The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 4,596 | 78,610 | SH | SOLE | 78,610 | 0 | 0 | ||
Aaron's, Inc. | COM | 002535300 | 7,784 | 137,400 | SH | SOLE | 137,400 | 0 | 0 | ||
Acadia Healthcare Company, Inc | COM | 00404A109 | 6,786 | 230,200 | SH | SOLE | 230,200 | 0 | 0 | ||
American Woodmark Corporation | COM | 030506109 | 7,163 | 91,200 | SH | SOLE | 91,200 | 0 | 0 | ||
BMC Stock Holdings, Inc. | COM | 05591B109 | 10,314 | 240,820 | SH | SOLE | 240,820 | 0 | 0 | ||
BancorpSouth Bank | COM | 05971J102 | 6,496 | 335,200 | SH | SOLE | 335,200 | 0 | 0 | ||
Beacon Roofing Supply, Inc. | COM | 073685109 | 7,755 | 249,600 | SH | SOLE | 249,600 | 0 | 0 | ||
Benchmark Electronics, Inc. | COM | 08160H101 | 5,713 | 283,539 | SH | SOLE | 283,539 | 0 | 0 | ||
Brunswick Corporation | COM | 117043109 | 6,722 | 114,100 | SH | SOLE | 114,100 | 0 | 0 | ||
Columbus McKinnon Corporation | COM | 199333105 | 6,208 | 187,550 | SH | SOLE | 187,550 | 0 | 0 | ||
Compass Minerals International | COM | 20451N101 | 7,626 | 128,500 | SH | SOLE | 128,500 | 0 | 0 | ||
Dine Brands Global, Inc. | COM | 254423106 | 8,931 | 163,600 | SH | SOLE | 163,600 | 0 | 0 | ||
EnPro Industries, Inc. | COM | 29355X107 | 5,167 | 91,600 | SH | SOLE | 91,600 | 0 | 0 | ||
Essent Group Ltd. | COM | G3198U102 | 8,762 | 236,750 | SH | SOLE | 236,750 | 0 | 0 | ||
Ferro Corporation | COM | 315405100 | 7,414 | 597,900 | SH | SOLE | 597,900 | 0 | 0 | ||
First Busey Corporation | COM | 319383204 | 6,911 | 434,940 | SH | SOLE | 434,940 | 0 | 0 | ||
First Midwest Bancorp, Inc. | COM | 320867104 | 5,163 | 478,921 | SH | SOLE | 478,921 | 0 | 0 | ||
Focus Financial Partners Inc. | COM | 34417P100 | 7,040 | 214,700 | SH | SOLE | 214,700 | 0 | 0 | ||
Gibraltar Industries, Inc. | COM | 374689107 | 7,491 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
Hillenbrand Inc. | COM | 431571108 | 8,136 | 286,900 | SH | SOLE | 286,900 | 0 | 0 | ||
JELD-WEN Holding, Inc. | COM | 47580P103 | 7,483 | 331,115 | SH | SOLE | 331,115 | 0 | 0 | ||
James River Group Holdings, Lt | COM | G5005R107 | 1,705 | 38,300 | SH | SOLE | 38,300 | 0 | 0 | ||
Kemper Corporation | COM | 488401100 | 7,211 | 107,907 | SH | SOLE | 107,907 | 0 | 0 | ||
Knoll, Inc. | COM | 498904200 | 4,199 | 348,200 | SH | SOLE | 348,200 | 0 | 0 | ||
Knowles Corporation | COM | 49926D109 | 7,526 | 505,100 | SH | SOLE | 505,100 | 0 | 0 | ||
Korn Ferry | COM | 500643200 | 5,145 | 177,400 | SH | SOLE | 177,400 | 0 | 0 | ||
Kulicke and Soffa Industries, | COM | 501242101 | 6,091 | 271,900 | SH | SOLE | 271,900 | 0 | 0 | ||
LCI Industries | COM | 50189K103 | 7,214 | 67,875 | SH | SOLE | 67,875 | 0 | 0 | ||
