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
AAC HOLDINGS INC COM 000307108 1,272 64,275 SH   SOLE   64,275 0 0
ACADIA HEALTHCARE CO INC COM 00404A109 1,510 27,400 SH   SOLE   27,400 0 0
ACTUA CORP COM 005094107 139 15,324 SH   SOLE   15,324 0 0
ADEPTUS HEALTH INC-CLASS A CL A 006855100 1,250 22,500 SH   SOLE   22,500 0 0
AMERICAN EQUITY INVT LIFE HL COM 025676206 6,384 380,000 SH   SOLE   380,000 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 1,909 56,800 SH   SOLE   56,800 0 0
AVG TECHNOLOGIES SHS N07831105 1,357 65,413 SH   SOLE   65,413 0 0
AVID TECHNOLOGY INC COM 05367P100 1,826 270,127 SH   SOLE   270,127 0 0
AVIS BUDGET GROUP INC COM 053774105 1,817 66,400 SH   SOLE   66,400 0 0
BARRETT BUSINESS SVCS INC COM 068463108 3,457 120,255 SH   SOLE   120,255 0 0
BAZAARVOICE INC COM 073271108 945 300,000 SH   SOLE   300,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 4,168 478,000 SH   SOLE   478,000 0 0
BIOTELEMETRY INC COM 090672106 658 56,319 SH   SOLE   56,319 0 0
BMC STOCK HOLDINGS INC COM 05591B109 2,403 144,569 SH   SOLE   144,569 0 0
BOFI HOLDING INC COM 05566U108 2,466 115,556 SH   SOLE   115,556 0 0
BRIDGEPOINT EDUCATION INC COM 10807M105 1,277 126,700 SH   SOLE   126,700 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 14,154 1,255,886 SH   SOLE   1,255,886 0 0
CAESARSTONE SDOT-YAM LTD SHS M20598104 5,029 146,398 SH   SOLE   146,398 0 0
CALLIDUS SOFTWARE INC COM 13123E500 3,559 213,390 SH   SOLE   213,390 0 0
CAMECO CORP COM 13321L108 4,224 329,000 SH   SOLE   329,000 0 0
CARDIOVASCULAR SYSTEMS INC COM 141619106 826 79,700 SH   SOLE   79,700 0 0
CARDTRONICS INC COM 14161H108 2,933 81,500 SH   SOLE   81,500 0 0
CARRIAGE SERVICES INC COM 143905107 864 40,000 SH   SOLE   40,000 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104 2,704 187,230 SH   SOLE   187,230 0 0
CELGENE CORP COM 151020104 1,802 18,000 SH   SOLE   18,000 0 0
CEMEX SAB-SPONS ADR PART CER SPON ADR NEW 151290889 4,576 628,513 SH   SOLE   628,513 0 0
CERUS CORP COM 157085101 1,454 245,272 SH   SOLE   245,272 0 0
CHEROKEE INC COM 16444H102 4,483 252,013 SH   SOLE   252,013 0 0
CIMPRESS NV SHS EURO N20146101 2,249 24,800 SH   SOLE   24,800 0 0
CITI TRENDS INC COM 17306X102 303 17,000 SH   SOLE   17,000 0 0
CONN'S INC COM 208242107 2,461 197,500 SH   SOLE   197,500 0 0
COPA HOLDINGS SA-CLASS A CL A P31076105 1,524 22,500 SH   SOLE   22,500 0 0
COSTAR GROUP INC COM 22160N109 1,411 7,500 SH   SOLE   7,500 0 0
CPI CARD GROUP INC COM 12634H101 206 25,000 SH   SOLE   25,000 0 0
CRITEO SA-SPON ADR SPONS ADS 226718104 1,015 24,500 SH   SOLE   24,500 0 0
CSI COMPRESSCO LP COM UNIT 12637A103 2,073 359,879 SH   SOLE   359,879 0 0
CTRIP.COM INTERNATIONAL-ADR AMERICAN DEP SHS 22943F100 531 12,000 SH   SOLE   12,000 0 0
DEL TACO RESTAURANTS INC COM 245496104 692 67,000 SH   SOLE   67,000 0 0
