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
BIO TECHNE CORP CMN COM 09073M104 3,104 6,000 SH   SOLE 0 6,000 0 0
BIO-RAD LABORATORIES, INC CMN CLASS A COM 090572207 1,133 1,500 SH   SOLE 0 1,500 0 0
BLUELINX HLDGS INC CMN COM 09624H208 3,830 40,000 SH   SOLE 0 40,000 0 0
BUILDERS FIRSTSOURCE, INC. CMN COM 12008R107 12,856 150,000 SH   SOLE 0 150,000 0 0
CALAVO GROWERS INC COM 128246105 2,120 50,000 SH   SOLE 0 50,000 0 0
CAVCO INDUSTRIES INC CMN COM 149568107 4,764 15,000 SH   SOLE 0 15,000 0 0
CENTURY COMMUNITIES INC CMN COM 156504300 8,179 100,000 SH   SOLE 0 100,000 0 0
CHICOS FAS INC COM 168615102 1,883 350,000 SH   SOLE 0 350,000 0 0
CLARUS CORP NEW COM 18270P109 2,772 100,000 SH   SOLE 0 100,000 0 0
COLLABORATIVE INVESTMNT SER TUTTLE CAP SHORT 19423L565 1,857 50,000 SH   SOLE 0 50,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 1,948 20,000 SH   SOLE 0 20,000 0 0
DECKERS OUTDOORS CORP CMN COM 243537107 4,395 12,000 SH   SOLE 0 12,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,617 15,000 SH   SOLE 0 15,000 0 0
ENCORE WIRE CORP CMN COM 292562105 7,155 50,000 SH   SOLE 0 50,000 0 0
ENVELA CORP COM 29402E102 814 200,000 SH   SOLE 0 200,000 0 0
EVERI HLDGS INC COM 30034T103 4,270 200,000 SH   SOLE 0 200,000 0 0
FEDERAL AGRIC MTG CORP CL C 313148306 3,098 25,000 SH   SOLE 0 25,000 0 0
GLOBAL MED REIT INC COM 37954A204 3,550 200,000 SH   SOLE 0 200,000 0 0
GOLDEN ENTMT INC COM 381013101 5,053 100,000 SH   SOLE 0 100,000 0 0
GRAND CANYON EDUCATION, INC. CMN COM 38526M106 1,371 16,000 SH   SOLE 0 16,000 0 0
LGI HOMES, INC. CMN COM 50187T106 6,951 45,000 SH   SOLE 0 45,000 0 0
LAM RESEARCH CORPORATION CMN COM 512807108 3,595 5,000 SH   SOLE 0 5,000 0 0
MASIMO CORPORATION CMN COM 574795100 878 3,000 SH   SOLE 0 3,000 0 0
MONOLITHIC POWER SYSTEMS, INC. CMN COM 609839105 2,466 5,000 SH   SOLE 0 5,000 0 0
N V R INC CMN COM 62944T105 3,840 650 SH   SOLE 0 650 0 0
NEXPOINT RESIDENTIAL TRUST INC CMN COM 65341D102 4,610 55,000 SH   SOLE 0 55,000 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 3,806 55,000 SH   SOLE 0 55,000 0 0
NEXPOINT REAL ESTATE FIN INC COM 65342V101 385 20,000 SH   SOLE 0 20,000 0 0
NVIDIA CORPORATION CMN COM 67066G104 7,646 26,000 SH   SOLE 0 26,000 0 0
NORTHWEST PIPE CO COM 667746101 2,385 75,000 SH   SOLE 0 75,000 0 0
ON SEMICONDUCTOR CORPORATION CMN COM 682189105 6,792 100,000 SH   SOLE 0 100,000 0 0
POOL CORP CMN COM 73278L105 7,924 14,000 SH   SOLE 0 14,000 0 0
ROSS STORES,INC CMN COM 778296103 5,714 50,000 SH   SOLE 0 50,000 0 0
SWK HLDGS CORP COM 78501P203 1,413 72,000 SH   SOLE 0 72,000 0 0
STARBUCKS CORP. CMN COM 855244109 2,924 25,000 SH   SOLE 0 25,000 0 0
STRATUS PROPERTIES INC. CMN COM 863167201 1,828 50,000 SH   SOLE 0 50,000 0 0
TANDEM DIABETES CARE, INC. CMN COM 875372203 3,763 25,000 SH   SOLE 0 25,000 0 0
TERADYNE INC CMN COM 880770102 4,905 30,000 SH   SOLE 0 30,000 0 0
TETRA TECH INC (NEW) CMN COM 88162G103 5,094 30,000 SH   SOLE 0 30,000 0 0
TYLER TECHNOLOGIES, INC. CMN COM 902252105 2,689 5,000 SH   SOLE 0 5,000 0 0