ManpowerGroup Inc. | COM | 56418H100 | 6,636 | 90,500 | SH | SOLE | 90,500 | 0 | 0 | ||
Minerals Technologies Inc. | COM | 603158106 | 7,466 | 146,100 | SH | SOLE | 146,100 | 0 | 0 | ||
NCR Corporation | COM | 62886E108 | 4,636 | 209,400 | SH | SOLE | 209,400 | 0 | 0 | ||
National Bank Holdings Corpora | COM | 633707104 | 6,702 | 255,300 | SH | SOLE | 255,300 | 0 | 0 | ||
Neenah, Inc. | COM | 640079109 | 4,639 | 123,800 | SH | SOLE | 123,800 | 0 | 0 | ||
Orion Engineered Carbons S.A. | COM | L72967109 | 7,851 | 627,600 | SH | SOLE | 627,600 | 0 | 0 | ||
Perficient, Inc. | COM | 71375U101 | 8,240 | 192,800 | SH | SOLE | 192,800 | 0 | 0 | ||
Prestige Consumer Healthcare, | COM | 74112D101 | 3,311 | 90,900 | SH | SOLE | 90,900 | 0 | 0 | ||
Reinsurance Group Of America, | COM | 759351604 | 7,210 | 75,747 | SH | SOLE | 75,747 | 0 | 0 | ||
Rexnord Corporation | COM | 76169B102 | 6,321 | 211,826 | SH | SOLE | 211,826 | 0 | 0 | ||
Ryder System, Inc. | COM | 783549108 | 4,731 | 112,000 | SH | SOLE | 112,000 | 0 | 0 | ||
SPX Corporation | COM | 784635104 | 8,367 | 180,400 | SH | SOLE | 180,400 | 0 | 0 | ||
Sanmina Corporation | COM | 801056102 | 7,904 | 292,210 | SH | SOLE | 292,210 | 0 | 0 | ||
Silicon Motion Technology Corp | COM | 82706C108 | 5,697 | 150,800 | SH | SOLE | 150,800 | 0 | 0 | ||
Sterling Bancorp | COM | 85917A100 | 5,860 | 557,025 | SH | SOLE | 557,025 | 0 | 0 | ||
TPI Composites, Inc. | COM | 87266J104 | 6,412 | 221,400 | SH | SOLE | 221,400 | 0 | 0 | ||
TTM Technologies, Inc. | COM | 87305R109 | 7,233 | 633,900 | SH | SOLE | 633,900 | 0 | 0 | ||
The Children's Place, Inc. | COM | 168905107 | 5,313 | 187,400 | SH | SOLE | 187,400 | 0 | 0 | ||
The Shyft Group, Inc. | COM | 825698103 | 8,386 | 444,174 | SH | SOLE | 444,174 | 0 | 0 | ||
TreeHouse Foods, Inc. | COM | 89469A104 | 4,458 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
TriMas Corporation | COM | 896215209 | 6,906 | 302,900 | SH | SOLE | 302,900 | 0 | 0 | ||
UMB Financial Corporation | COM | 902788108 | 6,357 | 129,700 | SH | SOLE | 129,700 | 0 | 0 | ||
Umpqua Holdings Corporation | COM | 904214103 | 6,458 | 608,143 | SH | SOLE | 608,143 | 0 | 0 | ||
Varex Imaging Corporation | COM | 92214X106 | 2,764 | 217,300 | SH | SOLE | 217,300 | 0 | 0 | ||
WNS (Holdings) Limited | COM | 92932M101 | 6,089 | 95,198 | SH | SOLE | 95,198 | 0 | 0 | ||
WSFS Financial Corporation | COM | 929328102 | 6,950 | 257,700 | SH | SOLE | 257,700 | 0 | 0 | ||
Welbilt, Inc. | COM | 949090104 | 6,588 | 1,069,400 | SH | SOLE | 1,069,400 | 0 | 0 | ||
Winnebago Industries, Inc. | COM | 974637100 | 5,916 | 114,500 | SH | SOLE | 114,500 | 0 | 0 |