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
APPLE INC COM 037833100 585 2,300 SH   SOLE   2,300 0 0
ARCOSA INC COM 039653100 6,876 173,032 SH   SOLE   173,032 0 0
AGREE REALTY CORP COM 008492100 6,100 98,553 SH   SOLE   98,553 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 1,725 597,049 SH   SOLE   597,049 0 0
ADDUS HOMECARE CORPORATION COM 006739106 13,424 198,573 SH   SOLE   198,573 0 0
AGNC INVESTMENT CORP COM 00123Q104 567 53,600 SH   SOLE   53,600 0 0
PLAYAGS INC COM 72814N104 1,550 585,028 SH   SOLE   585,028 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 6,898 478,343 SH   SOLE   478,343 0 0
AEROJET ROCKETDYNE HOLDINGS INC COM 007800105 17,865 427,078 SH   SOLE   427,078 0 0
ALARM.COM HOLDINGS INC COM 011642105 11,393 292,799 SH   SOLE   292,799 0 0
AMERANT BANCORP INC COM 023576101 5,249 341,094 SH   SOLE   341,094 0 0
AMERANT BANCORP INC-CL B COM 023576200 1,757 168,926 SH   SOLE   168,926 0 0
AMAZON.COM, INC COM 023135106 688 353 SH   SOLE   353 0 0
APPLIED THERAPEUTICS INC COM 03828A101 9,389 287,211 SH   SOLE   287,211 0 0
ARMOUR RESIDENTIAL REIT COM 042315507 257 29,130 SH   SOLE   29,130 0 0
ASSEMBLY BIOSCIENCES INC COM 045396108 4,778 322,199 SH   SOLE   322,199 0 0
ATRICURE INC COM 04963C209 13,995 416,652 SH   SOLE   416,652 0 0
AIR TRANSPORT SERVICES GROUP COM 00922R105 6,419 351,165 SH   SOLE   351,165 0 0
AVROBIO INC COM 05455M100 11,176 718,247 SH   SOLE   718,247 0 0
AXOS FINANCIAL INC COM 05465C100 2,325 128,213 SH   SOLE   128,213 0 0
BAYCOM CORP COM 07272M107 1,983 164,592 SH   SOLE   164,592 0 0
BIODELIVERY SCIENCES INTERNATIONAL INC COM 09060J106 7,227 1,906,766 SH   SOLE   1,906,766 0 0
BLACK DIAMOND THERAPEUTICS COM 09203E105 2,761 110,661 SH   SOLE   110,661 0 0
BIOHAVEN PHARMACEUTICAL HOLDINGS COM G11196105 17,437 512,399 SH   SOLE   512,399 0 0
BLACK KNIGHT INC COM 09215C105 1,662 28,630 SH   SOLE   28,630 0 0
TOPBUILD CORP COM 89055F103 8,716 121,667 SH   SOLE   121,667 0 0
BRYN MAWR BK CORP COM 117665109 2,324 81,892 SH   SOLE   81,892 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 21,273 363,772 SH   SOLE   363,772 0 0
BELLRING BRANDS INC COM 079823100 25,731 1,509,172 SH   SOLE   1,509,172 0 0
BRP GROUP INC COM 05589G102 8,485 804,247 SH   SOLE   804,247 0 0
BANK7 CORP COM 06652N107 3,957 498,325 SH   SOLE   498,325 0 0
META FINANCIAL GROUP, INC COM 59100U108 5,386 247,953 SH   SOLE   247,953 0 0
CAMBRIDGE BANCORP COM 132152109 780 15,000 SH   SOLE   15,000 0 0
CNB FINL CORP PA COM 126128107 2,876 152,391 SH   SOLE   152,391 0 0
COGENT COMMUNICATIONS HOLDINGS COM 19239V302 30,681 374,293 SH   SOLE   374,293 0 0
