The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADIA HEALTHCARE COMPANY IN COM 00404A109   7,671,505 106,180 SH   SOLE   106,180 0 0
ADAPTHEALTH CORP COMMON STOCK 00653Q102   4,655,147 374,509 SH   SOLE   374,509 0 0
AMEDISYS INC COM 023436108   11,136,941 151,420 SH   SOLE   151,420 0 0
AMERIS BANCORP COM 03076K108   6,186,775 169,130 SH   SOLE   169,130 0 0
AMETEK INC COM 031100100   839,281 5,775 SH   SOLE   5,775 0 0
ASSURED GUARANTY LTD COM G0585R106   5,325,654 105,941 SH   SOLE   105,941 0 0
ATI INC COM 01741R102   6,605,130 167,388 SH   SOLE   167,388 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208   9,061,497 335,611 SH   SOLE   335,611 0 0
BANK OZK LITTLE ROCK ARK COM 06417N103   5,463,450 159,750 SH   SOLE   159,750 0 0
BANNER CORP COM NEW 06652V208   7,759,958 142,725 SH   SOLE   142,725 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   5,842,050 171,825 SH   SOLE   171,825 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108   7,432,224 831,345 SH   SOLE   831,345 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   627,523 29,160 SH   SOLE   29,160 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   10,588,207 225,281 SH   SOLE   225,281 0 0
CATALENT INC COM 148806102   821,769 12,506 SH   SOLE   12,506 0 0
CATHAY GEN BANCORP COM 149150104   5,515,433 159,775 SH   SOLE   159,775 0 0
CHAMPIONX CORPORATION COM 15872M104   6,501,976 239,660 SH   SOLE   239,660 0 0
CHARLES RIV LABS INTL INC COM 159864107   568,729 2,818 SH   SOLE   2,818 0 0
CHEESECAKE FACTORY INC COM 163072101   6,793,216 193,815 SH   SOLE   193,815 0 0
COMSTOCK RES INC COM 205768302   5,024,687 465,680 SH   SOLE   465,680 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108   8,645,828 364,649 SH   SOLE   364,649 0 0
DESPEGAR COM CORP ORD SHS G27358103   7,036,870 1,146,070 SH   SOLE   1,146,070 0 0
DIAMONDBACK ENERGY INC COM 25278X109   725,322 5,366 SH   SOLE   5,366 0 0
DIEBOLD NIXDORF INC COM STK 253651103   4,241,349 3,534,457 SH   SOLE   3,534,457 0 0
EAST WEST BANCORP INC COM 27579R104   522,366 9,412 SH   SOLE   9,412 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   391,764 41,677 SH   SOLE   41,677 0 0
ELASTIC N V ORD SHS N14506104   652,822 11,275 SH   SOLE   11,275 0 0
ENCOMPASS HEALTH CORP COM 29261A100   910,449 16,829 SH   SOLE   16,829 0 0
ENERSYS COM 29275Y102   7,053,787 81,190 SH   SOLE   81,190 0 0
ENPRO INDS INC COM 29355X107   4,742,890 45,653 SH   SOLE   45,653 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   10,027,537 245,292 SH   SOLE   245,292 0 0
EQT CORP COM 26884L109   542,374 16,997 SH   SOLE   16,997 0 0
ESSENT GROUP LTD COM G3198U102   4,250,506 106,130 SH   SOLE   106,130 0 0
FIRST BUSEY CORP COM NEW 319383204   3,843,568 188,966 SH   SOLE   188,966 0 0
FIRST HAWAIIAN INC COM 32051X108   5,831,028 282,648 SH   SOLE   282,648 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   577,307 2,738 SH   SOLE   2,738 0 0
GENPACT LIMITED SHS G3922B107   528,526 11,435 SH   SOLE   11,435 0 0
GLACIER BANCORP INC NEW COM 37637Q105   9,098,526 216,580 SH   SOLE   216,580 0 0
