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
8X8 INC NEW COM 282914100 6,372 229,550 SH   SOLE   229,550 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 10,550 168,125 SH   SOLE   168,125 0 0
ADAPTHEALTH CORP COM CL A 00653Q102 7,462 272,230 SH   SOLE   272,230 0 0
ADIENT PLC ORD SHS G0084W101 11,627 257,240 SH   SOLE   257,240 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 9,080 435,485 SH   SOLE   435,485 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 830 7,967 SH   SOLE   7,967 0 0
ALTRA INDL MOTION CORP COM 02208R106 10,444 160,625 SH   SOLE   160,625 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 13,312 284,931 SH   SOLE   284,931 0 0
AMERIS BANCORP COM 03076K108 13,523 267,085 SH   SOLE   267,085 0 0
AMETEK INC COM 031100100 708 5,301 SH   SOLE   5,301 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 11,350 218,976 SH   SOLE   218,976 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 11,025 216,950 SH   SOLE   216,950 0 0
ASSURED GUARANTY LTD COM G0585R106 9,252 194,855 SH   SOLE   194,855 0 0
AXALTA COATING SYS LTD COM G0750C108 596 19,544 SH   SOLE   19,544 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 13,612 383,980 SH   SOLE   383,980 0 0
BANK OZK COM 06417N103 11,817 280,290 SH   SOLE   280,290 0 0
BANNER CORP COM NEW 06652V208 12,234 225,675 SH   SOLE   225,675 0 0
BEACON ROOFING SUPPLY INC COM 073685109 12,012 225,586 SH   SOLE   225,586 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 22,323 390,339 SH   SOLE   390,339 0 0
CATHAY GEN BANCORP COM 149150104 11,036 280,395 SH   SOLE   280,395 0 0
CENTRAL PAC FINL CORP COM NEW 154760409 9,250 354,959 SH   SOLE   354,959 0 0
CHAMPIONX CORPORATION COM 15872M104 10,202 397,740 SH   SOLE   397,740 0 0
CHEESECAKE FACTORY INC COM 163072101 13,120 242,164 SH   SOLE   242,164 0 0
CYRUSONE INC COM 23283R100 915 12,799 SH   SOLE   12,799 0 0
DESPEGAR COM CORP ORD SHS G27358103 12,152 919,905 SH   SOLE   919,905 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,240 13,208 SH   SOLE   13,208 0 0
DIEBOLD NIXDORF INC COM STK 253651103 22,154 1,725,373 SH   SOLE   1,725,373 0 0
DXC TECHNOLOGY CO COM 23355L106 9,477 243,370 SH   SOLE   243,370 0 0
E L F BEAUTY INC COM 26856L103 8,571 315,820 SH   SOLE   315,820 0 0
EAST WEST BANCORP INC COM 27579R104 931 12,986 SH   SOLE   12,986 0 0
EL POLLO LOCO HLDGS INC COM 268603107 9,933 543,060 SH   SOLE   543,060 0 0
ENCOMPASS HEALTH CORP COM 29261A100 1,037 13,286 SH   SOLE   13,286 0 0
ENERSYS COM 29275Y102 13,185 134,910 SH   SOLE   134,910 0 0
ENPRO INDS INC COM 29355X107 11,975 123,260 SH   SOLE   123,260 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 8,718 201,755 SH   SOLE   201,755 0 0
EQT CORP COM 26884L109 14,357 644,978 SH   SOLE   644,978 0 0
ESSENT GROUP LTD COM G3198U102 7,427 165,230 SH   SOLE   165,230 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 876 4,680 SH   SOLE   4,680 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 670 2,615 SH   SOLE   2,615 0 0
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 7,347 406,575 SH   SOLE   406,575 0 0
GENPACT LIMITED SHS G3922B107 708 15,591 SH   SOLE   15,591 0 0
GLACIER BANCORP INC NEW COM 37637Q105 10,952 198,830 SH   SOLE   198,830 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 10,033 225,758 SH   SOLE   225,758 0 0
