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
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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
ADAPTHEALTH CORP CMN COM 00653Q102 2,415 150,000 SH   SOLE   150,000 0 0
AMERICAN TOWER CORPORATION CMN COM 03027X100 2,585 10,000 SH   SOLE   10,000 0 0
ARK RESTAURANTS CORP CMN COM 040712101 1,235 100,000 SH   SOLE   100,000 0 0
BIO-RAD LABORATORIES, INC CMN CLASS A COM 090572207 677 1,500 SH   SOLE   1,500 0 0
BIO TECHNE CORP CMN COM 09073M104 3,961 15,000 SH   SOLE   15,000 0 0
BUILDERS FIRSTSOURCE, INC. CMN COM 12008R107 4,140 200,000 SH   SOLE   200,000 0 0
CAVCO INDUSTRIES INC CMN COM 149568107 4,821 25,000 SH   SOLE   25,000 0 0
CENTURY COMMUNITIES INC CMN COM 156504300 5,519 180,000 SH   SOLE   180,000 0 0
COMFORT SYSTEMS USA INC COMMON STOCK COM 199908104 3,056 75,000 SH   SOLE   75,000 0 0
CYRUSONE INC CMN COM 23283R100 2,546 35,000 SH   SOLE   35,000 0 0
DECKERS OUTDOORS CORP CMN COM 243537107 4,910 25,000 SH   SOLE   25,000 0 0
DEXCOM, INC. CMN COM 252131107 3,243 8,000 SH   SOLE   8,000 0 0
EQUITY LIFESTYLE PROPERTIES, INC. CMN COM 29472R108 3,124 50,000 SH   SOLE   50,000 0 0
EVERBRIDGE, INC. CMN COM 29978A104 3,459 25,000 SH   SOLE   25,000 0 0
EXPONENT, INC. CMN COM 30214U102 4,047 50,000 SH   SOLE   50,000 0 0
EXTRA SPACE STORAGE INC. CMN COM 30225T102 1,847 20,000 SH   SOLE   20,000 0 0
FEDERAL SIGNAL CORPORATION CMN COM 313855108 2,973 100,000 SH   SOLE   100,000 0 0
GLOBAL MEDICAL REIT INC. CMN COM 37954A204 3,399 300,000 SH   SOLE   300,000 0 0
GRAND CANYON EDUCATION, INC. CMN COM 38526M106 2,716 30,000 SH   SOLE   30,000 0 0
INSTALLED BLDG PRODS INC CMN COM 45780R101 1,720 25,000 SH   SOLE   25,000 0 0
LGI HOMES, INC. CMN COM 50187T106 5,722 65,000 SH   SOLE   65,000 0 0
LAM RESEARCH CORPORATION CMN COM 512807108 3,235 10,000 SH   SOLE   10,000 0 0
M/I HOMES, INC. CMN COM 55305B101 2,066 60,000 SH   SOLE   60,000 0 0
MASIMO CORPORATION CMN COM 574795100 3,420 15,000 SH   SOLE   15,000 0 0
MODEL N, INC. CMN COM 607525102 2,607 75,000 SH   SOLE   75,000 0 0
N V R INC CMN COM 62944T105 2,444 750 SH   SOLE   750 0 0
NEXSTAR MEDIA GROUP INC CMN COM 65336K103 2,929 35,000 SH   SOLE   35,000 0 0
NEXPOINT RESIDENTIAL TRUST INC CMN COM 65341D102 4,419 125,000 SH   SOLE   125,000 0 0
NORTHWEST PIPE COMPANY CMN COM 667746101 3,761 150,000 SH   SOLE   150,000 0 0
NVIDIA CORPORATION CMN COM 67066G104 4,369 11,500 SH   SOLE   11,500 0 0
ONTO INNOVATION INC. CMN COM 683344105 5,106 150,000 SH   SOLE   150,000 0 0
POOL CORP CMN COM 73278L105 5,437 20,000 SH   SOLE   20,000 0 0
QUIDEL CORP CMN COM 74838J101 6,712 30,000 SH   SOLE   30,000 0 0
ROSS STORES,INC CMN COM 778296103 4,623 54,232 SH   SOLE   54,232 0 0
SBA COMMUNICATIONS CORPORATION CMN COM 78410G104 2,979 10,000 SH   SOLE   10,000 0 0
SWK HOLDINGS CORPORATION CMN COM 78501P203 863 72,000 SH   SOLE   72,000 0 0
STARBUCKS CORP. CMN COM 855244109 1,840 25,000 SH   SOLE   25,000 0 0
TANDEM DIABETES CARE, INC. CMN COM 875372203 4,946 50,000 SH   SOLE   50,000 0 0
TERADYNE INC CMN COM 880770102 6,338 75,000 SH   SOLE   75,000 0 0
TETRA TECH INC (NEW) CMN COM 88162G103 5,538 70,000 SH   SOLE   70,000 0 0
TYLER TECHNOLOGIES, INC. CMN COM 902252105 4,336 12,500 SH   SOLE   12,500 0 0