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 11,541 347,410 SH   SOLE   347,410 0 0
ADIENT PLC ORD SHS G0084W101 4,798 225,790 SH   SOLE   225,790 0 0
AERCAP HOLDINGS NV SHS N00985106 3,254 52,930 SH   SOLE   29,140 0 23,790
AIR LEASE CORP CL A 00912X302 7,838 164,950 SH   SOLE   164,950 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 10,449 505,740 SH   SOLE   505,740 0 0
ALTRA INDL MOTION CORP COM 02208R106 9,536 263,340 SH   SOLE   263,340 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 3,152 67,025 SH   SOLE   36,915 0 30,110
AMETEK INC NEW COM 031100100 3,361 33,695 SH   SOLE   18,565 0 15,130
ARGO GROUP INTL HLDGS LTD COM G0464B107 7,863 119,586 SH   SOLE   119,586 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 7,863 243,280 SH   SOLE   243,280 0 0
ASCENA RETAIL GROUP INC COM NEW 04351G200 5,583 728,369 SH   SOLE   728,369 0 0
ASSURED GUARANTY LTD COM G0585R106 7,297 148,855 SH   SOLE   148,855 0 0
ATHENE HLDG LTD CL A G0684D107 3,488 74,160 SH   SOLE   40,860 0 33,300
AXALTA COATING SYS LTD COM G0750C108 2,494 82,030 SH   SOLE   45,180 0 36,850
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 19,316 521,775 SH   SOLE   481,025 0 40,750
BANK OZK COM 06417N103 11,461 375,720 SH   SOLE   337,450 0 38,270
BEACON ROOFING SUPPLY INC COM 073685109 17,794 556,425 SH   SOLE   509,065 0 47,360
CAPRI HOLDINGS LIMITED SHS G1890L107 12,783 335,080 SH   SOLE   297,530 0 37,550
CATHAY GEN BANCORP COM 149150104 7,520 197,640 SH   SOLE   197,640 0 0
CONCHO RES INC COM 20605P101 3,046 34,780 SH   SOLE   19,180 0 15,600
DAVE & BUSTERS ENTMT INC COM 238337109 17,716 441,016 SH   SOLE   406,766 0 34,250
DESPEGAR COM CORP ORD SHS G27358103 10,573 784,335 SH   SOLE   784,335 0 0
DIAMONDBACK ENERGY INC COM 25278X109 3,433 36,970 SH   SOLE   20,390 0 16,580
DIEBOLD NXDF INC COM 253651103 27,899 2,641,917 SH   SOLE   2,388,092 0 253,825
E L F BEAUTY INC COM 26856L103 10,678 662,010 SH   SOLE   662,010 0 0
EAST WEST BANCORP INC COM 27579R104 3,843 78,905 SH   SOLE   43,455 0 35,450
EL POLLO LOCO HLDGS INC COM 268603107 8,240 544,234 SH   SOLE   544,234 0 0
ENCOMPASS HEALTH CORP COM 29261A100 3,513 50,720 SH   SOLE   27,920 0 22,800
ENPRO INDS INC COM 29355X107 9,061 135,485 SH   SOLE   135,485 0 0
ESSENT GROUP LTD COM G3198U102 8,336 160,330 SH   SOLE   160,330 0 0
FGL HLDGS ORD SHS G3402M102 9,958 935,050 SH   SOLE   935,050 0 0
FIRST HAWAIIAN INC COM 32051X108 15,974 553,706 SH   SOLE   501,286 0 52,420
FIRST REP BK SAN FRANCISCO C COM 33616C100 3,722 31,690 SH   SOLE   17,460 0 14,230
FLEETCOR TECHNOLOGIES INC COM 339041105 2,246 7,805 SH   SOLE   4,315 0 3,490
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 5,677 3,379,060 SH   SOLE   3,065,883 0 313,177
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 8,360 607,535 SH   SOLE   607,535 0 0
GLACIER BANCORP INC NEW COM 37637Q105 9,968 216,745 SH   SOLE   216,745 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 3,205 105,850 SH   SOLE   58,280 0 47,570
IAA INC COM 449253103 14,389 305,765 SH   SOLE   277,275 0 28,490
INGREDION INC COM 457187102 3,456 37,185 SH   SOLE   20,475 0 16,710
