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 6,833 372,360 SH   SOLE   372,360 0 0
ADIENT PLC ORD SHS G0084W101 2,200 242,540 SH   SOLE   242,540 0 0
AERCAP HOLDINGS NV SHS N00985106 1,191 52,260 SH   SOLE   28,470 0 23,790
AIR LEASE CORP CL A 00912X302 3,912 176,700 SH   SOLE   176,700 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 5,470 643,570 SH   SOLE   643,570 0 0
ALTRA INDL MOTION CORP COM 02208R106 4,929 281,790 SH   SOLE   281,790 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 6,243 224,990 SH   SOLE   195,180 0 29,810
AMETEK INC COM 031100100 2,394 33,235 SH   SOLE   18,105 0 15,130
ARGO GROUP INTL HLDGS LTD COM G0464B107 5,663 152,806 SH   SOLE   152,806 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 4,711 219,240 SH   SOLE   219,240 0 0
ASCENA RETAIL GROUP INC COM NEW 04351G200 272 195,479 SH   SOLE   195,479 0 0
ASSURED GUARANTY LTD COM G0585R106 4,121 159,805 SH   SOLE   159,805 0 0
ATHENE HLDG LTD CL A G0684D107 1,431 57,650 SH   SOLE   31,450 0 26,200
AXALTA COATING SYS LTD COM G0750C108 1,399 81,000 SH   SOLE   44,150 0 36,850
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 8,983 527,455 SH   SOLE   486,705 0 40,750
BANK OZK COM 06417N103 2,965 177,570 SH   SOLE   177,570 0 0
BEACON ROOFING SUPPLY INC COM 073685109 9,729 588,195 SH   SOLE   540,835 0 47,360
CAPRI HOLDINGS LIMITED SHS G1890L107 6,791 629,390 SH   SOLE   571,090 0 58,300
CATHAY GEN BANCORP COM 149150104 6,050 263,620 SH   SOLE   263,620 0 0
CONCHO RES INC COM 20605P101 1,472 34,345 SH   SOLE   18,745 0 15,600
CYRUSONE INC COM 23283R100 2,886 46,730 SH   SOLE   25,480 0 21,250
DAVE & BUSTERS ENTMT INC COM 238337109 7,812 597,280 SH   SOLE   545,280 0 52,000
DESPEGAR COM CORP ORD SHS G27358103 3,558 627,490 SH   SOLE   627,490 0 0
DIAMONDBACK ENERGY INC COM 25278X109 7,784 297,090 SH   SOLE   297,090 0 0
DIEBOLD NXDF INC COM 253651103 10,117 2,874,085 SH   SOLE   2,615,965 0 258,120
DUNKIN BRANDS GROUP INC COM 265504100 4,225 79,570 SH   SOLE   79,570 0 0
DXC TECHNOLOGY CO COM 23355L106 3,638 278,770 SH   SOLE   278,770 0 0
E L F BEAUTY INC COM 26856L103 6,990 710,360 SH   SOLE   710,360 0 0
EAST WEST BANCORP INC COM 27579R104 2,005 77,905 SH   SOLE   42,455 0 35,450
EL POLLO LOCO HLDGS INC COM 268603107 4,546 537,934 SH   SOLE   537,934 0 0
ENCOMPASS HEALTH CORP COM 29261A100 3,204 50,040 SH   SOLE   27,240 0 22,800
ENERSYS COM 29275Y102 6,200 125,210 SH   SOLE   125,210 0 0
ENPRO INDS INC COM 29355X107 5,332 134,715 SH   SOLE   134,715 0 0
ESSENT GROUP LTD COM G3198U102 4,524 171,760 SH   SOLE   171,760 0 0
FGL HLDGS ORD SHS G3402M102 3,901 398,050 SH   SOLE   398,050 0 0
FIRST HAWAIIAN INC COM 32051X108 3,265 197,540 SH   SOLE   197,540 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 2,028 24,650 SH   SOLE   13,470 0 11,180
FLEETCOR TECHNOLOGIES INC COM 339041105 1,346 7,215 SH   SOLE   3,945 0 3,270
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 4,811 651,935 SH   SOLE   651,935 0 0
GENPACT LIMITED SHS G3922B107 1,593 54,540 SH   SOLE   29,840 0 24,700
GLACIER BANCORP INC NEW COM 37637Q105 7,913 232,695 SH   SOLE   232,695 0 0
HANGER INC COM NEW 41043F208 3,648 234,170 SH   SOLE   234,170 0 0
HASBRO INC COM 418056107 2,579 36,050 SH   SOLE   19,700 0 16,350
HEALTHCARE TR AMER INC CL A NEW 42225P501 1,940 79,910 SH   SOLE   43,690 0 36,220
IAA INC COM 449253103 7,531 251,355 SH   SOLE   228,415 0 22,940
IDACORP INC COM 451107106 8,335 94,937 SH   SOLE   83,718 0 11,219
