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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMN HEALTHCARE SERVICES INC COM 001744101 9,169 225,845 SH   SOLE   225,845 0 0
ACTUANT CORP CL A NEW 00508X203 5,892 223,597 SH   SOLE   223,597 0 0
AFFILIATED MANAGERS GROUP COM 008252108 457 2,790 SH   SOLE   2,790 0 0
AIR LEASE CORP COM 00912X302 6,559 169,275 SH   SOLE   169,275 0 0
ALTRA INDUSTRIAL MOTION CORP COM 02208R106 10,024 257,355 SH   SOLE   257,355 0 0
AMEDISYS INC COM 023436108 7,971 156,015 SH   SOLE   156,015 0 0
AMETEK INC COM 031100100 571 10,560 SH   SOLE   10,560 0 0
ARTISAN PARTNERS ASSET MA CL A 04316A108 9,438 341,965 SH   SOLE   341,965 0 0
ASCENA RETAIL GROUP INC COM 04351G101 11,753 2,758,885 SH   SOLE   2,758,885 0 0
BANKUNITED INC COM 06652K103 8,970 240,420 SH   SOLE   240,420 0 0
BIO-RAD LABORATORIES CL A 090572207 6,675 33,484 SH   SOLE   33,484 0 0
CAPITAL BANK FINANCIAL CL A 139794101 14,281 329,050 SH   SOLE   329,050 0 0
CATHAY GENERAL BANCORP COM 149150104 7,079 187,870 SH   SOLE   187,870 0 0
CONTINENTAL BUILDING PRODUCT COM 211171103 9,621 392,707 SH   SOLE   392,707 0 0
CORECIVIC INC COM 21871N101 7,618 242,470 SH   SOLE   242,470 0 0
DIAMONDBACK ENERGY INC COM 25278X109 13,443 129,610 SH   SOLE   129,610 0 0
DIEBOLD NIXDORF INC COM 253651103 9,877 321,722 SH   SOLE   321,722 0 0
EAST WEST BANCORP INC COM 27579R104 407 7,890 SH   SOLE   7,890 0 0
ENCANA CORP COM 292505104 394 33,620 SH   SOLE   33,620 0 0
ENPRO INDUSTRIES INC COM 29355X107 11,839 166,370 SH   SOLE   166,370 0 0
ENVISION HEALTHCARE CORP COM 29414D100 11,723 191,183 SH   SOLE   191,183 0 0
EVERTEC INC COM 30040P103 12,952 814,590 SH   SOLE   814,590 0 0
EXPRESS INC COM 30219E103 5,025 551,640 SH   SOLE   551,640 0 0
FIRST AMERICAN FINANCIAL COM 31847R102 10,657 271,300 SH   SOLE   271,300 0 0
FIRST HAWAIIAN INC COM 32051X108 452 15,100 SH   SOLE   15,100 0 0
FIRST REPUBLIC BANK/CA COM 33616C100 473 5,047 SH   SOLE   5,047 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 568 3,750 SH   SOLE   3,750 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 13,817 667,500 SH   SOLE   667,500 0 0
GLACIER BANCORP INC COM 37637Q105 6,748 198,885 SH   SOLE   198,885 0 0
HAIN CELESTIAL GROUP INC COM 405217100 7,035 189,110 SH   SOLE   189,110 0 0
HANCOCK HOLDING CO COM 410120109 6,540 143,579 SH   SOLE   143,579 0 0
HEALTHSOUTH CORP COM NEW 421924309 8,751 204,419 SH   SOLE   204,419 0 0
INTEGER HOLDINGS CORP COM 45826H109 9,097 226,295 SH   SOLE   226,295 0 0
IRON MOUNTAIN INC COM 46284V101 507 14,200 SH   SOLE   14,200 0 0
KAR AUCTION SERVICES INC COM 48238T109 15,761 360,910 SH   SOLE   360,910 0 0
KATE SPADE & CO COM 485865109 16,678 717,965 SH   SOLE   717,965 0 0
KIRBY CORP COM 497266106 7,511 106,460 SH   SOLE   106,460 0 0
KNIGHT TRANSPORTATION INC COM 499064103 6,834 218,002 SH   SOLE   218,002 0 0
KORN/FERRY INTERNATIONAL COM NEW 500643200 12,872 408,775 SH   SOLE   408,775 0 0
MGIC INVESTMENT CORP COM 552848103 5,791 571,660 SH   SOLE   571,660 0 0
