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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 7,515 191,813 SH   SOLE 0 182,470 0 9,343
AERCAP HOLDINGS NV SHS N00985106 2,456 48,420 SH   SOLE 0 48,420 0 0
AIR LEASE CORP CL A 00912X302 7,931 186,085 SH   SOLE 0 177,045 0 9,040
ALTRA INDL MOTION CORP COM 02208R106 9,892 215,288 SH   SOLE 0 204,741 0 10,547
AMEDISYS INC COM 023436108 8,668 143,650 SH   SOLE 0 136,650 0 7,000
AMERICAN CAMPUS CMNTYS INC COM 024835100 1,927 49,900 SH   SOLE 0 49,900 0 0
AMETEK INC NEW COM 031100100 2,222 29,250 SH   SOLE 0 29,250 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 17,560 305,919 SH   SOLE 0 292,858 0 13,061
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 8,170 245,360 SH   SOLE 0 233,380 0 11,980
ASCENA RETAIL GROUP INC COM 04351G101 13,635 6,783,644 SH   SOLE 0 6,496,026 0 287,618
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 23,312 519,786 SH   SOLE 0 497,208 0 22,578
ASSURED GUARANTY LTD COM G0585R106 7,431 205,290 SH   SOLE 0 195,340 0 9,950
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 9,817 218,740 SH   SOLE 0 208,120 0 10,620
BANK OF THE OZARKS COM 063904106 2,026 41,970 SH   SOLE 0 41,970 0 0
BEACON ROOFING SUPPLY INC COM 073685109 5,058 95,300 SH   SOLE 0 90,650 0 4,650
CARS COM INC COM 14575E105 14,840 523,820 SH   SOLE 0 498,420 0 25,400
CATHAY GEN BANCORP COM 149150104 6,517 163,000 SH   SOLE 0 155,100 0 7,900
CONTINENTAL BLDG PRODS INC COM 211171103 10,561 369,907 SH   SOLE 0 351,907 0 18,000
CORECIVIC INC COM 21871N101 8,426 431,660 SH   SOLE 0 414,010 0 17,650
DIEBOLD NXDF INC COM 253651103 13,072 848,845 SH   SOLE 0 813,245 0 35,600
EAST WEST BANCORP INC COM 27579R104 1,541 24,640 SH   SOLE 0 24,640 0 0
EDUCATION RLTY TR INC COM NEW 28140H203 10,119 308,990 SH   SOLE 0 293,990 0 15,000
ENPRO INDS INC COM 29355X107 9,891 127,825 SH   SOLE 0 121,545 0 6,280
ENVISION HEALTHCARE CORP COM 29414D100 37,947 987,430 SH   SOLE 0 949,110 0 38,320
EQUIFAX INC COM 294429105 2,187 18,560 SH   SOLE 0 18,560 0 0
EVERTEC INC COM 30040P103 15,954 975,810 SH   SOLE 0 933,960 0 41,850
FGL HLDGS ORD SHS G3402M102 9,820 967,450 SH   SOLE 0 920,100 0 47,350
FIRST AMERN FINL CORP COM 31847R102 7,508 127,940 SH   SOLE 0 121,740 0 6,200
FIRST HAWAIIAN INC COM 32051X108 15,691 563,826 SH   SOLE 0 540,426 0 23,400
FIRST REP BK SAN FRANCISCO C COM 33616C100 2,527 27,290 SH   SOLE 0 27,290 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 2,043 10,090 SH   SOLE 0 10,090 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 17,270 1,569,980 SH   SOLE 0 1,502,670 0 67,310
GENESEE & WYO INC CL A 371559105 10,191 143,960 SH   SOLE 0 137,040 0 6,920
GLACIER BANCORP INC NEW COM 37637Q105 6,522 169,935 SH   SOLE 0 161,685 0 8,250
HANCOCK HLDG CO COM 410120109 10,151 196,335 SH   SOLE 0 186,735 0 9,600
HEALTHCARE TR AMER INC CL A NEW 42225P501 1,959 74,070 SH   SOLE 0 74,070 0 0
IRON MTN INC NEW COM 46284V101 2,344 71,330 SH   SOLE 0 71,330 0 0
KAR AUCTION SVCS INC COM 48238T109 15,994 295,100 SH   SOLE 0 283,120 0 11,980
