCIENCES CORP COM 30063P105 5,810 434,900 SH   SOLE   384,900 0 50,000
F M C CORP COM NEW 302491303 510 9,025 SH   SOLE   9,025 0 0
FARO TECHNOLOGIES INC COM 311642102 4 100 SH   SOLE   100 0 0
FLOTEK INDS INC DEL COM 343389102 600 63,900 SH   SOLE   63,900 0 0
FOX FACTORY HLDG CORP COM 35138V102 2,819 101,600 SH   SOLE   101,600 0 0
GATX CORP COM 361448103 7,365 119,600 SH   SOLE   119,600 0 0
GEE GROUP INC COM 36165A102 497 114,855 SH   SOLE   114,855 0 0
GMS INC COM 36251C103 1,071 36,565 SH   SOLE   36,565 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 8 255 SH   SOLE   255 0 0
GENERAL DYNAMICS CORP COM 369550108 2,374 13,750 SH   SOLE   13,750 0 0
GENERAL MTRS CO COM 37045V100 29,900 858,200 SH   SOLE   843,200 0 15,000
GENTHERM INC COM 37253A103 3,693 109,100 SH   SOLE   109,100 0 0
GILEAD SCIENCES INC COM 375558103 1,912 26,700 SH   SOLE   16,700 0 10,000
GLACIER BANCORP INC NEW COM 37637Q105 2,775 76,600 SH   SOLE   76,600 0 0
HALLIBURTON CO COM 406216101 5,460 100,950 SH   SOLE   100,950 0 0
HARMAN INTL INDS INC COM COM 413086109 278 2,500 SH   SOLE   2,500 0 0
HEADWATERS INC COM 42210P102 2,998 127,450 SH   SOLE   127,450 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 98 4,550 SH   SOLE   4,550 0 0
HOME BANCSHARES INC COM 436893200 3,528 127,050 SH   SOLE   127,050 0 0
HOME DEPOT INC COM 437076102 2,145 16,000 SH   SOLE   16,000 0 0
IGNITE RESTAURANT GROUP INC COM 451730105 160 295,900 SH   SOLE   295,900 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,158 38,250 SH   SOLE   13,250 0 25,000
INTERNATIONAL BUSINESS MACHS COM 459200101 40 240 SH   SOLE   240 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 121 900 SH   SOLE   900 0 0
JPMORGAN CHASE & CO COM 46625H100 9,932 115,100 SH   SOLE   115,100 0 0
JASON INDS INC COM 471172106 402 223,300 SH   SOLE   223,300 0 0
JETPAY CORP COM 477177109 83 37,037 SH   SOLE   37,037 0 0
JOINT CORP COM 47973J102 1,438 542,729 SH   SOLE   542,729 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 1,587 18,700 SH   SOLE   8,700 0 10,000
KENNAMETAL INC COM 489170100 800 25,600 SH   SOLE   25,600 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 11,142 543,500 SH   SOLE   443,500 0 100,000
KRATON CORPORATION COM 50077C106 4,309 151,300 SH   SOLE   151,300 0 0
L BRANDS INC COM 501797104 4,210 63,950 SH   SOLE   48,950 0 15,000
LIBBEY INC COM 529898108 3,930 201,933 SH   SOLE   201,933 0 0
LIFELOCK INC COM 53224V100 2,945 123,100 SH   SOLE   123,100 0 0
LINCOLN ELEC HLDGS INC COM 533900106 2,760 36,000 SH   SOLE   36,000 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 495 31,450 SH   SOLE   31,450 0 0
MGP INGREDIENTS INC NEW COM 55303J106 870 17,400 SH   SOLE   17,400 0 0
MARCUS CORP COM 566330106 854 27,120 SH   SOLE   27,120 0 0
MARTIN MARIETTA MATLS INC COM 573284106 3,783 17,075 SH   SOLE   13,075 0 4,000
