The smoke bombs tell me he was probably looking for more of a target rich environment, specially as the van that he first attacked drove away after he'd shot a couple of people in it.
I just read an article that was recently posted, and it seems like he might have targeted that particular van, not that he didn’t intend on killing more though.
The two girls killed in that van were involved with YWAM and had recently been on a YWAM trip to China, and frequented the Arvada training center. So it doesn’t seem they would be random targets, imho.