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
APPLIED OPTOELECTRONICS INC COM 03823U102 4,778 73,886 SH   SOLE   73,886 0 0
ATLAS AIR WORLDWIDE HOLDING COM 049164205 4,951 75,247 SH   SOLE   75,247 0 0
AMERIS BANCORP COM 03076K108 9,899 206,237 SH   SOLE   206,237 0 0
ATLANTIC COAST FINANCIAL CORP COM 048426100 1,987 225,594 SH   SOLE   225,594 0 0
ACADIA HEALTHCAREPANY INC COM 00404A109 202 4,239 SH   SOLE   4,239 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 11,219 529,937 SH   SOLE   529,937 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 11,197 451,660 SH   SOLE   451,660 0 0
ALDER BIOPHARMACEUITICALS INC COM 014339105 15,564 1,270,555 SH   SOLE   1,270,555 0 0
ALARM.COM HOLDINGS INC COM 011642105 18,618 412,096 SH   SOLE   412,096 0 0
AMERICAN BUSINESS BK LA CALI COM 02475L105 2,261 59,178 SH   SOLE   59,178 0 0
AFFILIATED MANAGERS GROUP INC COM 008252108 207 1,090 SH   SOLE   1,090 0 0
ACCESS NATL CORP COM 004337101 1,584 55,280 SH   SOLE   55,280 0 0
APOGEE ENTERPRISES INC COM 037598109 25,298 524,208 SH   SOLE   524,208 0 0
AMERICAN RIVIERA BANK COM 02932A106 1,348 80,000 SH   SOLE   80,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 1,866 78,080 SH   SOLE   78,080 0 0
ATRICURE INC COM 04963C209 11,167 499,190 SH   SOLE   499,190 0 0
AIR TRANSPORT SERVICES GROUP COM 00922R105 8,770 360,313 SH   SOLE   360,313 0 0
BROADCOM LTD COM Y09827109 208 856 SH   SOLE   856 0 0
BRIDGE BANCORP INC COM 108035106 7,653 225,409 SH   SOLE   225,409 0 0
BERRY GLOBAL GROUP INC COM 08579W103 207 3,658 SH   SOLE   3,658 0 0
BIOHAVEN PHARMACEUTICAL HOLDINGS COM G11196105 7,483 200,186 SH   SOLE   200,186 0 0
BLUE BIRD CORP COM 095306106 1,056 51,238 SH   SOLE   51,238 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 188 10,464 SH   SOLE   10,464 0 0
BLUEBIRD BIO INC COM 09609G100 20,314 147,897 SH   SOLE   147,897 0 0
BANK OF COMMERCE HOLDINGS COM 06424J103 4,883 424,577 SH   SOLE   424,577 0 0
BOFI HLDG INC COM 05566U108 31,691 1,113,135 SH   SOLE   1,113,135 0 0
BOX INC COM 10316T104 13,949 721,990 SH   SOLE   721,990 0 0
THE BANK OF PRINCETON COM 064520109 3,199 100,000 SH   SOLE   100,000 0 0
BURLINGTON STORES INC COM 122017106 13,610 142,575 SH   SOLE   142,575 0 0
FIRST BUSEY CORP COM 319383204 1,130 36,040 SH   SOLE   36,040 0 0
BOVIE MEDICAL CORP COM 10211F100 1,656 490,000 SH   SOLE   490,000 0 0
BYLINE BANCORP INC COM 124411109 5,066 238,282 SH   SOLE   238,282 0 0
CADENCE BANCORP COM 12739A100 8,065 351,883 SH   SOLE   351,883 0 0
CAROLINA FINANCIAL CORP COM 143873107 5,210 145,214 SH   SOLE   145,214 0 0
META FINANCIAL GROUP, INC COM 59100U108 11,397 145,372 SH   SOLE   145,372 0 0
CASS INFORMATION SYS INC COM 14808P109 943 14,870 SH   SOLE   14,870 0 0