CHEMOCENTRYX INC COM 16383L106 12,965 322,680 SH   SOLE   322,680 0 0
CROSSFIRST BANKSHARES INC COM 22766M109 5,906 703,122 SH   SOLE   703,122 0 0
CENTRIC FINANCIAL CORPORATION COM 15641J101 745 107,000 SH   SOLE   107,000 0 0
CITIZENS FINANCIAL GROIP COM 174610105 593 31,540 SH   SOLE   31,540 0 0
COMMUNITY HEALTHCARE TRUST COM 20369C106 404 10,550 SH   SOLE   10,550 0 0
CHURCHILL DOWNS INC COM 171484108 28,772 279,480 SH   SOLE   279,480 0 0
CHEGG INC COM 163092109 46,817 1,308,469 SH   SOLE   1,308,469 0 0
CHUY'S HOLDINGS INC COM 171604101 3,316 329,266 SH   SOLE   329,266 0 0
CIENA CORP COM 171779309 26,163 657,189 SH   SOLE   657,189 0 0
CHIMERA INVESTMENT CORP COM 16934Q208 245 26,940 SH   SOLE   26,940 0 0
COMERICA INC COM 200340107 318 10,850 SH   SOLE   10,850 0 0
COMMUNITY HERITAGE FINANCIAL INC COM 20370L103 510 26,842 SH   SOLE   26,842 0 0
CANNAE HOLDINGS COM 13765N107 8,529 254,667 SH   SOLE   254,667 0 0
AMERICOLD REALTY TRUST COM 03064D108 603 17,700 SH   SOLE   17,700 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 10,962 671,295 SH   SOLE   671,295 0 0
MR COOPER GROUP INC COM 62482R107 744 101,490 SH   SOLE   101,490 0 0
COSTAR GROUP INC COM 22160N109 960 1,635 SH   SOLE   1,635 0 0
CUSTOMERS BANCORP INC COM 23204G100 137 12,579 SH   SOLE   12,579 0 0
DECIPHERA PHARMACEUTICALS INC COM 24344T101 4,011 97,432 SH   SOLE   97,432 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 8,854 482,001 SH   SOLE   482,001 0 0
DYNEX CAPITAL INC COM 26817Q886 714 68,430 SH   SOLE   68,430 0 0
ENCORE CAPITAL GROUP INC COM 292554102 963 41,190 SH   SOLE   41,190 0 0
EHEALTH INC COM 28238P109 17,726 125,877 SH   SOLE   125,877 0 0
ESSENT GROUP LTD COM G3198U102 905 34,350 SH   SOLE   34,350 0 0
ESQUIRE FINANCIAL HOLDINGS COM 29667J101 5,288 351,370 SH   SOLE   351,370 0 0
EVERQUOTE INC COM 30041R108 8,056 306,878 SH   SOLE   306,878 0 0
EVERI HOLDINGS INC COM 30034T103 5,589 1,693,729 SH   SOLE   1,693,729 0 0
NATIONAL VISION HOLDINGS COM 63845R107 3,220 165,790 SH   SOLE   165,790 0 0
FIRST AMERICAN FINANCIAL COM 31847R102 1,347 31,750 SH   SOLE   31,750 0 0
FLAGSTAR BANCORP INC COM 337930705 674 33,970 SH   SOLE   33,970 0 0
FIRST CHOICE BANCORP COM 31948P104 1,839 122,502 SH   SOLE   122,502 0 0
FIRSTCASH INC COM 33767D105 1,708 23,804 SH   SOLE   23,804 0 0
FIRST FOUNDATION INC COM 32026V104 273 26,750 SH   SOLE   26,750 0 0
FIFTH THIRD BANCORP COM 316773100 622 41,910 SH   SOLE   41,910 0 0
FIVE BELOW COM 33829M101 11,715 166,457 SH   SOLE   166,457 0 0
FIDELITY NATIONAL FINANCIAL INC COM 31620R303 345 13,870 SH   SOLE   13,870 0 0
FOCUS FINANCIAL PARTNERS COM 34417P100 2,093 90,940 SH   SOLE   90,940 0 0
