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
ACUITY BRANDS INC COM 00508Y102 265 1,400 SH   SOLE   1,400 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 596 5,017 SH   SOLE   5,017 0 0
ANTERO RESOURCES CORP COM 03674X106 2,823 92,468 SH   SOLE   92,468 0 0
AVAYA HLDGS CORP COM 05351X101 2,308 182,200 SH   SOLE   182,200 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 509 37,838 SH   SOLE   37,838 0 0
BRAEMAR HOTELS & RESORTS INC COM 10482B101 396 64,154 SH   SOLE   64,154 0 0
BUILD-A-BEAR WORKSHOP INC COM 120076104 4,357 238,358 SH   SOLE   238,358 0 0
CARRIAGE SVCS INC COM 143905107 2,568 48,144 SH   SOLE   48,144 0 0
CAVCO INDS INC DEL COM 149568107 17,055 70,813 SH   SOLE   70,813 0 0
CELESTICA INC SUB VTG SHS 15101Q108 12,089 1,014,993 SH   SOLE   1,014,993 0 0
CLEAN HARBORS INC COM 184496107 3,169 28,382 SH   SOLE   28,382 0 0
COSTAR GROUP INC COM 22160N109 2,594 38,939 SH   SOLE   38,939 0 0
DEERE & CO COM 244199105 5,770 13,888 SH   SOLE   13,888 0 0
EAGLE MATLS INC COM 26969P108 3,475 27,073 SH   SOLE   27,073 0 0
ECHOSTAR CORP CL A 278768106 4,000 164,347 SH   SOLE   164,347 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 2,827 60,173 SH   SOLE   60,173 0 0
EXLSERVICE HOLDINGS INC COM 302081104 2,118 14,783 SH   SOLE   14,783 0 0
FORESTAR GROUP INC COM 346232101 665 37,465 SH   SOLE   37,465 0 0
GENERAC HLDGS INC COM 368736104 2,498 8,404 SH   SOLE   8,404 0 0
GILDAN ACTIVEWEAR INC COM 375916103 1,880 50,173 SH   SOLE   50,173 0 0
GMS INC COM 36251C103 3,572 71,771 SH   SOLE   71,771 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 9,410 216,231 SH   SOLE   216,231 0 0
HESKA CORP COM RESTRC NEW 42805E306 2,403 17,378 SH   SOLE   17,378 0 0
HUDSON GLOBAL INC COM NEW 443787205 568 13,959 SH   SOLE   13,959 0 0
HURON CONSULTING GROUP INC COM 447462102 7,697 168,024 SH   SOLE   168,024 0 0
ICF INTL INC COM 44925C103 4,287 45,534 SH   SOLE   45,534 0 0
JABIL INC COM 466313103 4,989 80,824 SH   SOLE   80,824 0 0
LOVESAC COMPANY COM 54738L109 4,303 79,602 SH   SOLE   79,602 0 0
MASTEC INC COM 576323109 2,603 29,880 SH   SOLE   29,880 0 0
MILLERKNOLL INC COM 600544100 6,403 185,268 SH   SOLE   185,268 0 0
NATURES SUNSHINE PRODS INC COM 639027101 349 20,778 SH   SOLE   20,778 0 0
NUTRIEN LTD COM 67077M108 2,964 28,504 SH   SOLE   28,504 0 0
PARSONS CORP DEL COM 70202L102 3,231 83,494 SH   SOLE   83,494 0 0
PATTERSON-UTI ENERGY INC COM 703481101 4,426 285,919 SH   SOLE   285,919 0 0
PEBBLEBROOK HOTEL TR COM 70509V100 3,507 143,265 SH   SOLE   143,265 0 0
PERFICIENT INC COM 71375U101 2,738 24,868 SH   SOLE   24,868 0 0
PETIQ INC COM CL A 71639T106 3,579 146,699 SH   SOLE   146,699 0 0
PLEXUS CORP COM 729132100 1,504 18,378 SH   SOLE   18,378 0 0
PRECISION DRILLING CORP COM NEW 74022D407 597 8,078 SH   SOLE   8,078 0 0
PRIMORIS SVCS CORP COM 74164F103 1,108 46,521 SH   SOLE   46,521 0 0
RINGCENTRAL INC CL A 76680R206 2,087 17,803 SH   SOLE   17,803 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 133 15,473 SH   SOLE   15,473 0 0
SEMTECH CORP COM 816850101 1,702 24,546 SH   SOLE   24,546 0 0
SIMPLY GOOD FOODS CO COM 82900L102 6,864 180,874 SH   SOLE   180,874 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 17,414 317,310 SH   SOLE   317,310 0 0
STANDEX INTL CORP COM 854231107 1,371 13,717 SH   SOLE   13,717 0 0
STRIDE INC COM 86333M108 16,799 462,389 SH   SOLE   462,389 0 0
TITAN MACHY INC COM 88830R101 2,303 81,504 SH   SOLE   81,504 0 0
TRAVELCENTERS OF AMERICA INC COM NEW 89421B109 348 8,100 SH   SOLE   8,100 0 0
TWIN DISC INC COM 901476101 309 18,567 SH   SOLE   18,567 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 3,087 72,833 SH   SOLE   72,833 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 4,087 138,218 SH   SOLE   138,218 0 0
WESTLAKE CORPORATION COM 960413102 5,491 44,496 SH   SOLE   44,496 0 0