HANGER INC COM NEW 41043F208 7,889 312,050 SH   SOLE   312,050 0 0
HASBRO INC COM 418056107 835 8,832 SH   SOLE   8,832 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 793 29,686 SH   SOLE   29,686 0 0
HELIOS TECHNOLOGIES INC COM 42328H109 10,843 138,920 SH   SOLE   138,920 0 0
HUDSON PAC PPTYS INC COM 444097109 7,790 280,000 SH   SOLE   280,000 0 0
IDACORP INC COM 451107106 12,536 128,570 SH   SOLE   128,570 0 0
INGREDION INC COM 457187102 744 8,218 SH   SOLE   8,218 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 11,032 161,660 SH   SOLE   161,660 0 0
KAR AUCTION SVCS INC COM 48238T109 24,015 1,368,402 SH   SOLE   1,368,402 0 0
KILROY RLTY CORP COM 49427F108 736 10,572 SH   SOLE   10,572 0 0
KIRBY CORP COM 497266106 15,600 257,249 SH   SOLE   257,249 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 13,299 959,522 SH   SOLE   959,522 0 0
LINCOLN ELEC HLDGS INC COM 533900106 10,165 77,180 SH   SOLE   77,180 0 0
LKQ CORP COM 501889208 1,146 23,285 SH   SOLE   23,285 0 0
NASDAQ INC COM 631103108 368 2,092 SH   SOLE   2,092 0 0
NAVIENT CORPORATION COM 63938C108 8,236 426,050 SH   SOLE   426,050 0 0
NEW RELIC INC COM 64829B100 8,418 125,705 SH   SOLE   125,705 0 0
OSHKOSH CORP COM 688239201 1,020 8,184 SH   SOLE   8,184 0 0
OUTFRONT MEDIA INC COM 69007J106 12,523 521,140 SH   SOLE   521,140 0 0
PDC ENERGY INC COM 69327R101 15,798 345,020 SH   SOLE   345,020 0 0
PHYSICIANS RLTY TR COM 71943U104 13,877 751,320 SH   SOLE   751,320 0 0
PLANTRONICS INC NEW COM 727493108 21,015 503,600 SH   SOLE   503,600 0 0
POPULAR INC COM NEW 733174700 12,050 160,561 SH   SOLE   160,561 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 9,448 205,030 SH   SOLE   205,030 0 0
POST HLDGS INC COM 737446104 8,006 73,810 SH   SOLE   73,810 0 0
PROSPERITY BANCSHARES INC COM 743606105 871 12,131 SH   SOLE   12,131 0 0
REDWOOD TR INC COM 758075402 10,124 838,750 SH   SOLE   838,750 0 0
REGAL BELOIT CORP COM 758750103 924 6,924 SH   SOLE   6,924 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 933 6,267 SH   SOLE   6,267 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 10,219 340,625 SH   SOLE   340,625 0 0
REXNORD CORP COM 76169B102 11,924 238,280 SH   SOLE   238,280 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 9,916 194,163 SH   SOLE   194,163 0 0
SEALED AIR CORP NEW COM 81211K100 11,681 197,156 SH   SOLE   197,156 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 12,376 285,950 SH   SOLE   285,950 0 0
SLM CORP COM 78442P106 11,517 550,003 SH   SOLE   550,003 0 0
STERICYCLE INC COM 858912108 6,846 95,675 SH   SOLE   95,675 0 0
SYNEOS HEALTH INC CL A 87166B102 16,313 182,285 SH   SOLE   182,285 0 0
TEREX CORP NEW COM 880779103 8,998 188,960 SH   SOLE   188,960 0 0
TREEHOUSE FOODS INC COM 89469A104 13,482 302,840 SH   SOLE   302,840 0 0
URBAN OUTFITTERS INC COM 917047102 10,541 255,720 SH   SOLE   255,720 0 0
US FOODS HLDG CORP COM 912008109 11,027 287,470 SH   SOLE   287,470 0 0
VALVOLINE INC COM 92047W101 10,438 321,567 SH   SOLE   321,567 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 12,364 656,610 SH   SOLE   656,610 0 0
WABTEC COM 929740108 846 10,280 SH   SOLE   10,280 0 0
WEBSTER FINL CORP CONN COM 947890109 20,248 379,607 SH   SOLE   379,607 0 0
WESTROCK CO COM 96145D105 863 16,223 SH   SOLE   16,223 0 0