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 5,450 325,160 SH   SOLE   325,160 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 10,886 179,335 SH   SOLE   179,335 0 0
ADAPTHEALTH CORP COMMON STOCK 00653Q102 12,166 497,380 SH   SOLE   497,380 0 0
ADIENT PLC ORD SHS G0084W101 9,285 193,930 SH   SOLE   193,930 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 15,018 942,737 SH   SOLE   942,737 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 708 10,631 SH   SOLE   10,631 0 0
ALTRA INDL MOTION CORP COM 02208R106 13,060 253,255 SH   SOLE   253,255 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 12,706 221,780 SH   SOLE   221,780 0 0
AMERIS BANCORP COM 03076K108 14,160 285,015 SH   SOLE   285,015 0 0
AMETEK INC COM 031100100 779 5,301 SH   SOLE   5,301 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 13,585 233,786 SH   SOLE   233,786 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 13,035 273,620 SH   SOLE   273,620 0 0
ASSURED GUARANTY LTD COM G0585R106 10,438 207,935 SH   SOLE   207,935 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 15,519 407,214 SH   SOLE   407,214 0 0
BANK OZK COM 06417N103 13,897 298,660 SH   SOLE   298,660 0 0
BANNER CORP COM NEW 06652V208 14,594 240,555 SH   SOLE   240,555 0 0
BEACON ROOFING SUPPLY INC COM 073685109 6,217 108,413 SH   SOLE   108,413 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 24,472 377,010 SH   SOLE   377,010 0 0
CATHAY GEN BANCORP COM 149150104 12,846 298,815 SH   SOLE   298,815 0 0
CENTRAL PAC FINL CORP COM NEW 154760409 10,657 378,319 SH   SOLE   378,319 0 0
CHAMPIONX CORPORATION COM 15872M104 10,731 530,960 SH   SOLE   530,960 0 0
CHEESECAKE FACTORY INC COM 163072101 14,174 362,056 SH   SOLE   362,056 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 10,779 385,380 SH   SOLE   385,380 0 0
DESPEGAR COM CORP ORD SHS G27358103 10,798 1,102,945 SH   SOLE   1,102,945 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,218 11,298 SH   SOLE   11,298 0 0
DIEBOLD NIXDORF INC COM STK 253651103 21,037 2,324,548 SH   SOLE   2,324,548 0 0
DXC TECHNOLOGY CO COM 23355L106 8,393 260,720 SH   SOLE   260,720 0 0
E L F BEAUTY INC COM 26856L103 8,987 270,600 SH   SOLE   270,600 0 0
EAST WEST BANCORP INC COM 27579R104 1,098 13,960 SH   SOLE   13,960 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 628 22,122 SH   SOLE   22,122 0 0
ENCOMPASS HEALTH CORP COM 29261A100 1,100 16,857 SH   SOLE   16,857 0 0
ENERSYS COM 29275Y102 12,971 164,065 SH   SOLE   164,065 0 0
ENPRO INDS INC COM 29355X107 15,112 137,290 SH   SOLE   137,290 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 14,724 326,770 SH   SOLE   326,770 0 0
EQT CORP COM 26884L109 19,089 875,230 SH   SOLE   875,230 0 0
ESSENT GROUP LTD COM G3198U102 8,016 176,050 SH   SOLE   176,050 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 871 4,217 SH   SOLE   4,217 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 896 4,003 SH   SOLE   4,003 0 0
GLACIER BANCORP INC NEW COM 37637Q105 14,905 262,880 SH   SOLE   262,880 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 12,028 240,468 SH   SOLE   240,468 0 0
HANGER INC COM NEW 41043F208 8,531 470,520 SH   SOLE   470,520 0 0
HASBRO INC COM 418056107 981 9,640 SH   SOLE   9,640 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 911 27,291 SH   SOLE   27,291 0 0