CAVIUM INC COM 14964U108 19,475 295,344 SH   SOLE   295,344 0 0
CNB FINL CORP PA COM 126128107 4,874 178,402 SH   SOLE   178,402 0 0
COGENT COMMUNICATIONS HOLDINGS COM 19239V302 19,481 398,378 SH   SOLE   398,378 0 0
COMMUNITY HEALTHCARE TRUST COM 20369C106 4,089 151,666 SH   SOLE   151,666 0 0
CHURCHILL DOWNS INC COM 171484108 6,653 32,264 SH   SOLE   32,264 0 0
CHEGG INC COM 163092109 33,043 2,226,645 SH   SOLE   2,226,645 0 0
CHUY'S HOLDINGS INC COM 171604101 6,493 308,442 SH   SOLE   308,442 0 0
CIENA CORP COM 171779309 14,542 661,888 SH   SOLE   661,888 0 0
CITY OFFICE REIT INC COM 178587101 3,443 250,000 SH   SOLE   250,000 0 0
CIVISTA BANCSHARES INC COM 178867107 2,710 121,319 SH   SOLE   121,319 0 0
CLOUDERA INC COM 18914U100 5,718 344,023 SH   SOLE   344,023 0 0
CLEVELAND-CLIFFS INC COM 185899101 11,204 1,566,962 SH   SOLE   1,566,962 0 0
CLOVIS ONCOLOGY INC COM 189464100 22,480 272,813 SH   SOLE   272,813 0 0
CALLON PETROLEUM CO COM 13123X102 10,324 918,480 SH   SOLE   918,480 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 11,277 234,788 SH   SOLE   234,788 0 0
CIRRUS LOGIC INC COM 172755100 3,958 74,230 SH   SOLE   74,230 0 0
CENTERSTATE BANKS CORP COM 15201P109 9,922 370,213 SH   SOLE   370,213 0 0
CATALENT INC COM 148806102 18,420 461,419 SH   SOLE   461,419 0 0
CARETRUST REIT INC COM 14174T107 16,772 880,907 SH   SOLE   880,907 0 0
CUSTOMERS BANCORP INC COM 23204G100 17,038 522,330 SH   SOLE   522,330 0 0
COMMERCE UNION BANCSHARES COM 200828101 395 17,052 SH   SOLE   17,052 0 0
DECIPHERA PHARMACEUTICALS INC COM 24344T101 5,548 292,147 SH   SOLE   292,147 0 0
MASONITE INTERNATIONAL CORP COM 575385109 12,321 178,055 SH   SOLE   178,055 0 0
DASEKE INC COM 23753F107 8,251 632,232 SH   SOLE   632,232 0 0
DYCOM INDUSTRIES INC COM 267475101 18,704 217,788 SH   SOLE   217,788 0 0
MERIDIAN BANCORP INC COM 58958U103 855 45,870 SH   SOLE   45,870 0 0
CHANNELADVISOR CORP COM 159179100 6,162 535,803 SH   SOLE   535,803 0 0
EAGLE BANCORP INC MD COM 268948106 11,248 167,748 SH   SOLE   167,748 0 0
8X8 INC NEW COM 282914100 21,590 1,599,281 SH   SOLE   1,599,281 0 0
ENPHASE ENERGY, INC COM 29355A107 408 268,600 SH   SOLE   268,600 0 0
EPAM SYSTEMS INC COM 29414B104 31,961 363,477 SH   SOLE   363,477 0 0
EQUITY BANCSHARES INC COM 29460X109 8,140 228,773 SH   SOLE   228,773 0 0
ESQUIRE FINANCIAL HOLDINGS COM 29667J101 5,241 325,700 SH   SOLE   325,700 0 0
EAST WEST BANCORP INC COM 27579R104 9,724 162,663 SH   SOLE   162,663 0 0
EAGLE MATLS INC COM 26969P108 201 1,887 SH   SOLE   1,887 0 0
FB FINANCIAL CORP COM 30257X104 4,971 131,782 SH   SOLE   131,782 0 0
FCB FINANCIAL HOLDINGS INC COM 30255G103 35,014 724,927 SH   SOLE   724,927 0 0