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 14,817 254,230 SH   SOLE   232,880 0 21,350
IRON MTN INC NEW COM 46284V101 2,763 86,700 SH   SOLE   47,780 0 38,920
JAGGED PEAK ENERGY INC COM 47009K107 6,907 813,500 SH   SOLE   813,500 0 0
KAR AUCTION SVCS INC COM 48238T109 30,191 1,385,535 SH   SOLE   1,254,385 0 131,150
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 5,708 295,755 SH   SOLE   295,755 0 0
LKQ CORP COM 501889208 6,416 179,710 SH   SOLE   99,110 0 80,600
MEDNAX INC COM 58502B106 7,178 258,300 SH   SOLE   258,300 0 0
MICHAELS COS INC COM 59408Q106 12,019 1,485,610 SH   SOLE   1,338,110 0 147,500
MSC INDL DIRECT INC CL A 553530106 7,906 100,755 SH   SOLE   100,755 0 0
NASDAQ INC COM 631103108 3,357 31,345 SH   SOLE   17,255 0 14,090
NATUS MEDICAL INC COM 639050103 5,845 177,180 SH   SOLE   177,180 0 0
NAVIENT CORPORATION COM 63938C108 5,375 392,900 SH   SOLE   392,900 0 0
NOBLE ENERGY INC COM 655044105 2,875 115,750 SH   SOLE   63,700 0 52,050
NORTHWESTERN CORP COM NEW 668074305 11,510 160,600 SH   SOLE   142,280 0 18,320
OUTFRONT MEDIA INC COM 69007J106 15,836 590,460 SH   SOLE   535,090 0 55,370
PHYSICIANS RLTY TR COM 71943U104 13,181 695,930 SH   SOLE   695,930 0 0
PLANTRONICS INC NEW COM 727493108 18,358 671,485 SH   SOLE   614,420 0 57,065
POPULAR INC COM NEW 733174700 6,163 104,905 SH   SOLE   104,905 0 0
POST HLDGS INC COM 737446104 15,254 139,815 SH   SOLE   126,765 0 13,050
QTS RLTY TR INC COM CL A 74736A103 8,921 164,390 SH   SOLE   164,390 0 0
QUEST DIAGNOSTICS INC COM 74834L100 3,206 30,020 SH   SOLE   16,520 0 13,500
REDWOOD TR INC COM 758075402 11,439 691,570 SH   SOLE   691,570 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 1,573 13,135 SH   SOLE   7,235 0 5,900
RESIDEO TECHNOLOGIES INC COM 76118Y104 6,806 570,510 SH   SOLE   570,510 0 0
RESOURCES CONNECTION INC COM 76122Q105 6,282 384,714 SH   SOLE   384,714 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 7,349 171,100 SH   SOLE   171,100 0 0
SABRE CORP COM 78573M104 2,340 104,260 SH   SOLE   57,340 0 46,920
SILGAN HOLDINGS INC COM 827048109 6,398 205,870 SH   SOLE   205,870 0 0
SLM CORP COM 78442P106 10,699 1,200,740 SH   SOLE   1,061,495 0 139,245
STERICYCLE INC COM 858912108 18,115 283,890 SH   SOLE   258,680 0 25,210
STERLING BANCORP DEL COM 85917A100 14,488 687,265 SH   SOLE   622,975 0 64,290
SYNEOS HEALTH INC CL A 87166B102 11,066 186,060 SH   SOLE   168,680 0 17,380
TREEHOUSE FOODS INC COM 89469A104 16,957 349,620 SH   SOLE   319,660 0 29,960
US FOODS HLDG CORP COM 912008109 2,387 56,975 SH   SOLE   31,375 0 25,600
VALVOLINE INC COM 92047W101 2,992 139,737 SH   SOLE   139,737 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 11,496 466,175 SH   SOLE   466,175 0 0
WABTEC CORP COM 929740108 3,119 40,095 SH   SOLE   22,085 0 18,010
WESTROCK CO COM 96145D105 4,378 102,030 SH   SOLE   56,180 0 45,850
WINTRUST FINL CORP COM 97650W108 11,406 160,880 SH   SOLE   160,880 0 0
WPX ENERGY INC COM 98212B103 13,620 991,275 SH   SOLE   991,275 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 4,677 74,455 SH   SOLE   41,005 0 33,450
ZIONS BANCORPORATION N A COM 989701107 3,186 61,360 SH   SOLE   33,810 0 27,550