| Builders Firstsource, Inc. CMN(BLDR) | COM | 12008R107 | $8.1M | 175,000 | 32.9% |
| Adapthealth Corp CMN(AHCO) | COM | 00653Q102 | $3.7M | 100,000 | 14.9% |
| Americas CAR Mart Inc CMN(CRMT) | COM | 03062T105 | $3.5M | 23,000 | 14.2% |
| Cavco Industries Inc CMN(CVCO) | COM | 149568107 | $3.4M | 15,000 | 13.7% |
| Bluelinx Hldgs Inc CMN(BXC) | COM | 09624H208 | $2.9M | 75,000 | 11.9% |
| Cohu, Inc. CMN(COHU) | COM | 192576106 | $2.1M | 50,000 | 8.5% |
| Bio-Rad Laboratories, Inc CMN Class A(BIO) | COM | 090572207 | $857.0K | 1,500 | 3.5% |
| LGI Homes, Inc. CMN(LGIH) | COM | 50187T106 | $7.5K | 50,000 | 0.0% |
| Century Communities Inc CMN(CCS) | COM | 156504300 | $6.8K | 113,000 | 0.0% |
| Ross Stores,inc CMN(ROST) | COM | 778296103 | $6.0K | 50,000 | 0.0% |
| Nvidia Corporation CMN(NVDA) | COM | 67066G104 | $5.9K | 11,000 | 0.0% |
| Teradyne Inc CMN(TER) | COM | 880770102 | $5.5K | 45,000 | 0.0% |
| Tetra Tech Inc (New) CMN(TTEK) | COM | 88162G103 | $5.4K | 40,000 | 0.0% |
| Deckers Outdoors Corp CMN(DECK) | COM | 243537107 | $5.3K | 16,000 | 0.0% |
| Pool Corp CMN(POOL) | COM | 73278L105 | $4.8K | 14,000 | 0.0% |
| Installed Bldg Prods Inc CMN(IBP) | COM | 45780R101 | $4.4K | 40,000 | 0.0% |
| ON Semiconductor Corporation CMN(ON) | COM | 682189105 | $4.2K | 100,000 | 0.0% |
| LAM Research Corporation CMN(LRCXEUR) | COM | 512807108 | $3.6K | 6,000 | 0.0% |
| Nexpoint Residential Trust Inc CMN(NXRT) | COM | 65341D102 | $3.5K | 75,000 | 0.0% |
| Grand Canyon Education, Inc. CMN(LOPE) | COM | 38526M106 | $3.2K | 30,000 | 0.0% |
| N V R Inc CMN(NVR) | COM | 62944T105 | $3.1K | 650 | 0.0% |
| M/I Homes, Inc. CMN(MHO) | COM | 55305B101 | $3.0K | 50,000 | 0.0% |
| Starbucks Corp. CMN(SBUX) | COM | 855244109 | $2.7K | 25,000 | 0.0% |
| Encore Wire Corp CMN(WIREEUR) | COM | 292562105 | $2.7K | 40,000 | 0.0% |
| Global Medical REIT Inc. CMN(GMREUSD) | COM | 37954A204 | $2.6K | 200,000 | 0.0% |
| Progyny Inc CMN(PGNY) | COM | 74340E103 | $2.4K | 55,000 | 0.0% |
| BIO Techne Corp CMN(TECH) | COM | 09073M104 | $2.3K | 6,000 | 0.0% |
| Entegris, Inc. CMN(ENTG) | COM | 29362U104 | $2.2K | 20,000 | 0.0% |
| Equity Lifestyle Properties, Inc. CMN(ELS) | COM | 29472R108 | $2.2K | 35,000 | 0.0% |
| Tandem Diabetes Care, Inc. CMN(TNDM) | COM | 875372203 | $2.2K | 25,000 | 0.0% |
| Tyler Technologies, Inc. CMN(TYL) | COM | 902252105 | $2.1K | 5,000 | 0.0% |
| Masimo Corporation CMN(MASI) | COM | 574795100 | $1.8K | 8,000 | 0.0% |
| Armstrong World Industries, Inc CMN(AWI) | COM | 04247X102 | $1.8K | 20,000 | 0.0% |
| Monolithic Power Systems, Inc. CMN(MPWR) | COM | 609839105 | $1.8K | 5,000 | 0.0% |
| Sonic Automotive Inc Class A CMN Class A(SAH) | COM | 83545G102 | $1.5K | 30,000 | 0.0% |
| SWK Holdings Corporation CMN(SWKH) | COM | 78501P203 | $1.0K | 72,000 | 0.0% |
| Rambus Inc CMN(RMBS) | COM | 750917106 | $972 | 50,000 | 0.0% |
| Stratus Properties Inc. CMN(STRS) | COM | 863167201 | $610 | 20,000 | 0.0% |