MASTERCARD INCORPORATED CL A 57636Q104 212 2,050 SH   SOLE   2,050 0 0
MCDONALDS CORP COM 580135101 243 2,000 SH   SOLE   2,000 0 0
MEDEQUITIES RLTY TR INC COM 58409L306 3,277 295,250 SH   SOLE   295,250 0 0
METALDYNE PERFORMANCE GROUP COM 59116R107 160 6,950 SH   SOLE   6,950 0 0
MICHAELS COS INC COM 59408Q106 9,634 471,100 SH   SOLE   436,100 0 35,000
MITEK SYS INC COM NEW 606710200 2,327 378,368 SH   SOLE   303,368 0 75,000
NCI BUILDING SYS INC COM NEW 628852204 523 33,400 SH   SOLE   33,400 0 0
NN INC COM 629337106 7,428 389,900 SH   SOLE   389,900 0 0
NEWELL BRANDS INC COM 651229106 205 4,596 SH   SOLE   4,596 0 0
NORDSON CORP COM 655663102 364 3,250 SH   SOLE   3,250 0 0
NORFOLK SOUTHERN CORP COM 655844108 11,812 109,300 SH   SOLE   109,300 0 0
NOVANTA INC COM 67000B104 2,573 122,500 SH   SOLE   122,500 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 306 4,300 SH   SOLE   4,300 0 0
ON SEMICONDUCTOR CORP COM 682189105 6,053 474,400 SH   SOLE   474,400 0 0
1 800 FLOWERS COM CL A 68243Q106 2,304 215,300 SH   SOLE   215,300 0 0
ORBCOMM INC COM 68555P100 5,222 631,450 SH   SOLE   556,450 0 75,000
ORBITAL ATK INC COM 68557N103 1,171 13,350 SH   SOLE   13,350 0 0
OSHKOSH CORP COM 688239201 2,071 32,050 SH   SOLE   32,050 0 0
OWENS CORNING NEW COM 690742101 5,090 98,725 SH   SOLE   98,725 0 0
PHI INC COM VTG 69336T106 267 14,950 SH   SOLE   14,950 0 0
PHI INC COM NON VTG 69336T205 878 48,750 SH   SOLE   0 0 48,750
PPG INDS INC COM 693506107 1,469 15,500 SH   SOLE   15,500 0 0
PANERA BREAD CO CL A 69840W108 3,035 14,800 SH   SOLE   14,800 0 0
PARKER HANNIFIN CORP COM 701094104 7 50 SH   SOLE   50 0 0
PERFORMANCE SPORTS GROUP LTD COM 71377G100 131 87,600 SH   SOLE   87,600 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 4 300 SH   SOLE   300 0 0
POOL CORPORATION COM 73278L105 43 414 SH   SOLE   414 0 0
POPEYES LA KITCHEN INC COM 732872106 4,291 70,950 SH   SOLE   70,950 0 0
POTBELLY CORP COM 73754Y100 497 38,500 SH   SOLE   38,500 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 166 1,400 SH   SOLE   1,400 0 0
PURECYCLE CORP COM NEW 746228303 1,009 183,389 SH   SOLE   183,389 0 0
RAMBUS INC DEL COM 750917106 865 62,800 SH   SOLE   62,800 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 3,287 47,450 SH   SOLE   47,450 0 0
RAYTHEON CO COM NEW 755111507 1,214 8,550 SH   SOLE   8,550 0 0
REALOGY HLDGS CORP COM 75605Y106 5,267 204,700 SH   SOLE   164,700 0 40,000
RENT A CTR INC NEW COM 76009N100 8 700 SH   SOLE   700 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 1,145 37,300 SH   SOLE   37,300 0 0
REXNORD CORP NEW COM 76169B102 1,090 55,644 SH   SOLE   55,644 0 0
ROGERS CORP COM 775133101 7,568 98,530 SH   SOLE   98,530 0 0
RYDER SYS INC COM 783549108 2,319 31,150 SH   SOLE   31,150 0 0
