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
AARONS INC COM PAR $0.50 002535300 1,724 30,180 SH   SOLE   30,180 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,907 106,996 SH   SOLE   106,996 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 1,125 24,642 SH   SOLE   24,642 0 0
AIR PRODS & CHEMS INC COM 009158106 3,135 13,341 SH   SOLE   13,161 0 180
AKOUSTIS TECHNOLOGIES INC COM 00973N102 400 50,000 SH   SOLE   50,000 0 0
ALLERGAN PLC SHS G0177J108 1,569 8,205 SH   SOLE   8,060 0 145
ALPHABET INC CAP STK CL C 02079K107 11,157 8,345 SH   SOLE   8,278 0 67
ALPHABET INC CAP STK CL A 02079K305 8,425 6,290 SH   SOLE   6,248 0 42
ALPS ETF TR ALERIAN MLP 00162Q866 1,257 147,830 SH   SOLE   140,510 0 7,320
AMAZON COM INC COM 023135106 14,515 7,855 SH   SOLE   7,812 0 43
AMERICAN TOWER CORP NEW COM 03027X100 10,709 46,599 SH   SOLE   46,135 0 464
AMETEK INC NEW COM 031100100 4,263 42,738 SH   SOLE   42,148 0 590
APPLE INC COM 037833100 9,053 30,828 SH   SOLE   30,828 0 0
APPLIED MATLS INC COM 038222105 2,358 38,636 SH   SOLE   37,912 0 724
AQUAVENTURE HLDGS LTD SHS G0443N107 3,080 113,554 SH   SOLE   110,143 0 3,411
ARES CAP CORP COM 04010L103 586 31,447 SH   SOLE   31,447 0 0
ASGN INC COM 00191U102 2,709 40,020 SH   SOLE   38,608 0 1,412
ASPEN GROUP INC COM NEW 04530L203 1,479 184,879 SH   SOLE   184,879 0 0
ATLASSIAN CORP PLC CL A G06242104 1,322 10,989 SH   SOLE   10,478 0 511
AVALARA INC COM 05338G106 1,454 19,852 SH   SOLE   18,549 0 1,303
AVALONBAY CMNTYS INC COM 053484101 919 4,383 SH   SOLE   4,113 0 270
AXON ENTERPRISE INC COM 05464C101 2,426 33,106 SH   SOLE   30,836 0 2,270
BANK AMER CORP COM 060505104 2,423 68,800 SH   SOLE   68,800 0 0
BANK OZK COM 06417N103 1,148 37,631 SH   SOLE   37,631 0 0
BLOOMIN BRANDS INC COM 094235108 1,249 56,610 SH   SOLE   56,610 0 0
BOSTON BEER INC CL A 100557107 599 1,586 SH   SOLE   1,586 0 0
BOSTON PROPERTIES INC COM 101121101 1,569 11,381 SH   SOLE   11,105 0 276
BRAINSWAY LTD SPONSORED ADS 10501L106 452 46,119 SH   SOLE   46,119 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,904 29,658 SH   SOLE   29,658 0 0
BROADMARK RLTY CAP INC COM 11135B100 1,401 109,858 SH   SOLE   109,840 0 18
CABOT MICROELECTRONICS CORP COM 12709P103 706 4,895 SH   SOLE   4,895 0 0
CABOT OIL & GAS CORP COM 127097103 857 49,233 SH   SOLE   48,012 0 1,221
CADENCE DESIGN SYSTEM INC COM 127387108 1,832 26,416 SH   SOLE   26,416 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 674 21,018 SH   SOLE   21,018 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 1,364 11,370 SH   SOLE   11,313 0 57
CHART INDS INC COM PAR $0.01 16115Q308 931 13,799 SH   SOLE   12,691 0 1,108
CHURCH & DWIGHT INC COM 171340102 2,029 28,842 SH   SOLE   26,946 0 1,896
COMCAST CORP NEW CL A 20030N101 1,004 22,331 SH   SOLE   22,331 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,045 16,050 SH   SOLE   16,050 0 0
CORE LABORATORIES N V COM N22717107 1,058 28,078 SH   SOLE   28,078 0 0
CORTEVA INC COM 22052L104 999 33,799 SH   SOLE   33,799 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 17,165 120,755 SH   SOLE   120,755 0 0
CVS HEALTH CORP COM 126650100 1,971 26,526 SH   SOLE   26,526 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 806 34,549 SH   SOLE   32,002 0 2,547
DANAHER CORPORATION COM 235851102 4,427 28,842 SH   SOLE   28,842 0 0
DASAN ZHONE SOLUTIONS INC COM NEW 23305L206 183 20,618 SH   SOLE   20,618 0 0
DEERE & CO COM 244199105 1,347 7,775 SH   SOLE   7,775 0 0
DEL TACO RESTAURANTS INC COM 245496104 93 11,811 SH   SOLE   11,811 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,560 16,799 SH   SOLE   16,387 0 412
