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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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 8,139 141,400 SH   SOLE   141,400 0 0
Aaron's, Inc. COM 002535300 14,536 226,200 SH   SOLE   226,200 0 0
Acadia Healthcare Company, Inc COM 00404A109 6,984 224,700 SH   SOLE   224,700 0 0
American Woodmark Corporation COM 030506109 8,704 97,900 SH   SOLE   97,900 0 0
Anixter International Inc. COM 035290105 10,582 153,100 SH   SOLE   153,100 0 0
BMC Stock Holdings, Inc. COM 05591B109 13,729 524,420 SH   SOLE   524,420 0 0
Banc of California, Inc. COM 05990K106 6,035 426,800 SH   SOLE   426,800 0 0
BancorpSouth Bank COM 05971J102 10,683 360,800 SH   SOLE   360,800 0 0
Beacon Roofing Supply, Inc. COM 073685109 8,537 254,600 SH   SOLE   254,600 0 0
Benchmark Electronics, Inc. COM 08160H101 9,603 330,439 SH   SOLE   330,439 0 0
Brunswick Corporation COM 117043109 9,376 179,900 SH   SOLE   179,900 0 0
Columbus McKinnon Corporation COM 199333105 8,530 234,150 SH   SOLE   234,150 0 0
Compass Minerals International COM 20451N101 8,389 148,500 SH   SOLE   148,500 0 0
Deluxe Corporation COM 248019101 6,258 127,300 SH   SOLE   127,300 0 0
Dine Brands Global, Inc. COM 254423106 14,520 191,400 SH   SOLE   191,400 0 0
EnPro Industries, Inc. COM 29355X107 6,055 88,200 SH   SOLE   88,200 0 0
Essent Group Ltd. COM G3198U102 10,819 226,950 SH   SOLE   226,950 0 0
Ferro Corporation COM 315405100 7,633 643,600 SH   SOLE   643,600 0 0
First Busey Corporation COM 319383204 10,734 424,620 SH   SOLE   424,620 0 0
First Midwest Bancorp, Inc. COM 320867104 8,719 447,608 SH   SOLE   447,608 0 0
Gibraltar Industries, Inc. COM 374689107 10,902 237,300 SH   SOLE   237,300 0 0
Granite Construction Incorpora COM 387328107 7,294 227,000 SH   SOLE   227,000 0 0
Hancock Whitney Corporation COM 410120109 7,766 202,800 SH   SOLE   202,800 0 0
Hillenbrand Inc. COM 431571108 3,088 100,000 SH   SOLE   100,000 0 0
JELD-WEN Holding, Inc. COM 47580P103 7,733 400,900 SH   SOLE   400,900 0 0
Janus Henderson Group plc COM G4474Y214 5,622 250,300 SH   SOLE   250,300 0 0
KEMET Corporation COM 488360207 6,061 333,400 SH   SOLE   333,400 0 0
Kemper Corporation COM 488401100 5,085 65,230 SH   SOLE   65,230 0 0
Knoll, Inc. COM 498904200 9,473 373,700 SH   SOLE   373,700 0 0
Knowles Corporation COM 49926D109 11,429 561,900 SH   SOLE   561,900 0 0
Korn Ferry COM 500643200 4,517 116,900 SH   SOLE   116,900 0 0
LCI Industries COM 50189K103 9,355 101,850 SH   SOLE   101,850 0 0
ManpowerGroup Inc. COM 56418H100 6,571 78,000 SH   SOLE   78,000 0 0
Minerals Technologies Inc. COM 603158106 8,117 152,900 SH   SOLE   152,900 0 0
NCR Corporation COM 62886E108 7,887 249,900 SH   SOLE   249,900 0 0
NOW Inc. COM 67011P100 3,163 275,800 SH   SOLE   275,800 0 0
National Bank Holdings Corpora COM 633707104 7,785 227,700 SH   SOLE   227,700 0 0
Neenah, Inc. COM 640079109 7,691 118,100 SH   SOLE   118,100 0 0
Orion Engineered Carbons S.A. COM L72967109 7,416 443,800 SH   SOLE   443,800 0 0
Perficient, Inc. COM 71375U101 9,946 257,800 SH   SOLE   257,800 0 0
Plantronics, Inc. COM 727493108 6,322 169,400 SH   SOLE   169,400 0 0
Prestige Consumer Healthcare, COM 74112D101 8,138 234,600 SH   SOLE   234,600 0 0
Reinsurance Group Of America, COM 759351604 11,503 71,947 SH   SOLE   71,947 0 0
Rexnord Corporation COM 76169B102 8,202 303,226 SH   SOLE   303,226 0 0
Ryder System, Inc. COM 783549108 7,092 137,000 SH   SOLE   137,000 0 0
SPX Corporation COM 784635104 10,967 274,100 SH   SOLE   274,100 0 0
Sanmina Corporation COM 801056102 11,313 352,310 SH   SOLE   352,310 0 0
Silicon Motion Technology Corp COM 82706C108 6,646 188,000 SH   SOLE   188,000 0 0
Spartan Motors, Inc. COM 846819100 1,644 119,850 SH   SOLE   119,850 0 0
Sterling Bancorp COM 85917A100 10,540 525,425 SH   SOLE   525,425 0 0
TTM Technologies, Inc. COM 87305R109 3,479 285,300 SH   SOLE   285,300 0 0
The Children's Place, Inc. COM 168905107 10,994 142,800 SH   SOLE   142,800 0 0
TriMas Corporation COM 896215209 11,353 370,400 SH   SOLE   370,400 0 0
UMB Financial Corporation COM 902788108 7,989 123,700 SH   SOLE   123,700 0 0
Umpqua Holdings Corporation COM 904214103 7,619 462,878 SH   SOLE   462,878 0 0
Virtusa Corporation COM 92827P102 6,498 180,400 SH   SOLE   180,400 0 0
WNS (Holdings) Limited COM 92932M101 5,287 89,998 SH   SOLE   89,998 0 0
WSFS Financial Corporation COM 929328102 10,584 240,000 SH   SOLE   240,000 0 0
Welbilt, Inc. COM 949090104 10,595 628,400 SH   SOLE   628,400 0 0
Winnebago Industries, Inc. COM 974637100 6,899 179,900 SH   SOLE   179,900 0 0
Zebra Technologies Corporation COM 989207105 7,058 34,200 SH   SOLE   34,200 0 0