FIRST CHOICE BANK COM 319461109 6,864 286,000 SH   SOLE   286,000 0 0
FREEDOM BANK OF VIRGINIA COM 35633M102 3,428 258,714 SH   SOLE   258,714 0 0
FLUSHING FINL CORP COM 343873105 2,459 82,750 SH   SOLE   82,750 0 0
FIRST FINL BANCSHARES INC COM 32020R109 917 20,280 SH   SOLE   20,280 0 0
FIRST FOUNDATION INC COM 32026V104 10,342 578,105 SH   SOLE   578,105 0 0
FIVE BELOW COM 33829M101 25,668 467,705 SH   SOLE   467,705 0 0
FIRST LONG IS CORP COM 320734106 1,780 58,449 SH   SOLE   58,449 0 0
FARMERS AND MERCHANTS BANK OF LONG BEACH COM 308243104 1,677 215 SH   SOLE   215 0 0
FARMERS NATL BANC CORP COM 309627107 1,307 86,853 SH   SOLE   86,853 0 0
FEDERATED NATIONAL HOLDING COMPANY COM 31422T101 624 40,000 SH   SOLE   40,000 0 0
FIRST BANK COM 31931U102 7,833 588,963 SH   SOLE   588,963 0 0
REPUBLIC FIRST BANCORP INC COM 760416107 6,916 747,663 SH   SOLE   747,663 0 0
1ST MERCHANTS COM 320817109 1,813 42,222 SH   SOLE   42,222 0 0
FRESHPET INC COM 358039105 10,589 676,608 SH   SOLE   676,608 0 0
FIRST RESOURCE BANK COM 336177100 1,161 125,475 SH   SOLE   125,475 0 0
FRANKLIN FINANCIAL NETWORK COM 35352P104 6,771 189,940 SH   SOLE   189,940 0 0
FS BANCORP INC COM 30263Y104 2,422 46,892 SH   SOLE   46,892 0 0
FVCBANKCORP INC COM 36120Q101 1,574 92,837 SH   SOLE   92,837 0 0
GERMAN AMERICAN BANCORP COM 373865104 452 11,889 SH   SOLE   11,889 0 0
GUARANTY BANCORP DEL COM 40075T607 4,945 177,886 SH   SOLE   177,886 0 0
GOLD COAST BANCORP INC COM 380569103 2,336 169,868 SH   SOLE   169,868 0 0
GMS INC COM 36251C103 23,106 652,712 SH   SOLE   652,712 0 0
GREEN BANCORP INC COM 39260X100 1,454 61,496 SH   SOLE   61,496 0 0
GUARANTY BANCSHARES INC COM 400764106 6,398 200,000 SH   SOLE   200,000 0 0
GSV CAP CORP COM 36191J101 952 175,979 SH   SOLE   175,979 0 0
G1 THERAPEUTICS INC COM 3621LQ109 14,388 578,057 SH   SOLE   578,057 0 0
GRAY TELEVISION INC COM 389375106 175 11,127 SH   SOLE   11,127 0 0
GTT COMMUNICATIONS INC COM 362393100 25,555 807,429 SH   SOLE   807,429 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 15,506 199,151 SH   SOLE   199,151 0 0
HOME BANCORP INC COM 43689E107 488 11,680 SH   SOLE   11,680 0 0
HOWARD BANCORP INC COM 442496105 8,621 412,499 SH   SOLE   412,499 0 0
H&E EQUIPMENT SERVICES INC COM 404030108 11,428 391,386 SH   SOLE   391,386 0 0
HOPFED BANCORP INC COM 439734104 232 16,003 SH   SOLE   16,003 0 0
HOME FEDERAL BANCORP COM 43708L108 494 18,520 SH   SOLE   18,520 0 0
HERITAGE FINL CORP WASH COM 42722X106 3,050 103,401 SH   SOLE   103,401 0 0
HEALTH INSURANCE INOVATIONS COM 42225K106 6,713 462,963 SH   SOLE   462,963 0 0
HOME BANCSHARES INC COM 436893200 5,034 199,592 SH   SOLE   199,592 0 0
HEALTHSTREAM INC COM 42222N103 5,643 241,472 SH   SOLE   241,472 0 0
