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 9,125 261,097 SH   SOLE   247,615 0 13,482
ADIENT PLC ORD SHS G0084W101 6,956 286,620 SH   SOLE   271,670 0 14,950
AERCAP HOLDINGS NV SHS N00985106 3,397 65,305 SH   SOLE   35,715 0 29,590
AIR LEASE CORP CL A 00912X302 8,611 208,295 SH   SOLE   197,455 0 10,840
ALTRA INDL MOTION CORP COM 02208R106 9,308 259,430 SH   SOLE   245,990 0 13,440
AMERICAN CAMPUS CMNTYS INC COM 024835100 3,089 66,925 SH   SOLE   36,565 0 30,360
AMETEK INC NEW COM 031100100 3,389 37,310 SH   SOLE   20,380 0 16,930
ARGO GROUP INTL HLDGS LTD COM G0464B107 9,491 128,166 SH   SOLE   121,556 0 6,610
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 8,753 318,060 SH   SOLE   301,580 0 16,480
ASCENA RETAIL GROUP INC COM 04351G101 6,341 10,395,417 SH   SOLE   9,662,169 0 733,248
ASSURED GUARANTY LTD COM G0585R106 6,714 159,545 SH   SOLE   151,295 0 8,250
ATHENE HLDG LTD CL A G0684D107 3,581 83,170 SH   SOLE   45,420 0 37,750
AXALTA COATING SYS LTD COM G0750C108 2,845 95,550 SH   SOLE   52,200 0 43,350
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 15,152 446,185 SH   SOLE   398,165 0 48,020
BANK OZK COM 06417N103 9,840 327,030 SH   SOLE   282,610 0 44,420
BEACON ROOFING SUPPLY INC COM 073685109 17,260 470,055 SH   SOLE   412,345 0 57,710
CADENCE BANCORPORATION CL A 12739A100 9,102 437,620 SH   SOLE   414,870 0 22,750
CAPRI HOLDINGS LIMITED SHS G1890L107 3,502 100,990 SH   SOLE   55,290 0 45,700
CARS COM INC COM 14575E105 31,249 1,584,645 SH   SOLE   1,373,905 0 210,740
CATHAY GEN BANCORP COM 149150104 5,701 158,770 SH   SOLE   150,570 0 8,200
CONTINENTAL BLDG PRODS INC COM 211171103 7,671 288,725 SH   SOLE   273,825 0 14,900
CORECIVIC INC COM 21871N101 5,508 265,340 SH   SOLE   251,490 0 13,850
DAVE & BUSTERS ENTMT INC COM 238337109 21,744 537,290 SH   SOLE   476,900 0 60,390
DAVITA INC COM 23918K108 3,471 61,700 SH   SOLE   33,800 0 27,900
DESPEGAR COM CORP ORD SHS G27358103 12,087 870,160 SH   SOLE   825,010 0 45,150
DIAMONDBACK ENERGY INC COM 25278X109 3,056 28,040 SH   SOLE   15,360 0 12,680
DIEBOLD NXDF INC COM 253651103 33,437 3,650,357 SH   SOLE   3,089,898 0 560,459
E L F BEAUTY INC COM 26856L103 11,385 807,450 SH   SOLE   765,390 0 42,060
EAST WEST BANCORP INC COM 27579R104 3,334 71,290 SH   SOLE   38,990 0 32,300
EL POLLO LOCO HLDGS INC COM 268603107 7,005 657,150 SH   SOLE   623,200 0 33,950
ENCOMPASS HEALTH CORP COM 29261A100 3,202 50,540 SH   SOLE   27,640 0 22,900
ENPRO INDS INC COM 29355X107 7,677 120,260 SH   SOLE   114,030 0 6,230
ESSENT GROUP LTD COM G3198U102 8,073 171,800 SH   SOLE   162,950 0 8,850
FGL HLDGS ORD SHS G3402M102 9,610 1,144,050 SH   SOLE   1,084,950 0 59,100
FIRST HAWAIIAN INC COM 32051X108 15,129 584,806 SH   SOLE   507,786 0 77,020
FIRST REP BK SAN FRANCISCO C COM 33616C100 3,467 35,500 SH   SOLE   19,420 0 16,080
FLEETCOR TECHNOLOGIES INC COM 339041105 2,549 9,075 SH   SOLE   4,985 0 4,090
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 9,689 2,833,170 SH   SOLE   2,469,820 0 363,350
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 7,654 670,790 SH   SOLE   636,090 0 34,700
GENESEE & WYO INC CL A 371559105 11,481 114,810 SH   SOLE   108,890 0 5,920
GLACIER BANCORP INC NEW COM 37637Q105 5,717 140,980 SH   SOLE   133,680 0 7,300
HANCOCK WHITNEY CORPORATION COM 410120109 6,014 150,125 SH   SOLE   142,375 0 7,750