DISNEY WALT CO COM DISNEY 254687106 3,456 23,895 SH   SOLE   23,895 0 0
DORMAN PRODUCTS INC COM 258278100 315 4,157 SH   SOLE   4,157 0 0
DOW INC COM 260557103 477 8,712 SH   SOLE   8,712 0 0
DUPONT DE NEMOURS INC COM 26614N102 559 8,712 SH   SOLE   8,712 0 0
EASTERLY GOVT PPTYS INC COM 27616P103 2,513 105,889 SH   SOLE   102,560 0 3,329
ENTRAVISION COMMUNICATIONS C CL A 29382R107 610 232,821 SH   SOLE   227,785 0 5,036
EOG RES INC COM 26875P101 966 11,536 SH   SOLE   11,536 0 0
EPAM SYS INC COM 29414B104 2,916 13,744 SH   SOLE   13,631 0 113
EPR PPTYS COM SH BEN INT 26884U109 10,171 143,978 SH   SOLE   140,412 0 3,566
ETSY INC COM 29786A106 367 8,289 SH   SOLE   8,289 0 0
EURONAV NV ANTWERPEN SHS B38564108 1,127 89,866 SH   SOLE   89,866 0 0
EURONET WORLDWIDE INC COM 298736109 2,578 16,364 SH   SOLE   15,816 0 548
EVOLENT HEALTH INC CL A 30050B101 272 30,000 SH   SOLE   30,000 0 0
EXACT SCIENCES CORP COM 30063P105 8,082 87,390 SH   SOLE   86,405 0 985
EXXON MOBIL CORP COM 30231G102 1,515 21,716 SH   SOLE   21,536 0 180
F M C CORP COM NEW 302491303 3,340 33,458 SH   SOLE   32,745 0 713
FACEBOOK INC CL A 30303M102 4,270 20,804 SH   SOLE   20,370 0 434
FERRO CORP COM 315405100 1,496 100,873 SH   SOLE   100,873 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 2,682 64,603 SH   SOLE   62,829 0 1,774
FIVE BELOW INC COM 33829M101 2,566 20,069 SH   SOLE   20,069 0 0
FORTIVE CORP COM 34959J108 1,470 19,244 SH   SOLE   19,244 0 0
GLOBAL NET LEASE INC COM NEW 379378201 611 30,110 SH   SOLE   30,110 0 0
GLOBUS MED INC CL A 379577208 1,297 22,033 SH   SOLE   21,395 0 638
HARSCO CORP COM 415864107 1,502 65,255 SH   SOLE   65,255 0 0
HEALTHEQUITY INC COM 42226A107 1,069 14,430 SH   SOLE   14,430 0 0
HEICO CORP NEW COM 422806109 2,032 17,798 SH   SOLE   17,798 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 548 4,943 SH   SOLE   4,943 0 0
HOME DEPOT INC COM 437076102 1,598 7,319 SH   SOLE   7,319 0 0
HUBSPOT INC COM 443573100 3,140 19,813 SH   SOLE   19,813 0 0
HYRECAR INC COM 44916T107 566 215,302 SH   SOLE   215,302 0 0
IMAX CORP COM 45245E109 3,551 173,822 SH   SOLE   168,853 0 4,969
INDEPENDENCE RLTY TR INC COM 45378A106 1,889 134,137 SH   SOLE   122,353 0 11,784
ISHARES TR RUS 2000 GRW ETF 464287648 205 955 SH   SOLE   955 0 0
KBR INC COM 48242W106 1,248 40,927 SH   SOLE   40,927 0 0
KFORCE INC COM 493732101 1,962 49,429 SH   SOLE   47,698 0 1,731
KIRBY CORP COM 497266106 1,623 18,123 SH   SOLE   18,123 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 1,142 25,921 SH   SOLE   25,921 0 0
KLA CORPORATION COM NEW 482480100 1,303 7,313 SH   SOLE   7,313 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 2,018 112,055 SH   SOLE   112,055 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 1,184 5,982 SH   SOLE   5,982 0 0
LCI INDS COM 50189K103 2,178 20,328 SH   SOLE   20,328 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 1,561 14,964 SH   SOLE   14,553 0 411
LUMENTUM HLDGS INC COM 55024U109 4,042 50,966 SH   SOLE   50,807 0 159
MASTEC INC COM 576323109 2,816 43,883 SH   SOLE   40,664 0 3,219
MASTERCARD INC CL A 57636Q104 20,391 68,291 SH   SOLE   68,034 0 257
MICRON TECHNOLOGY INC COM 595112103 2,551 47,434 SH   SOLE   47,434 0 0
MICROSOFT CORP COM 594918104 3,470 22,005 SH   SOLE   21,414 0 591
MORGAN STANLEY COM NEW 617446448 1,171 22,913 SH   SOLE   22,913 0 0
NATIONAL CINEMEDIA INC COM 635309107 2,967 406,985 SH   SOLE   379,997 0 26,988
NEOPHOTONICS CORP COM 64051T100 894 101,383 SH   SOLE   101,383 0 0
NETFIN ACQUISITION CORP UNIT 08/01/2024 G6455A123 527 50,547 SH   SOLE   50,547 0 0