DELEK US HOLDINGS INC COM 246647101 3,757 246,500 SH   SOLE   246,500 0 0
DIGIMARC CORP COM 25381B101 1,612 53,197 SH   SOLE   53,197 0 0
DIXIE GROUP INC CL A 255519100 2,807 666,710 SH   SOLE   666,710 0 0
ELECTRONIC ARTS INC COM 285512109 3,636 55,000 SH   SOLE   55,000 0 0
ENCORE CAPITAL GROUP INC COM 292554102 2,909 113,000 SH   SOLE   113,000 0 0
EURONET WORLDWIDE INC COM 298736109 2,223 30,000 SH   SOLE   30,000 0 0
EXTENDED STAY AMERICA INC UNIT 99/99/9999B 30224P200 7,024 430,949 SH   SOLE   430,949 0 0
FACEBOOK INC-A CL A 30303M102 1,472 12,900 SH   SOLE   12,900 0 0
FENIX PARTS INC COM 31446L100 368 80,000 SH   SOLE   80,000 0 0
FIESTA RESTAURANT GROUP COM 31660B101 3,896 118,847 SH   SOLE   118,847 0 0
FIRST CASH FINL SVCS INC COM 31942D107 2,165 47,000 SH   SOLE   47,000 0 0
FNF GROUP FNF GROUP COM 31620R303 4,204 124,000 SH   SOLE   124,000 0 0
FORTINET INC COM 34959E109 2,604 85,000 SH   SOLE   85,000 0 0
GENERAL MOTORS CO COM 37045V100 10,582 336,694 SH   SOLE   336,694 0 0
GENTHERM INC COM 37253A103 1,875 45,072 SH   SOLE   45,072 0 0
GIGPEAK INC COM 37517Y103 857 317,500 SH   SOLE   317,500 0 0
GLOBUS MEDICAL INC - A CL A 379577208 1,781 75,000 SH   SOLE   75,000 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 1,428 97,204 SH   SOLE   97,204 0 0
GRAY TELEVISION INC COM 389375106 774 66,000 SH   SOLE   66,000 0 0
HCA HOLDINGS INC COM 40412C101 2,342 30,000 SH   SOLE   30,000 0 0
HEALTHEQUITY INC COM 42226A107 745 30,200 SH   SOLE   30,200 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 5,839 554,476 SH   SOLE   554,476 0 0
HILL INTERNATIONAL INC COM 431466101 764 226,662 SH   SOLE   226,662 0 0
HMS HOLDINGS CORP COM 40425J101 2,214 154,271 SH   SOLE   154,271 0 0
HOME BANCSHARES INC COM 436893200 1,534 37,456 SH   SOLE   37,456 0 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 2,836 142,212 SH   SOLE   142,212 0 0
HUNT (JB) TRANSPRT SVCS INC COM 445658107 1,537 18,250 SH   SOLE   18,250 0 0
IMAX CORP COM 45245E109 973 31,300 SH   SOLE   31,300 0 0
INCONTACT INC COM 45336E109 2,078 233,800 SH   SOLE   233,800 0 0
INOGEN INC COM 45780L104 1,281 28,488 SH   SOLE   28,488 0 0
INTEGRATED DEVICE TECH INC COM 458118106 679 33,200 SH   SOLE   33,200 0 0
INTERSECT ENT INC COM 46071F103 1,182 62,213 SH   SOLE   62,213 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 2,285 17,500 SH   SOLE   17,500 0 0
JD.COM INC-ADR SPON ADR CL A 47215P106 1,855 70,000 SH   SOLE   70,000 0 0
KAR AUCTION SERVICES INC COM 48238T109 1,735 45,500 SH   SOLE   45,500 0 0
KIRBY CORP COM 497266106 1,206 20,000 SH   SOLE   20,000 0 0
KONA GRILL INC COM 50047H201 2,859 220,800 SH   SOLE   220,800 0 0
KRATOS DEFENSE & SECURITY COM NEW 50077B207 149 30,000 SH   SOLE   30,000 0 0
KRISPY KREME DOUGHNUTS INC COM 501014104 3,192 204,753 SH   SOLE   204,753 0 0