HERITAGE COMMERCE CORP COM 426927109 1,973 138,670 SH   SOLE   138,670 0 0
INDEPENENT BANK CORP COM 453838609 1,133 50,000 SH   SOLE   50,000 0 0
INSTALLED BUILDING PRODUCTS COM 45780R101 37,209 574,212 SH   SOLE   574,212 0 0
INDEPENDENT BANK GROUP INC COM 45384B106 949 15,731 SH   SOLE   15,731 0 0
COUNTY BANCORP INC COM 221907108 1,078 35,869 SH   SOLE   35,869 0 0
IMPERVA INC COM 45321L100 23,398 539,120 SH   SOLE   539,120 0 0
INTERNAP CORP COM 45885A300 8,516 1,957,710 SH   SOLE   1,957,710 0 0
FIRST INTERNET BANCORP COM 320557101 6,137 190,000 SH   SOLE   190,000 0 0
INDEPENDENT BK CORP MASS COM 453836108 1,138 15,250 SH   SOLE   15,250 0 0
INSMED INC COM 457669307 21,640 693,362 SH   SOLE   693,362 0 0
INNOSPEC INC COM 45768S105 10,047 162,972 SH   SOLE   162,972 0 0
IPG PHOTONICS CORP COM 44980X109 23,586 127,450 SH   SOLE   127,450 0 0
INPHI CORP COM 45772F107 9,966 251,101 SH   SOLE   251,101 0 0
INDEPENDENCE REALTY TRUST INC COM 45378A106 944 92,800 SH   SOLE   92,800 0 0
INVESTAR HOLDIN COM 46134L105 6,211 257,712 SH   SOLE   257,712 0 0
JACK IN THE BOX INC COM 466367109 10,066 98,767 SH   SOLE   98,767 0 0
JOHN MARSHALL BANCORP INC COM 47805L101 1,383 75,150 SH   SOLE   75,150 0 0
JAMES RIVER GROUP HOLDINGS COM G5005R107 2,074 50,000 SH   SOLE   50,000 0 0
KINGSTONE INC COM 496719105 3,016 185,000 SH   SOLE   185,000 0 0
KLX INC COM 482539103 28,958 547,096 SH   SOLE   547,096 0 0
KENNAMETAL INC COM 489170100 24,240 600,887 SH   SOLE   600,887 0 0
KINSALE CAPITAL GROUP INC COM 49714P108 2,054 47,570 SH   SOLE   47,570 0 0
KAPSTONE PAPER AND PACKAGING COM 48562P103 6,664 310,105 SH   SOLE   310,105 0 0
KRATOS DEFENSE AND SECURITY COM 50077B207 23,897 1,826,953 SH   SOLE   1,826,953 0 0
K2M GROUP HOLDINGS INC COM 48273J107 19,537 921,137 SH   SOLE   921,137 0 0
LAKELAND BANCORP INC COM 511637100 1,342 65,781 SH   SOLE   65,781 0 0
LEAF GROUP LTD COM 52177G102 1,978 286,649 SH   SOLE   286,649 0 0
LINBLAD EXPEDITIONS HOLDINGS COM 535219109 2,441 228,100 SH   SOLE   228,100 0 0
LUMENTUM HOLDINGS INC COM 55024U109 14,643 269,412 SH   SOLE   269,412 0 0
LAKELAND FINL CORP COM 511656100 2,271 46,615 SH   SOLE   46,615 0 0
LIVE OAK BANCSHARES INC COM 53803X105 14,130 602,548 SH   SOLE   602,548 0 0
LEGACYTEXAS FINANCIAL GROUP COM 52471Y106 2,683 67,200 SH   SOLE   67,200 0 0
MATTHEWS INTL CORP CL A COM 577128101 7,987 128,310 SH   SOLE   128,310 0 0
MERCANTILE BANK CORP COM 587376104 3,067 87,881 SH   SOLE   87,881 0 0
MOELIS & CO COM 60786M105 17,394 404,045 SH   SOLE   404,045 0 0
MECHANICS BANK RICHMOND CA COM 583614102 902 30 SH   SOLE   30 0 0
THE MARCUS CORP COM 566330106 6,208 224,130 SH   SOLE   224,130 0 0
MDC PARTNERS INC-A COM 552697104 151 13,711 SH   SOLE   13,711 0 0
