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
ABBVIE INC COM 00287Y109 1,348 8,805 SH   SOLE   8,805 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 155 11,008 SH   SOLE   11,008 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 624 6,822 SH   SOLE   6,822 0 0
ALPHABET INC CAP STK CL A 02079K305 939 431 SH   SOLE   431 0 0
ALPHABET INC CAP STK CL C 02079K107 539 246 SH   SOLE   246 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 3,057 83,572 SH   SOLE   39,283 0 44,289
AMERICAN EXPRESS CO COM 025816109 673 4,853 SH   SOLE   4,853 0 0
AMGEN INC COM 031162100 863 3,557 SH   SOLE   3,557 0 0
APPLE INC COM 037833100 1,803 13,190 SH   SOLE   13,190 0 0
APTIV PLC SHS G6095L109 273 3,065 SH   SOLE   3,065 0 0
BLOCK INC CL A 852234103 387 6,314 SH   SOLE   6,314 0 0
BOSTON BEER INC CL A 100557107 2,410 7,954 SH   SOLE   3,479 0 4,475
CALLAWAY GOLF CO COM 131193104 3,934 192,860 SH   SOLE   79,325 0 113,535
CISCO SYS INC COM 17275R102 425 9,950 SH   SOLE   9,950 0 0
CITRIX SYS INC COM 177376100 330 3,395 SH   SOLE   3,395 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 314 34,600 SH   SOLE   34,600 0 0
COOPER COS INC COM NEW 216648402 290 929 SH   SOLE   929 0 0
COSTCO WHSL CORP NEW COM 22160K105 627 1,310 SH   SOLE   1,310 0 0
CROCS INC COM 227046109 2,190 44,996 SH   SOLE   21,261 0 23,735
DISNEY WALT CO COM 254687106 548 5,793 SH   SOLE   5,793 0 0
EAGLE BANCORP INC MD COM 268948106 4,159 87,709 SH   SOLE   35,732 0 51,977
EASTMAN CHEM CO COM 277432100 325 3,631 SH   SOLE   3,631 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 4,684 121,530 SH   SOLE   48,949 0 72,581
EPAM SYS INC COM 29414B104 3,553 12,057 SH   SOLE   4,530 0 7,527
FACTSET RESH SYS INC COM 303075105 1,709 4,443 SH   SOLE   4,443 0 0
FAIR ISAAC CORP COM 303250104 3,863 9,636 SH   SOLE   3,760 0 5,876
FEDEX CORP COM 31428X106 382 1,684 SH   SOLE   1,684 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 3,115 44,825 SH   SOLE   19,764 0 25,061
FORD MTR CO DEL COM 345370860 519 46,660 SH   SOLE   46,660 0 0
FORWARD AIR CORP COM 349853101 4,878 53,047 SH   SOLE   21,899 0 31,148
G III APPAREL GROUP LTD COM 36237H101 4,454 220,088 SH   SOLE   107,454 0 112,634
GOLDMAN SACHS GROUP INC COM 38141G104 448 1,507 SH   SOLE   1,507 0 0
HCA HEALTHCARE INC COM 40412C101 318 1,892 SH   SOLE   1,892 0 0
HOME DEPOT INC COM 437076102 1,227 4,473 SH   SOLE   4,473 0 0
HONEYWELL INTL INC COM 438516106 209 1,200 SH   SOLE   1,200 0 0
INSPERITY INC COM 45778Q107 4,432 44,408 SH   SOLE   17,519 0 26,889
INTEL CORP COM 458140100 921 24,565 SH   SOLE   24,565 0 0
INVITAE CORP COM 46185L103 420 172,698 SH   SOLE   51,769 0 120,929
JOHN BEAN TECHNOLOGIES CORP COM 477839104 3,611 32,699 SH   SOLE   13,803 0 18,896