SBA COMMUNICATIONS CORP COM 78388J106 4,130 40,000 SH   SOLE   0 0 40,000
S&P GLOBAL INC COM 78409V104 2,129 19,800 SH   SOLE   8,800 0 11,000
SPDR S&P 500 ETF TR TR UNIT 78462F103 179 800 SH   SOLE   800 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 659 6,010 SH   SOLE   6,010 0 0
SP PLUS CORP COM 78469C103 82 2,900 SH   SOLE   2,900 0 0
SCHLUMBERGER LTD COM 806857108 192 2,290 SH   SOLE   2,290 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 4,696 49,150 SH   SOLE   49,150 0 0
SENESTECH INC COM 81720R109 750 92,000 SH   SOLE   92,000 0 0
SHERWIN WILLIAMS CO COM 824348106 2,093 7,790 SH   SOLE   7,790 0 0
SIMULATIONS PLUS INC COM 829214105 1,680 174,134 SH   SOLE   174,134 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 3,883 111,800 SH   SOLE   111,800 0 0
SMITH & WESSON HLDG CORP COM 831756101 506 24,000 SH   SOLE   24,000 0 0
SMITH A O COM 831865209 758 16,000 SH   SOLE   16,000 0 0
SOUTHWEST AIRLS CO COM 844741108 4,281 85,900 SH   SOLE   85,900 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 1,890 201,300 SH   SOLE   201,300 0 0
STERICYCLE INC COM 858912108 3,833 49,750 SH   SOLE   39,750 0 10,000
STRYKER CORP COM 863667101 84 700 SH   SOLE   700 0 0
STUDENT TRANSN INC COM 86388A108 240 43,000 SH   SOLE   43,000 0 0
SUMMIT MATLS INC CL A 86614U100 2,171 91,238 SH   SOLE   91,238 0 0
TJX COS INC NEW COM 872540109 2,231 29,700 SH   SOLE   29,700 0 0
TARGET CORP COM 87612E106 108 1,500 SH   SOLE   1,500 0 0
3M CO COM 88579Y101 239 1,340 SH   SOLE   1,340 0 0
TILE SHOP HLDGS INC COM 88677Q109 10,156 519,474 SH   SOLE   519,474 0 0
TOWNSQUARE MEDIA INC CL A 892231101 726 69,734 SH   SOLE   69,734 0 0
TRANSDIGM GROUP INC COM 893641100 3,377 13,565 SH   SOLE   13,565 0 0
TWIN DISC INC COM 901476101 193 13,186 SH   SOLE   13,186 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 459 1,800 SH   SOLE   1,800 0 0
UNION PAC CORP COM 907818108 48,921 471,850 SH   SOLE   426,850 0 45,000
UNIQUE FABRICATING INC COM 90915J103 479 32,816 SH   SOLE   32,816 0 0
UPLAND SOFTWARE INC COM 91544A109 1,327 148,248 SH   SOLE   124,848 0 23,400
VANECK VECTORS ETF TR GOLD MINER ETF 92189F106 198 9,450 SH   SOLE   9,450 0 0
VERIFONE SYS INC COM 92342Y109 2,138 120,600 SH   SOLE   120,600 0 0
VISA INC COM CL A 92826C839 9,725 124,650 SH   SOLE   94,650 0 30,000
VISTA OUTDOOR INC COM 928377100 852 23,100 SH   SOLE   23,100 0 0
WABTEC CORP COM 929740108 465 5,600 SH   SOLE   5,600 0 0
WESTROCK CO COM 96145D105 2,924 57,600 SH   SOLE   57,600 0 0
WEYERHAEUSER CO COM 962166104 1,899 63,120 SH   SOLE   63,120 0 0
XERIUM TECHNOLOGIES INC COM NEW 98416J118 2,356 419,300 SH   SOLE   419,300 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,509 17,600 SH   SOLE   17,600 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 495 4,800 SH   SOLE   4,800 0 0