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 9,645 327,160 SH   SOLE   327,160 0 0
ADIENT PLC ORD SHS G0084W101 5,567 321,240 SH   SOLE   321,240 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 4,900 561,970 SH   SOLE   561,970 0 0
ALTRA INDL MOTION CORP COM 02208R106 5,965 161,360 SH   SOLE   161,360 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 9,286 265,925 SH   SOLE   233,015 0 32,910
AMERIS BANCORP COM 03076K108 7,020 308,170 SH   SOLE   308,170 0 0
AMETEK INC COM 031100100 1,861 18,720 SH   SOLE   6,640 0 12,080
ARGO GROUP INTL HLDGS LTD COM G0464B107 7,595 220,596 SH   SOLE   220,596 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 7,364 188,880 SH   SOLE   188,880 0 0
ASSURED GUARANTY LTD COM G0585R106 3,405 158,525 SH   SOLE   158,525 0 0
ATHENE HOLDING LTD CL A G0684D107 1,620 47,530 SH   SOLE   16,930 0 30,600
AXALTA COATING SYS LTD COM G0750C108 1,256 56,650 SH   SOLE   20,100 0 36,550
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 10,231 459,200 SH   SOLE   413,400 0 45,800
BANK OZK COM 06417N103 5,428 254,590 SH   SOLE   254,590 0 0
BANNER CORP COM NEW 06652V208 6,770 209,845 SH   SOLE   209,845 0 0
BEACON ROOFING SUPPLY INC COM 073685109 9,487 305,350 SH   SOLE   275,090 0 30,260
CAPRI HOLDINGS LIMITED SHS G1890L107 12,808 711,560 SH   SOLE   642,845 0 68,715
CARTERS INC COM 146229109 8,314 96,030 SH   SOLE   96,030 0 0
CATHAY GEN BANCORP COM 149150104 6,417 295,970 SH   SOLE   295,970 0 0
CHAMPIONX CORPORATION COM 15872M104 4,422 553,470 SH   SOLE   553,470 0 0
CYRUSONE INC COM 23283R100 1,904 27,190 SH   SOLE   9,680 0 17,510
DESPEGAR COM CORP ORD SHS G27358103 3,936 618,900 SH   SOLE   618,900 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,295 43,000 SH   SOLE   15,300 0 27,700
DIEBOLD NXDF INC COM 253651103 17,439 2,282,585 SH   SOLE   2,058,120 0 224,465
DUNKIN BRANDS GROUP INC COM 265504100 8,589 104,855 SH   SOLE   93,095 0 11,760
DXC TECHNOLOGY CO COM 23355L106 5,647 316,340 SH   SOLE   316,340 0 0
E L F BEAUTY INC COM 26856L103 9,534 518,990 SH   SOLE   518,990 0 0
EAST WEST BANCORP INC COM 27579R104 1,785 54,530 SH   SOLE   19,330 0 35,200
EL POLLO LOCO HLDGS INC COM 268603107 5,256 324,464 SH   SOLE   324,464 0 0
ENCOMPASS HEALTH CORP COM 29261A100 2,572 39,580 SH   SOLE   14,130 0 25,450
ENERSYS COM 29275Y102 9,976 148,630 SH   SOLE   132,780 0 15,850
ENPRO INDS INC COM 29355X107 6,232 110,480 SH   SOLE   110,480 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 7,554 306,085 SH   SOLE   306,085 0 0
EQT CORP COM 26884L109 6,439 498,010 SH   SOLE   449,360 0 48,650
ESSENT GROUP LTD COM G3198U102 6,200 167,510 SH   SOLE   167,510 0 0
FIRST AMERN FINL CORP COM 31847R102 1,458 28,630 SH   SOLE   10,180 0 18,450
FIRST REP BK SAN FRANCISCO C COM 33616C100 2,003 18,370 SH   SOLE   6,540 0 11,830
FLEETCOR TECHNOLOGIES INC COM 339041105 1,835 7,705 SH   SOLE   2,745 0 4,960
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 6,332 569,385 SH   SOLE   569,385 0 0
GENPACT LIMITED SHS G3922B107 1,548 39,740 SH   SOLE   14,140 0 25,600
GLACIER BANCORP INC NEW COM 37637Q105 8,165 254,755 SH   SOLE   254,755 0 0
HANGER INC COM NEW 41043F208 5,390 340,730 SH   SOLE   340,730 0 0
HASBRO INC COM 418056107 2,460 29,740 SH   SOLE   10,590 0 19,150
HEALTHCARE TR AMER INC CL A NEW 42225P501 1,943 74,720 SH   SOLE   26,550 0 48,170
