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
ADVANCED MICRO DEVICES INCCOM0079031074926,000SH SOLE 6,00000
ALPHABET INCCAP STK CL A02079K305638435SH SOLE 43500
AMAZON COM INCCOM023135106841267SH SOLE 26700
APPLE INCCOM0378331007536,500SH SOLE 6,50000
BANDWIDTH INCCOM CL A05988J1034382,508SH SOLE 2,50800
BLUELINX HLDGS INCCOM NEW09624H20868932,000SH SOLE 32,00000
BUILDERS FIRSTSOURCE INCCOM12008R10739212,015SH SOLE 12,01500
CARPARTS COM INCCOM14427M1071,081100,000SH SOLE 100,00000
CAVCO INDS INC DELCOM1495681075853,246SH SOLE 3,24600
CENTURY CMNTYS INCCOM15650430094722,382SH SOLE 22,38200
CHARLES RIV LABS INTL INCCOM1598641079624,250SH SOLE 4,25000
CROCS INCCOM22704610942710,000SH SOLE 10,00000
EHEALTH INCCOM28238P1093874,900SH SOLE 4,90000
ENOVA INTL INCCOM29357K10334521,060SH SOLE 21,06000
ENPHASE ENERGY INCCOM29355A1074966,000SH SOLE 6,00000
EVERI HLDGS INCCOM30034T10357870,000SH SOLE 70,00000
FACEBOOK INCCL A30303M1027742,956SH SOLE 2,95600
FISERV INCCOM3377381089489,200SH SOLE 9,20000
GENERAC HLDGS INCCOM3687361041,1425,900SH SOLE 5,90000
GIBRALTAR INDS INCCOM3746891073405,218SH SOLE 5,21800
GODADDY INCCL A3802371074135,431SH SOLE 5,43100
GRAND CANYON ED INCCOM38526M1061,03913,000SH SOLE 13,00000
GREEN DOT CORPCL A39304D1022815,551SH SOLE 5,55100
INNOVATIVE INDL PPTYS INCCOM45781V1013352,702SH SOLE 2,70200
JACK IN THE BOX INCCOM4663671094155,230SH SOLE 5,23000
LAM RESEARCH CORPCOM5128071084831,455SH SOLE 1,45500
LGI HOMES INCCOM50187T1066095,242SH SOLE 5,24200
LIVERAMP HLDGS INCCOM53815P10855410,698SH SOLE 10,69800
M/I HOMES INCCOM55305B10151011,071SH SOLE 11,07100
MASTERCRAFT BOAT HLDGS INCCOM57637H10371140,635SH SOLE 40,63500
MICROSOFT CORPCOM5949181041,1445,441SH SOLE 5,44100
MR COOPER GROUP INCCOM62482R10744620,000SH SOLE 20,00000
NEXPOINT REAL ESTATE FIN INCCOM65342V10142528,949SH SOLE 28,94900
NEXPOINT STRATEGIC OPPORTESCOM NEW65340G20523026,550SH SOLE 26,55000
NVIDIA CORPORATIONCOM67066G1046091,125SH SOLE 1,12500
NVR INCCOM62944T105735180SH SOLE 18000
ONEMAIN HLDGS INCCOM68268W10356618,099SH SOLE 18,09900
PAYPAL HLDGS INCCOM70450Y1038374,250SH SOLE 4,25000
PENNYMAC FINL SVCS INC NEWCOM70932M1074658,000SH SOLE 8,00000
PINTEREST INCCL A72352L10654813,212SH SOLE 13,21200
POOL CORPCOM73278L1054071,217SH SOLE 1,21700
PURPLE INNOVATION INCCOM74640Y1061,11945,000SH SOLE 45,00000
REALPAGE INCCOM75606N1094036,992SH SOLE 6,99200
SPOTIFY TECHNOLOGY S ASHSL8681T102213878SH SOLE 87800
SQUARE INCCL A8522341037534,632SH SOLE 4,63200
STAMPS COM INCCOM NEW8528572001,3855,750SH SOLE 5,75000
TANDEM DIABETES CARE INCCOM NEW8753722032742,412SH SOLE 2,41200
TELEDYNE TECHNOLOGIES INCCOM879360105250805SH SOLE 80500
TEMPUR SEALY INTL INCCOM88023U1013043,411SH SOLE 3,41100
TURNING PT BRANDS INCCOM90041L10571125,496SH SOLE 25,49600
TYLER TECHNOLOGIES INCCOM902252105315903SH SOLE 90300
ULTRA CLEAN HLDGS INCCOM90385V10785840,000SH SOLE 40,00000
UPLAND SOFTWARE INCCOM91544A10961516,306SH SOLE 16,30600
UPWORK INCCOM91688F10459734,218SH SOLE 34,21800
WALKER & DUNLOP INCCOM93148P10276514,425SH SOLE 14,42500