MGM RESORTS INTERNATIONAL COM 552953101 263 8,085 SH   SOLE   8,085 0 0
MACROGENICS INC COM 556099109 6,619 358,161 SH   SOLE   358,161 0 0
MITEL NETWORKS COM 60671Q104 149 17,745 SH   SOLE   17,745 0 0
MALVERN BANCORP INC COM 561409103 6,928 259,003 SH   SOLE   259,003 0 0
MERIT MED SYS INC COM 589889104 10,122 239,019 SH   SOLE   239,019 0 0
MONMOUTH REAL ESTATE INV COM 609720107 8,474 523,436 SH   SOLE   523,436 0 0
MODEL N INC COM 607525102 9,250 618,715 SH   SOLE   618,715 0 0
MIDWESTONE FINANCIAL GROUP INC COM 598511103 5,095 150,908 SH   SOLE   150,908 0 0
MONOLITHICPOWER SYSTEMS INC COM 609839105 10,546 98,980 SH   SOLE   98,980 0 0
MERCURY SYSTEMS INC COM 589378108 28,313 545,733 SH   SOLE   545,733 0 0
MEDEQUITIES REALTY TRUST INC COM 58409L306 2,409 205,053 SH   SOLE   205,053 0 0
MIDLAND STATES BANCORP INC COM 597742105 1,616 51,013 SH   SOLE   51,013 0 0
MICROSEMI CORP COM 595137100 15,702 305,011 SH   SOLE   305,011 0 0
MAINSOURCE FINANCIAL GROUP COM 56062Y102 1,593 44,420 SH   SOLE   44,420 0 0
MERITAGE CORP COM 59001A102 17,735 399,441 SH   SOLE   399,441 0 0
MANITOWOC COMPANY COM 563571108 8,433 936,954 SH   SOLE   936,954 0 0
MAXLINEAR INC CLASS A COM 57776J100 8,408 354,040 SH   SOLE   354,040 0 0
NATIONAL CAPITAL BANK OF WASHINGTON COM 635162100 364 1,716 SH   SOLE   1,716 0 0
NICHOLET BANKSHARES INC COM 65406E102 2,765 48,060 SH   SOLE   48,060 0 0
NATIONAL COMMERCE CORP COM 63546L102 19,223 449,135 SH   SOLE   449,135 0 0
NEOGENOMICS INC COM 64049M209 12,438 1,117,555 SH   SOLE   1,117,555 0 0
NANTHEALTH INC COM 630104107 854 207,337 SH   SOLE   207,337 0 0
NMI HOLDINGS INC COM 629209305 934 75,340 SH   SOLE   75,340 0 0
SERVICENOW INC COM 81762P102 202 1,720 SH   SOLE   1,720 0 0
NUTRI SYS INC NEW COM 67069D108 30,164 539,601 SH   SOLE   539,601 0 0
NV5 GLOBAL INC COM 62945V109 5,452 99,766 SH   SOLE   99,766 0 0
NEXSTAR MEDIA GROUP INC COM 65336K103 5,805 93,184 SH   SOLE   93,184 0 0
OBALON THERAPEUTICS INC COM 67424L100 602 63,171 SH   SOLE   63,171 0 0
OCEANFIRST FINANCIAL CORP COM 675234108 5,108 185,812 SH   SOLE   185,812 0 0
OCLARO INC COM 67555N206 9,106 1,055,124 SH   SOLE   1,055,124 0 0
OLD LINE BANCSHARES INC COM 67984M100 5,701 203,594 SH   SOLE   203,594 0 0
OLLIE'S BARGAIN OUTLET HOLDINGS COM 681116109 19,004 409,575 SH   SOLE   409,575 0 0
OPUS BANK COM 684000102 12,825 534,380 SH   SOLE   534,380 0 0
OSI SYSTEMS INC COM 671044105 11,235 122,965 SH   SOLE   122,965 0 0
BANK OF THE OZARKS INC COM 063904106 27,595 574,288 SH   SOLE   574,288 0 0
PORTER BANCORP INC COM 736233206 356 31,217 SH   SOLE   31,217 0 0
PARAGON COMMERCIAL CORP COM 69911U403 4,262 75,493 SH   SOLE   75,493 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 34,865 291,146 SH   SOLE   291,146 0 0
