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
ACTUANT CORP CL A New 00508X203 7,568 307,625 SH   SOLE   307,625 0 0
AFFILIATED MANAGERS GROUP INC COM 008252108 1,101 6,640 SH   SOLE   6,640 0 0
AIR LEASE CORP COM 00912X302 9,009 241,145 SH   SOLE   241,145 0 0
ALTRA INDUSTRIAL MOTION CORP COM 02208R106 5,483 137,770 SH   SOLE   137,770 0 0
AMEDISYS INC COM 023436108 6,108 97,245 SH   SOLE   97,245 0 0
AMETEK INC COM 031100100 1,056 17,440 SH   SOLE   17,440 0 0
ARTISAN PARTNERS ASSET MANAGEMENT INC CL A 04316A108 10,498 341,965 SH   SOLE   341,965 0 0
ASCENA RETAIL GROUP INC COM 04351G101 11,721 5,451,695 SH   SOLE   5,451,695 0 0
BANKUNITED INC COM 06652K103 8,105 240,420 SH   SOLE   240,420 0 0
BIO-RAD LABORATORIES INC CL A 090572207 6,166 27,245 SH   SOLE   27,245 0 0
CATHAY GENERAL BANCORP CL A 149150104 7,130 187,870 SH   SOLE   187,870 0 0
CONTINENTAL BUILDING PRODUCTS INC COM 211171103 9,150 392,707 SH   SOLE   392,707 0 0
CORECIVIC INC COM 21871N101 7,072 256,410 SH   SOLE   256,410 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,102 12,410 SH   SOLE   12,410 0 0
DIEBOLD INC COM 253651103 11,112 396,849 SH   SOLE   396,849 0 0
EAST WEST BANCORP INC COM 27579R104 914 15,600 SH   SOLE   15,600 0 0
ENPRO INDUSTRIES INC COM 29355X107 11,874 166,370 SH   SOLE   166,370 0 0
ENVISION HEALTHCARE CORP COM 29414D100 19,139 305,385 SH   SOLE   305,385 0 0
EVERTEC INC COM 30040P103 14,861 859,020 SH   SOLE   859,020 0 0
EXPRESS INC COM 30219E103 5,025 744,440 SH   SOLE   744,440 0 0
FIRST AMERICAN FINANCIAL CORP COM 31847R102 10,425 233,270 SH   SOLE   233,270 0 0
FIRST HAWAIIAN INC COM 32051X108 15,386 502,489 SH   SOLE   502,489 0 0
FIRST REPUBLIC BANK/CA COM 33616C100 1,082 10,807 SH   SOLE   10,807 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 1,545 10,710 SH   SOLE   10,710 0 0
FORUM ENERGY TECHNOLOGIES INC COM 34984V100 16,173 1,036,700 SH   SOLE   1,036,700 0 0
GENESEE & WYOMING INC - CL A CL A 371559105 8,688 127,040 SH   SOLE   127,040 0 0
GLACIER BANCORP INC COM 37637Q105 7,281 198,885 SH   SOLE   198,885 0 0
HAIN CELESTIAL GROUP INC COM 405217100 10,028 258,320 SH   SOLE   258,320 0 0
HANCOCK HOLDING CO COM 410120109 7,035 143,579 SH   SOLE   143,579 0 0
INTEGER HOLDINGS CORP COM 45826H109 6,995 161,742 SH   SOLE   161,742 0 0
IRON MOUNTAIN INC COM 46284V101 1,161 33,800 SH   SOLE   33,800 0 0
KAR AUCTION SERVICES INC COM 48238T109 12,705 302,710 SH   SOLE   302,710 0 0
KIRBY CORP COM 497266106 7,117 106,460 SH   SOLE   106,460 0 0
KNIGHT TRANSPORTATION INC COM 499064103 8,077 218,002 SH   SOLE   218,002 0 0
KORN/FERRY INTERNATIONAL COM NEW 500643200 6,782 196,397 SH   SOLE   196,397 0 0
LKQ CORP COM 501889208 1,209 36,680 SH   SOLE   36,680 0 0
MGIC INVESTMENT CORP COM 552848103 6,403 571,660 SH   SOLE   571,660 0 0
MICHAELS COS INC/THE COM 59408Q106 21,701 1,171,775 SH   SOLE   1,171,775 0 0
NASDAQ OMX GROUP INC/THE COM 631103108 1,358 19,000 SH   SOLE   19,000 0 0
NORTHWESTERN CORP COM NEW 668074305 12,016 196,920 SH   SOLE   196,920 0 0