IAA INC COM 449253103 7,161 137,520 SH   SOLE   121,030 0 16,490
IDACORP INC COM 451107106 10,474 131,095 SH   SOLE   115,225 0 15,870
IDEX CORP COM 45167R104 2,036 11,160 SH   SOLE   3,960 0 7,200
INGREDION INC COM 457187102 1,587 20,970 SH   SOLE   7,460 0 13,510
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 12,604 266,915 SH   SOLE   240,515 0 26,400
IRON MTN INC NEW COM 46284V101 1,710 63,820 SH   SOLE   22,700 0 41,120
KAR AUCTION SVCS INC COM 48238T109 11,628 807,520 SH   SOLE   722,620 0 84,900
KIRBY CORP COM 497266106 9,871 272,915 SH   SOLE   242,015 0 30,900
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 4,660 564,855 SH   SOLE   564,855 0 0
LINCOLN ELEC HLDGS INC COM 533900106 5,554 60,340 SH   SOLE   60,340 0 0
LKQ CORP COM 501889208 2,506 90,370 SH   SOLE   32,170 0 58,200
MICHAELS COS INC COM 59408Q106 14,105 1,460,905 SH   SOLE   1,319,705 0 141,200
NASDAQ INC COM 631103108 838 6,830 SH   SOLE   2,440 0 4,390
NAVIENT CORPORATION COM 63938C108 5,137 607,950 SH   SOLE   607,950 0 0
NEW RELIC INC COM 64829B100 6,194 109,905 SH   SOLE   109,905 0 0
OUTFRONT MEDIA INC COM 69007J106 9,378 644,540 SH   SOLE   579,062 0 65,478
PARSLEY ENERGY INC CL A 701877102 6,280 670,914 SH   SOLE   670,914 0 0
PHYSICIANS RLTY TR COM 71943U104 9,547 533,040 SH   SOLE   533,040 0 0
PIONEER NAT RES CO COM 723787107 1,083 12,590 SH   SOLE   4,490 0 8,100
PLANTRONICS INC NEW COM 727493108 11,752 992,559 SH   SOLE   905,090 0 87,469
POPULAR INC COM NEW 733174700 7,603 209,635 SH   SOLE   209,635 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 6,142 173,010 SH   SOLE   173,010 0 0
POST HLDGS INC COM 737446104 8,663 100,730 SH   SOLE   87,780 0 12,950
QTS RLTY TR INC COM CL A 74736A103 9,102 144,425 SH   SOLE   144,425 0 0
QUEST DIAGNOSTICS INC COM 74834L100 1,686 14,725 SH   SOLE   5,225 0 9,500
REDWOOD TR INC COM 758075402 6,882 915,160 SH   SOLE   915,160 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 1,630 9,600 SH   SOLE   3,400 0 6,200
RESIDEO TECHNOLOGIES INC COM 76118Y104 3,556 323,310 SH   SOLE   323,310 0 0
REXNORD CORP COM 76169B102 6,624 222,000 SH   SOLE   222,000 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 9,383 237,120 SH   SOLE   212,121 0 24,999
SEALED AIR CORP NEW COM 81211K100 9,913 255,415 SH   SOLE   228,165 0 27,250
SLM CORP COM 78442P106 9,521 1,176,835 SH   SOLE   1,028,990 0 147,845
STERICYCLE INC COM 858912108 7,980 126,545 SH   SOLE   112,335 0 14,210
STERLING BANCORP DEL COM 85917A100 5,977 568,145 SH   SOLE   568,145 0 0
SYNEOS HEALTH INC CL A 87166B102 12,255 230,530 SH   SOLE   205,750 0 24,780
TEREX CORP NEW COM 880779103 6,472 334,320 SH   SOLE   334,320 0 0
TREEHOUSE FOODS INC COM 89469A104 12,713 313,670 SH   SOLE   284,260 0 29,410
US FOODS HLDG CORP COM 912008109 8,093 364,200 SH   SOLE   322,700 0 41,500
VALVOLINE INC COM 92047W101 6,675 350,567 SH   SOLE   350,567 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 6,224 827,658 SH   SOLE   827,658 0 0
WABTEC COM 929740108 1,718 27,760 SH   SOLE   9,850 0 17,910
WATTS WATER TECHNOLOGIES INC CL A 942749102 6,280 62,710 SH   SOLE   62,710 0 0
WEBSTER FINL CORP CONN COM 947890109 10,345 391,710 SH   SOLE   349,310 0 42,400
WESTROCK CO COM 96145D105 2,448 70,470 SH   SOLE   25,000 0 45,470
WNS HLDGS LTD SPON ADR 92932M101 6,722 105,100 SH   SOLE   105,100 0 0