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
hours per response: 23.8
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
AAR CORP COM 000361105   316,756 5,484 SH   SOLE   5,484 0 0
ADTALEM GLOBAL ED INC COM 00737L103   18,939,506 551,529 SH   SOLE   551,529 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   4,236,485 37,234 SH   SOLE   37,234 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102   113,536 35,703 SH   SOLE   35,703 0 0
AMERICAS CAR-MART INC COM 03062T105   3,470,249 34,779 SH   SOLE   34,779 0 0
AMN HEALTHCARE SVCS INC COM 001744101   2,409,260 22,079 SH   SOLE   22,079 0 0
ANTERO MIDSTREAM CORP COM 03676B102   2,793,222 240,795 SH   SOLE   240,795 0 0
CALAVO GROWERS INC COM 128246105   8,699,151 299,764 SH   SOLE   299,764 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   4,339,859 77,318 SH   SOLE   77,318 0 0
CAVCO INDS INC DEL COM 149568107   4,793,455 16,249 SH   SOLE   16,249 0 0
COMMVAULT SYS INC COM 204166102   4,687,839 64,553 SH   SOLE   64,553 0 0
CROSS CTRY HEALTHCARE INC COM 227483104   7,942,428 282,850 SH   SOLE   282,850 0 0
ENCORE CAP GROUP INC COM 292554102   2,345,332 48,238 SH   SOLE   48,238 0 0
FEDERAL SIGNAL CORP COM 313855108   7,558,229 118,042 SH   SOLE   118,042 0 0
FLEXSTEEL INDS INC COM 339382103   219,669 11,495 SH   SOLE   11,495 0 0
FLOWSERVE CORP COM 34354P105   3,154,221 84,905 SH   SOLE   84,905 0 0
GENTEX CORP COM 371901109   7,294,225 249,290 SH   SOLE   249,290 0 0
H & E EQUIPMENT SERVICES INC COM 404030108   3,992,374 87,265 SH   SOLE   87,265 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   16,784,389 270,193 SH   SOLE   270,193 0 0
ITRON INC COM 465741106   8,533,756 118,360 SH   SOLE   118,360 0 0
LOVESAC COMPANY COM 54738L109   3,644,583 135,235 SH   SOLE   135,235 0 0
MASCO CORP COM 574599106   6,168,924 107,510 SH   SOLE   107,510 0 0
MASTEC INC COM 576323109   5,918,437 50,169 SH   SOLE   50,169 0 0
MCGRATH RENTCORP COM 580589109   9,069,791 98,073 SH   SOLE   98,073 0 0
MODINE MFG CO COM 607828100   442,270 13,394 SH   SOLE   13,394 0 0
MOOG INC CL A 615394202   209,053 1,928 SH   SOLE   1,928 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   2,286,613 39,472 SH   SOLE   39,472 0 0
OSI SYSTEMS INC COM 671044105   293,043 2,487 SH   SOLE   2,487 0 0
PARSONS CORP DEL COM 70202L102   3,593,988 74,657 SH   SOLE   74,657 0 0
PETIQ INC COM CL A 71639T106   8,847,645 583,233 SH   SOLE   583,233 0 0
PETMED EXPRESS INC COM 716382106   9,185,092 666,069 SH   SOLE   666,069 0 0
PLAYAGS INC COM 72814N104   1,889,196 334,371 SH   SOLE   334,371 0 0
PLAYSTUDIOS INC CLASS A COM 72815G108   1,677,511 341,652 SH   SOLE   341,652 0 0
PRA GROUP INC COM 69354N106   2,660,448 116,431 SH   SOLE   116,431 0 0
PRIMO WATER CORPORATION COM 74167P108   6,912,299 551,220 SH   SOLE   551,220 0 0
PROS HOLDINGS INC COM 74346Y103   1,228,797 39,896 SH   SOLE   39,896 0 0
RADNET INC COM 750491102   4,899,785 150,208 SH   SOLE   150,208 0 0
SCIPLAY CORPORATION CL A 809087109   6,083,954 309,144 SH   SOLE   309,144 0 0
SELECT WATER SOLUTIONS INC CL A COM 81617J301   3,854,223 475,830 SH   SOLE   475,830 0 0
SHERWIN WILLIAMS CO COM 824348106   5,881,534 22,151 SH   SOLE   22,151 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   4,541,641 69,391 SH   SOLE   69,391 0 0
STRIDE INC COM 86333M108   4,673,594 125,533 SH   SOLE   125,533 0 0
TECNOGLASS INC ORD SHS G87264100   4,960,342 96,019 SH   SOLE   96,019 0 0
TRANSOCEAN LTD REG SHS H8817H100   2,616,433 373,243 SH   SOLE   373,243 0 0
TREX CO INC COM 89531P105   4,135,984 63,087 SH   SOLE   63,087 0 0
TTM TECHNOLOGIES INC COM 87305R109   5,948,505 427,950 SH   SOLE   427,950 0 0
UPBOUND GROUP INC COM 76009N100   7,731,820 248,372 SH   SOLE   248,372 0 0
VALMONT INDS INC COM 920253101   4,363,131 14,991 SH   SOLE   14,991 0 0
VAREX IMAGING CORP COM 92214X106   5,012,632 212,670 SH   SOLE   212,670 0 0
WOODWARD INC COM 980745103   2,416,846 20,325 SH   SOLE   20,325 0 0