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 8,194 232,780 SH   SOLE   221,140 0 11,640
AIR LEASE CORP CL A 00912X302 8,246 179,735 SH   SOLE   170,695 0 9,040
ALTRA INDL MOTION CORP COM 02208R106 12,011 290,820 SH   SOLE   276,270 0 14,550
AMERICAN CAMPUS CMNTYS INC COM 024835100 3,908 94,940 SH   SOLE   53,730 0 41,210
AMETEK INC NEW COM 031100100 3,598 45,470 SH   SOLE   25,740 0 19,730
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 7,726 238,460 SH   SOLE   226,480 0 11,980
ASCENA RETAIL GROUP INC COM 04351G101 19,844 4,342,170 SH   SOLE   3,834,880 0 507,290
Bank OZK COM 06417N103 2,477 65,260 SH   SOLE   36,940 0 28,320
BEACON ROOFING SUPPLY INC COM 073685109 27,853 769,620 SH   SOLE   675,710 0 93,910
Cactus Inc CL A 127203107 8,265 215,900 SH   SOLE   205,150 0 10,750
CARS COM INC COM 14575E105 21,075 763,300 SH   SOLE   666,210 0 97,090
CATHAY GEN BANCORP COM 149150104 6,596 159,180 SH   SOLE   151,280 0 7,900
CONTINENTAL BLDG PRODS INC COM 211171103 6,760 180,020 SH   SOLE   171,020 0 9,000
CORECIVIC INC COM 21871N101 8,552 351,520 SH   SOLE   333,870 0 17,650
DAVE & BUSTERS ENTMT INC COM 238337109 19,891 300,370 SH   SOLE   264,830 0 35,540
DIEBOLD NXDF INC COM 253651103 19,698 4,377,295 SH   SOLE   3,827,619 0 549,676
E L F BEAUTY INC COM 26856L103 9,693 761,420 SH   SOLE   723,358 0 38,062
EAST WEST BANCORP INC COM 27579R104 3,102 51,380 SH   SOLE   29,080 0 22,300
ENPRO INDS INC COM 29355X107 10,608 145,460 SH   SOLE   138,180 0 7,280
EQUIFAX INC COM 294429105 3,764 28,830 SH   SOLE   16,300 0 12,530
EVERTEC INC COM 30040P103 12,980 538,600 SH   SOLE   470,420 0 68,180
FIRST HAWAIIAN INC COM 32051X108 16,008 589,396 SH   SOLE   512,776 0 76,620
FIRST REP BK SAN FRANCISCO C COM 33616C100 4,059 42,280 SH   SOLE   23,950 0 18,330
FLEETCOR TECHNOLOGIES INC COM 339041105 3,077 13,505 SH   SOLE   7,645 0 5,860
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 17,734 1,713,470 SH   SOLE   1,497,490 0 215,980
GENESEE & WYO INC CL A 371559105 12,585 138,310 SH   SOLE   131,390 0 6,920
GLACIER BANCORP INC NEW COM 37637Q105 9,498 220,425 SH   SOLE   209,425 0 11,000
HANCOCK WHITNEY CORPORATION COM 410120109 9,088 191,135 SH   SOLE   181,535 0 9,600
HEALTHCARE TR AMER INC CL A NEW 42225P501 3,821 143,260 SH   SOLE   81,090 0 62,170
INGREDION INC COM 457187102 3,790 36,105 SH   SOLE   20,445 0 15,660
IRON MTN INC NEW COM 46284V101 3,827 110,870 SH   SOLE   62,700 0 48,170
ISHARES TR RUS MDCP VAL ETF 464287473 754 8,350 SH   SOLE   0 0 8,350
KAR AUCTION SVCS INC COM 48238T109 17,830 298,709 SH   SOLE   260,739 0 37,970
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 9,896 287,017 SH   SOLE   272,720 0 14,297
MICHAELS COS INC COM 59408Q106 31,432 1,936,640 SH   SOLE   1,693,050 0 243,590
NCS MULTISTAGE HLDGS INC COM 628877102 9,712 588,226 SH   SOLE   558,992 0 29,234
NASDAQ INC COM 631103108 3,500 40,795 SH   SOLE   23,055 0 17,740
NATUS MEDICAL INC DEL COM 639050103 11,794 330,830 SH   SOLE   314,280 0 16,550
NAVIENT CORPORATION COM 63938C108 10,620 787,850 SH   SOLE   748,500 0 39,350
NORTHWESTERN CORP COM NEW 668074305 14,143 241,100 SH   SOLE   205,721 0 35,379
