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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbvie Inc COM 00287Y109 1,040 11,749 SH   SOLE   11,749 0 0
Airgain, Inc. COM 00938A104 2,435 227,820 SH   SOLE   227,820 0 0
Akoustics Technologies, Inc. COM 00973N102 1,501 187,614 SH   SOLE   187,614 0 0
Arista Networks, Inc. COM 040413106 1,698 8,346 SH   SOLE   8,346 0 0
Amphenol Corp Cl A CLASS A 032095101 2,206 20,381 SH   SOLE   20,381 0 0
Apyx Medical Corp. COM 03837C106 3,544 418,870 SH   SOLE   418,870 0 0
Ares Capital Corp COM 04010L103 970 51,985 SH   SOLE   51,985 0 0
Alexandria Real Estate Equities, In COM 015271109 866 5,357 SH   SOLE   5,357 0 0
Apollo Real Estate Finance Inc. COM 03762U105 1,117 61,076 SH   SOLE   61,076 0 0
AudioCodes Ltd. ORD M15342104 2,888 112,406 SH   SOLE   112,406 0 0
Alteryx, Inc. COM CL A 02156B103 2,209 22,079 SH   SOLE   22,079 0 0
B&G Foods, Inc. COM 05508R106 897 50,016 SH   SOLE   50,016 0 0
Bristol-Myers Squibb Co COM 110122108 1,143 17,812 SH   SOLE   17,812 0 0
Crown Castle, Inc. COM 22822V101 908 6,390 SH   SOLE   6,390 0 0
Compugen, Ltd. ORD M25722105 4,300 721,505 SH   SOLE   721,505 0 0
C H Robinson Worldwd New COM NEW 12541W209 849 10,856 SH   SOLE   10,856 0 0
Capstead Mortgage Corp. COM NO PAR 14067E506 1,219 153,961 SH   SOLE   153,961 0 0
CorEnergy Infrastructure Trust, Inc COM NEW 21870U502 1,035 23,150 SH   SOLE   23,150 0 0
CenturyLink COM 156700106 1,557 117,847 SH   SOLE   117,847 0 0
Carvana Co. CLASS A 146869102 2,653 28,820 SH   SOLE   28,820 0 0
CyberArk, Ltd. SHS M2682V108 2,294 19,676 SH   SOLE   19,676 0 0
Cryoport, Inc. COM PAR $0.001 229050307 2,709 164,584 SH   SOLE   164,584 0 0
Digital Realty Trust, Inc. COM 253868103 995 8,311 SH   SOLE   8,311 0 0
Dominos Pizza, Inc. COM 25754A201 732 2,490 SH   SOLE   2,490 0 0
EBIX COM NEW 278715206 1,683 50,377 SH   SOLE   50,377 0 0
Echo Global Logistics, Inc. COM 27875T101 1,724 83,276 SH   SOLE   83,276 0 0
EPAM Systems, Inc. COM 29414B104 2,285 10,769 SH   SOLE   10,769 0 0
Equinix Inc New COM 29444U700 1,005 1,722 SH   SOLE   1,722 0 0
Edwards Lifesciences Corp. COM 28176E108 2,166 9,283 SH   SOLE   9,283 0 0
Extra Space Storage, Inc. COM 30225T102 818 7,749 SH   SOLE   7,749 0 0
Fastenal Co COM 311900104 853 23,079 SH   SOLE   23,079 0 0
Factset Date Systems, Inc. COM 303075105 2,020 7,529 SH   SOLE   7,529 0 0
Flowers Foods, Inc. COM 343498101 917 42,175 SH   SOLE   42,175 0 0
Farmland Partners, Inc. COM 31154R109 1,445 213,087 SH   SOLE   213,087 0 0
Forescout Technologies, Inc COM 34553D101 1,844 56,229 SH   SOLE   56,229 0 0
Green Dot Corp. CLASS A 39304D102 1,490 63,934 SH   SOLE   63,934 0 0
Glaukos, Inc. COM 377322102 2,272 41,717 SH   SOLE   41,717 0 0
Hoegh LNG Partners LP COM UNIT LTD Y3262R100 808 51,670 SH   SOLE   51,670 0 0
Healthcare Realty Trust, Inc. COM 421946104 888 26,597 SH   SOLE   26,597 0 0
Hercules Capital, Inc. COM 427096508 1,550 110,578 SH   SOLE   110,578 0 0
Idexx Labs, Inc. COM 45168D104 1,894 7,255 SH   SOLE   7,255 0 0
Inphi Corp. COM 45772F107 2,340 31,612 SH   SOLE   31,612 0 0
