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 593 24,624 SH   SOLE   24,624 0 0
ALLIED MOTION TECHNOLOGIES I COM 019330109 567 14,948 SH   SOLE   14,948 0 0
ALPHABET INC CAP STK CL A 02079K305 1,462 1,350 SH   SOLE   1,350 0 0
AMAZON COM INC COM 023135106 1,517 801 SH   SOLE   801 0 0
BIOTELEMETRY INC COM 090672106 2,553 53,023 SH   SOLE   53,023 0 0
BOOT BARN HLDGS INC COM 099406100 980 27,500 SH   SOLE   27,500 0 0
CARBONITE INC COM 141337105 853 32,746 SH   SOLE   32,746 0 0
CENTURY ALUM CO COM 156431108 691 100,000 SH   SOLE   100,000 0 0
CLARUS CORP NEW COM 18270P109 397 27,476 SH   SOLE   27,476 0 0
CLOUDERA INC COM 18914U100 665 126,405 SH   SOLE   126,405 0 0
DMC GLOBAL INC COM 23291C103 982 15,500 SH   SOLE   15,500 0 0
DROPBOX INC CL A 26210C104 1,566 62,503 SH   SOLE   62,503 0 0
EHEALTH INC COM 28238P109 1,591 18,482 SH   SOLE   18,482 0 0
ELDORADO RESORTS INC COM 28470R102 1,282 27,838 SH   SOLE   27,838 0 0
ELEVATE CREDIT INC COM 28621V101 709 172,188 SH   SOLE   172,188 0 0
ENOVA INTL INC COM 29357K103 854 37,069 SH   SOLE   37,069 0 0
ENPHASE ENERGY INC COM 29355A107 729 40,000 SH   SOLE   40,000 0 0
ENVESTNET INC COM 29404K106 718 10,500 SH   SOLE   10,500 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 396 91,400 SH   SOLE   91,400 0 0
FACEBOOK INC CL A 30303M102 1,641 8,500 SH   SOLE   8,500 0 0
FIVE9 INC COM 338307101 1,506 29,371 SH   SOLE   29,371 0 0
FLWS/1-800 FLOWERS CL A 68243Q106 965 51,099 SH   SOLE   51,099 0 0
FUNKO INC COM CL A 361008105 2,203 90,954 SH   SOLE   90,954 0 0
GRAND CANYON ED INC COM 38526M106 1,697 14,500 SH   SOLE   14,500 0 0
HEALTH INS INNOVATIONS INC COM CL A 42225K106 1,878 72,448 SH   SOLE   72,448 0 0
HOMESTREET INC COM 43785V102 1,230 41,500 SH   SOLE   41,500 0 0
IMMERSION CORP COM 452521107 993 130,515 SH   SOLE   130,515 0 0
LENDINGTREE INC NEW COM 52603B107 531 1,264 SH   SOLE   1,264 0 0
LOGMEIN INC COM 54142L109 995 13,500 SH   SOLE   13,500 0 0
LUMENTUM HLDGS INC COM 55024U109 961 18,000 SH   SOLE   18,000 0 0
MARCHEX INC CL B 56624R108 499 106,146 SH   SOLE   106,146 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 787 40,183 SH   SOLE   40,183 0 0
MICROSOFT CORP COM 594918104 1,617 12,072 SH   SOLE   12,072 0 0
MITEK SYS INC COM NEW 606710200 1,318 132,570 SH   SOLE   132,570 0 0
MODEL N INC COM 607525102 784 40,205 SH   SOLE   40,205 0 0
NATUS MEDICAL INC DEL COM 639050103 1,156 45,000 SH   SOLE   45,000 0 0
NEXPOINT RESIDENTIAL TR INC COM 65341D102 610 14,731 SH   SOLE   14,731 0 0
NV5 GLOBAL INC COM 62945V109 3,014 37,025 SH   SOLE   37,025 0 0
PALO ALTO NETWORKS INC COM 697435105 697 3,420 SH   SOLE   3,420 0 0
QUINSTREET INC COM 74874Q100 406 25,600 SH   SOLE   25,600 0 0
REALPAGE INC COM 75606N109 1,560 26,500 SH   SOLE   26,500 0 0
RINGCENTRAL INC CL A 76680R206 1,312 11,414 SH   SOLE   11,414 0 0
SEABOARD CORP COM 811543107 550 133 SH   SOLE   133 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 1,594 28,012 SH   SOLE   28,012 0 0
TELENAV INC COM 879455103 1,567 195,839 SH   SOLE   195,839 0 0
TEMPUR SEALY INTL INC COM 88023U101 1,101 15,000 SH   SOLE   15,000 0 0
TURNING PT BRANDS INC COM 90041L105 804 16,408 SH   SOLE   16,408 0 0
TYLER TECHNOLOGIES INC COM 902252105 497 2,300 SH   SOLE   2,300 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 515 37,000 SH   SOLE   37,000 0 0
UPLAND SOFTWARE INC COM 91544A109 1,268 27,843 SH   SOLE   27,843 0 0
WINNEBAGO INDS INC COM 974637100 473 12,231 SH   SOLE   12,231 0 0
ZIX CORP COM 98974P100 1,200 131,975 SH   SOLE   131,975 0 0
ZUORA INC COM CL A 98983V106 508 33,183 SH   SOLE   33,183 0 0
ZYNGA INC CL A 98986T108 1,226 200,000 SH   SOLE   200,000 0 0