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
ABBVIE INC COM 00287Y109   2,018,347 12,489 SH   SOLE   11,241 1,248 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   502,103 1,492 SH   SOLE   1,041 451 0
AFFIRM HLDGS INC COM CL A 00827B106   125,043 12,931 SH   SOLE   0 12,931 0
AGREE RLTY CORP COM 008492100   1,932,346 27,243 SH   SOLE   0 27,243 0
AIR PRODS & CHEMS INC COM 009158106   622,685 2,020 SH   SOLE   1,737 283 0
AIRSCULPT TECHNOLOGIES INC COM 009496100   88,726 23,980 SH   SOLE   0 23,980 0
ALPHABET INC CAP STK CL C 02079K107   1,437,426 16,200 SH   SOLE   14,980 1,220 0
ALPHABET INC CAP STK CL A 02079K305   3,144,164 35,636 SH   SOLE   34,850 786 0
ALPHATEC HLDGS INC COM NEW 02081G201   224,276 18,160 SH   SOLE   0 18,160 0
ALPS ETF TR ALERIAN MLP 00162Q452   2,147,833 56,418 SH   SOLE   46,816 9,602 0
ALTA EQUIPMENT GROUP INC COMMON STOCK 02128L106   166,708 12,639 SH   SOLE   0 12,639 0
ALTERYX INC COM CL A 02156B103   284,259 5,610 SH   SOLE   0 5,610 0
AMAZON COM INC COM 023135106   3,697,344 44,016 SH   SOLE   42,560 1,456 0
AMERICAN EXPRESS CO COM 025816109   503,384 3,407 SH   SOLE   3,407 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   482,783 16,018 SH   SOLE   14,588 1,430 0
AMETEK INC COM 031100100   1,287,380 9,214 SH   SOLE   7,789 1,425 0
AMN HEALTHCARE SVCS INC COM 001744101   457,343 4,448 SH   SOLE   3,609 839 0
AMPLITUDE INC COM CL A 03213A104   187,627 15,532 SH   SOLE   0 15,532 0
APPLE INC COM 037833100   3,082,070 23,721 SH   SOLE   22,375 1,346 0
APPLIED MATLS INC COM 038222105   339,369 3,485 SH   SOLE   2,761 724 0
ARCHER DANIELS MIDLAND CO COM 039483102   626,459 6,747 SH   SOLE   5,447 1,300 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   523,451 958 SH   SOLE   958 0 0
ASPIRA WOMENS HEALTH INC COM 04537Y109   13,432 40,384 SH   SOLE   0 40,384 0
ATLAS TECHNICAL CONSULTANTS COM CLS A 049430101   77,698 15,087 SH   SOLE   0 15,087 0
AUGMEDIX INC COM 05105P107   111,735 71,625 SH   SOLE   0 71,625 0
AXON ENTERPRISE INC COM 05464C101   2,568,596 15,480 SH   SOLE   12,132 3,348 0
BEL FUSE INC CL B 077347300   699,089 21,236 SH   SOLE   19,205 2,031 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,427,427 4,621 SH   SOLE   3,691 930 0
BIO-TECHNE CORP COM 09073M104   252,950 3,052 SH   SOLE   0 3,052 0
BROADCOM INC COM 11135F101   719,041 1,286 SH   SOLE   1,286 0 0
BROWN & BROWN INC COM 115236101   940,062 16,501 SH   SOLE   14,033 2,468 0
CADENCE DESIGN SYSTEM INC COM 127387108   365,295 2,274 SH   SOLE   1,927 347 0
CALIFORNIA RES CORP COM STOCK 13057Q305   2,067,117 47,509 SH   SOLE   0 47,509 0
CARGURUS INC COM CL A 141788109   160,933 11,487 SH   SOLE   0 11,487 0
CARPARTS COM INC COM 14427M107   93,161 14,882 SH   SOLE   0 14,882 0
CERUS CORP COM 157085101   77,500 21,233 SH   SOLE   0 21,233 0
CHEFS WHSE INC COM 163086101   334,164 10,041 SH   SOLE   8,408 1,633 0
CHEGG INC COM 163092109   258,234 10,219 SH   SOLE   0 10,219 0
CHEVRON CORP NEW COM 166764100   1,062,401 5,919 SH   SOLE   5,919 0 0
CLEAN HARBORS INC COM 184496107   1,629,519 14,279 SH   SOLE   0 14,279 0
COCA COLA CO COM 191216100   696,402 10,948 SH   SOLE   9,493 1,455 0
CONSTELLATION BRANDS INC CL A 21036P108   1,005,563 4,339 SH   SOLE   3,233 1,106 0
COSTCO WHSL CORP NEW COM 22160K105   1,321,568 2,895 SH   SOLE   2,485 410 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   581,173 14,297 SH   SOLE   0 14,297 0
CROWN CASTLE INC COM 22822V101   5,304,338 39,106 SH   SOLE   38,073 1,033 0