FRESHPET INC COM 358039105 43,657 683,524 SH   SOLE   683,524 0 0
GANNETT CO COM 36472T109 17 11,571 SH   SOLE   11,571 0 0
GLU MOBILE INC COM 379890106 20,678 3,287,396 SH   SOLE   3,287,396 0 0
GENERAC HOLDINGS INC COM 368736104 13,266 142,385 SH   SOLE   142,385 0 0
ALPHABET INC CLA A COM 02079K305 385 331 SH   SOLE   331 0 0
CHART INDS INC COM 16115Q308 8,403 289,965 SH   SOLE   289,965 0 0
HAEMONETICS CORPORATION COM 405024100 23,494 235,740 SH   SOLE   235,740 0 0
HILLTOP HOLDINGS INC COM 432748101 788 52,105 SH   SOLE   52,105 0 0
HORIZON THERAPEUTICS PLC COM G46188101 32,975 1,113,281 SH   SOLE   1,113,281 0 0
INNOVATIVE INDUSTRIAL PROPER COM 45781V101 5,249 69,133 SH   SOLE   69,133 0 0
INDUSTRIAL LOGISTICS PROPERTIES COM 456237106 864 49,282 SH   SOLE   49,282 0 0
INTL FCSTONE INC COM 46116V105 1,389 38,309 SH   SOLE   38,309 0 0
INPHI CORP COM 45772F107 4,266 53,890 SH   SOLE   53,890 0 0
INVESTORS BANCORP INC COM 46146L101 1,485 185,900 SH   SOLE   185,900 0 0
INTEGER HOLDINGS CORP COM 45826H109 21,334 339,393 SH   SOLE   339,393 0 0
JACK IN THE BOX INC COM 466367109 7,093 202,363 SH   SOLE   202,363 0 0
JAMES RIVER GROUP HOLDINGS COM G5005R107 676 18,648 SH   SOLE   18,648 0 0
KINGSTONE INC COM 496719105 260 50,901 SH   SOLE   50,901 0 0
KALEYRA INC COM 483379103 358 49,021 SH   SOLE   49,021 0 0
KINSALE CAPITAL GROUP INC COM 49714P108 1,082 10,353 SH   SOLE   10,353 0 0
KARYOPHARM THERAPEUTICS INC COM 48576U106 16,631 865,725 SH   SOLE   865,725 0 0
KRATOS DEFENSE AND SECURITY COM 50077B207 27,155 1,962,054 SH   SOLE   1,962,054 0 0
LADDER CAPITAL CORP - CLASS A COM 505743104 437 92,100 SH   SOLE   92,100 0 0
LUTHER BURBANK CORP COM 550550107 190 20,666 SH   SOLE   20,666 0 0
LUMENTUM HOLDINGS INC COM 55024U109 5,689 77,191 SH   SOLE   77,191 0 0
LIVANOVA PLC COM G5509L101 8,663 191,458 SH   SOLE   191,458 0 0
LIVE OAK BANCSHARES INC COM 53803X105 1,436 115,147 SH   SOLE   115,147 0 0
MOELIS & CO COM 60786M105 15,364 546,763 SH   SOLE   546,763 0 0
METROPOLITAN BANK HOLDING CO COM 591774104 5,608 208,258 SH   SOLE   208,258 0 0
MECHANICS BANK RICHMOND CA COM 583614102 1,161 53 SH   SOLE   53 0 0
MALVERN BANCORP INC COM 561409103 2,290 186,950 SH   SOLE   186,950 0 0
MERIT MED SYS INC COM 589889104 7,222 231,096 SH   SOLE   231,096 0 0
MONMOUTH REAL ESTATE INV COM 609720107 3,116 258,562 SH   SOLE   258,562 0 0
MODEL N INC COM 607525102 13,104 590,003 SH   SOLE   590,003 0 0
MERCURY SYSTEMS INC COM 589378108 27,851 390,398 SH   SOLE   390,398 0 0
MIRATI THERAPEUTICS INC COM 60468T105 16,265 211,597 SH   SOLE   211,597 0 0
MICROSOFT CORP COM 594918104 701 4,444 SH   SOLE   4,444 0 0
