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 6,669 98,605 SH   SOLE   98,605 0 0
ADAPTHEALTH CORP COMMON STOCK 00653Q102 6,413 355,470 SH   SOLE   355,470 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 10,747 473,213 SH   SOLE   473,213 0 0
ALTRA INDL MOTION CORP COM 02208R106 7,486 212,380 SH   SOLE   212,380 0 0
AMEDISYS INC COM 023436108 6,818 64,855 SH   SOLE   64,855 0 0
AMERIS BANCORP COM 03076K108 8,210 204,335 SH   SOLE   204,335 0 0
AMETEK INC COM 031100100 533 4,854 SH   SOLE   4,854 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 9,151 248,266 SH   SOLE   248,266 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 7,024 197,475 SH   SOLE   197,475 0 0
ASSURED GUARANTY LTD COM G0585R106 7,133 127,846 SH   SOLE   127,846 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 9,626 308,634 SH   SOLE   308,634 0 0
BANK OZK COM 06417N103 7,251 193,210 SH   SOLE   193,210 0 0
BANNER CORP COM NEW 06652V208 9,669 172,015 SH   SOLE   172,015 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 5,149 206,881 SH   SOLE   206,881 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 6,041 372,881 SH   SOLE   372,881 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 9,092 221,710 SH   SOLE   221,710 0 0
CATHAY GEN BANCORP COM 149150104 7,736 197,605 SH   SOLE   197,605 0 0
CENTRAL PAC FINL CORP COM NEW 154760409 5,849 272,689 SH   SOLE   272,689 0 0
CHAMPIONX CORPORATION COM 15872M104 9,902 498,838 SH   SOLE   498,838 0 0
CHEESECAKE FACTORY INC COM 163072101 6,470 244,900 SH   SOLE   244,900 0 0
COMSTOCK RES INC COM 205768302 5,148 426,140 SH   SOLE   426,140 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 8,197 312,990 SH   SOLE   312,990 0 0
DESPEGAR COM CORP ORD SHS G27358103 6,393 789,251 SH   SOLE   789,251 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,025 8,462 SH   SOLE   8,462 0 0
DIEBOLD NIXDORF INC COM STK 253651103 5,765 2,539,498 SH   SOLE   2,539,498 0 0
E L F BEAUTY INC COM 26856L103 6,699 218,360 SH   SOLE   218,360 0 0
EAST WEST BANCORP INC COM 27579R104 735 11,342 SH   SOLE   11,342 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 533 27,175 SH   SOLE   27,175 0 0
ELASTIC N V ORD SHS N14506104 534 7,897 SH   SOLE   7,897 0 0
ENCOMPASS HEALTH CORP COM 29261A100 846 15,097 SH   SOLE   15,097 0 0
ENERSYS COM 29275Y102 7,129 120,912 SH   SOLE   120,912 0 0
ENPRO INDS INC COM 29355X107 8,038 98,110 SH   SOLE   98,110 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 9,261 240,297 SH   SOLE   240,297 0 0
EQT CORP COM 26884L109 713 20,735 SH   SOLE   20,735 0 0
ESSENT GROUP LTD COM G3198U102 4,968 127,705 SH   SOLE   127,705 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 874 6,060 SH   SOLE   6,060 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 611 2,908 SH   SOLE   2,908 0 0
GLACIER BANCORP INC NEW COM 37637Q105 8,955 188,835 SH   SOLE   188,835 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 7,640 172,338 SH   SOLE   172,338 0 0
HANGER INC COM NEW 41043F208 5,525 385,825 SH   SOLE   385,825 0 0
HASBRO INC COM 418056107 754 9,203 SH   SOLE   9,203 0 0