Independence Realty Trust, Inc. COM 45378A106 949 67,402 SH   SOLE   67,402 0 0
Carmax, Inc. COM 143130102 2,024 23,088 SH   SOLE   23,088 0 0
Knot Offshore Partners LP COM UNITS Y48125101 773 39,035 SH   SOLE   39,035 0 0
Kornit Digital, Ltd. SHS M6372Q113 3,742 109,315 SH   SOLE   109,315 0 0
Eli Lilly & Co. COM 532457108 1,016 7,732 SH   SOLE   7,732 0 0
Main Street Capital Corp. COM 56035L104 984 22,835 SH   SOLE   22,835 0 0
Monolithic Power Systems, Inc. COM 609839105 2,564 14,402 SH   SOLE   14,402 0 0
Microvision Inc COM NEW 594960304 1,769 2,457,267 SH   SOLE   2,457,267 0 0
Myriad Genetics Co. COM 62855J104 1,382 50,745 SH   SOLE   50,745 0 0
Annaly Capital Mgmt COM 035710409 1,423 151,045 SH   SOLE   151,045 0 0
NovoCure, Ltd. ORD SHS G6674U108 3,208 38,073 SH   SOLE   38,073 0 0
Nvidia Corp COM 67066G104 2,571 10,927 SH   SOLE   10,927 0 0
NV5 Global, Inc. COM 62945V109 1,462 28,981 SH   SOLE   28,981 0 0
Pembina Pipeline Corp COM 706327103 982 26,487 SH   SOLE   26,487 0 0
Pfizer Incorporated COM 717081103 937 23,927 SH   SOLE   23,927 0 0
Pennant Park Floating Rate Capital COM 70806A106 1,233 101,195 SH   SOLE   101,195 0 0
Impinj, Inc. COM 453204109 1,721 66,532 SH   SOLE   66,532 0 0
Portfolio Recovery Assoc COM 69354N106 1,712 47,155 SH   SOLE   47,155 0 0
QuickLogic Corp. COM 74837P405 2,435 405,759 SH   SOLE   405,759 0 0
Radcom, Ltd. SHS NEW M81865111 2,325 272,869 SH   SOLE   272,869 0 0
Radware ORD M81873107 2,102 81,549 SH   SOLE   81,549 0 0
Ryman Hospitality Properties, Inc. COM 78377T107 1,133 13,071 SH   SOLE   13,071 0 0
Resmed Inc COM 761152107 2,232 14,402 SH   SOLE   14,402 0 0
Repay Holdings Corporation COM CL A 76029L100 2,136 145,777 SH   SOLE   145,777 0 0
Shopify CLASS A 82509L107 2,360 5,936 SH   SOLE   5,936 0 0
Silicom, Ltd. ORD M84116108 1,973 59,321 SH   SOLE   59,321 0 0
Splunk, Inc. COM 848637104 2,229 14,881 SH   SOLE   14,881 0 0
AT&T, Inc. COM 00206R102 967 24,737 SH   SOLE   24,737 0 0
Target Corporation COM 87612E106 1,078 8,406 SH   SOLE   8,406 0 0
Tapestry Inc COM 876030107 886 32,838 SH   SOLE   32,838 0 0
Tractor Supply Company COM 892356106 1,866 19,974 SH   SOLE   19,974 0 0
Tower Semiconductor, Ltd. SHS NEW M87915274 2,953 122,748 SH   SOLE   122,748 0 0
TTEC Holdings, Inc. COM 89854H102 1,309 33,046 SH   SOLE   33,046 0 0
Twilio. Inc. CLASS A 90138F102 1,540 15,668 SH   SOLE   15,668 0 0
Vapotherm, Inc. COM 922107107 3,129 257,313 SH   SOLE   257,313 0 0
Vermilion Energy, Inc. COM 923725105 975 59,611 SH   SOLE   59,611 0 0
Vuzix Corp. COM NEW 92921W300 1,446 719,462 SH   SOLE   719,462 0 0
Verizon Communications COM 92343V104 1,018 16,575 SH   SOLE   16,575 0 0
Walgreen's Boots Alliance, Inc. COM 931427108 1,040 17,631 SH   SOLE   17,631 0 0
Wix.com SHS M98068105 1,929 15,763 SH   SOLE   15,763 0 0
Watsco, Inc. COM 942622200 991 5,500 SH   SOLE   5,500 0 0
Zix Corp. COM 98974P100 1,585 233,788 SH   SOLE   233,788 0 0
Zoetis, Inc. CLASS A 98978V103 1,216 9,190 SH   SOLE   9,190 0 0
Zuora, Inc. COM CL A 98983V106 2,007 140,033 SH   SOLE   140,033 0 0