DANAHER CORPORATION COM 235851102   1,041,774 3,925 SH   SOLE   3,609 316 0
DARLING INGREDIENTS INC COM 237266101   2,379,171 38,012 SH   SOLE   0 38,012 0
DECKERS OUTDOOR CORP COM 243537107   2,806,095 7,030 SH   SOLE   0 7,030 0
DEERE & CO COM 244199105   1,843,239 4,299 SH   SOLE   3,957 342 0
DEFINITIVE HEALTHCARE CORP CLASS A COM 24477E103   153,948 14,008 SH   SOLE   0 14,008 0
DIAMONDBACK ENERGY INC COM 25278X109   604,568 4,420 SH   SOLE   4,420 0 0
DICKS SPORTING GOODS INC COM 253393102   974,950 8,105 SH   SOLE   6,969 1,136 0
DISNEY WALT CO COM 254687106   236,314 2,720 SH   SOLE   2,720 0 0
ELEMENT SOLUTIONS INC COM 28618M106   1,416,037 77,847 SH   SOLE   0 77,847 0
ENPHASE ENERGY INC COM 29355A107   836,744 3,158 SH   SOLE   3,158 0 0
EPAM SYS INC COM 29414B104   429,012 1,309 SH   SOLE   1,153 156 0
EPR PPTYS COM SH BEN INT 26884U109   398,776 10,572 SH   SOLE   9,155 1,417 0
ETSY INC COM 29786A106   650,765 5,433 SH   SOLE   2,563 2,870 0
EVERBRIDGE INC COM 29978A104   229,570 7,761 SH   SOLE   0 7,761 0
EXXON MOBIL CORP COM 30231G102   1,378,309 12,496 SH   SOLE   9,903 2,593 0
FLOOR & DECOR HLDGS INC CL A 339750101   420,844 6,044 SH   SOLE   0 6,044 0
FMC CORP COM NEW 302491303   459,638 3,683 SH   SOLE   3,296 387 0
FTI CONSULTING INC COM 302941109   2,473,786 15,578 SH   SOLE   0 15,578 0
GIBRALTAR INDS INC COM 374689107   1,175,491 25,621 SH   SOLE   0 25,621 0
GITLAB INC CLASS A COM 37637K108   341,482 7,515 SH   SOLE   0 7,515 0
GLAUKOS CORP COM 377322102   275,009 6,296 SH   SOLE   0 6,296 0
GRAY TELEVISION INC COM 389375106   2,215,340 197,975 SH   SOLE   0 197,975 0
GREEN PLAINS INC COM 393222104   1,661,945 54,490 SH   SOLE   0 54,490 0
HANCOCK WHITNEY CORPORATION COM 410120109   1,757,815 36,326 SH   SOLE   0 36,326 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   1,188,035 40,995 SH   SOLE   0 40,995 0
HARBORONE BANCORP INC NEW COM NEW 41165Y100   1,404,428 101,038 SH   SOLE   0 101,038 0
HEICO CORP NEW COM 422806109   443,559 2,887 SH   SOLE   2,887 0 0
HILLMAN SOLUTIONS CORP COM 431636109   95,316 13,220 SH   SOLE   0 13,220 0
HUBSPOT INC COM 443573100   1,539,617 5,325 SH   SOLE   3,904 1,421 0
IDENTIV INC COM NEW 45170X205   82,507 11,396 SH   SOLE   0 11,396 0
INARI MED INC COM 45332Y109   280,236 4,409 SH   SOLE   0 4,409 0
INTAPP INC COM 45827U109   260,423 10,442 SH   SOLE   0 10,442 0
JPMORGAN CHASE & CO COM 46625H100   615,251 4,588 SH   SOLE   3,891 697 0
KFORCE INC COM 493732101   396,969 7,240 SH   SOLE   6,542 698 0
LILLY ELI & CO COM 532457108   1,109,959 3,034 SH   SOLE   2,705 329 0
LINCOLN ELEC HLDGS INC COM 533900106   329,148 2,278 SH   SOLE   2,278 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   1,136,132 41,209 SH   SOLE   0 41,209 0
MASTERCARD INCORPORATED CL A 57636Q104   5,705,958 16,409 SH   SOLE   15,538 871 0
MEDPACE HLDGS INC COM 58506Q109   2,143,854 10,093 SH   SOLE   0 10,093 0
MGP INGREDIENTS INC NEW COM 55303J106   2,414,294 22,695 SH   SOLE   0 22,695 0
MICROSOFT CORP COM 594918104   2,506,508 10,452 SH   SOLE   9,369 1,083 0
MID-AMER APT CMNTYS INC COM 59522J103   443,811 2,827 SH   SOLE   2,126 701 0
MONGODB INC CL A 60937P106   406,868 2,067 SH   SOLE   0 2,067 0
NATIONAL RETAIL PROPERTIES I COM 637417106   655,466 14,324 SH   SOLE   14,324 0 0
NEURONETICS INC COM 64131A105   120,534 17,545 SH   SOLE   0 17,545 0
NEXTERA ENERGY INC COM 65339F101   518,571 6,203 SH   SOLE   6,047 156 0
NIKE INC CL B 654106103   576,859 4,930 SH   SOLE   4,930 0 0
NOODLES & CO COM CL A 65540B105   873,882 159,177 SH   SOLE   108,992 50,185 0
