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
Expires: July 31, 2015
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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
ARCHROCK INC COM 03957W106 4,966 200,000 SH SOLE 0 200,000 0 0
AVIAT NETWORKS INC COM NEW 05366Y201 2,164 90,000 SH SOLE 0 90,000 0 0
BARRETT BUSINESS SVCS INC COM 068463108 4,169 100,000 SH SOLE 0 100,000 0 0
BRINKER INTL INC COM 109641100 2,704 15,000 SH SOLE 0 15,000 0 0
BUILD-A-BEAR WORKSHOP INC COM 120076104 7,734 150,000 SH SOLE 0 150,000 0 0
BUILDERS FIRSTSOURCE, INC. CMN COM 12008R107 1,166 10,000 SH SOLE 0 10,000 0 0
CALAVO GROWERS INC COM 128246105 2,260 85,000 SH SOLE 0 85,000 0 0
CAVCO INDS INC DEL COM 149568107 3,475 8,000 SH SOLE 0 8,000 0 0
CENTURY COMMUNITIES INC CMN COM 156504300 844 15,000 SH SOLE 0 15,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,123 20,000 SH SOLE 0 20,000 0 0
COMFORT SYS USA INC COM 199908104 9,651 18,000 SH SOLE 0 18,000 0 0
CPI CARD GROUP INC COM NEW 12634H200 948 40,000 SH SOLE 0 40,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 3,435 25,000 SH SOLE 0 25,000 0 0
ENOVA INTL INC COM 29357K103 2,788 25,000 SH SOLE 0 25,000 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 1,126 200,000 SH SOLE 0 200,000 0 0
EXXON MOBIL CORP COM 30231G102 1,502 13,940 SH SOLE 0 13,940 0 0
FEDERAL AGRIC MTG CORP CL C 313148306 7,771 40,000 SH SOLE 0 40,000 0 0
FEDERAL SIGNAL CORP COM 313855108 1,064 10,000 SH SOLE 0 10,000 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 5,405 40,000 SH SOLE 0 40,000 0 0
GBANK FINL HLDGS INC COM 36166F100 1,026 29,000 SH SOLE 0 29,000 0 0
GRAND CANYON EDUCATION, INC. CMN COM 38526M106 6,615 35,000 SH SOLE 0 35,000 0 0
GREEN BRICK PARTNERS INC COM 392709101 1,572 25,000 SH SOLE 0 25,000 0 0
GREENBRIER COS INC COM 393657101 2,993 65,000 SH SOLE 0 65,000 0 0
HASBRO INC COM 418056107 1,845 25,000 SH SOLE 0 25,000 0 0
JAKKS PAC INC COM NEW 47012E403 1,246 60,000 SH SOLE 0 60,000 0 0
KODIAK GAS SVCS INC COM 50012A108 1,713 50,000 SH SOLE 0 50,000 0 0
LAM RESEARCH CORPORATION CMN COM 512807306 4,867 50,000 SH SOLE 0 50,000 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203 2,338 100,000 SH SOLE 0 100,000 0 0
N V R INC CMN COM 62944T105 3,692 500 SH SOLE 0 500 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 1,806 70,000 SH SOLE 0 70,000 0 0
NWPX INFRASTRUCTURE INC COM 667746101 3,075 75,000 SH SOLE 0 75,000 0 0
NVIDIA CORPORATION CMN COM 67066G104 9,479 60,000 SH SOLE 0 60,000 0 0
ROSS STORES,INC CMN COM 778296103 3,317 26,000 SH SOLE 0 26,000 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 1,658 20,000 SH SOLE 0 20,000 0 0
STERLING INFRASTRUCTURE INC COM 859241101 2,307 10,000 SH SOLE 0 10,000 0 0
TETRA TECH INC (NEW) CMN COM 88162G103 4,495 125,000 SH SOLE 0 125,000 0 0
TURNING PT BRANDS INC COM 90041L105 1,894 25,000 SH SOLE 0 25,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 2,964 5,000 SH SOLE 0 5,000 0 0
WATSCO INC COM 942622200 2,208 5,000 SH SOLE 0 5,000 0 0