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 9,560 307,580 SH   SOLE   307,580 0 0
ADIENT PLC ORD SHS G0084W101 5,546 241,560 SH   SOLE   241,560 0 0
AERCAP HOLDINGS NV SHS N00985106 3,595 65,655 SH   SOLE   36,065 0 29,590
AIR LEASE CORP CL A 00912X302 7,382 176,510 SH   SOLE   176,510 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 9,853 486,590 SH   SOLE   486,590 0 0
ALTRA INDL MOTION CORP COM 02208R106 10,548 380,880 SH   SOLE   380,880 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 3,235 67,275 SH   SOLE   36,915 0 30,360
AMETEK INC NEW COM 031100100 3,445 37,520 SH   SOLE   20,590 0 16,930
ARGO GROUP INTL HLDGS LTD COM G0464B107 8,988 127,956 SH   SOLE   127,956 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 7,350 260,260 SH   SOLE   260,260 0 0
ASCENA RETAIL GROUP INC COM 04351G101 2,623 9,930,970 SH   SOLE   9,930,970 0 0
ASSURED GUARANTY LTD COM G0585R106 7,082 159,295 SH   SOLE   159,295 0 0
ATHENE HLDG LTD CL A G0684D107 3,518 83,640 SH   SOLE   45,890 0 37,750
AXALTA COATING SYS LTD COM G0750C108 2,473 82,030 SH   SOLE   45,180 0 36,850
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 18,649 629,199 SH   SOLE   580,749 0 48,450
BANK OZK COM 06417N103 10,799 396,010 SH   SOLE   357,740 0 38,270
BEACON ROOFING SUPPLY INC COM 073685109 21,560 643,015 SH   SOLE   595,655 0 47,360
CAPRI HOLDINGS LIMITED SHS G1890L107 16,613 501,000 SH   SOLE   447,450 0 53,550
CATHAY GEN BANCORP COM 149150104 7,344 211,440 SH   SOLE   211,440 0 0
CONCHO RES INC COM 20605P101 1,380 20,325 SH   SOLE   11,175 0 9,150
CONTINENTAL BLDG PRODS INC COM 211171103 7,864 288,175 SH   SOLE   288,175 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 15,292 392,615 SH   SOLE   361,715 0 30,900
DAVITA INC COM 23918K108 2,328 40,795 SH   SOLE   22,445 0 18,350
DESPEGAR COM CORP ORD SHS G27358103 8,357 738,255 SH   SOLE   738,255 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,925 32,530 SH   SOLE   17,900 0 14,630
DIEBOLD NXDF INC COM 253651103 31,850 2,843,741 SH   SOLE   2,566,286 0 277,455
E L F BEAUTY INC COM 26856L103 8,432 481,540 SH   SOLE   481,540 0 0
EAST WEST BANCORP INC COM 27579R104 3,499 79,005 SH   SOLE   43,455 0 35,550
EL POLLO LOCO HLDGS INC COM 268603107 7,189 655,950 SH   SOLE   655,950 0 0
ENCOMPASS HEALTH CORP COM 29261A100 3,216 50,820 SH   SOLE   27,920 0 22,900
ENPRO INDS INC COM 29355X107 6,224 90,660 SH   SOLE   90,660 0 0
ESSENT GROUP LTD COM G3198U102 8,173 171,450 SH   SOLE   171,450 0 0
FGL HLDGS ORD SHS G3402M102 9,113 1,141,950 SH   SOLE   1,141,950 0 0
FIRST HAWAIIAN INC COM 32051X108 15,610 584,626 SH   SOLE   531,806 0 52,820
FIRST REP BK SAN FRANCISCO C COM 33616C100 3,745 38,725 SH   SOLE   21,295 0 17,430
FLEETCOR TECHNOLOGIES INC COM 339041105 2,253 7,855 SH   SOLE   4,315 0 3,540
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 4,403 2,840,920 SH   SOLE   2,596,220 0 244,700
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 8,840 877,840 SH   SOLE   877,840 0 0
GLACIER BANCORP INC NEW COM 37637Q105 10,734 265,290 SH   SOLE   265,290 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 3,120 106,200 SH   SOLE   58,280 0 47,920
IAA INC COM 449253103 8,021 192,215 SH   SOLE   177,975 0 14,240
INGREDION INC COM 457187102 3,321 40,630 SH   SOLE   22,320 0 18,310
