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
AAON INC COM PAR $0.004 000360206 2,842 52,342 SH   SOLE   48,630 0 3,712
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 230 1,070 SH   SOLE   232 0 838
ACTIVISION BLIZZARD INC COM 00507V109 2,029 26,727 SH   SOLE   24,800 0 1,927
ADOBE INC COM 00724F101 3,810 8,753 SH   SOLE   8,230 0 523
AMGEN INC COM 031162100 201 853 SH   SOLE   215 0 638
APPLE INC COM 037833100 863 2,366 SH   SOLE   1,839 0 527
ATLASSIAN CORP PLC CL A G06242104 2,630 14,592 SH   SOLE   13,800 0 792
AUTOZONE INC COM 053332102 2,269 2,011 SH   SOLE   1,870 0 141
AXSOME THERAPEUTICS INC COM 05464T104 2,296 27,900 SH   SOLE   27,900 0 0
B2GOLD CORP COM 11777Q209 2,682 471,326 SH   SOLE   471,326 0 0
BARRICK GOLD CORPORATION COM 067901108 2,480 92,066 SH   SOLE   92,066 0 0
BAXTER INTL INC COM 071813109 543 6,301 SH   SOLE   6,301 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 399 5,050 SH   SOLE   3,400 0 1,650
CADENCE DESIGN SYSTEM INC COM 127387108 3,580 37,303 SH   SOLE   35,004 0 2,299
CHEGG INC COM 163092109 2,832 42,105 SH   SOLE   39,000 0 3,105
CHEMOCENTRYX INC COM 16383L106 481 8,359 SH   SOLE   6,000 0 2,359
CLOROX CO DEL COM 189054109 3,566 16,254 SH   SOLE   15,226 0 1,028
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 737 9,527 SH   SOLE   7,087 0 2,440
CORESITE RLTY CORP COM 21870Q105 786 6,489 SH   SOLE   5,400 0 1,089
CSW INDUSTRIALS INC COM 126402106 311 4,500 SH   SOLE   4,500 0 0
DANAHER CORPORATION COM 235851102 397 2,245 SH   SOLE   1,500 0 745
DECKERS OUTDOOR CORP COM 243537107 3,099 15,779 SH   SOLE   14,767 0 1,012
DEXCOM INC COM 252131107 3,398 8,382 SH   SOLE   7,876 0 506
DOMINOS PIZZA INC COM 25754A201 1,456 3,940 SH   SOLE   3,418 0 522
EBAY INC. COM 278642103 2,212 42,168 SH   SOLE   40,000 0 2,168
ETSY INC COM 29786A106 2,157 20,306 SH   SOLE   20,000 0 306
FAIR ISAAC CORP COM 303250104 594 1,420 SH   SOLE   1,420 0 0
FASTENAL CO COM 311900104 1,223 28,542 SH   SOLE   25,200 0 3,342
FEDERAL SIGNAL CORP COM 313855108 2,964 99,707 SH   SOLE   92,787 0 6,920
FLOWERS FOODS INC COM 343498101 755 33,751 SH   SOLE   25,100 0 8,651
FORTINET INC COM 34959E109 3,248 23,662 SH   SOLE   22,239 0 1,423
GENERAL MLS INC COM 370334104 1,452 23,558 SH   SOLE   20,407 0 3,151
GILEAD SCIENCES INC COM 375558103 1,477 19,197 SH   SOLE   18,800 0 397
GLOBANT S A COM L44385109 2,877 19,197 SH   SOLE   17,776 0 1,421
HALOZYME THERAPEUTICS INC COM 40637H109 3,457 128,961 SH   SOLE   120,700 0 8,261
HORIZON THERAPEUTICS PUB LTD SHS G46188101 214 3,847 SH   SOLE   0 0 3,847
HORMEL FOODS CORP COM 440452100 672 13,923 SH   SOLE   11,200 0 2,723
HUMANA INC COM 444859102 620 1,598 SH   SOLE   1,240 0 358
INPHI CORP COM 45772F107 833 7,087 SH   SOLE   5,300 0 1,787