OASIS PETE INC NEW COM 674215108 13,580 957,720 SH   SOLE   837,560 0 120,160
OUTFRONT MEDIA INC COM 69007J106 17,692 886,820 SH   SOLE   774,950 0 111,870
PARSLEY ENERGY INC CL A 701877102 4,401 150,460 SH   SOLE   85,200 0 65,260
PARTY CITY HOLDCO INC COM 702149105 5,402 398,680 SH   SOLE   378,730 0 19,950
PHYSICIANS RLTY TR COM 71943U104 10,280 609,740 SH   SOLE   579,140 0 30,600
POPULAR INC COM NEW 733174700 9,444 184,280 SH   SOLE   175,030 0 9,250
POST HLDGS INC COM 737446104 7,146 72,890 SH   SOLE   69,250 0 3,640
QTS RLTY TR INC COM CL A 74736A103 19,098 447,580 SH   SOLE   395,850 0 51,730
REDWOOD TR INC COM 758075402 12,002 739,020 SH   SOLE   701,970 0 37,050
RELIANCE STEEL & ALUMINUM CO COM 759509102 2,885 33,820 SH   SOLE   19,170 0 14,650
RESOURCES CONNECTION INC COM 76122Q105 8,804 530,384 SH   SOLE   503,734 0 26,650
RITCHIE BROS AUCTIONEERS COM 767744105 10,961 303,380 SH   SOLE   288,180 0 15,200
SABRE CORP COM 78573M104 3,118 119,570 SH   SOLE   67,650 0 51,920
SILGAN HOLDINGS INC COM 827048109 10,930 393,180 SH   SOLE   373,530 0 19,650
STEELCASE INC CL A 858155203 6,938 375,030 SH   SOLE   356,280 0 18,750
STERICYCLE INC COM 858912108 3,608 61,490 SH   SOLE   34,800 0 26,690
STERLING BANCORP DEL COM 85917A100 22,769 1,034,955 SH   SOLE   900,215 0 134,740
Syneos Health Inc CL A 87166B102 18,712 362,980 SH   SOLE   316,565 0 46,415
TEREX CORP NEW COM 880779103 8,544 214,090 SH   SOLE   203,360 0 10,730
TREEHOUSE FOODS INC COM 89469A104 16,262 339,850 SH   SOLE   296,740 0 43,110
US FOODS HLDG CORP COM 912008109 3,215 104,300 SH   SOLE   59,060 0 45,240
VALVOLINE INC COM 92047W101 14,331 666,250 SH   SOLE   568,270 0 97,980
WABTEC CORP COM 929740108 3,290 31,370 SH   SOLE   17,760 0 13,610
WASHINGTON FED INC COM 938824109 8,861 276,893 SH   SOLE   263,013 0 13,880
WESTROCK CO COM 96145D105 2,464 46,110 SH   SOLE   26,090 0 20,020
WINTRUST FINL CORP COM 97650W108 9,158 107,821 SH   SOLE   102,417 0 5,404
WPX ENERGY INC COM 98212B103 12,288 610,756 SH   SOLE   580,261 0 30,495
ZIONS BANCORPORATION COM 989701107 3,327 66,350 SH   SOLE   37,350 0 29,000
ADIENT PLC ORD SHS G0084W101 13,024 331,305 SH   SOLE   283,205 0 48,100
ARGO GROUP INTL HLDGS LTD COM G0464B107 16,417 260,375 SH   SOLE   247,314 0 13,061
ASSURED GUARANTY LTD COM G0585R106 8,384 198,540 SH   SOLE   188,590 0 9,950
ATHENE HLDG LTD CL A G0684D107 4,541 87,905 SH   SOLE   49,705 0 38,200
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 10,999 212,090 SH   SOLE   201,470 0 10,620
DESPEGAR COM CORP ORD SHS G27358103 6,247 370,300 SH   SOLE   351,822 0 18,478
ESSENT GROUP LTD COM G3198U102 13,595 307,240 SH   SOLE   265,450 0 41,790
FGL HLDGS ORD SHS G3402M102 10,203 1,140,050 SH   SOLE   1,083,150 0 56,900
WEATHERFORD INTL PLC ORD SHS G48833100 16,304 6,016,260 SH   SOLE   5,200,060 0 816,200
RENAISSANCERE HOLDINGS LTD COM G7496G103 3,608 27,010 SH   SOLE   15,290 0 11,720
SIGNET JEWELERS LIMITED SHS G81276100 14,266 216,385 SH   SOLE   189,035 0 27,350
Liberty Latin America Ltd COM CL A G9001E102 8,497 407,715 SH   SOLE   387,375 0 20,340
AERCAP HOLDINGS NV SHS N00985106 5,276 91,725 SH   SOLE   51,785 0 39,940