| Builders Firstsource, Inc. CMN(BLDR) | COM | 12008R107 | $6.5M | 200,000 | 33.3% |
| Cavco Industries Inc CMN(CVCO) | COM | 149568107 | $4.5M | 25,000 | 23.0% |
| Adapthealth Corp CMN(AHCO) | COM | 00653Q102 | $3.3M | 150,000 | 16.7% |
| Blackline, Inc. CMN(BL) | COM | 09239B109 | $2.2M | 25,000 | 11.4% |
| Bluelinx Hldgs Inc CMN(BXC) | COM | 09624H208 | $2.2M | 100,000 | 11.0% |
| Bio-Rad Laboratories, Inc CMN Class A(BIO) | COM | 090572207 | $773.0K | 1,500 | 3.9% |
| Century Communities Inc CMN(CCS) | COM | 156504300 | $7.6K | 180,000 | 0.0% |
| LGI Homes, Inc. CMN(LGIH) | COM | 50187T106 | $7.6K | 65,000 | 0.0% |
| Pool Corp CMN(POOL) | COM | 73278L105 | $6.7K | 20,000 | 0.0% |
| Tetra Tech Inc (New) CMN(TTEK) | COM | 88162G103 | $6.7K | 70,000 | 0.0% |
| Nvidia Corporation CMN(NVDA) | COM | 67066G104 | $6.2K | 11,500 | 0.0% |
| Teradyne Inc CMN(TER) | COM | 880770102 | $6.0K | 75,000 | 0.0% |
| Nexpoint Residential Trust Inc CMN(NXRT) | COM | 65341D102 | $5.5K | 125,000 | 0.0% |
| Deckers Outdoors Corp CMN(DECK) | COM | 243537107 | $5.5K | 25,000 | 0.0% |
| Installed Bldg Prods Inc CMN(IBP) | COM | 45780R101 | $5.1K | 50,000 | 0.0% |
| Ross Stores,inc CMN(ROST) | COM | 778296103 | $5.1K | 54,232 | 0.0% |
| M/I Homes, Inc. CMN(MHO) | COM | 55305B101 | $4.6K | 100,000 | 0.0% |
| Tandem Diabetes Care, Inc. CMN(TNDM) | COM | 875372203 | $4.5K | 40,000 | 0.0% |
| Global Medical REIT Inc. CMN(GMREUSD) | COM | 37954A204 | $4.1K | 300,000 | 0.0% |
| Northwest Pipe Company CMN(NWPX) | COM | 667746101 | $4.0K | 150,000 | 0.0% |
| Comfort Systems USA Inc Common Stock(FIX) | COM | 199908104 | $3.9K | 75,000 | 0.0% |
| Masimo Corporation CMN(MASI) | COM | 574795100 | $3.5K | 15,000 | 0.0% |
| Tyler Technologies, Inc. CMN(TYL) | COM | 902252105 | $3.5K | 10,000 | 0.0% |
| LAM Research Corporation CMN(LRCXEUR) | COM | 512807108 | $3.3K | 10,000 | 0.0% |
| SBA Communications Corporation CMN(SBAC) | COM | 78410G104 | $3.2K | 10,000 | 0.0% |
| Nexstar Media Group Inc CMN(NXST) | COM | 65336K103 | $3.1K | 35,000 | 0.0% |
| Equity Lifestyle Properties, Inc. CMN(ELS) | COM | 29472R108 | $3.1K | 50,000 | 0.0% |
| N V R Inc CMN(NVR) | COM | 62944T105 | $3.1K | 750 | 0.0% |
| Progyny Inc CMN(PGNY) | COM | 74340E103 | $2.9K | 100,000 | 0.0% |
| Federal Signal Corporation CMN(FSS) | COM | 313855108 | $2.9K | 100,000 | 0.0% |
| Dexcom, Inc. CMN(DXCM) | COM | 252131107 | $2.5K | 6,000 | 0.0% |
| Cyrusone Inc CMN(CONE1EUR) | COM | 23283R100 | $2.5K | 35,000 | 0.0% |
| Armstrong World Industries, Inc CMN(AWI) | COM | 04247X102 | $2.4K | 35,000 | 0.0% |
| Grand Canyon Education, Inc. CMN(LOPE) | COM | 38526M106 | $2.4K | 30,000 | 0.0% |
| UFP Industries, Inc. CMN(UFPI) | COM | 90278Q108 | $2.3K | 40,000 | 0.0% |
| Starbucks Corp. CMN(SBUX) | COM | 855244109 | $2.1K | 25,000 | 0.0% |
| Extra Space Storage Inc. CMN(EXR) | COM | 30225T102 | $2.1K | 20,000 | 0.0% |
| BIO Techne Corp CMN(TECH) | COM | 09073M104 | $2.0K | 8,000 | 0.0% |
| Everbridge, Inc. CMN(EVBGEUR) | COM | 29978A104 | $1.9K | 15,000 | 0.0% |
| ARK Restaurants Corp CMN(ARKR) | COM | 040712101 | $1.1K | 100,000 | 0.0% |
| SWK Holdings Corporation CMN(SWKH) | COM | 78501P203 | $1.0K | 72,000 | 0.0% |
| Select Energy Services, Inc. CMN(WTTR) | COM | 81617J301 | $384 | 100,000 | 0.0% |