UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 3,756 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AMERICAS CAR MART INC CMN | COM | 03062T105 | 3,295 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| BIO-RAD LABORATORIES, INC CMN CLASS A | COM | 090572207 | 874 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
| BIO TECHNE CORP CMN | COM | 09073M104 | 2,540 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| BLACKLINE, INC. CMN | COM | 09239B109 | 4,001 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| BLUELINX HLDGS INC CMN | COM | 09624H208 | 3,658 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE, INC. CMN | COM | 12008R107 | 7,754 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| CAVCO INDUSTRIES INC CMN | COM | 149568107 | 2,632 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| CENTURY COMMUNITIES INC CMN | COM | 156504300 | 5,473 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| COHU, INC. CMN | COM | 192576106 | 3,818 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DECKERS OUTDOORS CORP CMN | COM | 243537107 | 5,736 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ENCORE WIRE CORP CMN | COM | 292562105 | 2,423 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| EQUITY LIFESTYLE PROPERTIES, INC. CMN | COM | 29472R108 | 2,218 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| EVERBRIDGE, INC. CMN | COM | 29978A104 | 2,981 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| GLOBAL MEDICAL REIT INC. CMN | COM | 37954A204 | 2,612 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| GRAND CANYON EDUCATION, INC. CMN | COM | 38526M106 | 2,793 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| INSTALLED BLDG PRODS INC CMN | COM | 45780R101 | 5,097 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| LGI HOMES, INC. CMN | COM | 50187T106 | 5,822 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| LAM RESEARCH CORPORATION CMN | COM | 512807108 | 4,723 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| M/I HOMES, INC. CMN | COM | 55305B101 | 2,657 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| MASIMO CORPORATION CMN | COM | 574795100 | 4,026 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| MONOLITHIC POWER SYSTEMS, INC. CMN | COM | 609839105 | 2,564 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| N V R INC CMN | COM | 62944T105 | 4,080 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| NEXPOINT RESIDENTIAL TRUST INC CMN | COM | 65341D102 | 4,231 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NVIDIA CORPORATION CMN | COM | 67066G104 | 5,744 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| ON SEMICONDUCTOR CORPORATION CMN | COM | 682189105 | 3,273 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| POOL CORP CMN | COM | 73278L105 | 5,960 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| PROGYNY INC CMN | COM | 74340E103 | 3,179 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| ROSS STORES,INC CMN | COM | 778296103 | 6,141 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SWK HOLDINGS CORPORATION CMN | COM | 78501P203 | 1,036 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | ||
| STARBUCKS CORP. CMN | COM | 855244109 | 2,675 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| TANDEM DIABETES CARE, INC. CMN | COM | 875372203 | 3,827 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TERADYNE INC CMN | COM | 880770102 | 7,793 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| TETRA TECH INC (NEW) CMN | COM | 88162G103 | 5,789 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TYLER TECHNOLOGIES, INC. CMN | COM | 902252105 | 4,365 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||