MICHAELS COS INC/THE COM 59408Q106 15,348 685,480 SH   SOLE   685,480 0 0
NORTHWESTERN CORP COM NEW 668074305 10,939 186,360 SH   SOLE   186,360 0 0
OASIS PETROLEUM INC COM 674215108 6,352 445,420 SH   SOLE   445,420 0 0
OUTFRONT MEDIA INC COM 69007J106 16,438 619,150 SH   SOLE   619,150 0 0
PARTY CITY HOLDCO INC COM 702149105 7,646 544,205 SH   SOLE   544,205 0 0
PENNYMAC MORTGAGE INVESTMENT COM 70931T103 9,689 545,854 SH   SOLE   545,854 0 0
POST HOLDINGS INC COM 737446104 10,904 124,590 SH   SOLE   124,590 0 0
RSP PERMIAN INC COM 74978Q105 11,150 269,137 SH   SOLE   269,137 0 0
REDWOOD TRUST INC COM 758075402 9,954 599,284 SH   SOLE   599,284 0 0
RESOURCES CONNECTION INC COM 76122Q105 7,538 450,054 SH   SOLE   450,054 0 0
ROBERT HALF INTL INC COM 770323103 530 10,850 SH   SOLE   10,850 0 0
SABRE CORP COM 78573M104 507 23,910 SH   SOLE   23,910 0 0
SALLY BEAUTY HOLDINGS INC COM 79546E104 8,446 413,190 SH   SOLE   413,190 0 0
SEAWORLD ENTERTAINMENT INC COM 81282V100 7,605 416,255 SH   SOLE   416,255 0 0
SIGNATURE BANK COM 82669G104 491 3,308 SH   SOLE   3,308 0 0
SILGAN HOLDINGS INC COM 827048109 11,210 188,847 SH   SOLE   188,847 0 0
STAPLES INC COM 855030102 455 51,860 SH   SOLE   51,860 0 0
STEELCASE INC CL A 858155203 5,796 346,050 SH   SOLE   346,050 0 0
STERLING BANCORP/DE COM 85917A100 14,566 614,605 SH   SOLE   614,605 0 0
TAUBMAN CENTERS INC COM 876664103 360 5,450 SH   SOLE   5,450 0 0
TEREX CORP COM 880779103 9,211 293,350 SH   SOLE   293,350 0 0
TREEHOUSE FOODS INC COM 89469A104 17,476 206,425 SH   SOLE   206,425 0 0
UMB FINANCIAL CORP COM 902788108 8,542 113,419 SH   SOLE   113,419 0 0
US SILICA HOLDINGS INC COM 90346E103 10,858 226,255 SH   SOLE   226,255 0 0
VALVOLINE INC COM 92047W101 421 17,150 SH   SOLE   17,150 0 0
VERIFONE SYSTEMS INC COM 92342Y109 6,811 363,644 SH   SOLE   363,644 0 0
WABTEC CORP COM 929740108 516 6,620 SH   SOLE   6,620 0 0
WASHINGTON FEDERAL INC COM 938824109 9,091 274,663 SH   SOLE   274,663 0 0
WESTROCK CO COM 96145D105 385 7,400 SH   SOLE   7,400 0 0
WHITING PETROLEUM CORP COM 966387102 6,002 634,460 SH   SOLE   634,460 0 0
WINTRUST FINANCIAL CORP COM 97650W108 11,114 160,795 SH   SOLE   160,795 0 0
WPX ENERGY INC COM 98212B103 6,916 516,488 SH   SOLE   516,488 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 6,456 70,755 SH   SOLE   70,755 0 0
ZIONS BANCORPORATION COM 989701107 11,593 276,015 SH   SOLE   276,015 0 0
ARGO GROUP INTERNATIONAL COM G0464B107 11,780 173,750 SH   SOLE   173,750 0 0
ASPEN INSURANCE HOLDINGS LTD COM G05384105 11,870 228,050 SH   SOLE   228,050 0 0
WEATHERFORD INTERNATIONAL PL ORD SHS G48833100 448 67,300 SH   SOLE   67,300 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 492 3,400 SH   SOLE   3,400 0 0
SIGNET JEWELERS LTD SHS G81276100 662 9,550 SH   SOLE   9,550 0 0
STERIS PLC SHS USD G84720104 10,826 155,856 SH   SOLE   155,856 0 0
XL GROUP LTD COM G98294104 480 12,050 SH   SOLE   12,050 0 0
AERCAP HOLDINGS NV COM N00985106 513 11,150 SH   SOLE   11,150 0 0