The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| Adtalem Global Education Inc. | COM | 00737L103 | 22,866 | 507,580 | SH | SOLE | 294,860 | 85,675 | 127,045 | ||
| Alamo Group Inc. | COM | 011311107 | 19,577 | 195,905 | SH | SOLE | 115,925 | 31,975 | 48,005 | ||
| American Woodmark Corp. | COM | 030506109 | 26,674 | 315,216 | SH | SOLE | 180,586 | 52,775 | 81,855 | ||
| AMN Healthcare Services Inc. | COM | 001744101 | 28,365 | 522,857 | SH | SOLE | 299,282 | 86,900 | 136,675 | ||
| Columbia Banking System Inc. | COM | 197236102 | 16,507 | 456,235 | SH | SOLE | 271,235 | 64,925 | 120,075 | ||
| Columbus McKinnon Corp. | COM | 199333105 | 22,002 | 524,228 | SH | SOLE | 311,253 | 82,500 | 130,475 | ||
| Comfort Systems USA Inc. | COM | 199908104 | 22,752 | 446,203 | SH | SOLE | 268,753 | 67,775 | 109,675 | ||
| Dave & Buster's Entertainment Inc. | COM | 238337109 | 32,139 | 794,133 | SH | SOLE | 462,103 | 129,575 | 202,455 | ||
| Exlservice Holdings Inc. | COM | 302081104 | 22,067 | 333,696 | SH | SOLE | 195,631 | 54,100 | 83,965 | ||
| Fabrinet | COM | G3323L100 | 23,457 | 472,254 | SH | SOLE | 275,806 | 74,375 | 122,073 | ||
| Federal Signal Corp. | COM | 313855108 | 37,225 | 1,391,585 | SH | SOLE | 797,400 | 232,350 | 361,835 | ||
| First Financial Bancorp | COM | 320209109 | 40,407 | 1,668,348 | SH | SOLE | 970,378 | 255,925 | 442,045 | ||
| Gibralter Industries Inc. | COM | 374689107 | 4,068 | 100,800 | SH | SOLE | 54,075 | 20,000 | 26,725 | ||
| Grand Canyon Education Inc. | COM | 38526M106 | 28,590 | 244,319 | SH | SOLE | 141,319 | 39,825 | 63,175 | ||
| Hackett Group Inc | COM | 404609109 | 12,095 | 720,350 | SH | SOLE | 412,250 | 122,300 | 185,800 | ||
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 41068X100 | 64,554 | 2,290,773 | SH | SOLE | 1,339,408 | 363,300 | 588,065 | ||
| Helen of Troy Ltd. | COM | G4388N106 | 40,980 | 313,808 | SH | SOLE | 186,528 | 48,625 | 78,655 | ||
| Ishares Russell 2000 | ETF | 464287655 | 26,256 | 168,850 | SH | SOLE | 110,425 | 0 | 58,425 | ||
| Jack Henry & Associates Inc. | COM | 426281101 | 19,409 | 144,931 | SH | SOLE | 83,656 | 22,550 | 38,725 | ||
| Kulicke & Soffa Industries Inc. | COM | 501242101 | 13,705 | 607,778 | SH | SOLE | 364,418 | 93,800 | 149,560 | ||
| Lakeland Financial Corp. | COM | 511656100 | 10,270 | 219,314 | SH | SOLE | 121,502 | 35,799 | 62,013 | ||
| LGI Homes Inc. | COM | 50187T106 | 32,840 | 459,744 | SH | SOLE | 278,089 | 64,325 | 117,330 | ||
| Lumentum Holdings Inc. | COM | 55024U109 | 40,374 | 755,935 | SH | SOLE | 436,270 | 123,600 | 196,065 | ||
| Malibu Boats Inc. | COM | 56117J100 | 25,307 | 651,390 | SH | SOLE | 390,840 | 100,550 | 160,000 | ||
| Maximus Inc. | COM | 577933104 | 35,090 | 483,733 | SH | SOLE | 284,093 | 81,550 | 118,090 | ||
| MKS Instruments Inc. | COM | 55306N104 | 14,724 | 189,030 | SH | SOLE | 109,060 | 30,950 | 49,020 | ||
| Mueller Water Products Inc. | COM | 624758108 | 12,883 | 1,311,950 | SH | SOLE | 766,500 | 236,775 | 308,675 | ||
| Neenah Inc. | COM | 640079109 | 13,980 | 206,961 | SH | SOLE | 119,266 | 32,975 | 54,720 | ||
| NextEra Energy Partners LP | COM | 65341B106 | 53,850 | 1,116,056 | SH | SOLE | 646,081 | 187,850 | 282,125 | ||
| NV5 Global Inc. | COM | 62945V109 | 41,295 | 507,310 | SH | SOLE | 296,640 | 80,150 | 130,520 | ||
| OSI Systems Inc. | COM | 671044105 | 41,277 | 366,483 | SH | SOLE | 213,658 | 59,675 | 93,150 | ||
| Pacwest Bancorp | COM | 695263103 | 39,254 | 1,010,920 | SH | SOLE | 593,515 | 164,475 | 252,930 | ||
| Providence Service Corp. | COM | 743815102 | 28,046 | 489,113 | SH | SOLE | 281,918 | 75,350 | 131,845 | ||
| Sanmina Corp. | COM | 801056102 | 20,185 | 666,625 | SH | SOLE | 405,875 | 99,125 | 161,625 | ||
| Silicon Motion Technology Corp. | COM | 82706C108 | 10,728 | 241,725 | SH | SOLE | 143,675 | 29,925 | 68,125 | ||
| Standard Motor Products Inc. | COM | 853666105 | 20,854 | 459,940 | SH | SOLE | 284,125 | 69,115 | 106,700 | ||
| Steven Madden Ltd. | COM | 556269108 | 49,111 | 1,446,566 | SH | SOLE | 845,414 | 228,970 | 372,182 | ||
| Supernus Pharmaceuticals Inc. | COM | 868459108 | 31,680 | 957,401 | SH | SOLE | 556,566 | 159,850 | 240,985 | ||
| Tetra Tech Inc. | COM | 88162G103 | 10,563 | 134,475 | SH | SOLE | 76,575 | 22,525 | 35,375 | ||
| TPI Composites Inc. | COM | 87266J104 | 20,321 | 822,065 | SH | SOLE | 475,375 | 131,975 | 214,715 | ||
| Verint Systems Inc. | COM | 92343X100 | 48,391 | 899,793 | SH | SOLE | 523,438 | 147,850 | 228,505 | ||
| Viad Corp. | COM | 92552R406 | 26,148 | 394,740 | SH | SOLE | 229,535 | 67,250 | 97,955 | ||
| WNS Holdings LTD. | COM | 92932M101 | 58,655 | 990,799 | SH | SOLE | 576,729 | 158,100 | 255,970 | ||