HEALTHCARE TR AMER INC CL A NEW 42225P501 2,897 105,600 SH   SOLE   57,680 0 47,920
IAA INC COM 449253103 14,389 371,040 SH   SOLE   325,120 0 45,920
INGREDION INC COM 457187102 3,335 40,430 SH   SOLE   22,120 0 18,310
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 9,149 163,810 SH   SOLE   155,310 0 8,500
IRON MTN INC NEW COM 46284V101 3,074 98,220 SH   SOLE   53,750 0 44,470
KAR AUCTION SVCS INC COM 48238T109 17,144 685,740 SH   SOLE   599,120 0 86,620
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 5,462 316,995 SH   SOLE   300,605 0 16,390
LKQ CORP COM 501889208 3,632 136,490 SH   SOLE   74,590 0 61,900
MEDNAX INC COM 58502B106 9,749 386,420 SH   SOLE   366,370 0 20,050
MICHAELS COS INC COM 59408Q106 17,960 2,064,325 SH   SOLE   1,792,295 0 272,030
NASDAQ INC COM 631103108 2,023 21,040 SH   SOLE   11,450 0 9,590
NATUS MEDICAL INC DEL COM 639050103 7,706 299,970 SH   SOLE   284,470 0 15,500
NAVIENT CORPORATION COM 63938C108 7,462 546,700 SH   SOLE   518,450 0 28,250
NOBLE ENERGY INC COM 655044105 2,584 115,350 SH   SOLE   63,100 0 52,250
NORTHWESTERN CORP COM NEW 668074305 12,203 169,140 SH   SOLE   144,070 0 25,070
OUTFRONT MEDIA INC COM 69007J106 14,448 560,210 SH   SOLE   487,990 0 72,220
PARSLEY ENERGY INC CL A 701877102 2,634 138,550 SH   SOLE   75,790 0 62,760
PARTY CITY HOLDCO INC COM 702149105 7,539 1,028,450 SH   SOLE   975,350 0 53,100
PHYSICIANS RLTY TR COM 71943U104 10,687 612,810 SH   SOLE   581,110 0 31,700
POPULAR INC COM NEW 733174700 6,097 112,405 SH   SOLE   106,605 0 5,800
POST HLDGS INC COM 737446104 6,215 59,773 SH   SOLE   56,683 0 3,090
QTS RLTY TR INC COM CL A 74736A103 6,494 140,630 SH   SOLE   133,280 0 7,350
QUEST DIAGNOSTICS INC COM 74834L100 3,045 29,910 SH   SOLE   16,360 0 13,550
REDWOOD TR INC COM 758075402 12,253 741,270 SH   SOLE   702,970 0 38,300
RELIANCE STEEL & ALUMINUM CO COM 759509102 3,033 32,050 SH   SOLE   17,500 0 14,550
RESOURCES CONNECTION INC COM 76122Q105 6,600 412,264 SH   SOLE   391,014 0 21,250
RITCHIE BROS AUCTIONEERS COM 767744105 8,671 261,020 SH   SOLE   247,533 0 13,487
SABRE CORP COM 78573M104 2,936 132,260 SH   SOLE   72,340 0 59,920
SILGAN HOLDINGS INC COM 827048109 6,752 220,660 SH   SOLE   209,260 0 11,400
STERICYCLE INC COM 858912108 22,560 472,463 SH   SOLE   411,459 0 61,004
STERLING BANCORP DEL COM 85917A100 17,051 801,285 SH   SOLE   698,945 0 102,340
SYNEOS HEALTH INC CL A 87166B102 19,950 390,490 SH   SOLE   342,370 0 48,120
TREEHOUSE FOODS INC COM 89469A104 14,811 273,772 SH   SOLE   238,529 0 35,243
URBAN OUTFITTERS INC COM 917047102 8,639 379,750 SH   SOLE   359,940 0 19,810
US FOODS HLDG CORP COM 912008109 2,404 67,215 SH   SOLE   36,725 0 30,490
VALVOLINE INC COM 92047W101 8,066 413,010 SH   SOLE   391,660 0 21,350
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 10,903 353,750 SH   SOLE   335,350 0 18,400
WABTEC CORP COM 929740108 3,480 48,495 SH   SOLE   26,485 0 22,010
WESTROCK CO COM 96145D105 3,710 101,730 SH   SOLE   55,630 0 46,100
WHITING PETE CORP NEW COM NEW 966387409 5,701 305,210 SH   SOLE   289,460 0 15,750
WINTRUST FINL CORP COM 97650W108 12,620 172,500 SH   SOLE   163,540 0 8,960
WPX ENERGY INC COM 98212B103 9,238 802,620 SH   SOLE   760,825 0 41,795
WYNDHAM HOTELS & RESORTS INC COM 98311A105 2,885 51,755 SH   SOLE   28,305 0 23,450
ZIONS BANCORPORATION N A COM 989701107 3,638 79,120 SH   SOLE   43,270 0 35,850