IDEX CORP COM 45167R104 2,393 17,325 SH   SOLE   9,475 0 7,850
INGREDION INC COM 457187102 1,516 20,080 SH   SOLE   10,970 0 9,110
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 12,198 273,060 SH   SOLE   249,660 0 23,400
IRON MTN INC NEW COM 46284V101 2,081 87,430 SH   SOLE   47,760 0 39,670
KAR AUCTION SVCS INC COM 48238T109 11,480 956,655 SH   SOLE   865,455 0 91,200
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 4,047 384,705 SH   SOLE   384,705 0 0
LKQ CORP COM 501889208 3,123 152,260 SH   SOLE   83,160 0 69,100
MICHAELS COS INC COM 59408Q106 2,535 1,565,010 SH   SOLE   1,417,510 0 147,500
MSC INDL DIRECT INC CL A 553530106 4,244 77,210 SH   SOLE   77,210 0 0
NASDAQ INC COM 631103108 2,135 22,485 SH   SOLE   12,295 0 10,190
NATUS MED INC DEL COM 639050103 3,192 138,005 SH   SOLE   138,005 0 0
NAVIENT CORPORATION COM 63938C108 3,195 421,550 SH   SOLE   421,550 0 0
NEW RELIC INC COM 64829B100 5,119 110,695 SH   SOLE   110,695 0 0
NOBLE ENERGY INC COM 655044105 4,931 816,400 SH   SOLE   710,913 0 105,487
OUTFRONT MEDIA INC COM 69007J106 6,860 508,890 SH   SOLE   459,320 0 49,570
PARSLEY ENERGY INC CL A 701877102 4,006 699,114 SH   SOLE   699,114 0 0
PHYSICIANS RLTY TR COM 71943U104 8,896 638,140 SH   SOLE   638,140 0 0
PLANTRONICS INC NEW COM 727493108 8,686 863,451 SH   SOLE   801,281 0 62,170
POPULAR INC COM NEW 733174700 3,941 112,605 SH   SOLE   112,605 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 7,825 163,235 SH   SOLE   149,585 0 13,650
POST HLDGS INC COM 737446104 5,891 71,005 SH   SOLE   62,955 0 8,050
QTS RLTY TR INC COM CL A 74736A103 7,422 127,940 SH   SOLE   127,940 0 0
QUEST DIAGNOSTICS INC COM 74834L100 1,752 21,820 SH   SOLE   11,920 0 9,900
REDWOOD TR INC COM 758075402 3,376 667,160 SH   SOLE   667,160 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 1,137 12,980 SH   SOLE   7,080 0 5,900
RENAISSANCERE HOLDINGS LTD COM G7496G103 2,318 15,525 SH   SOLE   8,475 0 7,050
RESIDEO TECHNOLOGIES INC COM 76118Y104 4,030 832,660 SH   SOLE   832,660 0 0
RESOURCES CONNECTION INC COM 76122Q105 4,515 411,614 SH   SOLE   411,614 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 6,263 183,230 SH   SOLE   183,230 0 0
SABRE CORP COM 78573M104 6,177 1,041,660 SH   SOLE   925,390 0 116,270
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 4,520 296,960 SH   SOLE   296,960 0 0
SEALED AIR CORP NEW COM 81211K100 5,589 226,185 SH   SOLE   194,535 0 31,650
SLM CORP COM 78442P106 8,810 1,225,330 SH   SOLE   1,102,785 0 122,545
STERICYCLE INC COM 858912108 10,274 211,490 SH   SOLE   191,930 0 19,560
STERLING BANCORP DEL COM 85917A100 8,406 804,435 SH   SOLE   732,195 0 72,240
SYNEOS HEALTH INC CL A 87166B102 9,584 243,125 SH   SOLE   220,595 0 22,530
TREEHOUSE FOODS INC COM 89469A104 12,184 275,960 SH   SOLE   251,600 0 24,360
US FOODS HLDG CORP COM 912008109 7,075 399,485 SH   SOLE   355,035 0 44,450
VALVOLINE INC COM 92047W101 4,630 353,667 SH   SOLE   353,667 0 0
WABTEC COM 929740108 1,906 39,600 SH   SOLE   21,590 0 18,010
WATTS WATER TECHNOLOGIES INC CL A 942749102 6,548 77,350 SH   SOLE   77,350 0 0
WEBSTER FINL CORP CONN COM 947890109 6,659 290,785 SH   SOLE   262,785 0 28,000
WESTROCK CO COM 96145D105 2,847 100,750 SH   SOLE   54,900 0 45,850
WYNDHAM HOTELS & RESORTS INC COM 98311A105 5,145 163,295 SH   SOLE   142,345 0 20,950
ZIONS BANCORPORATION N A COM 989701107 1,620 60,540 SH   SOLE   32,990 0 27,550