Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
—	GBX	105,380	$84.56M	6.0%	$802.44	$911.24	—	46858	393657AM3
—	F	87,958	$81.15M	5.8%	$922.57	$1010.50	—	46096	345370CZ1
—	HALO	89,152	$76.27M	5.4%	$855.48	$890.19	—	46447	40637HAD1
—	VSH	72,058	$67.26M	4.8%	$933.41	$968.54	—	45823	928298AP3
—	AKAM	65,906	$61.92M	4.4%	$939.55	$977.34	—	46631	00971TAL5
—	PCRX	59,781	$59.43M	4.2%	$994.08	$1068.11	—	45870	695127AF7
—	GES	60,219	$57.16M	4.1%	$949.14	$994.74	—	45397	401617AD7
—	PETQ	67,308	$55.93M	4.0%	$830.96	$1164.21	—	46174	71639TAB2
—	CAKE	67,712	$54.02M	3.8%	$797.83	$947.88	—	46188	163072AA9
—	BMRN	52,002	$52.12M	3.7%	$1002.29	$1010.88	—	46522	09061GAK7
—	LRN	49,276	$49.97M	3.5%	$1014.04	$992.92	—	46631	86333MAA6
—	JBLU	65,909	$48.41M	3.4%	$734.57	$747.90	—	46113	477143AP6
—	SAVE	55,341	$47.63M	3.4%	$860.61	$938.39	—	46157	848577AB8
—	JAZZ	48,314	$46.01M	3.3%	$952.23	$1017.26	—	45519	472145AD3
—	CHGG	50,458	$44.58M	3.2%	$883.49	$888.41	—	45731	163092AD1
—	TRIP	53,042	$43.62M	3.1%	$822.27	$783.92	—	46113	896945AD4
—	HAE	51,270	$41.72M	3.0%	$813.71	$855.51	—	46082	405024AB6
—	IMAX	40,958	$34.72M	2.5%	$847.67	$887.26	—	46113	45245EAJ8
—	IDCC	35,571	$33.58M	2.4%	$944.06	$970.45	—	45444	45867GAB7
—	PSN	32,235	$33.28M	2.4%	$1032.45	$1005.00	—	45884	70202LAB8
—	EB	34,428	$31.43M	2.2%	$912.83	$1056.36	—	54497	298736AL3
—	KAMN	33,019	$31.42M	2.2%	$951.48	$1023.73	—	45413	483548AF0
—	NUVA	35,133	$30.81M	2.2%	$877.04	$1006.43	—	45731	670704AJ4
—	ITRI	38,117	$30.72M	2.2%	$805.99	$867.47	—	46096	465741AN6
—	LCII	28,118	$24.53M	1.7%	$872.32	$1070.10	—	46157	501812AB7
—	CBRL	24,647	$20.72M	1.5%	$840.59	$840.14	—	46188	22410JAB2
—	MITK	23,962	$20.52M	1.5%	$856.52	$862.65	—	46054	606710AA9
—	CENX	26,086	$17.27M	1.2%	$662.19	$789.79	—	46874	156431AQ1
—	IRWD	15,287	$15.58M	1.1%	$1019.36	$1019.36	—	46188	46333XAH1
—	BURL	14,836	$14.28M	1.0%	$962.19	$962.19	—	45762	122017AB2
—	STAR	13,934	$13.12M	0.9%	$941.29	$941.29	—	45153	41068XAD2
—	PAR	13,867	$12.99M	0.9%	$937.12	$932.64	—	46096	55405YAB6
—	IRWD	12,388	$12.46M	0.9%	$1005.65	$1005.65	—	45458	46333XAF5
—	WGO	8,293	$8.715M	0.6%	$1050.89	$1024.12	—	45748	974637AB6
—	DKNG	12,705	$8.339M	0.6%	$656.36	$718.56	—	46827	26142RAB0
—	ATSG	8,210	$8.208M	0.6%	$999.76	$1071.87	—	45580	00922RAB1
—	TWTR	7,736	$7.119M	0.5%	$920.24	$909.55	—	46096	90184LAN2
—	PMT	7,847	$6.401M	0.5%	$815.73	$958.34	—	46096	70932AAF0
—	BXMT	4,787	$4.143M	0.3%	$865.47	$986.01	—	46461	09257WAE0
—	Z	4,315	$3.981M	0.3%	$922.60	$942.38	—	45792	98954MAH4
—	LITE	3,596	$3.372M	0.2%	$937.71	$993.16	—	46371	55024UAD1
—	HOPE	2,930	$2.85M	0.2%	$972.70	$985.77	—	50540	43940TAB5
—	WDC	2,617	$2.492M	0.2%	$952.24	$952.47	—	45323	958102AP0
—	MTN	2,372	$2.093M	0.1%	$882.38	$1076.48	—	46023	91879QAN9
—	VRNT	1,295	$1.08M	0.1%	$833.98	$918.29	—	46127	92343XAC4
—	RWT	944	$855K	0.1%	$905.72	$992.62	—	45488	758075AD7
—	PRAA	667	$655K	0.0%	$982.01	$1006.75	—	45078	69354NAB2
—	HALO	125	$118K	0.0%	$944.00	$944.00	—	46980	40637HAE9
—	KREF	110	$109K	0.0%	$990.91	$990.91	—	45061	48251KAB6
—	ARI	100	$100K	0.0%	$1000.00	$1000.00	—	45214	03762UAC9
—	PMT	95	$90,000	0.0%	$947.37	$947.37	—	45597	70932AAD5
—	PATK	90	$90,000	0.0%	$1000.00	$1000.00	—	45153	647551AC4
—	LYFT	105	$90,000	0.0%	$857.14	$856.00	—	45792	55087PAB0
—	PATK	90	$89,000	0.0%	$988.89	$1025.21	—	44958	703343AB9
—	STWD	90	$89,000	0.0%	$988.89	$988.89	—	45017	85571BAH8
—	GPMT	84	$82,000	0.0%	$976.19	$976.19	—	45200	38741LAC1
—	ILMN	80	$77,000	0.0%	$962.50	$962.50	—	45153	452327AK5
—	INVA	75	$74,000	0.0%	$986.67	$986.67	—	44941	88338TAB0
—	SUPN	65	$64,000	0.0%	$984.62	$984.62	—	45017	868459AD0
—	BXMT	65	$64,000	0.0%	$984.62	$984.62	—	45000	09257WAC4
—	ENV	75	$63,000	0.0%	$840.00	$840.00	—	45884	29404KAE6
—	LGND	65	$63,000	0.0%	$969.23	$969.23	—	45061	53220KAF5
—	IART	65	$57,000	0.0%	$876.92	$876.92	—	45884	457985AM1
—	SFL	55	$54,000	0.0%	$981.82	$981.82	—	45047	824689AG8
—	RWT	49	$48,000	0.0%	$979.59	$979.59	—	45153	758075AC9