KVH INDUSTRIES INC COM 482738101 944 98,900 SH   SOLE   98,900 0 0
LANNETT CO INC COM 516012101 353 19,700 SH   SOLE   19,700 0 0
LEGACYTEXAS FINANCIAL GROUP COM 52471Y106 1,769 90,000 SH   SOLE   90,000 0 0
LIBERTY GLOBAL PLC LILAC - C CL C G5480U153 308 8,135 SH   SOLE   8,135 0 0
LIBERTY GLOBAL PLC-SERIES C CL C G5480U120 5,302 162,702 SH   SOLE   162,702 0 0
LIBERTY TAX INC CL A 53128T102 897 45,780 SH   SOLE   45,780 0 0
LIFELOCK INC COM 53224V100 1,201 99,500 SH   SOLE   99,500 0 0
LINKEDIN CORP - A COM CL A 53578A108 2,859 25,000 SH   SOLE   25,000 0 0
LKQ CORP COM 501889208 4,566 143,000 SH   SOLE   143,000 0 0
LULULEMON ATHLETICA INC COM 550021109 5,349 79,000 SH   SOLE   79,000 0 0
MALIBU BOATS INC - A COM CL A 56117J100 615 37,500 SH   SOLE   37,500 0 0
MARINEMAX INC COM 567908108 909 46,696 SH   SOLE   46,696 0 0
MARKETO INC COM 57063L107 2,739 139,956 SH   SOLE   139,956 0 0
MAXWELL TECHNOLOGIES INC COM 577767106 221 37,288 SH   SOLE   37,288 0 0
MCBC HOLDINGS INC COM 55276F107 5,607 398,232 SH   SOLE   398,232 0 0
MDC HOLDINGS INC COM 552676108 1,395 55,658 SH   SOLE   55,658 0 0
MEDNAX INC COM 58502B106 1,898 29,376 SH   SOLE   29,376 0 0
METHODE ELECTRONICS INC COM 591520200 8,535 291,907 SH   SOLE   291,907 0 0
MGP INGREDIENTS INC COM 55303J106 242 10,000 SH   SOLE   10,000 0 0
MICRON TECHNOLOGY INC COM 595112103 1,047 100,000 SH   SOLE   100,000 0 0
MIMEDX GROUP INC COM 602496101 747 85,500 SH   SOLE   85,500 0 0
MIX TELEMATICS LTD-SP ADR SPONSORED ADR 60688N102 1,178 298,240 SH   SOLE   298,240 0 0
MOBILEYE NV ORD SHS N51488117 6,347 170,200 SH   SOLE   170,200 0 0
MOMO INC-SPON ADR ADR 60879B107 208 18,500 SH   SOLE   18,500 0 0
MONRO MUFFLER BRAKE INC COM 610236101 1,508 21,100 SH   SOLE   21,100 0 0
NATIONSTAR MORTGAGE HOLDINGS COM 63861C109 3,933 397,320 SH   SOLE   397,320 0 0
NEKTAR THERAPEUTICS COM 640268108 825 60,000 SH   SOLE   60,000 0 0
NEW ORIENTAL EDUCATIO-SP ADR SPON ADR 647581107 2,560 74,000 SH   SOLE   74,000 0 0
NIC INC COM 62914B100 2,140 118,700 SH   SOLE   118,700 0 0
NOVADAQ TECHNOLOGIES INC COM 66987G102 1,363 122,940 SH   SOLE   122,940 0 0
OCH-ZIFF CAPITAL MANAGEMEN-A CL A 67551U105 6,283 1,444,269 SH   SOLE   1,444,269 0 0
ON ASSIGNMENT INC COM 682159108 2,073 56,143 SH   SOLE   56,143 0 0
ONEMAIN HOLDINGS INC COM 68268W103 1,783 65,000 SH   SOLE   65,000 0 0
OPOWER INC COM 68375Y109 2,085 306,177 SH   SOLE   306,177 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107 2,655 9,700 SH   SOLE   9,700 0 0
OSI SYSTEMS INC COM 671044105 1,722 26,300 SH   SOLE   26,300 0 0
PERRY ELLIS INTERNATIONAL COM 288853104 2,316 125,825 SH   SOLE   125,825 0 0
PGT INC COM 69336V101 1,033 105,000 SH   SOLE   105,000 0 0
PLY GEM HOLDINGS INC COM 72941W100 7,784 553,987 SH   SOLE   553,987 0 0
POINTS INTERNATIONAL LTD COM NEW 730843208 3,950 453,492 SH   SOLE   453,492 0 0
