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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARCHROCK INC COM 03957W106   3,033 150,000 SH   SOLE 0 150,000 0 0
ARCOSA INC COM 039653100   1,668 20,000 SH   SOLE 0 20,000 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   3,554 25,000 SH   SOLE 0 25,000 0 0
AXONICS INC COM 05465P101   1,008 15,000 SH   SOLE 0 15,000 0 0
AZZ INC COM 002474104   2,703 35,000 SH   SOLE 0 35,000 0 0
BARRETT BUSINESS SVCS INC COM 068463108   3,277 100,000 SH   SOLE 0 100,000 0 0
BUILD-A-BEAR WORKSHOP INC COM 120076104   3,790 150,000 SH   SOLE 0 150,000 0 0
BUILDERS FIRSTSOURCE, INC. CMN COM 12008R107   5,882 42,500 SH   SOLE 0 42,500 0 0
CALAVO GROWERS INC COM 128246105   2,724 120,000 SH   SOLE 0 120,000 0 0
CENTURY COMMUNITIES INC CMN COM 156504300   6,124 75,000 SH   SOLE 0 75,000 0 0
CERVOMED INC COM 15713L109   1,712 100,000 SH   SOLE 0 100,000 0 0
COMFORT SYS USA INC COM 199908104   3,041 10,000 SH   SOLE 0 10,000 0 0
DECKERS OUTDOORS CORP CMN COM 243537107   9,679 10,000 SH   SOLE 0 10,000 0 0
DEXCOM INC COM 252131107   566 5,000 SH   SOLE 0 5,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   5,004 25,000 SH   SOLE 0 25,000 0 0
DOCGO INC COM 256086109   154 50,000 SH   SOLE 0 50,000 0 0
ENCORE WIRE CORP CMN COM 292562105   14,491 50,000 SH   SOLE 0 50,000 0 0
EXXON MOBIL CORP COM 30231G102   1,604 13,940 SH   SOLE 0 13,940 0 0
FEDERAL AGRIC MTG CORP CL C 313148306   7,232 40,000 SH   SOLE 0 40,000 0 0
FEDERAL SIGNAL CORP COM 313855108   2,510 30,000 SH   SOLE 0 30,000 0 0
FIRSTCASH HOLDINGS INC COM 33768G107   3,670 35,000 SH   SOLE 0 35,000 0 0
GLOBAL MED REIT INC COM 37954A204   908 100,000 SH   SOLE 0 100,000 0 0
GRAND CANYON EDUCATION, INC. CMN COM 38526M106   4,197 30,000 SH   SOLE 0 30,000 0 0
GRANITE RIDGE RESOURCES, INC COM 387432107   1,266 200,000 SH   SOLE 0 200,000 0 0
GREEN BRICK PARTNERS INC COM 392709101   1,431 25,000 SH   SOLE 0 25,000 0 0
GREENBRIER COS INC COM 393657101   4,211 85,000 SH   SOLE 0 85,000 0 0
JAKKS PAC INC COM NEW 47012E403   1,791 100,000 SH   SOLE 0 100,000 0 0
LAM RESEARCH CORPORATION CMN COM 512807108   5,324 5,000 SH   SOLE 0 5,000 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   1,494 100,000 SH   SOLE 0 100,000 0 0
N V R INC CMN COM 62944T105   6,450 850 SH   SOLE 0 850 0 0
NORTHWEST PIPE CO COM 667746101   2,547 75,000 SH   SOLE 0 75,000 0 0
NVIDIA CORPORATION CMN COM 67066G104   16,060 130,000 SH   SOLE 0 130,000 0 0
ON SEMICONDUCTOR CORPORATION CMN COM 682189105   2,742 40,000 SH   SOLE 0 40,000 0 0
ROSS STORES,INC CMN COM 778296103   4,359 30,000 SH   SOLE 0 30,000 0 0
RUNWAY GROWTH FINANCE COM 78163D100   2,352 200,000 SH   SOLE 0 200,000 0 0
SPDR SER TR S&P BIOTECH 78464A870   1,854 20,000 SH   SOLE 0 20,000 0 0
TETRA TECH INC (NEW) CMN COM 88162G103   5,112 25,000 SH   SOLE 0 25,000 0 0
TIDEWATER INC NEW COM 88642R109   4,760 50,000 SH   SOLE 0 50,000 0 0
TYLER TECHNOLOGIES INC COM 902252105   2,513 5,000 SH   SOLE 0 5,000 0 0
UFP TECHNOLOGIES INC COM 902673102   1,319 5,000 SH   SOLE 0 5,000 0 0
VISTRA CORP COM 92840M102   1,719 20,000 SH   SOLE 0 20,000 0 0