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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
MERITAGE HOMES CORPCOM59001A1026446,848SH SOLE 000
NOVANTA INCCOM67000B1042,12015,733SH SOLE 000
BLINK CHARGING COCOM09354A100862,100SH SOLE 000
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YEXT INCCOM98585N10651836,217SH SOLE 000
REGENERON PHARMACEUTICALSCOM75886F1073,8176,834SH SOLE 000
SEAGATE TECHNOLOGY HLDNGS PLORD SHSG7997R1031401,587SH SOLE 000
D R HORTON INCCOM23331A109931,025SH SOLE 000
MACYS INCCOM55616P104643,372SH SOLE 000
M & T BK CORPCOM55261F1041811,246SH SOLE 000
MANPOWERGROUP INC WISCOM56418H10045377SH SOLE 000
MODERNA INCCOM60770K1071,8627,926SH SOLE 000
PNC FINL SVCS GROUP INCCOM6934751051998SH SOLE 000
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BROWN FORMAN CORPCL B1156372092,70836,133SH SOLE 000
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KOHLS CORPCOM5002551044848,789SH SOLE 000
APPFOLIO INCCOM CL A03783C10023165SH SOLE 000
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MURPHY USA INCCOM6267551025183,884SH SOLE 000
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TWILIO INCCL A90138F1021,5583,952SH SOLE 000
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EPR PPTYSCOM SH BEN INT26884U1094,12578,301SH SOLE 000
VARONIS SYS INCCOM92228010262910,912SH SOLE 000
MOVADO GROUP INCCOM62458010653116,879SH SOLE 000
UNIVERSAL LOGISTICS HLDGS INCOM91388P10551321,996SH SOLE 000
DIGINEX LIMITEDSHSY2074E109848129,501SH SOLE 000
1ST SOURCE CORPCOM33690110349310,615SH SOLE 000
LIVE NATION ENTERTAINMENT INCOM53803410916185SH SOLE 000
GREEN BRICK PARTNERS INCCOM39270910150522,220SH SOLE 000
CISCO SYS INCCOM17275R10211,209211,493SH SOLE 000
SPIRIT AIRLS INCCOM84857710220663SH SOLE 000
SERVICENOW INCCOM81762P1028611,566SH SOLE 000
SYSCO CORPCOM8718291071121,440SH SOLE 000
PUBLIC STORAGECOM74460D1096622,203SH SOLE 000
CHIPOTLE MEXICAN GRILL INCCOM16965610596SH SOLE 000
MEDPACE HLDGS INCCOM58506Q1092,69615,266SH SOLE 000
AGIOS PHARMACEUTICALS INCCOM00847X10421375SH SOLE 000
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RUSH STREET INTERACTIVE INCCOM78201110015,9291,299,258SH SOLE 000
PPL CORPCOM69351T106561,993SH SOLE 000
BANCORPSOUTH BK TUPELO MISSCOM05971J10212424SH SOLE 000
XPENG INCADS98422D1051012,272SH SOLE 000
CANADIAN SOLAR INCCOM136635109811,796SH SOLE 000
GLOBUS MED INCCL A3795772082,45531,668SH SOLE 000
CUMMINS INCCOM231021106834SH SOLE 000
AMERICAS CAR-MART INCCOM03062T1055163,643SH SOLE 000
ORGANON & COCOMMON STOCK68622V1069289SH SOLE 000
CREE INCCOM22544710178800SH SOLE 000
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EVERBRIDGE INCCOM29978A1049086,674SH SOLE 000
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GREENHILL & CO INCCOM39525910453634,417SH SOLE 000
BROWN & BROWN INCCOM11523610160911,461SH SOLE 000
ASPEN TECHNOLOGY INCCOM0453271034723,430SH SOLE 000
KIMBERLY-CLARK CORPCOM4943681031991,491SH SOLE 000
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MILLER INDS INC TENNCOM NEW60055120449812,628SH SOLE 000
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GODADDY INCCL A3802371071061,214SH SOLE 000
CRYOLIFE INCCOM2289031002,66693,886SH SOLE 000
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YANDEX N VSHS CLASS AN972841086739,515SH SOLE 000
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NETEASE INCSPONSORED ADS64110W1023,45329,963SH SOLE 000
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STRATEGIC ED INCCOM86272C1034295,639SH SOLE 000
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CAMPBELL SOUP COCOM13442910952111,428SH SOLE 000
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REALTY INCOME CORPCOM7561091047,510112,529SH SOLE 000
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