HELIOS TECHNOLOGIES INC COM 42328H109 12,184 115,855 SH   SOLE   115,855 0 0
HUDSON PAC PPTYS INC COM 444097109 13,963 565,060 SH   SOLE   565,060 0 0
IDACORP INC COM 451107106 13,384 118,122 SH   SOLE   118,122 0 0
INGREDION INC COM 457187102 794 8,218 SH   SOLE   8,218 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 13,759 205,390 SH   SOLE   205,390 0 0
KAR AUCTION SVCS INC COM 48238T109 13,834 885,671 SH   SOLE   885,671 0 0
KILROY RLTY CORP COM 49427F108 839 12,622 SH   SOLE   12,622 0 0
KIRBY CORP COM 497266106 16,323 274,705 SH   SOLE   274,705 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 11,882 1,019,080 SH   SOLE   1,019,080 0 0
LINCOLN ELEC HLDGS INC COM 533900106 8,490 60,870 SH   SOLE   60,870 0 0
LKQ CORP COM 501889208 952 15,860 SH   SOLE   15,860 0 0
NASDAQ INC COM 631103108 439 2,092 SH   SOLE   2,092 0 0
NAVIENT CORPORATION COM 63938C108 7,641 360,080 SH   SOLE   360,080 0 0
NEW RELIC INC COM 64829B100 14,670 133,415 SH   SOLE   133,415 0 0
OSHKOSH CORP COM 688239201 922 8,184 SH   SOLE   8,184 0 0
OUTFRONT MEDIA INC COM 69007J106 14,835 553,115 SH   SOLE   553,115 0 0
PDC ENERGY INC COM 69327R101 15,296 313,580 SH   SOLE   313,580 0 0
PHYSICIANS RLTY TR COM 71943U104 18,131 962,880 SH   SOLE   962,880 0 0
PLANTRONICS INC NEW COM 727493108 18,552 632,294 SH   SOLE   632,294 0 0
POPULAR INC COM NEW 733174700 15,909 193,917 SH   SOLE   193,917 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 9,749 184,230 SH   SOLE   184,230 0 0
POST HLDGS INC COM 737446104 11,140 98,820 SH   SOLE   98,820 0 0
PROSPERITY BANCSHARES INC COM 743606105 955 13,207 SH   SOLE   13,207 0 0
REDWOOD TR INC COM 758075402 13,314 1,009,420 SH   SOLE   1,009,420 0 0
REGAL REXNORD CORPORATION COM 758750103 1,178 6,924 SH   SOLE   6,924 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 1,204 7,111 SH   SOLE   7,111 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 9,473 363,935 SH   SOLE   363,935 0 0
RESOURCES CONNECTION INC COM 76122Q105 8,037 450,505 SH   SOLE   450,505 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 14,914 308,524 SH   SOLE   308,524 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 12,883 302,560 SH   SOLE   302,560 0 0
SL GREEN RLTY CORP COM 78440X804 732 10,208 SH   SOLE   10,208 0 0
SLM CORP COM 78442P106 11,581 588,763 SH   SOLE   588,763 0 0
STERICYCLE INC COM 858912108 14,119 236,740 SH   SOLE   236,740 0 0
SYNEOS HEALTH INC CL A 87166B102 16,791 163,525 SH   SOLE   163,525 0 0
TEREX CORP NEW COM 880779103 10,963 249,450 SH   SOLE   249,450 0 0
TREEHOUSE FOODS INC COM 89469A104 16,807 414,678 SH   SOLE   414,678 0 0
URBAN OUTFITTERS INC COM 917047102 11,258 383,460 SH   SOLE   383,460 0 0
US FOODS HLDG CORP COM 912008109 17,027 488,855 SH   SOLE   488,855 0 0
VALVOLINE INC COM 92047W101 9,745 261,337 SH   SOLE   261,337 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 14,908 699,580 SH   SOLE   699,580 0 0
WABTEC COM 929740108 737 7,996 SH   SOLE   7,996 0 0
WEBSTER FINL CORP CONN COM 947890109 22,260 398,647 SH   SOLE   398,647 0 0
WESTROCK CO COM 96145D105 784 17,663 SH   SOLE   17,663 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 7,190 197,520 SH   SOLE   197,520 0 0