MISONIX INC COM 604871103 659 70,000 SH   SOLE   70,000 0 0
MGIC INVESTMENT CORP COM 552848103 819 128,910 SH   SOLE   128,910 0 0
MERITAGE CORP COM 59001A102 13,537 370,772 SH   SOLE   370,772 0 0
MACOM TECHNOLOGY SOLUTIONS COM 55405Y100 11,943 630,878 SH   SOLE   630,878 0 0
MVB FINANCIAL CORP COM 553810102 322 25,267 SH   SOLE   25,267 0 0
NCS MULTISTAGE HOLDINGS INC COM 628877102 8 11,744 SH   SOLE   11,744 0 0
NOODLES AND COMPANY COM 65540B105 4,372 928,277 SH   SOLE   928,277 0 0
NEBULA ACQUISTION CORP CL A COM 629076100 2,116 208,477 SH   SOLE   208,477 0 0
NEOGENOMICS INC COM 64049M209 32,994 1,195,015 SH   SOLE   1,195,015 0 0
NEW RELIC INC COM 64829B100 7,231 156,388 SH   SOLE   156,388 0 0
NEW FORTRESS ENERGY LLC COM 644393100 6,214 634,740 SH   SOLE   634,740 0 0
ANNALY CAPITAL MANAGEMENT COM 035710409 571 112,590 SH   SOLE   112,590 0 0
NMI HOLDINGS INC COM 629209305 978 84,220 SH   SOLE   84,220 0 0
NEXPOINT REAL ESTATE FINANCE COM 65342V101 1,721 178,345 SH   SOLE   178,345 0 0
NEW RESIDENTIAL INVESTMENT COM 64828T201 305 60,850 SH   SOLE   60,850 0 0
NVIDIA CORPORATION COM 67066G104 286 1,086 SH   SOLE   1,086 0 0
NV5 GLOBAL INC COM 62945V109 12,115 293,410 SH   SOLE   293,410 0 0
NEXPOINT RESIDENTIAL TRUST INC COM 65341D102 273 10,830 SH   SOLE   10,830 0 0
OCEANFIRST FINANCIAL CORP COM 675234108 11,134 699,795 SH   SOLE   699,795 0 0
ONCOCYTE CORP COM 68235C107 4,988 2,035,891 SH   SOLE   2,035,891 0 0
ONEMAIN HOLDINGS INC COM 68268W103 2,639 138,036 SH   SOLE   138,036 0 0
1LIFE HEALTHCARE INC COM 68269G107 4,441 244,667 SH   SOLE   244,667 0 0
ONTO INNOVATION INC COM 683344105 9,755 328,786 SH   SOLE   328,786 0 0
OYSTER POINT PHARMA INC COM 69242L106 7,010 200,293 SH   SOLE   200,293 0 0
PASSAGE BIO INC COM 702712100 5,056 321,013 SH   SOLE   321,013 0 0
PARSLEY ENERGY INC COM 701877102 64 11,120 SH   SOLE   11,120 0 0
PROFESSIONAL HOLDING CORP COM 743139107 4,699 294,627 SH   SOLE   294,627 0 0
PROOFPOINT INC COM 743424103 9,066 88,371 SH   SOLE   88,371 0 0
PENNYMAC FINANCIAL SERVICES COM 70932B101 1,912 95,670 SH   SOLE   95,670 0 0
THE CHILDRENS PLACE INC COM 168905107 2,789 142,600 SH   SOLE   142,600 0 0
PALOMAR HOLDINGS INC COM 69753M105 23,225 399,321 SH   SOLE   399,321 0 0
PLANET FITNESS INC COM 72703H101 19,474 399,878 SH   SOLE   399,878 0 0
PLYMOUTH INDUSTRIAL REIT INC COM 729640102 353 31,667 SH   SOLE   31,667 0 0
PENNYMAC MRTG INV COM 70931T103 1,027 96,740 SH   SOLE   96,740 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 14,052 374,323 SH   SOLE   374,323 0 0
PACIFIC PREMIER BANCORP COM 69478X105 17,517 929,778 SH   SOLE   929,778 0 0