OASIS PETROLEUM INC COM 674215108 8,049 999,930 SH   SOLE   999,930 0 0
OUTFRONT MEDIA INC COM 69007J106 15,066 651,660 SH   SOLE   651,660 0 0
PARTY CITY HOLDCO INC COM 702149105 7,325 468,032 SH   SOLE   468,032 0 0
POST HOLDINGS INC COM 737446104 11,968 154,130 SH   SOLE   154,130 0 0
RSP PERMIAN INC COM 74978Q105 13,023 403,567 SH   SOLE   403,567 0 0
REDWOOD TRUST INC COM 758075402 10,212 599,284 SH   SOLE   599,284 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 390 5,350 SH   SOLE   5,350 0 0
RESOURCES CONNECTION INC COM 76122Q105 7,192 524,984 SH   SOLE   524,984 0 0
RITCHIE BROS AUCTIONEERS INC COM 767744105 8,644 300,780 SH   SOLE   300,780 0 0
ROBERT HALF INTERNATIONAL INC COM 770323103 1,046 21,820 SH   SOLE   21,820 0 0
SABRE CORP COM 78573M104 827 37,980 SH   SOLE   37,980 0 0
SALLY BEAUTY HOLDINGS INC COM 79546E104 10,559 521,440 SH   SOLE   521,440 0 0
SEAWORLD ENTERTAINMENT INC COM 81282V100 5,394 331,505 SH   SOLE   331,505 0 0
SIGNATURE BANK/NEW YORK NY COM 82669G104 1,129 7,868 SH   SOLE   7,868 0 0
SILGAN HOLDINGS INC COM 827048109 8,210 258,330 SH   SOLE   258,330 0 0
STEELCASE INC CL A 858155203 4,845 346,050 SH   SOLE   346,050 0 0
STERLING BANCORP COM 85917A100 16,246 698,735 SH   SOLE   698,735 0 0
TAUBMAN CENTERS INC COM 876664103 9,505 159,610 SH   SOLE   159,610 0 0
TEREX CORP COM 880779103 7,867 209,780 SH   SOLE   209,780 0 0
TEXAS CAPITAL BA COM 88224Q107 8,909 115,104 SH   SOLE   115,104 0 0
TREEHOUSE FOODS INC COM 89469A104 17,497 214,190 SH   SOLE   214,190 0 0
UMB FINANCIAL CORP COM 902788108 8,491 113,419 SH   SOLE   113,419 0 0
US SILICA HOLDINGS INC COM 90346E103 10,720 302,050 SH   SOLE   302,050 0 0
US FOODS HOLDING CORP COM 912008109 384 14,100 SH   SOLE   14,100 0 0
VALVOLINE INC COM 92047W101 1,101 46,410 SH   SOLE   46,410 0 0
VERIFONE SYSTEMS INC COM 92342Y109 6,582 363,644 SH   SOLE   363,644 0 0
WABTEC CORP/DE COM 929740108 1,166 12,740 SH   SOLE   12,740 0 0
WASHINGTON FEDERAL INC COM 938824109 9,119 274,663 SH   SOLE   274,663 0 0
WESTROCK CO COM 96145D105 998 17,610 SH   SOLE   17,610 0 0
WINTRUST FINANCIAL CORP COM 97650W108 10,590 138,535 SH   SOLE   138,535 0 0
WPX ENERGY INC COM 98212B103 9,748 1,009,077 SH   SOLE   1,009,077 0 0
ZIONS BANCORPORATION COM 989701107 12,705 289,335 SH   SOLE   289,335 0 0
ARGO GROUP INTERNATIONAL HOLDINGS LTD COM G0464B107 11,031 182,030 SH   SOLE   182,030 0 0
ASPEN INSURANCE HOLDINGS LTD COM G05384105 11,368 228,050 SH   SOLE   228,050 0 0
BANK OF NT BUTTERFIELD & SON LTD/THE SHS NEW G0772R208 9,342 273,945 SH   SOLE   273,945 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 1,051 271,670 SH   SOLE   271,670 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 1,036 7,450 SH   SOLE   7,450 0 0
SIGNET JEWELERS LTD SHS G81276100 27,080 428,210 SH   SOLE   428,210 0 0
STERIS PLC SHS USD G84720104 7,886 96,755 SH   SOLE   96,755 0 0
XL GROUP LTD COM G98294104 798 18,210 SH   SOLE   18,210 0 0
AERCAP HOLDINGS COM N00985106 1,232 26,540 SH   SOLE   26,540 0 0