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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADIA PHARMACEUTICALS INC COM 004225108   554 30,000 SH   SOLE 0 30,000 0 0
ARCHROCK INC COM 03957W106   2,950 150,000 SH   SOLE 0 150,000 0 0
ARCOSA INC COM 039653100   1,717 20,000 SH   SOLE 0 20,000 0 0
ATLAS ENERGY SOLUTIONS COM NEW 642045108   2,262 100,000 SH   SOLE 0 100,000 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   1,672 15,000 SH   SOLE 0 15,000 0 0
AXONICS INC COM 05465P101   1,034 15,000 SH   SOLE 0 15,000 0 0
AZZ INC COM 002474104   1,932 25,000 SH   SOLE 0 25,000 0 0
BARRETT BUSINESS SVCS INC COM 068463108   3,168 25,000 SH   SOLE 0 25,000 0 0
BUILD-A-BEAR WORKSHOP INC COM 120076104   4,480 150,000 SH   SOLE 0 150,000 0 0
BUILDERS FIRSTSOURCE, INC. CMN COM 12008R107   13,555 65,000 SH   SOLE 0 65,000 0 0
CALAVO GROWERS INC COM 128246105   3,893 140,000 SH   SOLE 0 140,000 0 0
CENTURY COMMUNITIES INC CMN COM 156504300   7,237 75,000 SH   SOLE 0 75,000 0 0
CERVOMED INC COM 15713L109   2,330 100,000 SH   SOLE 0 100,000 0 0
COMFORT SYS USA INC COM 199908104   3,177 10,000 SH   SOLE 0 10,000 0 0
DECKERS OUTDOORS CORP CMN COM 243537107   9,412 10,000 SH   SOLE 0 10,000 0 0
DEXCOM INC COM 252131107   693 5,000 SH   SOLE 0 5,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   4,954 25,000 SH   SOLE 0 25,000 0 0
DOCGO INC COM 256086109   606 150,000 SH   SOLE 0 150,000 0 0
ENCORE WIRE CORP CMN COM 292562105   13,139 50,000 SH   SOLE 0 50,000 0 0
FEDERAL AGRIC MTG CORP CL C 313148306   7,875 40,000 SH   SOLE 0 40,000 0 0
FEDERAL SIGNAL CORP COM 313855108   1,697 20,000 SH   SOLE 0 20,000 0 0
FIRSTCASH HOLDINGS INC COM 33768G107   4,463 35,000 SH   SOLE 0 35,000 0 0
GLOBAL MED REIT INC COM 37954A204   875 100,000 SH   SOLE 0 100,000 0 0
GOLDEN ENTMT INC COM 381013101   3,683 100,000 SH   SOLE 0 100,000 0 0
GRAND CANYON EDUCATION, INC. CMN COM 38526M106   3,405 25,000 SH   SOLE 0 25,000 0 0
GRANITE RIDGE RESOURCES, INC COM 387432107   1,300 200,000 SH   SOLE 0 200,000 0 0
GREEN BRICK PARTNERS INC COM 392709101   1,505 25,000 SH   SOLE 0 25,000 0 0
GREENBRIER COS INC COM 393657101   4,428 85,000 SH   SOLE 0 85,000 0 0
JAKKS PAC INC COM NEW 47012E403   1,852 75,000 SH   SOLE 0 75,000 0 0
LAM RESEARCH CORPORATION CMN COM 512807108   4,857 5,000 SH   SOLE 0 5,000 0 0
N V R INC CMN COM 62944T105   6,884 850 SH   SOLE 0 850 0 0
NORTHWEST PIPE CO COM 667746101   2,601 75,000 SH   SOLE 0 75,000 0 0
NVIDIA CORPORATION CMN COM 67066G104   13,553 15,000 SH   SOLE 0 15,000 0 0
ON SEMICONDUCTOR CORPORATION CMN COM 682189105   2,942 40,000 SH   SOLE 0 40,000 0 0
PIONEER NAT RES CO COM 723787107   1,575 6,000 SH   SOLE 0 6,000 0 0
POOL CORP CMN COM 73278L105   2,017 5,000 SH   SOLE 0 5,000 0 0
ROSS STORES,INC CMN COM 778296103   4,402 30,000 SH   SOLE 0 30,000 0 0
SPDR SER TR S&P BIOTECH 78464A870   1,897 20,000 SH   SOLE 0 20,000 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105   1,886 125,000 SH   SOLE 0 125,000 0 0
TETRA TECH INC (NEW) CMN COM 88162G103   4,617 25,000 SH   SOLE 0 25,000 0 0
TIDEWATER INC NEW COM 88642R109   4,600 50,000 SH   SOLE 0 50,000 0 0
TYLER TECHNOLOGIES INC COM 902252105   2,125 5,000 SH   SOLE 0 5,000 0 0
UFP TECHNOLOGIES INC COM 902673102   1,261 5,000 SH   SOLE 0 5,000 0 0