POPEYES LOUISIANA KITCHEN IN COM 732872106 1,739 33,400 SH   SOLE   33,400 0 0
PROVIDENCE SERVICE CORP COM 743815102 2,559 50,100 SH   SOLE   50,100 0 0
QORVO INC COM 74736K101 3,473 68,898 SH   SOLE   68,898 0 0
QUICKLOGIC CORP COM 74837P108 663 625,000 SH   SOLE   625,000 0 0
RACKSPACE HOSTING INC COM 750086100 9,361 433,571 SH   SOLE   433,571 0 0
RADIAN GROUP INC COM 750236101 8,261 666,220 SH   SOLE   666,220 0 0
RADNET INC COM 750491102 779 161,280 SH   SOLE   161,280 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 397 42,108 SH   SOLE   42,108 0 0
RING ENERGY INC COM 76680V108 293 58,047 SH   SOLE   58,047 0 0
RINGCENTRAL INC-CLASS A CL A 76680R206 4,296 272,764 SH   SOLE   272,764 0 0
RYANAIR HOLDINGS PLC-SP ADR SPONSORED ADR NE 783513203 3,172 36,955 SH   SOLE   36,955 0 0
RYDER SYSTEM INC COM 783549108 2,494 38,500 SH   SOLE   38,500 0 0
SEAWORLD ENTERTAINMENT INC COM 81282V100 6,291 298,722 SH   SOLE   298,722 0 0
SHOPIFY INC - CLASS A CL A 82509L107 815 28,900 SH   SOLE   28,900 0 0
SHUTTERFLY INC COM 82568P304 835 18,000 SH   SOLE   18,000 0 0
SHUTTERSTOCK INC COM 825690100 1,396 38,000 SH   SOLE   38,000 0 0
SIGMA DESIGNS INC COM 826565103 1,266 186,135 SH   SOLE   186,135 0 0
SILICON GRAPHICS INTERNATION COM 82706L108 4,679 657,156 SH   SOLE   657,156 0 0
SKECHERS USA INC-CL A CL A 830566105 761 25,000 SH   SOLE   25,000 0 0
SONIC AUTOMOTIVE INC-CLASS A CL A 83545G102 1,848 100,000 SH   SOLE   100,000 0 0
SPIRIT AIRLINES INC COM 848577102 2,639 55,000 SH   SOLE   55,000 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100 4,268 67,300 SH   SOLE   67,300 0 0
TAILORED BRANDS INC COM 87403A107 2,936 164,045 SH   SOLE   164,045 0 0
TANGOE INC/CT COM 87582Y108 671 85,000 SH   SOLE   85,000 0 0
TOWER INTERNATIONAL INC COM 891826109 3,324 122,213 SH   SOLE   122,213 0 0
TRINET GROUP INC COM 896288107 6,175 430,332 SH   SOLE   430,332 0 0
TRUEBLUE INC COM 89785X101 8,611 329,300 SH   SOLE   329,300 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 1,800 9,300 SH   SOLE   9,300 0 0
UNITED NATURAL FOODS INC COM 911163103 9,696 240,596 SH   SOLE   240,596 0 0
USG CORP COM NEW 903293405 15,605 628,962 SH   SOLE   628,962 0 0
VANTIV INC - CL A CL A 92210H105 808 15,000 SH   SOLE   15,000 0 0
VERACYTE INC COM 92337F107 350 64,785 SH   SOLE   64,785 0 0
VIRTUSA CORP COM 92827P102 1,914 51,100 SH   SOLE   51,100 0 0
WEB.COM GROUP INC COM 94733A104 6,637 334,860 SH   SOLE   334,860 0 0
WEBMD HEALTH CORP COM 94770V102 1,624 25,937 SH   SOLE   25,937 0 0
WEX INC COM 96208T104 1,325 15,900 SH   SOLE   15,900 0 0
WORLD WRESTLING ENTERTAIN-A CL A 98156Q108 883 50,000 SH   SOLE   50,000 0 0
XPO LOGISTICS INC COM 983793100 3,684 120,000 SH   SOLE   120,000 0 0
YRC WORLDWIDE INC COM PAR $.01 984249607 5,955 638,947 SH   SOLE   638,947 0 0