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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADIA HEALTHCARE COMPANY IN COM 00404A109   5,801,914 70,480 SH   SOLE   70,480 0 0
ADAPTHEALTH CORP COMMON STOCK 00653Q102   7,681,254 399,649 SH   SOLE   399,649 0 0
AMEDISYS INC COM 023436108   9,526,902 114,040 SH   SOLE   114,040 0 0
AMERIS BANCORP COM 03076K108   8,488,971 180,080 SH   SOLE   180,080 0 0
AMETEK INC COM 031100100   806,883 5,775 SH   SOLE   5,775 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   5,175,819 174,270 SH   SOLE   174,270 0 0
ASSURED GUARANTY LTD COM G0585R106   6,987,502 112,231 SH   SOLE   112,231 0 0
ATI INC COM 01741R102   6,689,894 224,042 SH   SOLE   224,042 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208   9,893,969 331,901 SH   SOLE   331,901 0 0
BANK OZK LITTLE ROCK ARK COM 06417N103   6,820,215 170,250 SH   SOLE   170,250 0 0
BANNER CORP COM NEW 06652V208   9,590,916 151,755 SH   SOLE   151,755 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   4,681,736 182,595 SH   SOLE   182,595 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108   6,674,170 763,635 SH   SOLE   763,635 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   661,057 29,160 SH   SOLE   29,160 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   11,299,377 197,128 SH   SOLE   197,128 0 0
CATALENT INC COM 148806102   618,302 13,737 SH   SOLE   13,737 0 0
CATHAY GEN BANCORP COM 149150104   6,944,701 170,255 SH   SOLE   170,255 0 0
CHAMPIONX CORPORATION COM 15872M104   7,406,945 255,500 SH   SOLE   255,500 0 0
CHARLES RIV LABS INTL INC COM 159864107   513,155 2,355 SH   SOLE   2,355 0 0
CHEESECAKE FACTORY INC COM 163072101   8,665,233 273,265 SH   SOLE   273,265 0 0
COMSTOCK RES INC COM 205768302   5,237,631 382,030 SH   SOLE   382,030 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108   10,011,776 385,959 SH   SOLE   385,959 0 0
DESPEGAR COM CORP ORD SHS G27358103   6,259,062 1,220,090 SH   SOLE   1,220,090 0 0
DIAMONDBACK ENERGY INC COM 25278X109   733,961 5,366 SH   SOLE   5,366 0 0
DIEBOLD NIXDORF INC COM STK 253651103   5,498,283 3,872,030 SH   SOLE   3,872,030 0 0
EAST WEST BANCORP INC COM 27579R104   705,262 10,702 SH   SOLE   10,702 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   509,293 41,677 SH   SOLE   41,677 0 0
ELASTIC N V ORD SHS N14506104   640,145 12,430 SH   SOLE   12,430 0 0
ENCOMPASS HEALTH CORP COM 29261A100   1,006,543 16,829 SH   SOLE   16,829 0 0
ENERSYS COM 29275Y102   7,234,917 97,981 SH   SOLE   97,981 0 0
ENPRO INDS INC COM 29355X107   5,202,229 47,863 SH   SOLE   47,863 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   10,118,912 300,532 SH   SOLE   300,532 0 0
EQT CORP COM 26884L109   575,009 16,997 SH   SOLE   16,997 0 0
ESSENT GROUP LTD COM G3198U102   4,380,998 112,680 SH   SOLE   112,680 0 0
FIRST BUSEY CORP COM NEW 319383204   4,973,812 201,206 SH   SOLE   201,206 0 0
FIRST HAWAIIAN INC COM 32051X108   7,834,082 300,848 SH   SOLE   300,848 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100   870,904 7,145 SH   SOLE   7,145 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   502,916 2,738 SH   SOLE   2,738 0 0
GENPACT LIMITED SHS G3922B107   601,465 12,985 SH   SOLE   12,985 0 0
