Shares of LGI Homes (LGIH) are up 39% year-to-date and could rise even higher as more millennials move out of their parents homes and into their own, said Derek Maupin, co-portfolio manager of the Hodges Small Intrinsic Value Fund. Maupin added that the homebuilder is expected to grow revenue 20% over the next couple of years and generate a return on equity north of 20%. Maupin is also bullish on Hilltop Holdings (HTH) , up 45% year-to-date, saying the Texas-based bank has limited exposure to Houston or the still struggling oil and gas industry. Dycom Industries (DY) , up 3% year-to-date, is another one of Maupin's top picks, even after the stock collapsed last week due to worries over the telecom supplier's business backlog. The stock has also been pressured by Google Fiber's recent announcement that it is putting a pause on its fiber rollout, something that Maupin believes is priced into the stock. Finally, Maupin is a fan of Carriage Services (CSV) , up 14% year-to-date, saying the funeral services provider generates high levels of free cash flow and is "uniquely positioned to take advantage of the consolidation opportunities in the industry."