JPMORGAN CHASE & CO COM 46625H100 796 7,072 SH   SOLE   7,072 0 0
KIMBERLY-CLARK CORP COM 494368103 475 3,523 SH   SOLE   3,523 0 0
LIVE OAK BANCSHARES INC COM 53803X105 1,259 37,189 SH   SOLE   16,129 0 21,060
MASTEC INC COM 576323109 3,548 49,508 SH   SOLE   22,747 0 26,761
MCCORMICK & CO INC COM NON VTG 579780206 1,078 12,952 SH   SOLE   12,952 0 0
MEDTRONIC PLC SHS G5960L103 418 4,658 SH   SOLE   4,658 0 0
MICROSOFT CORP COM 594918104 1,678 6,530 SH   SOLE   6,530 0 0
MODERNA INC COM 60770K107 1,185 8,296 SH   SOLE   8,296 0 0
NETFLIX INC COM 64110L106 442 2,528 SH   SOLE   2,528 0 0
NIKE INC CL B 654106103 1,072 10,490 SH   SOLE   10,490 0 0
NORFOLK SOUTHN CORP COM 655844108 258 1,132 SH   SOLE   1,132 0 0
NUVASIVE INC COM 670704105 2,856 58,075 SH   SOLE   26,505 0 31,570
NVIDIA CORPORATION COM 67066G104 894 5,898 SH   SOLE   5,898 0 0
OPPENHEIMER HLDGS INC CL A NON VTG 683797104 1,902 57,661 SH   SOLE   25,007 0 32,654
PATTERSON COS INC COM 703395103 4,383 144,655 SH   SOLE   68,287 0 76,368
PEPSICO INC COM 713448108 651 3,917 SH   SOLE   3,917 0 0
PETMED EXPRESS INC COM 716382106 2,297 115,422 SH   SOLE   57,764 0 57,658
PFIZER INC COM 717081103 363 6,935 SH   SOLE   6,935 0 0
PLANTRONICS INC NEW COM 727493108 4,804 121,128 SH   SOLE   59,295 0 61,833
PLEXUS CORP COM 729132100 4,461 56,841 SH   SOLE   20,963 0 35,878
PROCTER AND GAMBLE CO COM 742718109 921 6,409 SH   SOLE   6,409 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 539 5,606 PRN   SOLE   5,606 0 0
REGAL REXNORD CORPORATION COM 758750103 3,433 30,248 SH   SOLE   11,932 0 18,316
RELIANCE STEEL & ALUMINUM CO COM 759509102 5,602 32,970 SH   SOLE   16,260 0 16,710
ROLLINS INC COM 775711104 3,578 102,434 SH   SOLE   55,275 0 47,159
SCANSOURCE INC COM 806037107 663 21,269 SH   SOLE   21,269 0 0
STARBUCKS CORP COM 855244109 318 4,154 SH   SOLE   4,154 0 0
SYNAPTICS INC COM 87157D109 2,766 23,439 SH   SOLE   7,625 0 15,814
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 921 7,510 SH   SOLE   7,510 0 0
TARGET CORP COM 87612E106 565 4,002 SH   SOLE   4,002 0 0
TESLA INC COM 88160R101 1,253 1,860 SH   SOLE   1,860 0 0
UNDER ARMOUR INC CL C 904311206 1,744 230,088 SH   SOLE   74,637 0 155,451
UNITED PARCEL SERVICE INC CL B 911312106 803 4,403 SH   SOLE   4,403 0 0
UNITEDHEALTH GROUP INC COM 91324P102 974 1,896 SH   SOLE   1,896 0 0
VANDA PHARMACEUTICALS INC COM 921659108 3,071 281,890 SH   SOLE   143,043 0 138,847
VERIZON COMMUNICATIONS INC COM 92343V104 404 7,947 SH   SOLE   7,947 0 0
VISA INC COM CL A 92826C839 1,281 6,509 SH   SOLE   6,509 0 0
WESCO INTL INC COM 95082P105 4,291 40,057 SH   SOLE   16,625 0 23,432
WINNEBAGO INDS INC COM 974637100 3,225 66,405 SH   SOLE   25,614 0 40,791