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
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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 7,935 168,500 SH   SOLE   168,500 0 0
Aaron's, Inc. COM 002535300 14,612 277,800 SH   SOLE   277,800 0 0
Acadia Healthcare Company, Inc COM 00404A109 7,524 256,700 SH   SOLE   256,700 0 0
American Woodmark Corporation COM 030506109 9,841 119,100 SH   SOLE   119,100 0 0
Anixter International Inc. COM 035290105 10,257 182,800 SH   SOLE   182,800 0 0
BMC Stock Holdings, Inc. COM 05591B109 11,182 632,820 SH   SOLE   632,820 0 0
Banc of California, Inc. COM 05990K106 6,405 462,800 SH   SOLE   462,800 0 0
BancorpSouth Bank COM 05971J102 12,899 457,100 SH   SOLE   457,100 0 0
Beacon Roofing Supply, Inc. COM 073685109 10,629 330,500 SH   SOLE   330,500 0 0
Benchmark Electronics, Inc. COM 08160H101 10,850 413,339 SH   SOLE   413,339 0 0
Berry Global Group, Inc. COM 08579W103 6,820 126,600 SH   SOLE   126,600 0 0
Brunswick Corporation COM 117043109 13,262 263,500 SH   SOLE   263,500 0 0
Columbus McKinnon Corporation COM 199333105 10,437 303,850 SH   SOLE   303,850 0 0
Compass Minerals International COM 20451N101 8,406 154,600 SH   SOLE   154,600 0 0
Deluxe Corporation COM 248019101 7,074 161,800 SH   SOLE   161,800 0 0
Dine Brands Global, Inc. COM 254423106 12,991 142,300 SH   SOLE   142,300 0 0
Electronics For Imaging, Inc. COM 286082102 9,817 364,950 SH   SOLE   364,950 0 0
EnPro Industries, Inc. COM 29355X107 9,745 151,200 SH   SOLE   151,200 0 0
Essent Group Ltd. COM G3198U102 11,738 270,150 SH   SOLE   270,150 0 0
Ferro Corporation COM 315405100 13,448 710,400 SH   SOLE   710,400 0 0
First Busey Corporation COM 319383204 12,258 502,378 SH   SOLE   502,378 0 0
First Midwest Bancorp, Inc. COM 320867104 11,661 569,942 SH   SOLE   569,942 0 0
Gibraltar Industries, Inc. COM 374689107 12,134 298,800 SH   SOLE   298,800 0 0
Granite Construction Incorpora COM 387328107 9,062 210,000 SH   SOLE   210,000 0 0
JELD-WEN Holding, Inc. COM 47580P103 9,090 514,700 SH   SOLE   514,700 0 0
Janus Henderson Group plc COM G4474Y214 6,772 271,098 SH   SOLE   271,098 0 0
Kemper Corporation COM 488401100 9,321 122,415 SH   SOLE   122,415 0 0
Knoll, Inc. COM 498904200 10,618 561,500 SH   SOLE   561,500 0 0
Knowles Corporation COM 49926D109 12,584 713,800 SH   SOLE   713,800 0 0
Korn Ferry COM 500643200 5,669 126,600 SH   SOLE   126,600 0 0
LCI Industries COM 50189K103 11,058 143,950 SH   SOLE   143,950 0 0
ManpowerGroup Inc. COM 56418H100 8,137 98,400 SH   SOLE   98,400 0 0
Minerals Technologies Inc. COM 603158106 9,730 165,500 SH   SOLE   165,500 0 0
NCR Corporation COM 62886E108 9,077 332,600 SH   SOLE   332,600 0 0
NOW Inc. COM 67011P100 10,159 727,700 SH   SOLE   727,700 0 0
Neenah, Inc. COM 640079109 7,157 111,200 SH   SOLE   111,200 0 0
OceanFirst Financial Corp. COM 675234108 12,186 506,500 SH   SOLE   506,500 0 0
Orion Engineered Carbons S.A. COM L72967109 10,015 527,400 SH   SOLE   527,400 0 0
Perficient, Inc. COM 71375U101 10,685 390,100 SH   SOLE   390,100 0 0
Plantronics, Inc. COM 727493108 6,792 147,300 SH   SOLE   147,300 0 0
Prestige Consumer Healthcare, COM 74112D101 9,981 333,700 SH   SOLE   333,700 0 0
Realogy Holdings Corp. COM 75605Y106 4,931 432,500 SH   SOLE   432,500 0 0
Reinsurance Group Of America, COM 759351604 12,473 87,847 SH   SOLE   87,847 0 0
Rexnord Corporation COM 76169B102 11,316 450,126 SH   SOLE   450,126 0 0
Ryder System, Inc. COM 783549108 9,218 148,700 SH   SOLE   148,700 0 0
SPX Corporation COM 784635104 10,270 295,200 SH   SOLE   295,200 0 0
Sanmina Corporation COM 801056102 10,955 379,710 SH   SOLE   379,710 0 0
Silicon Motion Technology Corp COM 82706C108 6,331 159,700 SH   SOLE   159,700 0 0
Sterling Bancorp COM 85917A100 10,547 566,125 SH   SOLE   566,125 0 0
The Children's Place, Inc. COM 168905107 14,825 152,400 SH   SOLE   152,400 0 0
TriMas Corporation COM 896215209 14,665 485,100 SH   SOLE   485,100 0 0
UMB Financial Corporation COM 902788108 10,125 158,100 SH   SOLE   158,100 0 0
Umpqua Holdings Corporation COM 904214103 9,641 584,287 SH   SOLE   584,287 0 0
Virtusa Corporation COM 92827P102 9,209 172,300 SH   SOLE   172,300 0 0
WNS (Holdings) Limited COM 92932M101 7,868 147,698 SH   SOLE   147,698 0 0
WSFS Financial Corporation COM 929328102 10,040 260,100 SH   SOLE   260,100 0 0
Welbilt, Inc. COM 949090104 10,455 638,300 SH   SOLE   638,300 0 0
Winnebago Industries, Inc. COM 974637100 7,423 238,300 SH   SOLE   238,300 0 0
Zebra Technologies Corporation COM 989207105 7,774 37,100 SH   SOLE   37,100 0 0