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 7,399 160,822 SH   SOLE 0 152,972 0 7,850
Liberty Latin America Ltd COM CL A G9001E102 6,158 316,585 SH   SOLE 0 301,045 0 15,540
MICHAELS COS INC COM 59408Q106 15,834 803,357 SH   SOLE 0 770,007 0 33,350
NASDAQ INC COM 631103108 2,649 30,725 SH   SOLE 0 30,725 0 0
NATUS MEDICAL INC DEL COM 639050103 11,417 339,280 SH   SOLE 0 322,730 0 16,550
NCS MULTISTAGE HLDGS INC COM 628877102 8,203 546,860 SH   SOLE 0 520,260 0 26,600
NORTHWESTERN CORP COM NEW 668074305 14,605 271,470 SH   SOLE 0 260,411 0 11,059
OASIS PETE INC NEW COM 674215108 13,924 1,718,970 SH   SOLE 0 1,645,020 0 73,950
OUTFRONT MEDIA INC COM 69007J106 14,707 784,770 SH   SOLE 0 752,320 0 32,450
PARSLEY ENERGY INC CL A 701877102 2,597 89,570 SH   SOLE 0 89,570 0 0
PARTY CITY HOLDCO INC COM 702149105 6,343 406,630 SH   SOLE 0 386,680 0 19,950
PHYSICIANS RLTY TR COM 71943U104 9,802 629,540 SH   SOLE 0 598,940 0 30,600
POPULAR INC COM NEW 733174700 7,914 190,140 SH   SOLE 0 180,890 0 9,250
POST HLDGS INC COM 737446104 16,492 217,690 SH   SOLE 0 208,690 0 9,000
QTS RLTY TR INC COM CL A 74736A103 11,934 329,500 SH   SOLE 0 313,400 0 16,100
REDWOOD TR INC COM 758075402 11,717 757,420 SH   SOLE 0 720,370 0 37,050
RELIANCE STEEL & ALUMINUM CO COM 759509102 1,871 21,820 SH   SOLE 0 21,820 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 2,416 17,445 SH   SOLE 0 17,445 0 0
RESOURCES CONNECTION INC COM 76122Q105 8,936 551,634 SH   SOLE 0 524,984 0 26,650
RITCHIE BROS AUCTIONEERS COM 767744105 9,928 315,480 SH   SOLE 0 300,280 0 15,200
RSP PERMIAN INC COM 74978Q105 16,969 361,965 SH   SOLE 0 346,745 0 15,220
SABRE CORP COM 78573M104 1,896 88,410 SH   SOLE 0 88,410 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 2,625 18,495 SH   SOLE 0 18,495 0 0
SIGNET JEWELERS LIMITED SHS G81276100 20,609 535,010 SH   SOLE 0 513,010 0 22,000
SILGAN HOLDINGS INC COM 827048109 7,559 271,430 SH   SOLE 0 258,330 0 13,100
STEELCASE INC CL A 858155203 6,635 487,850 SH   SOLE 0 464,150 0 23,700
STERICYCLE INC COM 858912108 2,310 39,470 SH   SOLE 0 39,470 0 0
STERLING BANCORP DEL COM 85917A100 17,726 786,065 SH   SOLE 0 752,665 0 33,400
Syneos Health Inc CL A 87166B102 21,772 613,300 SH   SOLE 0 588,145 0 25,155
TEREX CORP NEW COM 880779103 8,194 219,040 SH   SOLE 0 208,310 0 10,730
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 11,677 129,890 SH   SOLE 0 124,390 0 5,500
TREEHOUSE FOODS INC COM 89469A104 10,254 267,948 SH   SOLE 0 256,614 0 11,334
US FOODS HLDG CORP COM 912008109 2,141 65,340 SH   SOLE 0 65,340 0 0
VALVOLINE INC COM 92047W101 1,663 75,150 SH   SOLE 0 75,150 0 0
VERIFONE SYS INC COM 92342Y109 5,875 381,994 SH   SOLE 0 363,644 0 18,350
WABTEC CORP COM 929740108 1,851 22,740 SH   SOLE 0 22,740 0 0
WASHINGTON FED INC COM 938824109 9,984 288,543 SH   SOLE 0 274,663 0 13,880
WEATHERFORD INTL PLC ORD SHS G48833100 9,905 4,325,260 SH   SOLE 0 4,147,710 0 177,550
WESTROCK CO COM 96145D105 1,901 29,630 SH   SOLE 0 29,630 0 0
WINTRUST FINL CORP COM 97650W108 12,506 145,335 SH   SOLE 0 138,335 0 7,000
WPX ENERGY INC COM 98212B103 9,793 662,600 SH   SOLE 0 630,150 0 32,450