NETFLIX INC COM 64110L106 1,063 3,285 SH   SOLE   3,285 0 0
NOODLES & CO COM CL A 65540B105 1,923 347,071 SH   SOLE   343,049 0 4,022
NVIDIA CORP COM 67066G104 2,682 11,399 SH   SOLE   11,399 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 1,385 3,161 SH   SOLE   3,161 0 0
OFG BANCORP COM 67103X102 1,454 61,604 SH   SOLE   61,604 0 0
OMNICELL INC COM 68213N109 2,391 29,258 SH   SOLE   29,258 0 0
OPTION CARE HEALTH INC COM 68404L102 2,139 573,450 SH   SOLE   573,450 0 0
OUTFRONT MEDIA INC COM 69007J106 1,041 38,832 SH   SOLE   38,832 0 0
PAYPAL HLDGS INC COM 70450Y103 4,164 38,497 SH   SOLE   38,497 0 0
PEPSICO INC COM 713448108 869 6,361 SH   SOLE   6,361 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 2,321 36,262 SH   SOLE   35,218 0 1,044
PLYMOUTH INDL REIT INC COM 729640102 558 30,346 SH   SOLE   30,346 0 0
PPG INDS INC COM 693506107 1,245 9,326 SH   SOLE   9,326 0 0
PROLOGIS INC COM 74340W103 1,054 11,826 SH   SOLE   11,826 0 0
PROOFPOINT INC COM 743424103 2,196 19,135 SH   SOLE   18,564 0 571
RBC BEARINGS INC COM 75524B104 456 2,881 SH   SOLE   2,881 0 0
REPRO MED SYS INC COM 759910102 70 10,744 SH   SOLE   10,744 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 928 14,552 SH   SOLE   14,552 0 0
REVOLVE GROUP INC CL A 76156B107 223 12,159 SH   SOLE   12,159 0 0
RINGCENTRAL INC CL A 76680R206 10,501 62,255 SH   SOLE   61,111 0 1,144
SALESFORCE COM INC COM 79466L302 1,814 11,154 SH   SOLE   10,945 0 209
SCHLUMBERGER LTD COM 806857108 1,601 39,817 SH   SOLE   39,457 0 360
SCORPIO TANKERS INC SHS Y7542C130 1,160 29,475 SH   SOLE   29,475 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 24,140 75,000 SH Put SOLE   0 0 75,000
SPLUNK INC COM 848637104 1,390 9,284 SH   SOLE   9,284 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 3,284 93,368 SH   SOLE   91,234 0 2,134
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 3,283 166,406 SH   SOLE   166,406 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,449 20,004 SH   SOLE   18,964 0 1,040
TANDEM DIABETES CARE INC COM NEW 875372203 2,473 41,489 SH   SOLE   41,489 0 0
TARGA RES CORP COM 87612G101 991 24,273 SH   SOLE   24,273 0 0
TELEFLEX INC COM 879369106 1,149 3,051 SH   SOLE   3,051 0 0
THE TRADE DESK INC COM CL A 88339J105 8,766 33,743 SH   SOLE   33,125 0 618
TREX CO INC COM 89531P105 679 7,560 SH   SOLE   6,959 0 601
TURTLE BEACH CORP COM NEW 900450206 1,131 119,649 SH   SOLE   119,649 0 0
UNITED RENTALS INC COM 911363109 2,016 12,087 SH   SOLE   12,087 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,596 8,831 SH   SOLE   8,150 0 681
VENTAS INC COM 92276F100 9,037 156,516 SH   SOLE   154,946 0 1,570
VENTAS INC COM 92276F100 4,619 80,000 SH Put SOLE   0 0 80,000
VERINT SYS INC COM 92343X100 996 18,000 SH   SOLE   18,000 0 0
VERMILLION INC COM NEW 92407M206 47 57,569 SH   SOLE   57,569 0 0
VERRICA PHARMACEUTICALS INC COM 92511W108 1,203 75,709 SH   SOLE   75,709 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,517 6,929 SH   SOLE   6,929 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 1,092 44,284 SH   SOLE   44,284 0 0
VULCAN MATLS CO COM 929160109 1,681 11,673 SH   SOLE   11,673 0 0
WALMART INC COM 931142103 1,081 9,094 SH   SOLE   9,094 0 0
WASTE CONNECTIONS INC COM 94106B101 2,846 31,351 SH   SOLE   30,624 0 727
WD-40 CO COM 929236107 1,863 9,594 SH   SOLE   9,213 0 381
WESTERN ALLIANCE BANCORP COM 957638109 2,100 36,849 SH   SOLE   36,192 0 657
WRIGHT MED GROUP N V ORD SHS N96617118 1,235 40,509 SH   SOLE   40,509 0 0
XPO LOGISTICS INC COM 983793100 1,146 14,384 SH   SOLE   14,384 0 0