The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| 8X8 INC NEW | COM | 282914100 | 920 | 66,350 | SH | SOLE | 65,000 | 1,350 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 11,737 | 6,020 | SH | SOLE | 5,900 | 120 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 14,708 | 67,545 | SH | SOLE | 65,845 | 1,700 | 0 | ||
| AVALARA INC | COM | 05338G106 | 2,093 | 28,050 | SH | SOLE | 27,500 | 550 | 0 | ||
| EHEALTH INC | COM | 28238P109 | 17,293 | 122,800 | SH | SOLE | 120,000 | 2,800 | 0 | ||
| EURONET WORLDWIDE INC | COM | 298736109 | 2,447 | 28,550 | SH | SOLE | 28,000 | 550 | 0 | ||
| FIVE9 INC | COM | 338307101 | 15,216 | 199,000 | SH | SOLE | 195,000 | 4,000 | 0 | ||
| GRAND CANYON ED INC | COM | 38526M106 | 16,523 | 216,600 | SH | SOLE | 200,000 | 16,600 | 0 | ||
| GREEN DOT CORP | CL A | 39304D102 | 5,182 | 204,100 | SH | SOLE | 200,000 | 4,100 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 9,652 | 61,200 | SH | SOLE | 60,000 | 1,200 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 7,069 | 122,450 | SH | SOLE | 120,000 | 2,450 | 0 | ||
| ORTHOPEDIATRICS CORP | COM | 68752L100 | 4,450 | 112,250 | SH | SOLE | 110,000 | 2,250 | 0 | ||
| OSI SYSTEMS INC | COM | 671044105 | 6,696 | 97,150 | SH | SOLE | 95,000 | 2,150 | 0 | ||
| PAPA JOHNS INTL INC | COM | 698813102 | 6,807 | 127,550 | SH | SOLE | 125,000 | 2,550 | 0 | ||
| PJT PARTNERS INC | COM CL A | 69343T107 | 9,880 | 227,700 | SH | SOLE | 223,100 | 4,600 | 0 | ||
| POOL CORPORATION | COM | 73278L105 | 10,242 | 52,050 | SH | SOLE | 51,000 | 1,050 | 0 | ||
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 2,914 | 79,500 | SH | SOLE | 77,900 | 1,600 | 0 | ||
| SMART GLOBAL HLDGS INC | SHS | G8232Y101 | 744 | 30,600 | SH | SOLE | 30,000 | 600 | 0 | ||
| SMILEDIRECTCLUB INC | CL A COM | 83192H106 | 234 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | 943 | 153,100 | SH | SOLE | 150,000 | 3,100 | 0 | ||
| VISTA OUTDOOR INC | COM | 928377100 | 1,527 | 173,500 | SH | SOLE | 170,000 | 3,500 | 0 | ||