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 7,346 117,900 SH   SOLE   117,900 0 0
Aaron's, Inc. COM 002535300 12,136 212,500 SH   SOLE   212,500 0 0
Acadia Healthcare Company, Inc COM 00404A109 7,465 224,700 SH   SOLE   224,700 0 0
American Woodmark Corporation COM 030506109 8,988 86,000 SH   SOLE   86,000 0 0
BMC Stock Holdings, Inc. COM 05591B109 15,046 524,420 SH   SOLE   524,420 0 0
BancorpSouth Bank COM 05971J102 11,333 360,800 SH   SOLE   360,800 0 0
Beacon Roofing Supply, Inc. COM 073685109 7,160 223,900 SH   SOLE   223,900 0 0
Benchmark Electronics, Inc. COM 08160H101 11,354 330,439 SH   SOLE   330,439 0 0
Brunswick Corporation COM 117043109 9,375 156,300 SH   SOLE   156,300 0 0
Columbus McKinnon Corporation COM 199333105 7,243 180,950 SH   SOLE   180,950 0 0
Compass Minerals International COM 20451N101 9,053 148,500 SH   SOLE   148,500 0 0
Deluxe Corporation COM 248019101 7,318 146,600 SH   SOLE   146,600 0 0
Dine Brands Global, Inc. COM 254423106 16,144 193,300 SH   SOLE   193,300 0 0
EnPro Industries, Inc. COM 29355X107 5,899 88,200 SH   SOLE   88,200 0 0
Essent Group Ltd. COM G3198U102 11,799 226,950 SH   SOLE   226,950 0 0
Ferro Corporation COM 315405100 11,240 757,900 SH   SOLE   757,900 0 0
First Busey Corporation COM 319383204 11,677 424,620 SH   SOLE   424,620 0 0
First Midwest Bancorp, Inc. COM 320867104 10,322 447,608 SH   SOLE   447,608 0 0
Focus Financial Partners Inc. COM 34417P100 6,875 233,300 SH   SOLE   233,300 0 0
Gibraltar Industries, Inc. COM 374689107 10,406 206,300 SH   SOLE   206,300 0 0
Hancock Whitney Corporation COM 410120109 10,448 238,100 SH   SOLE   238,100 0 0
Hillenbrand Inc. COM 431571108 8,647 259,600 SH   SOLE   259,600 0 0
JELD-WEN Holding, Inc. COM 47580P103 8,311 355,015 SH   SOLE   355,015 0 0
Kemper Corporation COM 488401100 6,908 89,130 SH   SOLE   89,130 0 0
Knoll, Inc. COM 498904200 8,548 338,400 SH   SOLE   338,400 0 0
Knowles Corporation COM 49926D109 11,884 561,900 SH   SOLE   561,900 0 0
Korn Ferry COM 500643200 5,970 140,800 SH   SOLE   140,800 0 0
LCI Industries COM 50189K103 9,572 89,350 SH   SOLE   89,350 0 0
ManpowerGroup Inc. COM 56418H100 7,574 78,000 SH   SOLE   78,000 0 0
Minerals Technologies Inc. COM 603158106 9,123 158,300 SH   SOLE   158,300 0 0
NCR Corporation COM 62886E108 9,261 263,400 SH   SOLE   263,400 0 0
National Bank Holdings Corpora COM 633707104 8,594 244,000 SH   SOLE   244,000 0 0
Neenah, Inc. COM 640079109 8,318 118,100 SH   SOLE   118,100 0 0
Orion Engineered Carbons S.A. COM L72967109 9,484 491,400 SH   SOLE   491,400 0 0
Perficient, Inc. COM 71375U101 11,877 257,800 SH   SOLE   257,800 0 0
Prestige Consumer Healthcare, COM 74112D101 7,501 185,200 SH   SOLE   185,200 0 0
Reinsurance Group Of America, COM 759351604 11,732 71,947 SH   SOLE   71,947 0 0
Rexnord Corporation COM 76169B102 9,891 303,226 SH   SOLE   303,226 0 0
Ryder System, Inc. COM 783549108 8,467 155,900 SH   SOLE   155,900 0 0
SPX Corporation COM 784635104 13,946 274,100 SH   SOLE   274,100 0 0
Sanmina Corporation COM 801056102 12,180 355,710 SH   SOLE   355,710 0 0
Silicon Motion Technology Corp COM 82706C108 10,061 198,400 SH   SOLE   198,400 0 0
Spartan Motors, Inc. COM 846819100 6,608 365,474 SH   SOLE   365,474 0 0
Sterling Bancorp COM 85917A100 11,076 525,425 SH   SOLE   525,425 0 0
TPI Composites, Inc. COM 87266J104 3,619 195,500 SH   SOLE   195,500 0 0
TTM Technologies, Inc. COM 87305R109 7,560 502,300 SH   SOLE   502,300 0 0
The Children's Place, Inc. COM 168905107 9,278 148,400 SH   SOLE   148,400 0 0
TriMas Corporation COM 896215209 11,634 370,400 SH   SOLE   370,400 0 0
UMB Financial Corporation COM 902788108 8,491 123,700 SH   SOLE   123,700 0 0
Umpqua Holdings Corporation COM 904214103 8,193 462,878 SH   SOLE   462,878 0 0
Virtusa Corporation COM 92827P102 9,388 207,100 SH   SOLE   207,100 0 0
WNS (Holdings) Limited COM 92932M101 5,953 89,998 SH   SOLE   89,998 0 0
WSFS Financial Corporation COM 929328102 10,764 244,700 SH   SOLE   244,700 0 0
Welbilt, Inc. COM 949090104 7,177 459,800 SH   SOLE   459,800 0 0
Winnebago Industries, Inc. COM 974637100 10,405 196,400 SH   SOLE   196,400 0 0