PQ GROUP HOLDINGS INC COM 73943T103 7,151 656,014 SH   SOLE   656,014 0 0
PERFICIENT INC COM 71375U101 10,826 399,613 SH   SOLE   399,613 0 0
PLURALSIGHT INC COM 72941B106 13,826 1,259,236 SH   SOLE   1,259,236 0 0
PURE STORAGE COM 74624M102 130 10,531 SH   SOLE   10,531 0 0
POSTAL REALTY TRUST INC COM 73757R102 2,167 136,956 SH   SOLE   136,956 0 0
POTOMAC BANCSHARES INC COM 737643106 200 19,234 SH   SOLE   19,234 0 0
PTC THERAPEUTICS INC COM 69366J200 3,823 85,696 SH   SOLE   85,696 0 0
QTS REALTY TRUST INC COM 74736A103 20,602 355,145 SH   SOLE   355,145 0 0
Q2 HOLDINGS INC COM 74736L109 3,908 66,169 SH   SOLE   66,169 0 0
RADIAN GROUP INC COM 750236101 251 19,400 SH   SOLE   19,400 0 0
RADIUS HEALTH INC COM 750469207 9,681 744,713 SH   SOLE   744,713 0 0
REPLIMUNE GROUP INC COM 76029N106 7,764 778,773 SH   SOLE   778,773 0 0
REATA PHARMACEUTICALS INC COM 75615P103 14,344 99,374 SH   SOLE   99,374 0 0
REPAY HOLDINGS CORP CL A COM 76029L100 2,652 184,790 SH   SOLE   184,790 0 0
RAPID7 INC COM 753422104 28,573 659,422 SH   SOLE   659,422 0 0
REVOLUTION MEDICINES INC COM 76155X100 1,006 45,918 SH   SOLE   45,918 0 0
REDWOOD TRUST INC COM 758075402 570 112,560 SH   SOLE   112,560 0 0
SAFEHOLD INC COM 78645L100 1,138 17,992 SH   SOLE   17,992 0 0
SCIENCE APPLICATIONS INTERNATIONAL CORP COM 808625107 17,495 234,424 SH   SOLE   234,424 0 0
SAILPOINT TECHNOLOGIES HOLDINGS COM 78781P105 7,627 501,132 SH   SOLE   501,132 0 0
BOSTON BEER COMPANY, INC CLASS A COM 100557107 15,574 42,372 SH   SOLE   42,372 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,403 17,452 SH   SOLE   17,452 0 0
SEACOAST COMMERCE BANK COM 81171B108 1,079 87,987 SH   SOLE   87,987 0 0
SEAWORLD ENTERTAINMENT COM 81282V100 3,944 357,861 SH   SOLE   357,861 0 0
SERVISFIRST BANCSHARES INC COM 81768T108 3,918 133,618 SH   SOLE   133,618 0 0
SOUTHERN FIRST BANCSHARES COM 842873101 2,015 71,032 SH   SOLE   71,032 0 0
SHENANDOAH TELECOMMUNICATION COM 82312B106 7,914 160,697 SH   SOLE   160,697 0 0
MADDEN STEVEN LTD COM 556269108 5,801 249,741 SH   SOLE   249,741 0 0
SILVERGATE CAPITAL CORPORATION COM 82837P408 2,113 221,529 SH   SOLE   221,529 0 0
SIMPLY GOOD FOODS CO COM 82900L102 30,548 1,586,104 SH   SOLE   1,586,104 0 0
SYNOVUS FINANCIAL CORP COM 87161C501 627 35,690 SH   SOLE   35,690 0 0
SEASPINE HOLDINGS CORP COM 81255T108 1,845 225,769 SH   SOLE   225,769 0 0
STAG INDUSTRIALS INC COM 85254J102 4,333 192,421 SH   SOLE   192,421 0 0
STERLING BANCORP COM 85917A100 319 30,560 SH   SOLE   30,560 0 0
SVMK INC COM 78489X103 14,166 1,048,548 SH   SOLE   1,048,548 0 0
DEL TACO RESTAURANTS INC COM 245496104 1,122 327,247 SH   SOLE   327,247 0 0