PDC ENERGY INC COM 69327R101 8,525 173,875 SH   SOLE   173,875 0 0
PENN NATL GAMING INC COM 707569109 5,639 241,099 SH   SOLE   241,099 0 0
PETIQ INC COM 71639T106 1,856 68,540 SH   SOLE   68,540 0 0
PROFESSIONAL HOLDING CORP COM 743139107 3,347 240,584 SH   SOLE   240,584 0 0
PROOFPOINT INC COM 743424103 25,515 292,540 SH   SOLE   292,540 0 0
PHOTRONICS INC COM 719405102 114 12,925 SH   SOLE   12,925 0 0
DAVE & BUSTER'S ENTERTAINMENT INC. COM 238337109 6,013 114,573 SH   SOLE   114,573 0 0
PLANET FITNESS INC COM 72703H101 16,458 609,992 SH   SOLE   609,992 0 0
PACIFIC MERCANTILE BANCORP COM 694552100 5,483 599,284 SH   SOLE   599,284 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 8,932 133,412 SH   SOLE   133,412 0 0
PACIFIC PREMIER BANCORP COM 69478X105 35,892 950,791 SH   SOLE   950,791 0 0
PQ GROUP HOLDINGS INC COM 73943T103 14,397 834,590 SH   SOLE   834,590 0 0
PRIMORIS SERVICES CORP COM 74164F103 17,072 580,276 SH   SOLE   580,276 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 20,256 374,908 SH   SOLE   374,908 0 0
PEOPLE'S UTAH BANCORP COM 712706209 7,003 215,808 SH   SOLE   215,808 0 0
PUGET SOUND BANCORP INC COM 74532B107 4,057 114,430 SH   SOLE   114,430 0 0
QCR HOLDINGS INC COM 74727A104 4,243 93,253 SH   SOLE   93,253 0 0
QUANTENNA COMMUNICATIONS COM 74766D100 1,699 101,080 SH   SOLE   101,080 0 0
QTS REALTY TRUST INC COM 74736A103 26,273 501,781 SH   SOLE   501,781 0 0
Q2 HOLDINGS INC COM 74736L109 12,718 305,361 SH   SOLE   305,361 0 0
RBB BANCORP COM 74930B105 3,434 150,000 SH   SOLE   150,000 0 0
REIS INC COM 75936P105 3,978 221,026 SH   SOLE   221,026 0 0
REATA PHARMACEUTICALS INC COM 75615P103 14,712 473,051 SH   SOLE   473,051 0 0
RED ROBIN GOURMET BURGERS INC COM 75689M101 10,385 155,006 SH   SOLE   155,006 0 0
IGNYTA INC COM 451731103 14,292 1,157,222 SH   SOLE   1,157,222 0 0
SAGE THERAPEUTICS INC COM 78667J108 3,907 62,708 SH   SOLE   62,708 0 0
SBA COMMUNICATIONS CORP CL A COM 78410G104 203 1,412 SH   SOLE   1,412 0 0
SUSSEX BANCORP COM 869245100 4,331 182,747 SH   SOLE   182,747 0 0
SUNSHINE BANCORP INC COM 86777J108 2,412 103,767 SH   SOLE   103,767 0 0
SEACOAST COMMERCE BANK COM 81171B108 2,215 101,163 SH   SOLE   101,163 0 0
SERVISFIRST BANCSHARES INC COM 81768T108 9,951 256,130 SH   SOLE   256,130 0 0
SOUTHERN FIRST BANCSHARES COM 842873101 2,582 71,032 SH   SOLE   71,032 0 0
SHENANDOAH TELECOMMUNICATION COM 82312B106 2,967 79,758 SH   SOLE   79,758 0 0
MADDEN STEVEN LTD COM 556269108 13,966 322,534 SH   SOLE   322,534 0 0
SVB FINL GROUP COM 78486Q101 9,906 52,946 SH   SOLE   52,946 0 0
SMARTFINANCIAL INC COM 83190L208 4,812 200,000 SH   SOLE   200,000 0 0
