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
ACADIA HEALTHCARE COMPANY IN COM 00404A109   8,357,820 104,945 SH   SOLE   104,945 0 0
ADAPTHEALTH CORP COMMON STOCK 00653Q102   5,582,245 458,689 SH   SOLE   458,689 0 0
AMEDISYS INC COM 023436108   4,789,170 52,375 SH   SOLE   52,375 0 0
AMERIS BANCORP COM 03076K108   6,793,319 198,577 SH   SOLE   198,577 0 0
AMETEK INC COM 031100100   782,366 4,833 SH   SOLE   4,833 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107   4,607,836 449,545 SH   SOLE   449,545 0 0
ASSURED GUARANTY LTD COM G0585R106   5,824,683 104,385 SH   SOLE   104,385 0 0
ATI INC COM 01741R102   5,531,271 125,057 SH   SOLE   125,057 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208   8,968,307 327,789 SH   SOLE   327,789 0 0
BANK OZK LITTLE ROCK ARK COM 06417N103   4,778,518 118,987 SH   SOLE   118,987 0 0
BANNER CORP COM NEW 06652V208   7,156,552 163,878 SH   SOLE   163,878 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   6,185,583 169,005 SH   SOLE   169,005 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108   8,793,402 883,759 SH   SOLE   883,759 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   535,612 24,346 SH   SOLE   24,346 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   9,285,820 258,730 SH   SOLE   258,730 0 0
CATALENT INC COM 148806102   617,837 14,249 SH   SOLE   14,249 0 0
CHAMPIONX CORPORATION COM 15872M104   7,353,811 236,914 SH   SOLE   236,914 0 0
CHARLES RIV LABS INTL INC COM 159864107   494,718 2,353 SH   SOLE   2,353 0 0
CHEESECAKE FACTORY INC COM 163072101   6,601,426 190,903 SH   SOLE   190,903 0 0
COMSTOCK RES INC COM 205768302   6,649,886 573,266 SH   SOLE   573,266 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108   8,445,761 355,611 SH   SOLE   355,611 0 0
DESPEGAR COM CORP ORD SHS G27358103   7,983,765 1,132,449 SH   SOLE   1,132,449 0 0
DIAMONDBACK ENERGY INC COM 25278X109   590,463 4,495 SH   SOLE   4,495 0 0
EAST WEST BANCORP INC COM 27579R104   530,592 10,051 SH   SOLE   10,051 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   5,238,091 520,685 SH   SOLE   520,685 0 0
ENCOMPASS HEALTH CORP COM 29261A100   783,811 11,576 SH   SOLE   11,576 0 0
ENERSYS COM 29275Y102   6,891,671 63,506 SH   SOLE   63,506 0 0
ENPRO INDS INC COM 29355X107   5,978,272 44,771 SH   SOLE   44,771 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   9,091,421 268,659 SH   SOLE   268,659 0 0
EQT CORP COM 26884L109   593,465 14,429 SH   SOLE   14,429 0 0
ESAB CORPORATION COM 29605J106   6,950,569 104,457 SH   SOLE   104,457 0 0
ESSENT GROUP LTD COM G3198U102   7,111,634 151,958 SH   SOLE   151,958 0 0
FIRST BUSEY CORP COM NEW 319383204   4,569,313 227,329 SH   SOLE   227,329 0 0
FIRST HAWAIIAN INC COM 32051X108   5,490,457 304,856 SH   SOLE   304,856 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   573,969 2,286 SH   SOLE   2,286 0 0
GLACIER BANCORP INC NEW COM 37637Q105   4,324,619 138,743 SH   SOLE   138,743 0 0
HANCOCK WHITNEY CORPORATION COM 410120109   5,409,968 140,958 SH   SOLE   140,958 0 0
HASBRO INC COM 418056107   967,146 14,932 SH   SOLE   14,932 0 0
HEALTHCARE RLTY TR CL A COM 42226K105   10,745,240 569,737 SH   SOLE   569,737 0 0
HELIOS TECHNOLOGIES INC COM 42328H109   4,775,003 72,250 SH   SOLE   72,250 0 0
IDACORP INC COM 451107106   11,371,055 110,829 SH   SOLE   110,829 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   9,222,127 224,219 SH   SOLE   224,219 0 0
KIRBY CORP COM 497266106   10,545,767 137,047 SH   SOLE   137,047 0 0
LIBERTY ENERGY INC COM CL A 53115L104   7,731,991 578,309 SH   SOLE   578,309 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102   6,766,568 773,322 SH   SOLE   773,322 0 0
LINCOLN ELEC HLDGS INC COM 533900106   6,627,290 33,365 SH   SOLE   33,365 0 0
NASDAQ INC COM 631103108   262,859 5,273 SH   SOLE   5,273 0 0
NATIONAL VISION HLDGS INC COM 63845R107   8,833,641 363,674 SH   SOLE   363,674 0 0
NEW RELIC INC COM 64829B100   6,268,105 95,784 SH   SOLE   95,784 0 0
NORDSON CORP COM 655663102   566,347 2,282 SH   SOLE   2,282 0 0
OPENLANE INC COM 48238T109   8,329,145 547,250 SH   SOLE   547,250 0 0
OVINTIV INC COM 69047Q102   316,209 8,306 SH   SOLE   8,306 0 0
PDC ENERGY INC COM 69327R101   6,999,536 98,391 SH   SOLE   98,391 0 0
PHYSICIANS RLTY TR COM 71943U104   9,317,844 666,036 SH   SOLE   666,036 0 0
POPULAR INC COM NEW 733174700   7,714,908 127,477 SH   SOLE   127,477 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   7,905,044 168,803 SH   SOLE   168,803 0 0
POST HLDGS INC COM 737446104   9,757,916 112,613 SH   SOLE   112,613 0 0
REGAL REXNORD CORPORATION COM 758750103   745,492 4,844 SH   SOLE   4,844 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   418,551 2,244 SH   SOLE   2,244 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   4,498,090 254,705 SH   SOLE   254,705 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101   6,055,871 448,251 SH   SOLE   448,251 0 0
SEALED AIR CORP NEW COM 81211K100   424,520 10,613 SH   SOLE   10,613 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   12,736,669 490,249 SH   SOLE   490,249 0 0
STERICYCLE INC COM 858912108   11,861,287 255,411 SH   SOLE   255,411 0 0
TEREX CORP NEW COM 880779103   6,353,348 106,190 SH   SOLE   106,190 0 0
TREEHOUSE FOODS INC COM 89469A104   13,594,287 269,835 SH   SOLE   269,835 0 0
TWILIO INC CL A 90138F102   581,614 9,142 SH   SOLE   9,142 0 0
US FOODS HLDG CORP COM 912008109   14,757,336 335,394 SH   SOLE   335,394 0 0
VARONIS SYS INC COM 922280102   8,995,281 337,534 SH   SOLE   337,534 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105   9,623,036 358,667 SH   SOLE   358,667 0 0
WABTEC COM 929740108   546,924 4,987 SH   SOLE   4,987 0 0
WEBSTER FINL CORP COM 947890109   11,127,115 294,758 SH   SOLE   294,758 0 0
WESTROCK CO COM 96145D105   425,439 14,635 SH   SOLE   14,635 0 0
WINTRUST FINL CORP COM 97650W108   8,992,752 123,833 SH   SOLE   123,833 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   7,459,743 277,417 SH   SOLE   277,417 0 0