THE BANCORP INC COM 05969A105 4,714 776,563 SH   SOLE   776,563 0 0
TRIUMPH BANCORP COM 89679E300 5,975 229,806 SH   SOLE   229,806 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 486 21,900 SH   SOLE   21,900 0 0
TCF FINANCIAL CORP COM 872307103 286 12,640 SH   SOLE   12,640 0 0
TELADOC HEALTH INC COM 87918A105 17,275 111,445 SH   SOLE   111,445 0 0
TFS FINANCIAL CORP COM 87240R107 602 39,429 SH   SOLE   39,429 0 0
TILLY'S INC-CLASS A SHRS COM 886885102 2,679 648,682 SH   SOLE   648,682 0 0
TRANSMEDICS GROUP INC COM 89377M109 5,128 424,472 SH   SOLE   424,472 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 7,009 637,208 SH   SOLE   637,208 0 0
TANDEM DIABETES CARE INC COM 875372203 14,269 221,736 SH   SOLE   221,736 0 0
TRINET GROUP IN COM 896288107 9,604 255,023 SH   SOLE   255,023 0 0
TURNING POINT THERAPEUTICS INC COM 90041T108 2,147 48,083 SH   SOLE   48,083 0 0
LENDINGTREE INC COM 52603B107 10,372 56,555 SH   SOLE   56,555 0 0
TREX INC COM 89531P105 38,196 476,615 SH   SOLE   476,615 0 0
TABULA RASA HEALTHCARE INC COM 873379101 19,284 368,788 SH   SOLE   368,788 0 0
TRISTATE CAPITAL HOLDINGS COM 89678F100 1,157 119,615 SH   SOLE   119,615 0 0
TETRA TECH INC COM 88162G103 24,696 349,702 SH   SOLE   349,702 0 0
TWIST BIOSCIENCE CORP COM 90184D100 13,017 425,655 SH   SOLE   425,655 0 0
UNITED BANKSHARES INC COM 909907107 604 26,175 SH   SOLE   26,175 0 0
UNIVERSITY BANCORP INC COM 914090105 1,525 250,000 SH   SOLE   250,000 0 0
UNITY BANCORP INC COM 913290102 860 73,491 SH   SOLE   73,491 0 0
USA TECHNOLOGIES INC COM 90328S500 5,222 1,135,296 SH   SOLE   1,135,296 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 10,218 107,753 SH   SOLE   107,753 0 0
VISA INC-CLASS A COM 92826C839 203 1,262 SH   SOLE   1,262 0 0
VERICEL CORP COM 92346J108 2,857 311,609 SH   SOLE   311,609 0 0
VIAVI SOLUTIONS INC COM 925550105 17,300 1,543,250 SH   SOLE   1,543,250 0 0
VICOR CORPORATION COM 925815102 9,633 216,285 SH   SOLE   216,285 0 0
VALLEY NATIONAL BANCORP COM 919794107 1,589 217,390 SH   SOLE   217,390 0 0
VAREX IMAGING CORPORATION COM 92214X106 7,657 337,145 SH   SOLE   337,145 0 0
VARONIS SYSTEMS INC COM 922280102 22,731 357,013 SH   SOLE   357,013 0 0
WEBSTER FINANCIAL CORPORATION COM 947890109 370 16,140 SH   SOLE   16,140 0 0
BOINGO WIRELESS INC COM 09739C102 2,728 257,091 SH   SOLE   257,091 0 0
WINTRUST FINANCIAL CORP COM 97650W108 595 18,120 SH   SOLE   18,120 0 0
EXICURE INC COM 30205M101 1,369 925,000 SH   SOLE   925,000 0 0
YETI HOLDINGS INC COM 98585X104 6,964 356,778 SH   SOLE   356,778 0 0
ZOGENIX INC COM 98978L204 10,117 409,083 SH   SOLE   409,083 0 0