| Builders Firstsource, Inc. CMN(BLDR) | COM | 12008R107 | $9.1M | 175,000 | 41.9% |
| Cavco Industries Inc CMN(CVCO) | COM | 149568107 | $3.6M | 15,000 | 16.4% |
| Bluelinx Hldgs Inc CMN(BXC) | COM | 09624H208 | $3.4M | 70,000 | 15.8% |
| Americas CAR Mart Inc CMN(CRMT) | COM | 03062T105 | $2.7M | 23,000 | 12.4% |
| D R Horton Inc(DHI) | COM | 23331A109 | $1.7M | 20,000 | 7.8% |
| Bio-Rad Laboratories, Inc CMN Class A(BIO) | COM | 090572207 | $1.1M | 1,500 | 5.2% |
| Nvidia Corporation CMN(NVDA) | COM | 67066G104 | $8.3K | 40,000 | 0.0% |
| LGI Homes, Inc. CMN(LGIH) | COM | 50187T106 | $7.1K | 50,000 | 0.0% |
| Century Communities Inc CMN(CCS) | COM | 156504300 | $6.9K | 113,000 | 0.0% |
| Pool Corp CMN(POOL) | COM | 73278L105 | $6.1K | 14,000 | 0.0% |
| Tetra Tech Inc (New) CMN(TTEK) | COM | 88162G103 | $6.0K | 40,000 | 0.0% |
| Deckers Outdoors Corp CMN(DECK) | COM | 243537107 | $5.8K | 16,000 | 0.0% |
| Ross Stores,inc CMN(ROST) | COM | 778296103 | $5.4K | 50,000 | 0.0% |
| Teradyne Inc CMN(TER) | COM | 880770102 | $4.9K | 45,000 | 0.0% |
| Golden Entmt Inc(GDEN) | COM | 381013101 | $4.9K | 100,000 | 0.0% |
| Everi Hldgs Inc(G2C) | COM | 30034T103 | $4.8K | 200,000 | 0.0% |
| Nexpoint Residential Trust Inc CMN(NXRT) | COM | 65341D102 | $4.6K | 75,000 | 0.0% |
| ON Semiconductor Corporation CMN(ON) | COM | 682189105 | $4.6K | 100,000 | 0.0% |
| Encore Wire Corp CMN(WIREEUR) | COM | 292562105 | $3.8K | 40,000 | 0.0% |
| LAM Research Corporation CMN(LRCXEUR) | COM | 512807108 | $3.4K | 6,000 | 0.0% |
| Installed Bldg Prods Inc CMN(IBP) | COM | 45780R101 | $3.2K | 30,000 | 0.0% |
| National Storage Affiliates(NSA) | COM SHS BEN IN | 637870106 | $3.2K | 60,000 | 0.0% |
| N V R Inc CMN(NVR) | COM | 62944T105 | $3.1K | 650 | 0.0% |
| Tandem Diabetes Care, Inc. CMN(TNDM) | COM | 875372203 | $3.0K | 25,000 | 0.0% |
| Global MED REIT Inc(GMREUSD) | COM | 37954A204 | $2.9K | 200,000 | 0.0% |
| BIO Techne Corp CMN(TECH) | COM | 09073M104 | $2.9K | 6,000 | 0.0% |
| Starbucks Corp. CMN(SBUX) | COM | 855244109 | $2.8K | 25,000 | 0.0% |
| Federal Agric MTG Corp(AGM) | CL C | 313148306 | $2.7K | 25,000 | 0.0% |
| Entegris, Inc. CMN(ENTG) | COM | 29362U104 | $2.5K | 20,000 | 0.0% |
| Monolithic Power Systems, Inc. CMN(MPWR) | COM | 609839105 | $2.4K | 5,000 | 0.0% |
| Tyler Technologies, Inc. CMN(TYL) | COM | 902252105 | $2.3K | 5,000 | 0.0% |
| Grand Canyon Education, Inc. CMN(LOPE) | COM | 38526M106 | $2.3K | 26,000 | 0.0% |
| Clarus Corp New(CLAR) | COM | 18270P109 | $1.9K | 75,000 | 0.0% |
| Columbia Sportswear Co(COLM) | COM | 198516106 | $1.9K | 20,000 | 0.0% |
| Stratus Properties Inc. CMN(STRS) | COM | 863167201 | $1.6K | 50,000 | 0.0% |
| Chicos FAS Inc(CHS1USD) | COM | 168615102 | $1.3K | 300,000 | 0.0% |
| SWK Hldgs Corp(SWKH) | COM | 78501P203 | $1.3K | 72,000 | 0.0% |
| Envela Corp(ELA) | COM | 29402E102 | $832 | 200,000 | 0.0% |
| Masimo Corporation CMN(MASI) | COM | 574795100 | $812 | 3,000 | 0.0% |
| Nexpoint Real Estate FIN Inc(NREF) | COM | 65342V101 | $389 | 20,000 | 0.0% |
| Calavo Growers Inc(CVGW) | COM | 128246105 | $382 | 10,000 | 0.0% |
| Independence Contract Drilling, Inc. CMN | COM | 453415606 | $300 | 100,000 | 0.0% |