JOHNSON & JOHNSON COM 478160104 2,232 15,872 SH   SOLE   14,506 0 1,366
KIMBERLY CLARK CORP COM 494368103 3,001 21,231 SH   SOLE   19,819 0 1,412
KINSALE CAP GROUP INC COM 49714P108 1,004 6,467 SH   SOLE   5,140 0 1,327
KLA CORP COM NEW 482480100 706 3,632 SH   SOLE   3,618 0 14
LILLY ELI & CO COM 532457108 3,225 19,644 SH   SOLE   18,389 0 1,255
MCCORMICK & CO INC COM NON VTG 579780206 602 3,353 SH   SOLE   2,600 0 753
MICROSOFT CORP COM 594918104 3,312 16,273 SH   SOLE   15,447 0 826
MODEL N INC COM 607525102 219 6,300 SH   SOLE   6,300 0 0
MSCI INC COM 55354G100 1,492 4,468 SH   SOLE   3,845 0 623
NEW YORK TIMES CO CL A 650111107 2,158 51,341 SH   SOLE   47,600 0 3,741
NEWMONT CORP COM 651639106 1,803 29,209 SH   SOLE   28,739 0 470
NVIDIA CORPORATION COM 67066G104 3,348 8,812 SH   SOLE   8,242 0 570
OKTA INC CL A 679295105 3,596 17,958 SH   SOLE   16,900 0 1,058
PACCAR INC COM 693718108 384 5,129 SH   SOLE   3,400 0 1,729
PERKINELMER INC COM 714046109 368 3,756 SH   SOLE   2,500 0 1,256
PROGRESSIVE CORP OHIO COM 743315103 243 3,036 SH   SOLE   545 0 2,491
QUALYS INC COM 74758T303 2,909 27,968 SH   SOLE   26,200 0 1,768
QUIDEL CORP COM 74838J101 2,036 9,098 SH   SOLE   8,900 0 198
REGENERON PHARMACEUTICALS COM 75886F107 3,182 5,102 SH   SOLE   4,777 0 325
RINGCENTRAL INC CL A 76680R206 1,824 6,400 SH   SOLE   6,400 0 0
ROPER TECHNOLOGIES INC COM 776696106 627 1,614 SH   SOLE   1,300 0 314
SCOTTS MIRACLE GRO CO CL A 810186106 1,498 11,138 SH   SOLE   9,763 0 1,375
SERVICENOW INC COM 81762P102 3,273 8,080 SH   SOLE   7,586 0 494
SHOPIFY INC CL A 82509L107 2,337 2,462 SH   SOLE   2,300 0 162
SQUARE INC CL A 852234103 780 7,432 SH   SOLE   6,280 0 1,152
SSR MNG INC COM 784730103 678 31,800 SH   SOLE   31,800 0 0
SYNOPSYS INC COM 871607107 3,740 19,177 SH   SOLE   17,983 0 1,194
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,716 12,298 SH   SOLE   11,300 0 998
TIFFANY & CO NEW COM 886547108 2,343 19,218 SH   SOLE   17,600 0 1,618
TOOTSIE ROLL INDS INC COM 890516107 761 22,209 SH   SOLE   18,600 0 3,609
TRACTOR SUPPLY CO COM 892356106 739 5,606 SH   SOLE   4,600 0 1,006
TRANSUNION COM 89400J107 232 2,667 SH   SOLE   1,200 0 1,467
TREX CO INC COM 89531P105 2,322 17,853 SH   SOLE   17,300 0 553
VEEVA SYS INC CL A COM 922475108 3,377 14,404 SH   SOLE   13,525 0 879
VERTEX PHARMACEUTICALS INC COM 92532F100 3,432 11,821 SH   SOLE   11,105 0 716
WERNER ENTERPRISES INC COM 950755108 1,980 45,477 SH   SOLE   42,100 0 3,377
WEST PHARMACEUTICAL SVSC INC COM 955306105 3,513 15,463 SH   SOLE   14,537 0 926
WILLIAMS SONOMA INC COM 969904101 2,943 35,884 SH   SOLE   35,267 0 617
WINGSTOP INC COM 974155103 2,807 20,197 SH   SOLE   19,100 0 1,097
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 2,227 8,700 SH   SOLE   8,689 0 11