HEALTHCARE RLTY TR COM 421946104 15,702 577,274 SH   SOLE   577,274 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 719 25,750 SH   SOLE   25,750 0 0
HELIOS TECHNOLOGIES INC COM 42328H109 7,026 106,060 SH   SOLE   106,060 0 0
HUDSON PAC PPTYS INC COM 444097109 6,191 417,210 SH   SOLE   417,210 0 0
IDACORP INC COM 451107106 9,112 86,026 SH   SOLE   86,026 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 8,920 165,089 SH   SOLE   165,089 0 0
KAR AUCTION SVCS INC COM 48238T109 8,425 570,433 SH   SOLE   570,433 0 0
KILROY RLTY CORP COM 49427F108 784 14,984 SH   SOLE   14,984 0 0
KIRBY CORP COM 497266106 12,225 200,937 SH   SOLE   200,937 0 0
LIBERTY ENERGY INC COM CL A 53115L104 7,438 582,940 SH   SOLE   582,940 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 7,404 949,243 SH   SOLE   949,243 0 0
LINCOLN ELEC HLDGS INC COM 533900106 5,443 44,125 SH   SOLE   44,125 0 0
LKQ CORP COM 501889208 788 16,054 SH   SOLE   16,054 0 0
NASDAQ INC COM 631103108 757 4,965 SH   SOLE   4,965 0 0
NEW RELIC INC COM 64829B100 10,403 207,861 SH   SOLE   207,861 0 0
NORTHERN OIL AND GAS INC MN COM 665531307 6,114 242,040 SH   SOLE   242,040 0 0
OSHKOSH CORP COM 688239201 588 7,161 SH   SOLE   7,161 0 0
OUTFRONT MEDIA INC COM 69007J106 7,584 447,425 SH   SOLE   447,425 0 0
PDC ENERGY INC COM 69327R101 9,222 149,690 SH   SOLE   149,690 0 0
PHYSICIANS RLTY TR COM 71943U104 12,625 723,470 SH   SOLE   723,470 0 0
POPULAR INC COM NEW 733174700 9,485 123,291 SH   SOLE   123,291 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 6,346 131,310 SH   SOLE   131,310 0 0
POST HLDGS INC COM 737446104 8,267 100,390 SH   SOLE   100,390 0 0
PROSPERITY BANCSHARES INC COM 743606105 711 10,416 SH   SOLE   10,416 0 0
REGAL REXNORD CORPORATION COM 758750103 692 6,094 SH   SOLE   6,094 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 875 5,596 SH   SOLE   5,596 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 5,081 261,615 SH   SOLE   261,615 0 0
RESOURCES CONNECTION INC COM 76122Q105 8,826 433,260 SH   SOLE   433,260 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 9,142 421,300 SH   SOLE   421,300 0 0
SL GREEN RLTY CORP COM 78440X887 8,137 176,320 SH   SOLE   176,320 0 0
SLM CORP COM 78442P106 5,559 348,715 SH   SOLE   348,715 0 0
STERICYCLE INC COM 858912108 10,282 234,477 SH   SOLE   234,477 0 0
SYNEOS HEALTH INC CL A 87166B102 10,140 141,462 SH   SOLE   141,462 0 0
SYNOVUS FINL CORP COM NEW 87161C501 626 17,359 SH   SOLE   17,359 0 0
TEREX CORP NEW COM 880779103 4,904 179,160 SH   SOLE   179,160 0 0
TREEHOUSE FOODS INC COM 89469A104 15,743 376,457 SH   SOLE   376,457 0 0
US FOODS HLDG CORP COM 912008109 12,611 411,042 SH   SOLE   411,042 0 0
VALVOLINE INC COM 92047W101 5,373 186,368 SH   SOLE   186,368 0 0
VARONIS SYS INC COM 922280102 6,656 227,000 SH   SOLE   227,000 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 10,818 405,470 SH   SOLE   405,470 0 0
WABTEC COM 929740108 586 7,136 SH   SOLE   7,136 0 0
WEBSTER FINL CORP COM 947890109 13,464 319,442 SH   SOLE   319,442 0 0
WESTROCK CO COM 96145D105 678 17,006 SH   SOLE   17,006 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 3,882 142,510 SH   SOLE   142,510 0 0