HANCOCK WHITNEY CORPORATION COM 410120109   5,174,733 142,163 SH   SOLE   142,163 0 0
HASBRO INC COM 418056107   810,826 15,102 SH   SOLE   15,102 0 0
HEALTHCARE RLTY TR CL A COM 42226K105   11,270,898 583,078 SH   SOLE   583,078 0 0
IDACORP INC COM 451107106   12,279,964 113,357 SH   SOLE   113,357 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   11,055,386 192,569 SH   SOLE   192,569 0 0
KAR AUCTION SVCS INC COM 48238T109   6,522,214 476,770 SH   SOLE   476,770 0 0
KIRBY CORP COM 497266106   9,759,952 140,028 SH   SOLE   140,028 0 0
LIBERTY ENERGY INC COM CL A 53115L104   7,576,090 591,420 SH   SOLE   591,420 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102   6,582,376 792,103 SH   SOLE   792,103 0 0
LINCOLN ELEC HLDGS INC COM 533900106   6,697,882 39,609 SH   SOLE   39,609 0 0
NASDAQ INC COM 631103108   639,912 11,705 SH   SOLE   11,705 0 0
NEW RELIC INC COM 64829B100   7,320,070 97,225 SH   SOLE   97,225 0 0
OVINTIV INC COM 69047Q102   358,924 9,948 SH   SOLE   9,948 0 0
PDC ENERGY INC COM 69327R101   6,399,388 99,710 SH   SOLE   99,710 0 0
PHYSICIANS RLTY TR COM 71943U104   10,069,076 674,419 SH   SOLE   674,419 0 0
POPULAR INC COM NEW 733174700   7,497,976 130,604 SH   SOLE   130,604 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   8,363,270 171,063 SH   SOLE   171,063 0 0
POST HLDGS INC COM 737446104   8,053,341 89,611 SH   SOLE   89,611 0 0
REGAL REXNORD CORPORATION COM 758750103   813,982 5,784 SH   SOLE   5,784 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   538,514 2,688 SH   SOLE   2,688 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   3,961,642 216,720 SH   SOLE   216,720 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101   6,335,439 453,828 SH   SOLE   453,828 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   12,160,849 455,292 SH   SOLE   455,292 0 0
SLM CORP COM 78442P106   3,583,064 289,190 SH   SOLE   289,190 0 0
STERICYCLE INC COM 858912108   10,295,710 236,086 SH   SOLE   236,086 0 0
SYNEOS HEALTH INC CL A 87166B102   6,328,962 177,680 SH   SOLE   177,680 0 0
SYNOVUS FINL CORP COM NEW 87161C501   505,119 16,384 SH   SOLE   16,384 0 0
TEREX CORP NEW COM 880779103   4,103,833 84,825 SH   SOLE   84,825 0 0
TREEHOUSE FOODS INC COM 89469A104   14,513,855 287,802 SH   SOLE   287,802 0 0
TWILIO INC CL A 90138F102   673,429 10,107 SH   SOLE   10,107 0 0
US FOODS HLDG CORP COM 912008109   14,217,947 384,893 SH   SOLE   384,893 0 0
VALVOLINE INC COM 92047W101   4,919,657 140,803 SH   SOLE   140,803 0 0
VARONIS SYS INC COM 922280102   9,479,501 364,456 SH   SOLE   364,456 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105   10,156,020 362,715 SH   SOLE   362,715 0 0
WABTEC COM 929740108   603,732 5,974 SH   SOLE   5,974 0 0
WEBSTER FINL CORP COM 947890109   11,812,991 299,670 SH   SOLE   299,670 0 0
WESTROCK CO COM 96145D105   534,109 17,529 SH   SOLE   17,529 0 0
WINTRUST FINL CORP COM 97650W108   565,363 7,750 SH   SOLE   7,750 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   6,005,791 281,170 SH   SOLE   281,170 0 0