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
8X8 INC NEW COM 282914100 2,205 122,202 SH   SOLE   122,202 0 0
ALPHABET INC CAP STK CL A 02079K305 1,045 1,000 SH   SOLE   1,000 0 0
AMAZON COM INC COM 023135106 1,502 1,000 SH   SOLE   1,000 0 0
ATTUNITY LTD SHS NEW M15332121 810 41,159 SH   SOLE   41,159 0 0
BANDWIDTH INC COM CL A 05988J103 2,237 54,891 SH   SOLE   54,891 0 0
BIOTELEMETRY INC COM 090672106 1,838 30,769 SH   SOLE   30,769 0 0
BLUCORA INC COM 095229100 1,969 73,900 SH   SOLE   73,900 0 0
BOOT BARN HLDGS INC COM 099406100 1,134 66,597 SH   SOLE   66,597 0 0
CALIX INC COM 13100M509 3,561 365,272 SH   SOLE   365,272 0 0
CLEARWATER PAPER CORP COM 18538R103 637 26,140 SH   SOLE   26,140 0 0
CLOUDERA INC COM 18914U100 1,383 125,000 SH   SOLE   125,000 0 0
DMC GLOBAL INC COM 23291C103 5,460 155,481 SH   SOLE   155,481 0 0
DROPBOX INC CL A 26210C104 1,165 57,000 SH   SOLE   57,000 0 0
EHEALTH INC COM 28238P109 1,404 36,541 SH   SOLE   36,541 0 0
ELDORADO RESORTS INC COM 28470R102 994 27,461 SH   SOLE   27,461 0 0
EXPRESS INC COM 30219E103 1,450 283,739 SH   SOLE   283,739 0 0
FACEBOOK INC CL A 30303M102 1,311 10,000 SH   SOLE   10,000 0 0
FIVE9 INC COM 338307101 2,058 47,078 SH   SOLE   47,078 0 0
GRAND CANYON ED INC COM 38526M106 2,305 23,980 SH   SOLE   23,980 0 0
GREEN DOT CORP CL A 39304D102 2,646 33,272 SH   SOLE   33,272 0 0
HANGER INC COM NEW 41043F208 570 30,093 SH   SOLE   30,093 0 0
HARMONIC INC COM 413160102 563 119,198 SH   SOLE   119,198 0 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 932 105,179 SH   SOLE   105,179 0 0
ICU MED INC COM 44930G107 2,550 11,105 SH   SOLE   11,105 0 0
LENDINGTREE INC NEW COM 52603B107 3,300 15,031 SH   SOLE   15,031 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 1,237 9,113 SH   SOLE   9,113 0 0
LITTELFUSE INC COM 537008104 1,372 8,000 SH   SOLE   8,000 0 0
LOGMEIN INC COM 54142L109 1,454 17,822 SH   SOLE   17,822 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 1,666 89,078 SH   SOLE   89,078 0 0
MICROSOFT CORP COM 594918104 1,016 10,000 SH   SOLE   10,000 0 0
MITEK SYS INC COM NEW 606710200 1,575 145,667 SH   SOLE   145,667 0 0
MODEL N INC COM 607525102 2,620 198,044 SH   SOLE   198,044 0 0
NEXPOINT RESIDENTIAL TR INC COM 65341D102 1,201 34,275 SH   SOLE   34,275 0 0
PALO ALTO NETWORKS INC COM 697435105 2,072 11,000 SH   SOLE   11,000 0 0
QUANTENNA COMMUNICATIONS INC COM 74766D100 7,871 548,484 SH   SOLE   548,484 0 0
QUINSTREET INC COM 74874Q100 1,769 108,992 SH   SOLE   108,992 0 0
RINGCENTRAL INC CL A 76680R206 1,237 15,000 SH   SOLE   15,000 0 0
STAMPS COM INC COM NEW 852857200 1,012 6,500 SH   SOLE   6,500 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 7,248 762,941 SH   SOLE   762,941 0 0
TEMPUR SEALY INTL INC COM 88023U101 3,743 90,418 SH   SOLE   90,418 0 0
TILLYS INC CL A 886885102 2,481 228,438 SH   SOLE   228,438 0 0
TUCOWS INC COM NEW 898697206 3,003 50,000 SH   SOLE   50,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 1,790 9,634 SH   SOLE   9,634 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 2,480 292,808 SH   SOLE   292,808 0 0
UPLAND SOFTWARE INC COM 91544A109 5,830 214,487 SH   SOLE   214,487 0 0
WINNEBAGO INDS INC COM 974637100 1,752 72,373 SH   SOLE   72,373 0 0