GLACIER BANCORP INC NEW COM 37637Q105   9,193,108 186,020 SH   SOLE   186,020 0 0
HANCOCK WHITNEY CORPORATION COM 410120109   7,356,877 152,033 SH   SOLE   152,033 0 0
HASBRO INC COM 418056107   921,373 15,102 SH   SOLE   15,102 0 0
HEALTHCARE RLTY TR CL A COM 42226K105   11,929,055 619,048 SH   SOLE   619,048 0 0
IDACORP INC COM 451107106   12,977,267 120,327 SH   SOLE   120,327 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   11,429,813 203,849 SH   SOLE   203,849 0 0
KAR AUCTION SVCS INC COM 48238T109   6,596,122 505,450 SH   SOLE   505,450 0 0
KIRBY CORP COM 497266106   9,608,163 149,311 SH   SOLE   149,311 0 0
LIBERTY ENERGY INC COM CL A 53115L104   8,159,497 509,650 SH   SOLE   509,650 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102   6,327,557 840,313 SH   SOLE   840,313 0 0
LINCOLN ELEC HLDGS INC COM 533900106   6,035,925 41,774 SH   SOLE   41,774 0 0
LKQ CORP COM 501889208   572,929 10,727 SH   SOLE   10,727 0 0
NASDAQ INC COM 631103108   706,445 11,515 SH   SOLE   11,515 0 0
NEW RELIC INC COM 64829B100   7,494,754 132,768 SH   SOLE   132,768 0 0
OSHKOSH CORP COM 688239201   660,014 7,484 SH   SOLE   7,484 0 0
OVINTIV INC COM 69047Q102   420,284 8,288 SH   SOLE   8,288 0 0
PDC ENERGY INC COM 69327R101   6,683,809 105,290 SH   SOLE   105,290 0 0
PHYSICIANS RLTY TR COM 71943U104   10,386,841 717,819 SH   SOLE   717,819 0 0
POPULAR INC COM NEW 733174700   9,172,985 138,314 SH   SOLE   138,314 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   8,910,797 181,853 SH   SOLE   181,853 0 0
POST HLDGS INC COM 737446104   5,603,070 62,077 SH   SOLE   62,077 0 0
REGAL REXNORD CORPORATION COM 758750103   693,964 5,784 SH   SOLE   5,784 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   495,210 2,688 SH   SOLE   2,688 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   3,797,812 230,870 SH   SOLE   230,870 0 0
RESOURCES CONNECTION INC COM 76122Q105   7,012,154 381,510 SH   SOLE   381,510 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101   7,256,153 482,778 SH   SOLE   482,778 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   11,228,169 482,932 SH   SOLE   482,932 0 0
SLM CORP COM 78442P106   5,090,390 306,650 SH   SOLE   306,650 0 0
STERICYCLE INC COM 858912108   12,503,731 250,626 SH   SOLE   250,626 0 0
SYNEOS HEALTH INC CL A 87166B102   6,958,196 189,700 SH   SOLE   189,700 0 0
SYNOVUS FINL CORP COM NEW 87161C501   615,219 16,384 SH   SOLE   16,384 0 0
TEREX CORP NEW COM 880779103   5,421,382 126,905 SH   SOLE   126,905 0 0
TREEHOUSE FOODS INC COM 89469A104   16,453,021 333,192 SH   SOLE   333,192 0 0
US FOODS HLDG CORP COM 912008109   14,007,361 411,739 SH   SOLE   411,739 0 0
VALVOLINE INC COM 92047W101   5,352,086 163,923 SH   SOLE   163,923 0 0
VARONIS SYS INC COM 922280102   10,532,642 439,960 SH   SOLE   439,960 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105   9,771,451 307,375 SH   SOLE   307,375 0 0
WABTEC COM 929740108   596,265 5,974 SH   SOLE   5,974 0 0
WEBSTER FINL CORP COM 947890109   13,375,538 282,542 SH   SOLE   282,542 0 0
WESTROCK CO COM 96145D105   518,469 14,746 SH   SOLE   14,746 0 0
WINTRUST FINL CORP COM 97650W108   655,030 7,750 SH   SOLE   7,750 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   5,039,622 238,280 SH   SOLE   238,280 0 0