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 9,822 163,510 SH   SOLE   163,510 0 0
IRON MTN INC NEW COM 46284V101 3,586 110,700 SH   SOLE   60,880 0 49,820
KAR AUCTION SVCS INC COM 48238T109 22,749 926,650 SH   SOLE   850,153 0 76,497
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 5,402 316,445 SH   SOLE   316,445 0 0
LKQ CORP COM 501889208 4,331 137,710 SH   SOLE   75,810 0 61,900
MEDNAX INC COM 58502B106 6,251 276,370 SH   SOLE   276,370 0 0
MICHAELS COS INC COM 59408Q106 23,389 2,389,065 SH   SOLE   2,178,615 0 210,450
MSC INDL DIRECT INC CL A 553530106 6,173 85,115 SH   SOLE   85,115 0 0
NASDAQ INC COM 631103108 1,437 14,460 SH   SOLE   7,970 0 6,490
NATUS MEDICAL INC COM 639050103 6,034 189,520 SH   SOLE   189,520 0 0
NAVIENT CORPORATION COM 63938C108 5,381 420,400 SH   SOLE   420,400 0 0
NOBLE ENERGY INC COM 655044105 2,604 115,950 SH   SOLE   63,700 0 52,250
NORTHWESTERN CORP COM NEW 668074305 12,693 169,130 SH   SOLE   150,710 0 18,420
OUTFRONT MEDIA INC COM 69007J106 15,554 559,910 SH   SOLE   511,240 0 48,670
PARSLEY ENERGY INC CL A 701877102 2,340 139,310 SH   SOLE   76,550 0 62,760
PARTY CITY HOLDCO INC COM 702149105 9,734 1,704,700 SH   SOLE   1,704,700 0 0
PHYSICIANS RLTY TR COM 71943U104 13,217 744,610 SH   SOLE   744,610 0 0
PLANTRONICS INC NEW COM 727493108 18,396 492,925 SH   SOLE   453,235 0 39,690
POPULAR INC COM NEW 733174700 6,068 112,205 SH   SOLE   112,205 0 0
POST HLDGS INC COM 737446104 18,883 178,415 SH   SOLE   161,915 0 16,500
QTS RLTY TR INC COM CL A 74736A103 11,011 214,180 SH   SOLE   214,180 0 0
QUEST DIAGNOSTICS INC COM 74834L100 3,218 30,070 SH   SOLE   16,520 0 13,550
REDWOOD TR INC COM 758075402 12,142 739,920 SH   SOLE   739,920 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 2,229 22,370 SH   SOLE   12,320 0 10,050
RESIDEO TECHNOLOGIES INC COM 76118Y104 6,865 478,400 SH   SOLE   478,400 0 0
RESOURCES CONNECTION INC COM 76122Q105 6,992 411,554 SH   SOLE   411,554 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 7,306 183,100 SH   SOLE   183,100 0 0
SABRE CORP COM 78573M104 2,335 104,260 SH   SOLE   57,340 0 46,920
SILGAN HOLDINGS INC COM 827048109 6,616 220,260 SH   SOLE   220,260 0 0
SLM CORP COM 78442P106 8,074 914,850 SH   SOLE   803,450 0 111,400
STERICYCLE INC COM 858912108 24,051 472,233 SH   SOLE   430,967 0 41,266
STERLING BANCORP DEL COM 85917A100 12,589 627,585 SH   SOLE   572,195 0 55,390
SYNEOS HEALTH INC CL A 87166B102 10,450 196,400 SH   SOLE   179,020 0 17,380
TREEHOUSE FOODS INC COM 89469A104 18,946 341,680 SH   SOLE   315,020 0 26,660
US FOODS HLDG CORP COM 912008109 2,354 57,275 SH   SOLE   31,375 0 25,900
VALVOLINE INC COM 92047W101 3,307 150,100 SH   SOLE   150,100 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 11,818 427,115 SH   SOLE   427,115 0 0
WABTEC CORP COM 929740108 3,504 48,755 SH   SOLE   26,745 0 22,010
WESTROCK CO COM 96145D105 3,728 102,280 SH   SOLE   56,180 0 46,100
WINTRUST FINL CORP COM 97650W108 11,129 172,200 SH   SOLE   172,200 0 0
WPX ENERGY INC COM 98212B103 12,559 1,185,950 SH   SOLE   1,185,950 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 3,852 74,455 SH   SOLE   41,005 0 33,450
ZIONS BANCORPORATION N A COM 989701107 3,834 86,120 SH   SOLE   47,370 0 38,750