SOLARIS OILFIELD INFRASTRUCTURE INC COM 83418M103 5,229 300,000 SH   SOLE   300,000 0 0
SOUTHERN NATL BANCORP OF VA COM 843395104 350 20,598 SH   SOLE   20,598 0 0
SEQUENTIAL BRANDS GROUP INC COM 81734P107 3,389 1,133,543 SH   SOLE   1,133,543 0 0
1ST SOURCE CORP COM 336901103 5,080 100,000 SH   SOLE   100,000 0 0
SRC ENERGY INC COM 78470V108 99 10,195 SH   SOLE   10,195 0 0
SAREPTA THERAPEUTICS INC COM 803607100 32,513 716,772 SH   SOLE   716,772 0 0
STEWARDSHIP FINANCIAL CORPORATION COM 860326107 2,940 300,000 SH   SOLE   300,000 0 0
STERLING BANCORP COM 85917A100 5,219 211,713 SH   SOLE   211,713 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 20,115 502,870 SH   SOLE   502,870 0 0
THE BANCORP INC COM 05969A105 5,169 625,049 SH   SOLE   625,049 0 0
TRIUMPH BANCORP COM 89679E300 4,502 139,610 SH   SOLE   139,610 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 9,091 105,959 SH   SOLE   105,959 0 0
TELADOC INC COM 87918A105 17,496 527,770 SH   SOLE   527,770 0 0
TILLY'S INC-CLASS A SHRS COM 886885102 7,505 625,910 SH   SOLE   625,910 0 0
TIMKENSTEEL CORP COM 887399103 3,336 202,192 SH   SOLE   202,192 0 0
TENNANT CO COM 880345103 11,978 180,936 SH   SOLE   180,936 0 0
TUTOR PERINI CORPORATION COM 901109108 21,201 746,521 SH   SOLE   746,521 0 0
LENDINGTREE INC COM 52603B107 72,856 298,039 SH   SOLE   298,039 0 0
TREX INC COM 89531P105 40,120 445,430 SH   SOLE   445,430 0 0
TABULA RASA HEALTHCARE INC COM 873379101 6,352 237,543 SH   SOLE   237,543 0 0
TETRA TECH INC COM 88162G103 17,951 385,623 SH   SOLE   385,623 0 0
TILE SHOP HLDGS INC COM 88677Q109 8,797 692,665 SH   SOLE   692,665 0 0
TAKE TWO INTERACTIVE SOFTWARE COM 874054109 13,266 129,767 SH   SOLE   129,767 0 0
HOSTESS BRANDS INC COM 44109J106 16,828 1,231,883 SH   SOLE   1,231,883 0 0
UNITY BANCORP INC COM 913290102 3,341 168,750 SH   SOLE   168,750 0 0
US CONCRETE INC COM 90333L201 23,584 309,094 SH   SOLE   309,094 0 0
VERITEX HOLDINGS INC COM 923451108 3,654 135,517 SH   SOLE   135,517 0 0
VEEVA SYSTEMS INC COM 922475108 3,737 66,254 SH   SOLE   66,254 0 0
VONAGE HOLDINGS CORP COM 92886T201 30,104 3,698,332 SH   SOLE   3,698,332 0 0
VARONIS SYSTEMS INC COM 922280102 24,144 576,232 SH   SOLE   576,232 0 0
VIAD CORP COM 92552R406 215 3,527 SH   SOLE   3,527 0 0
WESTERN ALLIANCE BANCORP COM 957638109 9,917 186,834 SH   SOLE   186,834 0 0
WALKER & DUNLOP INC COM 93148P102 2,972 56,787 SH   SOLE   56,787 0 0
WATERSTONE FINANCIAL INC COM 94188P101 780 40,000 SH   SOLE   40,000 0 0
WSFS FINANCIAL CORPORATION COM 929328102 8,268 169,608 SH   SOLE   169,608 0 0
WEST TOWN BANK & TRUST COM 956308100 2,727 109,942 SH   SOLE   109,942 0 0
YEXT INC COM 98585N106 398 30,000 SH   SOLE   30,000 0 0
ZAGG INC COM 98884U108 328 20,838 SH   SOLE   20,838 0 0