NORTHROP GRUMMAN CORP COM 666807102   446,309 818 SH   SOLE   818 0 0
NV5 GLOBAL INC COM 62945V109   2,559,201 19,341 SH   SOLE   0 19,341 0
OLO INC CL A 68134L109   106,138 16,982 SH   SOLE   0 16,982 0
ON SEMICONDUCTOR CORP COM 682189105   234,636 3,762 SH   SOLE   3,004 758 0
OPORTUN FINL CORP COM 68376D104   59,761 10,846 SH   SOLE   0 10,846 0
OREILLY AUTOMOTIVE INC COM 67103H107   836,434 991 SH   SOLE   791 200 0
PAGERDUTY INC COM 69553P100   272,134 10,246 SH   SOLE   0 10,246 0
PAPA JOHNS INTL INC COM 698813102   1,334,986 16,219 SH   SOLE   0 16,219 0
PAYLOCITY HLDG CORP COM 70438V106   392,599 2,021 SH   SOLE   0 2,021 0
PENUMBRA INC COM 70975L107   328,129 1,475 SH   SOLE   0 1,475 0
PEPSICO INC COM 713448108   541,257 2,996 SH   SOLE   2,824 172 0
PERFICIENT INC COM 71375U101   1,477,114 21,153 SH   SOLE   0 21,153 0
PHREESIA INC COM 71944F106   331,334 10,239 SH   SOLE   0 10,239 0
PINNACLE FINL PARTNERS INC COM 72346Q104   340,136 4,634 SH   SOLE   4,634 0 0
PINTEREST INC CL A 72352L106   304,568 12,544 SH   SOLE   0 12,544 0
PORCH GROUP INC COM 733245104   60,598 32,233 SH   SOLE   0 32,233 0
PROLOGIS INC. COM 74340W103   1,542,034 13,679 SH   SOLE   11,837 1,842 0
QUIDELORTHO CORP COM 219798105   701,552 8,189 SH   SOLE   6,630 1,559 0
RAPID7 INC COM 753422104   1,522,882 44,817 SH   SOLE   0 44,817 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   800,800 7,935 SH   SOLE   7,227 708 0
REPLIGEN CORP COM 759916109   1,282,015 7,572 SH   SOLE   0 7,572 0
RXO INC COMMON STOCK 74982T103   402,222 23,385 SH   SOLE   21,138 2,247 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107   2,018,985 24,688 SH   SOLE   0 24,688 0
SAMSARA INC COM CL A 79589L106   233,821 18,811 SH   SOLE   0 18,811 0
SHOTSPOTTER INC COM 82536T107   339,416 10,033 SH   SOLE   0 10,033 0
SMARTSHEET INC COM CL A 83200N103   342,904 8,712 SH   SOLE   0 8,712 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,049,515 3,705 SH   SOLE   3,288 417 0
SONIC AUTOMOTIVE INC CL A 83545G102   2,986,944 60,624 SH   SOLE   0 60,624 0
SPLUNK INC COM 848637104   355,552 4,130 SH   SOLE   4,130 0 0
STREAMLINE HEALTH SOLUTIONS COM 86323X106   43,940 27,810 SH   SOLE   0 27,810 0
SUNOPTA INC COM 8676EP108   118,734 14,068 SH   SOLE   0 14,068 0
TALOS ENERGY INC COM 87484T108   1,332,362 70,570 SH   SOLE   0 70,570 0
TANDEM DIABETES CARE INC COM NEW 875372203   1,320,092 29,368 SH   SOLE   0 29,368 0
TELA BIO INC COM 872381108   194,316 16,897 SH   SOLE   0 16,897 0
TENABLE HLDGS INC COM 88025T102   1,631,180 42,757 SH   SOLE   0 42,757 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   107,135 30,964 SH   SOLE   0 30,964 0
TEXAS ROADHOUSE INC COM 882681109   593,449 6,525 SH   SOLE   5,277 1,248 0
THE TRADE DESK INC COM CL A 88339J105   219,667 4,900 SH   SOLE   0 4,900 0
TITAN MACHY INC COM 88830R101   726,463 18,285 SH   SOLE   10,920 7,365 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   569,491 28,835 SH   SOLE   23,363 5,472 0
TRANSMEDICS GROUP INC COM 89377M109   621,335 10,067 SH   SOLE   9,107 960 0
UNITEDHEALTH GROUP INC COM 91324P102   2,737,850 5,164 SH   SOLE   4,276 888 0
VANGUARD INDEX FDS VALUE ETF 922908744   1,023,859 7,294 SH   SOLE   7,294 0 0
VENTAS INC COM 92276F100   366,842 8,143 SH   SOLE   8,143 0 0
VERITONE INC COM 92347M100   148,570 28,032 SH   SOLE   0 28,032 0
WASTE CONNECTIONS INC COM 94106B101   1,152,079 8,691 SH   SOLE   7,964 727 0
WEATHERFORD INTL PLC ORD SHS G48833118   1,492,160 29,304 SH   SOLE   24,538 4,766 0